StockDriftsStockDriftsTop 50 Baldwin Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 6.74% | 288.4K | $103.1M | -1.79%(-5.26K) | $40.84(+744.01%) | 2026-06-30 | |
| AAPL | APPLE INC | 6.66% | 351.8K | $101.8M | -0.11%(-395) | $73.29(+316.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.5% | 496.8K | $99.4M | +10.34%(+46.57K) | $56.83(+297.77%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 5.14% | 1.47M | $78.7M | +0.06%(+865) | $53.27(-1.26%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.87% | 312.5K | $74.5M | -0.02%(-77) | $53.66(+389.22%) | 2026-06-30 | |
| KLAC | KLA CORP | 4.39% | 222.3K | $67.1M | -16.27%(-43.19K) | $35.94(+452.56%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.63% | 148.9K | $55.6M | -0.40%(-602) | $132.26(+267.52%) | 2026-06-30 | |
| TIP | ISHARES TR | 2.84% | 397.6K | $43.5M | +0.86%(+3.37K) | $113.43(-5.80%) | 2026-06-30 | |
| V | VISA INC | 2.49% | 110.9K | $38.1M | -0.84%(-941) | $106.38(+240.24%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.04% | 84.7K | $31.2M | -1.54%(-1.32K) | $214.33(+88.58%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.19% | +69.34% | +10.41% | +64.09% |
| Top 20 Holdings Unweighted | +17.84% | +63.65% | +9.76% | +59.31% |
Baldwin Wealth Partners LLC reports $1.53B in US-listed equity holdings across 234 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (6.7%), AAPL (6.7%) and NVDA (6.5%). The top 20 holdings account for 62.14% of reported assets. Its disclosed equity book has returned +69.34% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Baldwin Wealth Partners LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Baldwin Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1021258). View Baldwin Wealth Partners LLC’s 13F filings on SEC