BALDWIN WEALTH PARTNERS LLC/MA: 13F holdings
CIK 10212582026Q2
| Positions | 234 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-07-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GOOGL ALPHABET INC | 288,390 | $103.1m | 6.7% |
| AAPL APPLE INC | 351,829 | $101.8m | 6.7% |
| NVDA NVIDIA CORPORATION | 496,839 | $99.4m | 6.5% |
| J P MORGAN EXCHANGE TRADED F | 1,470,097 | $78.7m | 5.1% |
| AMZN AMAZON COM INC | 312,500 | $74.5m | 4.9% |
| KLAC KLA CORP | 222,332 | $67.1m | 4.4% |
| MSFT MICROSOFT CORP | 148,926 | $55.6m | 3.6% |
| TIP ISHARES TR | 397,604 | $43.5m | 2.8% |
| V VISA INC | 110,919 | $38.1m | 2.5% |
| GLD SPDR GOLD TR | 84,652 | $31.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1021258")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.