Baldwin Wealth Partners LLC
235 holdingsFiling period: 2026-06-30Current AUM: $1.59Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc | 288.4K | $103.1M | $91.4M | 5.76% | -5,260 | 2026-06-30 |
| 2 | AAPL | Apple Inc | 351.8K | $101.8M | $121.0M | 7.62% | -395 | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 496.8K | $99.4M | $107.3M | 6.76% | +46.6K | 2026-06-30 |
| 4 | JBND | J P Morgan Exchange Traded F | 1.47M | $78.7M | $76.2M | 4.80% | +865 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 312.5K | $74.5M | $77.8M | 4.90% | -77 | 2026-06-30 |
| 6 | KLAC | Kla Corp | 222.3K | $67.1M | $33.2M | 2.09% | +195.8K | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 148.9K | $55.6M | $79.3M | 5.00% | -602 | 2026-06-30 |
| 8 | TIP | iShares TR | 397.6K | $43.5M | $42.3M | 2.66% | +3.4K | 2026-06-30 |
| 9 | V | Visa Inc | 110.9K | $38.1M | $44.8M | 2.82% | -941 | 2026-06-30 |
| 10 | GLD | Spdr Gold TR | 84.7K | $31.2M | $31.1M | 1.96% | -1,323 | 2026-06-30 |
| 11 | — | Asml Hldg NV | 14.4K | $28.7M | $28.7M | 1.81% | -104 | 2026-06-30 |
| 12 | OMFL | Invesco Exch Trd Slf Idx FD | 412.2K | $28.3M | $29.3M | 1.85% | -26,941 | 2026-06-30 |
| 13 | JPM | JPMorgan Chase & Co | 86.0K | $28.2M | $28.7M | 1.81% | +1.3K | 2026-06-30 |
| 14 | URI | United Rentals Inc | 23.9K | $27.1M | $26.8M | 1.69% | -6,220 | 2026-06-30 |
| 15 | WM | Waste Mgmt Inc Del | 120.1K | $26.8M | $28.9M | 1.82% | -930 | 2026-06-30 |
| 16 | BX | Blackstone Inc | 217.7K | $25.6M | $25.9M | 1.63% | +2.8K | 2026-06-30 |
| 17 | ADI | Analog Devices Inc | 62.0K | $24.6M | $25.3M | 1.59% | -2,292 | 2026-06-30 |
| 18 | IBM | International Business Machs | 81.6K | $22.9M | $20.7M | 1.30% | -890 | 2026-06-30 |
| 19 | IAU | iShares Gold TR | 301.7K | $22.8M | $22.8M | 1.43% | +6.9K | 2026-06-30 |
| 20 | COST | Costco Wholesale Corporation | 24.3K | $22.7M | $24.4M | 1.54% | -132 | 2026-06-30 |
| 21 | NEE | Nextera Energy Inc | 253.8K | $22.3M | $20.8M | 1.31% | -837 | 2026-06-30 |
| 22 | UNP | Union Pac Corp | 80.8K | $22.0M | $24.0M | 1.51% | +25.8K | 2026-06-30 |
| 23 | PWR | Quanta Svcs Inc | 24.3K | $17.5M | $13.7M | 0.86% | -30 | 2026-06-30 |
| 24 | JNJ | Johnson & Johnson | 64.4K | $16.4M | $17.2M | 1.08% | -372 | 2026-06-30 |
| 25 | GOOG | Alphabet Inc | 45.4K | $16.1M | $14.3M | 0.90% | -1,255 | 2026-06-30 |
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