BALDWIN WEALTH PARTNERS LLC/MA
•CIK: 1021258•Filing: Q4 2025
BALDWIN BROTHERS LLC/MA manages $1.6B across a diversified portfolio of 242 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding GOOGL at $108.3M and AAPL at $102.8M. Further concentration is evident in NVDA ($88.9M) and MSFT ($81.0M), alongside substantial allocations to AMZN ($77.8M) and JBND ($78.8M). This structure suggests a core strategy focused on established growth technology names and defensive fixed-income assets.
Total AUM
$1.6B
QoQ Performance
+1.9%
Positions
215
Top 10 Concentration
45.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GOOGL
AAPL
NVDA
MSFT
JBND
GOOGL6.9%
AAPL6.6%
NVDA5.7%
MSFT5.2%
JBND5.0%
AMZN5.0%
TIP3.2%
V2.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other45.6%
Technology29.9%
Consumer8.4%
Financial6.6%
Healthcare2.9%
Utilities1.5%
Energy1.2%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+38 more exited positions
Changes from Q3 2025
NEW9 new positions
↑55 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023