StockDriftsStockDriftsTop 50 Baldwin Wealth Partners LLC Ma Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 7.54% | 343.7K | $114.5M | -2.31%(-8.13K) | $73.29(+367.92%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 7.42% | 492.7K | $112.5M | -0.83%(-4.12K) | $56.83(+281.97%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 6.48% | 285.6K | $98.3M | -0.96%(-2.77K) | $40.84(+742.70%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 5.08% | 309.5K | $77.1M | -0.95%(-2.98K) | $53.66(+389.06%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 5.02% | 148.5K | $76.2M | -0.29%(-438) | $132.26(+303.39%) | 2026-09-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.01% | 1.49M | $76.0M | +1.14%(+16.77K) | $53.26(-3.49%) | 2026-09-30 | |
| KLAC | KLA CORP | 2.84% | 221.2K | $43.1M | -0.50%(-1.10K) | $35.86(+364.04%) | 2026-09-30 | |
| V | VISA INC | 2.62% | 110.5K | $39.7M | -0.40%(-442) | $106.38(+278.75%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.61% | 1.58M | $39.6M | new | $25.80(-1.64%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 2.16% | 85.9K | $32.7M | +1.52%(+1.28K) | $219.06(+73.33%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.38% | +70.12% | +10.22% | +62.64% |
| Top 20 Holdings Unweighted | +17.49% | +62.19% | +9.11% | +54.62% |
Baldwin Wealth Partners LLC Ma reports $1.52B in US-listed equity holdings across 234 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (7.5%), NVDA (7.4%) and GOOGL (6.5%). The top 20 holdings account for 63% of reported assets. Its disclosed equity book has returned +70.12% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Baldwin Wealth Partners LLC Ma’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1021258). View Baldwin Wealth Partners LLC Ma’s 13F filings on SEC