BALDWIN WEALTH PARTNERS LLC/MA
SEC Form 13F institutional filer · CIK 0001021258
13F-HR · 131 reported holdings · 2026-03-31
Baldwin Wealth Partners LLC is a wealth management firm.
Reported long-US-equity value
$1.03B
Top-10 concentration
50.9%
BALDWIN WEALTH PARTNERS LLC/MA — $1.03B AUM allocation strategy
BALDWIN WEALTH PARTNERS LLC/MA files SEC Form 13F and reports $1.03B of long US equity value across 131 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 29.5%, followed by Financials 9.6% and Communication Services 8.2%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
BALDWIN WEALTH PARTNERS LLC/MA — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.03B
total across 131 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVV +56.2K sh · +$4.27M+$VEEV +3.69K sh · −$533K+$XLE +3.27K sh · +$340K
Biggest trims (shares)
−$ACN −58.4K sh · −$15.8M−$GOOG −52.4K sh · −$23.9M−$NEE −31.1K sh · +$714K
Exited to nil (held last quarter, gone now)
$SHW ($12.4M last qtr)$PGR ($631K last qtr)$KMB ($533K last qtr)$APD ($423K last qtr)$PYPL ($400K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors9.7%—
- Technology Hardware, Storage & Peripherals8.7%—
- Interactive Media & Services8.2%—
- Broadline Retail6.3%—
- Systems Software5.3%—
- Semiconductor Materials & Equipment3.8%—
- Integrated Oil & Gas3.4%—
- Transaction & Payment Processing Services3.3%—
- Other holdings51.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 352K | $89.4M | -25.8K | 8.7% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 294K | $84.4M | -52.4K | 8.2% |
| $NVDA | NVIDIA Corporation | 450K | $78.5M | -26.6K | 7.6% |
| $AMZN | Amazon.com Inc | 313K | $65.1M | -24.6K | 6.3% |
| $MSFT | Microsoft Corporation | 150K | $55.4M | -17.9K | 5.4% |
| $KLAC | KLA Corporation | 26.6K | $39.1M | -4.11K | 3.8% |
| $V | Visa Inc | 112K | $33.8M | -8K | 3.3% |
| $WM | Waste Management Inc | 121K | $27.8M | -11.2K | 2.7% |
| $JPM | JP Morgan Chase & Co | 84.7K | $24.9M | -11.1K | 2.4% |
| $BX | Blackstone Inc | 215K | $24.7M | -18.4K | 2.4% |
…and 121 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
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How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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