1y return+13.5%S&P 500 +20.9%
3y return+74.6%S&P 500 +68.5%
5y return+65.6%S&P 500 +74.5%
10y return+243.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $343 against $357 in the S&P 500.2
Baldwin Wealth Partners Llc/maS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| GOOGLAlphabet Inc | $103.1M | 6.7% | −1.8% |
| AAPLApple Inc | $101.8M | 6.7% | |
| NVDANvidia Corporation | $99.4M | 6.5% | +10.3% |
| JBNDJ P Morgan Exchange Traded F | $78.7M | 5.1% | |
| AMZNAmazon Com Inc | $74.5M | 4.9% | |
| KLACKla Corp | $67.1M | 4.4% | +737.3% |
| MSFTMicrosoft Corp | $55.6M | 3.6% | |
| TIPIshares Tr | $43.5M | 2.8% | |
| VVisa Inc | $38.1M | 2.5% | |
| GLDSpdr Gold Tr | $31.2M | 2.0% | −1.5% |
| Asml Hldg NvCUSIP N07059210 | $28.7M | 1.9% | |
| OMFLInvesco Exch Trd Slf Idx Fd | $28.3M | 1.8% | −6.1% |
| JPMJpmorgan Chase & Co | $28.2M | 1.8% | +1.5% |
| URIUnited Rentals Inc | $27.1M | 1.8% | −20.7% |
| WMWaste Mgmt Inc Del | $26.8M | 1.7% | |
| BXBlackstone Inc | $25.6M | 1.7% | +1.3% |
| ADIAnalog Devices Inc | $24.6M | 1.6% | −3.6% |
| IBMInternational Business Machs | $22.9M | 1.5% | −1.1% |
| IAUIshares Gold Tr | $22.8M | 1.5% | +2.3% |
| COSTCostco Wholesale Corporation | $22.7M | 1.5% | |
| NEENextera Energy Inc | $22.3M | 1.5% | |
| UNPUnion Pac Corp | $22.0M | 1.4% | +46.8% |
| PWRQuanta Svcs Inc | $17.5M | 1.1% | |
| JNJJohnson & Johnson | $16.4M | 1.1% | |
| GOOGAlphabet Inc | $16.1M | 1.0% | −2.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $99.4M |
| URIUnited Rentals Inc | June 30, 2020 | +660.3% | $27.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $103.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $16.1M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $28.2M |
| ADIAnalog Devices Inc | June 30, 2020 | +223.9% | $24.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $101.8M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $22.7M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $15.8M |
| AXSMAxsome Therapeutics Inc. | June 30, 2020 | +197.5% | $10.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $933K
- AMTAmerican Tower Corp was $379K
- AAAlcoa Corp was $315K
- Accenture PLC IrelandCUSIP G1151C101 was $286K
- Check Point Software Tech LtCUSIP M22465104 was $247K
- MCDMcdonalds Corp was $235K
- LOWLowes Cos Inc was $233K
- MTDMettler Toledo International was $230K
- MINTPimco Etf Tr was $228K
- PLTRPalantir Technologies Inc was $207K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | +15.1% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +4.9% | +5.4% |
| June 30, 2024 | +3.4% | +4.0% |
| March 31, 2024 | +7.7% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +6.8% | +8.3% |
| March 31, 2023 | +5.7% | +7.0% |
| December 31, 2022 | +4.1% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −16.2% | −16.5% |
| March 31, 2022 | −6.9% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | +1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Baldwin Wealth Partners Llc/ma Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1021258&type=13F-HR&dateb=&owner=include&count=40CIK 1021258
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1021258/000119312526302682/Filed July 14, 2026 · accession 0001193125-26-302682