Baldwin Brothers

Baldwin Wealth Partners as of March 31, 2026

Portfolio Holdings for Baldwin Wealth Partners

Baldwin Wealth Partners holds 222 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 6.5 $89M 352k 253.79
Alphabet Cap Stk Cl A (GOOGL) 6.1 $84M 294k 287.56
J P Morgan Exchange Traded F Active Bond Etf (JBND) 5.7 $79M 1.5M 53.77
NVIDIA Corporation (NVDA) 5.7 $79M 450k 174.40
Amazon (AMZN) 4.7 $65M 313k 208.27
Microsoft Corporation (MSFT) 4.0 $55M 150k 370.17
Ishares Tr Tips Bd Etf (TIP) 3.2 $44M 394k 110.36
Kla Corp Com New (KLAC) 2.8 $39M 27k 1472.41
Spdr Gold Tr Gold Shs (GLD) 2.7 $37M 86k 430.29
Visa Com Cl A (V) 2.5 $34M 112k 302.24
Waste Management (WM) 2.0 $28M 121k 229.79
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.9 $26M 439k 60.12
Ishares Gold Tr Ishares New (IAU) 1.9 $26M 295k 88.16
JPMorgan Chase & Co. (JPM) 1.8 $25M 85k 294.16
Blackstone Group Inc Com Cl A (BX) 1.8 $25M 215k 114.99
Costco Wholesale Corporation (COST) 1.8 $24M 24k 996.42
Nextera Energy (NEE) 1.7 $24M 255k 92.88
United Rentals (URI) 1.6 $22M 30k 728.56
Analog Devices (ADI) 1.5 $21M 64k 318.14
Exxon Mobil Corporation (XOM) 1.5 $20M 119k 169.66
International Business Machines (IBM) 1.5 $20M 83k 242.39
Asml Hldg Nv N Y Registry Shs (ASML) 1.4 $19M 15k 1320.86
Johnson & Johnson (JNJ) 1.2 $16M 65k 244.44
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $15M 253k 59.55
Arthur J. Gallagher & Co. (AJG) 1.1 $15M 69k 216.58
Chevron Corporation (CVX) 1.1 $15M 70k 206.91
Marriott Intl Cl A (MAR) 1.0 $14M 43k 327.07
Alphabet Cap Stk Cl C (GOOG) 1.0 $13M 47k 286.86
Union Pacific Corporation (UNP) 1.0 $13M 55k 242.62
Quanta Services (PWR) 1.0 $13M 24k 549.02
Danaher Corporation (DHR) 1.0 $13M 70k 189.60
Garmin SHS (GRMN) 0.9 $13M 55k 232.01
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.9 $12M 24k 522.71
Alps Etf Tr Alerian Mlp (AMLP) 0.8 $11M 209k 52.64
Regency Centers Corporation (REG) 0.8 $11M 144k 75.66
McKesson Corporation (MCK) 0.8 $11M 12k 865.36
Charles Schwab Corporation (SCHW) 0.6 $8.7M 93k 93.98
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $8.3M 17k 479.20
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $7.9M 63k 124.31
Otis Worldwide Corp (OTIS) 0.6 $7.7M 100k 77.08
Church & Dwight (CHD) 0.6 $7.7M 82k 93.32
Intuit (INTU) 0.6 $7.6M 18k 432.35
S&p Global (SPGI) 0.6 $7.6M 18k 425.34
Ptc (PTC) 0.5 $7.5M 53k 142.49
Ishares Tr Core S&p500 Etf (IVV) 0.5 $7.2M 11k 653.21
Axsome Therapeutics (AXSM) 0.5 $7.1M 42k 169.02
Dover Corporation (DOV) 0.5 $7.1M 34k 208.45
AutoZone (AZO) 0.5 $6.9M 2.1k 3377.78
Enterprise Products Partners (EPD) 0.5 $6.9M 182k 37.84
Bank of America Corporation (BAC) 0.5 $6.7M 137k 48.75
Illinois Tool Works (ITW) 0.5 $6.6M 26k 260.29
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.5 $6.5M 65k 100.19
Waters Corporation (WAT) 0.5 $6.4M 22k 297.80
Procter & Gamble Company (PG) 0.5 $6.3M 44k 144.44
Ishares Esg Awr Msci Em (ESGE) 0.4 $5.8M 128k 45.47
Veeva Sys Cl A Com (VEEV) 0.4 $5.0M 29k 175.66
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $4.9M 252k 19.30
Novartis Sponsored Adr (NVS) 0.3 $4.6M 30k 152.75
Advisors Inner Circle Fd Iii Brown Advisory (BASG) 0.3 $4.5M 199k 22.72
Philip Morris International (PM) 0.3 $4.3M 26k 165.34
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $3.9M 6.6k 597.55
EOG Resources (EOG) 0.3 $3.6M 25k 144.57
Ares Capital Corporation (ARCC) 0.3 $3.6M 197k 18.02
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.5M 7.8k 446.55
Toronto Dominion Bk Ont Com New (TD) 0.2 $3.2M 35k 93.31
Cohen & Steers Slt Pfd Incm (PSF) 0.2 $3.1M 161k 19.39
Altria (MO) 0.2 $3.0M 46k 65.99
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.0M 14k 217.25
Fiserv (FI) 0.2 $3.0M 54k 55.80
Paychex (PAYX) 0.2 $3.0M 32k 92.12
Nuvectis Pharma (NVCT) 0.2 $2.9M 379k 7.73
Pepsi (PEP) 0.2 $2.9M 19k 155.29
Meta Platforms Cl A (META) 0.2 $2.9M 5.0k 572.13
Spdr Index Shs Fds State Street Spd (EEMX) 0.2 $2.5M 58k 44.20
Coca-Cola Company (KO) 0.2 $2.5M 33k 76.05
Targa Res Corp (TRGP) 0.2 $2.4M 9.6k 250.73
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.3M 3.5k 650.34
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $2.2M 24k 91.77
Merck & Co (MRK) 0.1 $2.1M 17k 120.29
Bank of New York Mellon Corporation (BK) 0.1 $2.0M 17k 118.63
Glacier Ban (GBCI) 0.1 $2.0M 44k 44.67
Stryker Corporation (SYK) 0.1 $1.9M 5.9k 328.59
Adobe Systems Incorporated (ADBE) 0.1 $1.9M 7.8k 243.08
Automatic Data Processing (ADP) 0.1 $1.9M 9.1k 203.18
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $1.8M 34k 52.85
Hci (HCI) 0.1 $1.8M 11k 154.61
Doubleline Etf Trust Commercial Real (DCRE) 0.1 $1.7M 33k 51.96
Emerson Electric (EMR) 0.1 $1.7M 13k 131.02
Uber Technologies (UBER) 0.1 $1.7M 23k 71.93
Fastenal Company (FAST) 0.1 $1.7M 36k 46.40
Prologis (PLD) 0.1 $1.6M 12k 132.18
Ishares Silver Tr Ishares (SLV) 0.1 $1.5M 22k 68.14
Eli Lilly & Co. (LLY) 0.1 $1.4M 1.6k 919.77
Roper Industries (ROP) 0.1 $1.4M 4.0k 353.86
Abbvie (ABBV) 0.1 $1.4M 6.5k 217.49
Blackrock (BLK) 0.1 $1.4M 1.4k 961.71
Apollo Global Mgmt (APO) 0.1 $1.3M 12k 111.42
Caterpillar (CAT) 0.1 $1.3M 1.8k 708.46
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.3M 5.2k 248.00
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.3M 20k 64.08
Advanced Micro Devices (AMD) 0.1 $1.2M 6.1k 203.43
Global X Fds Global X Silver (SIL) 0.1 $1.2M 13k 90.08
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.2M 5.5k 215.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.1M 20k 54.05
Oneok (OKE) 0.1 $1.0M 11k 90.39
Tc Energy Corp (TRP) 0.1 $948k 15k 62.58
Honeywell International (HON) 0.1 $933k 4.1k 226.03
Amgen (AMGN) 0.1 $929k 2.6k 351.85
Hingham Institution for Savings (HIFS) 0.1 $909k 3.2k 285.84
Global X Fds Global X Copper (COPX) 0.1 $886k 12k 76.35
Canadian Natl Ry (CNI) 0.1 $869k 8.5k 102.77
ResMed (RMD) 0.1 $849k 3.8k 224.48
Mccormick & Co Com Non Vtg (MKC) 0.1 $821k 16k 50.44
Broadcom (AVGO) 0.1 $820k 2.7k 309.51
Vanguard World Industrial Etf (VIS) 0.1 $807k 2.6k 312.22
Deere & Company (DE) 0.1 $794k 1.4k 563.30
Stock Yards Ban (SYBT) 0.1 $781k 12k 66.29
Thermo Fisher Scientific (TMO) 0.1 $771k 1.6k 491.53
Home Depot (HD) 0.1 $769k 2.3k 328.89
Carlyle Group (CG) 0.1 $761k 16k 48.39
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $758k 6.6k 114.91
Bwx Technologies (BWXT) 0.1 $757k 3.7k 204.49
Travelers Companies (TRV) 0.1 $740k 2.5k 291.68
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $719k 12k 61.26
Wal-Mart Stores (WMT) 0.1 $717k 5.8k 124.28
Southern Company (SO) 0.1 $692k 7.2k 96.52
Pfizer (PFE) 0.0 $664k 24k 28.08
Vanguard Index Fds Value Etf (VTV) 0.0 $663k 3.4k 196.20
Tesla Motors (TSLA) 0.0 $658k 1.8k 371.75
Global Partners Com Units (GLP) 0.0 $653k 16k 42.10
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $641k 9.9k 64.97
Abbott Laboratories (ABT) 0.0 $624k 6.1k 102.67
Select Sector Spdr Tr State Street Con (XLY) 0.0 $604k 5.5k 108.98
Vaneck Etf Trust Rare Earth And S (REMX) 0.0 $586k 6.7k 88.00
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $584k 20k 28.71
American Electric Power Company (AEP) 0.0 $564k 4.3k 131.08
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $552k 12k 47.20
Lam Research Corp Com New (LRCX) 0.0 $545k 2.6k 213.66
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $544k 15k 37.44
O'reilly Automotive (ORLY) 0.0 $535k 5.8k 92.31
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $533k 13k 40.80
ConocoPhillips (COP) 0.0 $521k 3.9k 132.00
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $513k 4.0k 128.12
Wells Fargo & Company (WFC) 0.0 $486k 6.1k 79.61
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $485k 16k 30.29
Global X Fds Global X Uranium (URA) 0.0 $478k 9.9k 48.43
Orla Mining LTD New F (ORLA) 0.0 $476k 30k 16.03
Spdr Series Trust State Street Spd (SDY) 0.0 $471k 3.2k 145.94
Versant Media Group Com Cl A (VSNT) 0.0 $467k 13k 37.02
Oracle Corporation (ORCL) 0.0 $463k 3.1k 147.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $462k 1.4k 320.81
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $456k 2.9k 158.58
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $445k 20k 22.33
Walt Disney Company (DIS) 0.0 $440k 4.6k 96.38
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $437k 5.9k 73.64
American Water Works (AWK) 0.0 $422k 3.1k 136.09
Mastercard Incorporated Cl A (MA) 0.0 $415k 831.00 499.66
FedEx Corporation (FDX) 0.0 $403k 1.1k 356.18
Weyerhaeuser Com New (WY) 0.0 $399k 16k 24.43
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $393k 35k 11.27
Norfolk Southern (NSC) 0.0 $390k 1.4k 287.00
Amplify Etf Tr Amplify Junior S (SILJ) 0.0 $389k 13k 29.72
American Tower Reit (AMT) 0.0 $379k 2.2k 172.57
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $376k 11k 35.46
TJX Companies (TJX) 0.0 $372k 2.3k 159.70
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.0 $370k 14k 25.65
Ishares Msci Japan Etf (EWJ) 0.0 $362k 4.3k 84.44
At&t (T) 0.0 $362k 13k 28.99
Spdr Index Shs Fds State Street Spd (GNR) 0.0 $352k 4.7k 74.67
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $347k 601.00 577.18
Kinder Morgan (KMI) 0.0 $346k 10k 33.53
Ge Aerospace Com New (GE) 0.0 $345k 1.2k 283.77
Verizon Communications (VZ) 0.0 $340k 6.8k 50.20
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $330k 2.8k 120.04
Ge Vernova (GEV) 0.0 $330k 378.00 872.90
Raytheon Technologies Corp (RTX) 0.0 $323k 1.7k 192.90
Spdr Series Trust State Street Spd (XME) 0.0 $319k 3.0k 108.01
Alcoa (AA) 0.0 $315k 4.8k 66.33
Agnico (AEM) 0.0 $305k 1.5k 202.98
Qualcomm (QCOM) 0.0 $304k 2.4k 128.78
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $303k 1.4k 211.15
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $301k 2.7k 112.27
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $294k 5.2k 56.79
Corteva (CTVA) 0.0 $294k 3.5k 83.71
Accenture Plc Ireland Shs Class A (ACN) 0.0 $286k 1.4k 198.29
Linde SHS (LIN) 0.0 $285k 574.00 495.76
Edwards Lifesciences (EW) 0.0 $285k 3.6k 80.08
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $281k 2.6k 106.50
MPLX Com Unit Rep Ltd (MPLX) 0.0 $274k 4.8k 57.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $273k 5.5k 49.89
Netflix (NFLX) 0.0 $272k 2.8k 96.15
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $270k 11k 25.10
Kinsale Cap Group (KNSL) 0.0 $260k 760.00 341.66
Fortune Brands (FBIN) 0.0 $258k 6.6k 38.97
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $253k 5.0k 50.34
Morgan Stanley Com New (MS) 0.0 $252k 1.5k 164.57
Check Point Software Tech Lt Ord (CHKP) 0.0 $247k 1.7k 142.85
Cisco Systems (CSCO) 0.0 $236k 3.0k 77.59
McDonald's Corporation (MCD) 0.0 $235k 757.00 310.79
Lowe's Companies (LOW) 0.0 $233k 988.00 236.28
Natwest Group Spons Adr (NWG) 0.0 $231k 16k 14.90
Mettler-Toledo International (MTD) 0.0 $230k 182.00 1261.20
Qnity Electronics Common Stock (Q) 0.0 $228k 2.0k 115.38
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $228k 2.3k 100.57
Sterling Construction Company (STRL) 0.0 $226k 555.00 407.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $226k 530.00 426.40
3M Company (MMM) 0.0 $225k 1.5k 145.23
Teleflex Incorporated (TFX) 0.0 $222k 1.9k 119.61
White Mountains Insurance Gp (WTM) 0.0 $220k 100.00 2196.96
Hannon Armstrong (HASI) 0.0 $219k 6.0k 36.75
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $216k 3.2k 67.53
Eaton Corp SHS (ETN) 0.0 $210k 588.00 357.67
Palantir Technologies Cl A (PLTR) 0.0 $207k 1.4k 146.28
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $206k 5.0k 41.17
Healthcare Rlty Tr Cl A Com (HR) 0.0 $206k 12k 16.99
American Express Company (AXP) 0.0 $203k 672.00 302.48
Spdr Series Trust State Street Spd (BIL) 0.0 $203k 2.2k 91.64
Freeport Mcmoran CL B (FCX) 0.0 $201k 3.4k 58.78
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $200k 1.0k 191.81
Bhp Billiton Sponsored Ads (BHP) 0.0 $200k 2.8k 72.74
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $121k 24k 5.03
Beyond Air Com New (XAIR) 0.0 $10k 15k 0.69