Baldwin Brothers

Baldwin Wealth Partners as of June 30, 2026

Portfolio Holdings for Baldwin Wealth Partners

Baldwin Wealth Partners holds 234 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl A (GOOGL) 6.7 $103M 288k 357.37
Apple (AAPL) 6.7 $102M 352k 289.36
NVIDIA Corporation (NVDA) 6.5 $99M 497k 200.09
J P Morgan Exchange Traded F Active Bond Etf (JBND) 5.1 $79M 1.5M 53.50
Amazon (AMZN) 4.9 $75M 313k 238.34
Kla Corp Com New (KLAC) 4.4 $67M 222k 301.71
Microsoft Corporation (MSFT) 3.6 $56M 149k 373.03
Ishares Tr Tips Bd Etf (TIP) 2.8 $44M 398k 109.43
Visa Com Cl A (V) 2.5 $38M 111k 343.09
Spdr Gold Tr Gold Shs (GLD) 2.0 $31M 85k 368.38
Asml Hldg Nv N Y Registry Shs (ASML) 1.9 $29M 14k 1989.44
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 1.8 $28M 412k 68.54
JPMorgan Chase & Co. (JPM) 1.8 $28M 86k 327.33
United Rentals (URI) 1.8 $27M 24k 1132.89
Waste Management (WM) 1.7 $27M 120k 222.88
Blackstone Group Inc Com Cl A (BX) 1.7 $26M 218k 117.67
Analog Devices (ADI) 1.6 $25M 62k 397.17
International Business Machines (IBM) 1.5 $23M 82k 281.21
Ishares Gold Tr Ishares New (IAU) 1.5 $23M 302k 75.51
Costco Wholesale Corporation (COST) 1.5 $23M 24k 935.48
Nextera Energy (NEE) 1.5 $22M 254k 87.77
Union Pacific Corporation (UNP) 1.4 $22M 81k 272.00
Quanta Services (PWR) 1.1 $18M 24k 720.04
Johnson & Johnson (JNJ) 1.1 $16M 64k 253.97
Alphabet Cap Stk Cl C (GOOG) 1.0 $16M 45k 353.33
Exxon Mobil Corporation (XOM) 1.0 $16M 116k 136.72
Arthur J. Gallagher & Co. (AJG) 1.0 $16M 68k 229.57
Marriott Intl Cl A (MAR) 1.0 $16M 42k 370.60
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.0 $15M 257k 58.98
Garmin SHS (GRMN) 0.8 $13M 54k 237.54
Danaher Corporation (DHR) 0.8 $13M 66k 190.48
Regency Centers Corporation (REG) 0.8 $12M 147k 79.74
Chevron Corporation (CVX) 0.8 $12M 69k 165.75
Axsome Therapeutics (AXSM) 0.7 $11M 44k 244.77
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.7 $11M 24k 450.98
Alps Etf Tr Alerian Mlp (AMLP) 0.7 $10M 200k 51.85
Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.6 $9.9M 159k 62.11
CRH Ord (CRH) 0.6 $9.4M 88k 107.00
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $9.4M 63k 148.31
McKesson Corporation (MCK) 0.6 $9.2M 12k 755.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $8.7M 17k 500.39
Ares Capital Corporation (ARCC) 0.5 $8.1M 439k 18.53
Ishares Tr Core S&p500 Etf (IVV) 0.5 $8.1M 11k 748.90
Bank of America Corporation (BAC) 0.5 $7.8M 136k 56.98
Church & Dwight (CHD) 0.5 $7.7M 79k 96.88
Waters Corporation (WAT) 0.5 $7.6M 20k 375.04
Dover Corporation (DOV) 0.5 $7.6M 34k 224.28
Charles Schwab Corporation (SCHW) 0.5 $7.5M 82k 92.27
S&p Global (SPGI) 0.5 $7.5M 18k 407.26
AutoZone (AZO) 0.5 $7.4M 2.3k 3195.94
Ishares Esg Awr Msci Em (ESGE) 0.5 $7.1M 130k 54.69
Otis Worldwide Corp (OTIS) 0.5 $7.0M 98k 71.60
Nuvectis Pharma (NVCT) 0.5 $7.0M 382k 18.39
Enterprise Products Partners (EPD) 0.4 $6.7M 183k 36.76
Illinois Tool Works (ITW) 0.4 $6.4M 24k 270.47
Procter & Gamble Company (PG) 0.4 $6.0M 41k 146.64
Ptc (PTC) 0.4 $5.9M 52k 113.62
Advisors Inner Circle Fd Iii Brown Advisory (BASG) 0.4 $5.5M 206k 26.64
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $5.3M 11k 477.57
Philip Morris International (PM) 0.3 $4.7M 26k 180.91
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $4.6M 241k 19.12
Novartis Sponsored Adr (NVS) 0.3 $4.3M 28k 156.72
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $4.3M 6.2k 686.81
Toronto Dominion Bk Ont Com New (TD) 0.3 $4.2M 35k 121.43
TransDigm Group Incorporated (TDG) 0.3 $4.0M 3.0k 1332.04
Vertex Pharmaceuticals Incorporated (VRTX) 0.3 $3.9M 7.8k 496.73
Advanced Micro Devices (AMD) 0.2 $3.5M 6.1k 580.91
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.3M 14k 242.99
Spdr Index Shs Fds St Str Msci Emrg (EEMX) 0.2 $3.3M 61k 54.15
EOG Resources (EOG) 0.2 $3.2M 25k 129.73
Cohen & Steers Slt Pfd Incm (PSF) 0.2 $3.2M 157k 20.13
Netflix (NFLX) 0.2 $2.8M 40k 71.40
Targa Res Corp (TRGP) 0.2 $2.7M 10k 268.14
Paychex (PAYX) 0.2 $2.7M 27k 98.33
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $2.6M 3.5k 746.77
Coca-Cola Company (KO) 0.2 $2.6M 32k 81.27
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $2.6M 26k 100.16
Altria (MO) 0.2 $2.5M 35k 71.95
Meta Platforms Cl A (META) 0.2 $2.5M 4.4k 563.29
Bank of New York Mellon Corporation (BNY) 0.2 $2.4M 17k 144.61
Glacier Ban (GBCI) 0.1 $2.3M 44k 51.58
Pepsi (PEP) 0.1 $2.2M 16k 135.40
Fiserv (FISV) 0.1 $2.1M 43k 49.05
Merck & Co (MRK) 0.1 $2.0M 16k 128.50
Hci (HCI) 0.1 $2.0M 11k 175.25
Caterpillar (CAT) 0.1 $1.9M 1.8k 1064.90
Automatic Data Processing (ADP) 0.1 $1.9M 8.7k 223.95
Eli Lilly & Co. (LLY) 0.1 $1.9M 1.6k 1199.43
Emerson Electric (EMR) 0.1 $1.8M 13k 143.15
Uber Technologies (UBER) 0.1 $1.8M 25k 72.16
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $1.8M 24k 75.45
Abbvie (ABBV) 0.1 $1.8M 7.0k 251.64
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.1 $1.7M 32k 53.19
Stryker Corporation (SYK) 0.1 $1.7M 5.3k 314.84
Prologis (PLD) 0.1 $1.6M 12k 135.47
Fastenal Company (FAST) 0.1 $1.6M 33k 48.03
Apollo Global Mgmt (APO) 0.1 $1.6M 13k 118.31
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M 5.2k 300.45
Adobe Systems Incorporated (ADBE) 0.1 $1.5M 7.2k 205.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $1.3M 19k 71.25
Blackrock (BLK) 0.1 $1.3M 1.4k 961.56
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $1.3M 5.5k 236.62
Doubleline Etf Trust Commercial Real (DCRE) 0.1 $1.2M 24k 51.80
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $1.2M 20k 59.69
Ishares Silver Tr Ishares (SLV) 0.1 $1.2M 22k 53.47
Lam Research Corp Com New (LRCX) 0.1 $1.1M 2.5k 433.33
Roper Industries (ROP) 0.1 $1.1M 3.1k 338.39
Global X Fds Global X Silver (SIL) 0.1 $1.0M 13k 77.46
Canadian Natl Ry (CNI) 0.1 $1.0M 8.5k 119.24
Oneok (OKE) 0.1 $995k 11k 86.94
Broadcom (AVGO) 0.1 $994k 2.6k 377.75
Tc Energy Corp (TRP) 0.1 $963k 15k 66.29
Global X Fds Global X Copper (COPX) 0.1 $936k 12k 76.97
Vanguard World Industrial Etf (VIS) 0.1 $931k 2.6k 360.38
Hingham Institution for Savings (HIFS) 0.1 $923k 3.0k 307.15
Stock Yards Ban (SYBT) 0.1 $901k 12k 76.47
Amgen (AMGN) 0.1 $874k 2.4k 362.12
Deere & Company (DE) 0.1 $867k 1.4k 634.33
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.1 $843k 6.6k 127.76
Travelers Companies (TRV) 0.1 $831k 2.5k 330.12
Home Depot (HD) 0.1 $792k 2.2k 352.68
Global Partners Com Units (GLP) 0.1 $792k 17k 46.59
Thermo Fisher Scientific (TMO) 0.1 $778k 1.6k 501.36
Tesla Motors (TSLA) 0.0 $745k 1.8k 420.60
Vanguard Index Fds Value Etf (VTV) 0.0 $736k 3.4k 217.93
Bwx Technologies (BWXT) 0.0 $720k 3.7k 194.65
ResMed (RMD) 0.0 $715k 3.7k 194.88
Southern Company (SO) 0.0 $686k 7.2k 95.71
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.0 $666k 9.9k 67.50
Carlyle Group (CG) 0.0 $662k 16k 42.11
Wal-Mart Stores (WMT) 0.0 $654k 5.8k 113.26
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $650k 5.5k 117.28
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.0 $617k 18k 35.22
Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) 0.0 $613k 12k 52.41
Vaneck Etf Trust Rare Ear Str Etf (REMX) 0.0 $602k 6.8k 88.50
American Electric Power Company (AEP) 0.0 $589k 4.3k 136.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.0 $586k 4.0k 146.41
Pfizer (PFE) 0.0 $568k 24k 24.08
Mccormick & Co Com Non Vtg (MKC) 0.0 $567k 11k 50.42
Wisdomtree Tr India Erngs Fd (EPI) 0.0 $559k 13k 42.78
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $532k 16k 33.25
O'reilly Automotive (ORLY) 0.0 $529k 5.7k 92.09
Honeywell International (HON) 0.0 $517k 2.3k 223.90
Abbott Laboratories (ABT) 0.0 $516k 5.7k 90.74
Honeywell Aerospace (HONA) 0.0 $511k 2.3k 221.08
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $499k 2.9k 173.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $498k 1.3k 370.04
Spdr Series Trust St Str Sp Div (SDY) 0.0 $484k 3.2k 152.18
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.0 $477k 21k 22.26
Ge Aerospace Com New (GE) 0.0 $458k 1.2k 373.73
Wells Fargo & Company (WFC) 0.0 $454k 5.5k 82.64
Oracle Corporation (ORCL) 0.0 $454k 3.1k 146.55
Versant Media Group Com Cl A (VSNT) 0.0 $454k 13k 36.01
Sterling Construction Company (STRL) 0.0 $449k 535.00 839.36
Ge Vernova (GEV) 0.0 $445k 379.00 1174.86
Global X Fds Global X Uranium (URA) 0.0 $440k 10k 43.70
Qualcomm (QCOM) 0.0 $437k 2.4k 184.79
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $426k 3.2k 132.24
Mastercard Incorporated Cl A (MA) 0.0 $422k 821.00 513.60
Walt Disney Company (DIS) 0.0 $421k 4.4k 96.25
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $417k 5.7k 73.41
ConocoPhillips (COP) 0.0 $410k 3.9k 103.96
American Water Works (AWK) 0.0 $408k 3.1k 131.58
Ishares Msci Japan Etf (EWJ) 0.0 $400k 4.3k 93.27
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 0.0 $397k 15k 27.05
Norfolk Southern (NSC) 0.0 $396k 1.3k 314.59
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.0 $392k 7.4k 53.11
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $391k 531.00 736.40
Telefonaktiebolaget Lm Erics Adr B Sek 10 (ERIC) 0.0 $375k 34k 11.15
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $368k 3.8k 98.25
Fortune Brands (FBIN) 0.0 $363k 6.6k 54.90
Weyerhaeuser Com New (WY) 0.0 $361k 15k 23.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $354k 5.2k 68.41
Amplify Etf Tr Jr Silv Mine Etf (SILJ) 0.0 $340k 13k 25.92
FedEx Corporation (FDX) 0.0 $337k 1.1k 313.13
TJX Companies (TJX) 0.0 $332k 2.2k 151.50
Ishares Msci Glb Slv&mtl (SLVP) 0.0 $327k 11k 30.83
Spdr Index Shs Fds St Str Nat Etf (GNR) 0.0 $326k 4.8k 67.31
Ishares Tr S&p 500 Val Etf (IVE) 0.0 $326k 1.4k 227.06
Qnity Electronics Common Stock (Q) 0.0 $321k 2.0k 163.31
Raytheon Technologies Corp (RTX) 0.0 $318k 1.7k 189.73
Morgan Stanley Com New (MS) 0.0 $317k 1.5k 209.04
Spdr Series Trust St Str Sp Metal (XME) 0.0 $315k 3.0k 106.93
Cisco Systems (CSCO) 0.0 $315k 2.7k 117.46
Teradyne (TER) 0.0 $315k 650.00 483.84
Edwards Lifesciences (EW) 0.0 $311k 3.4k 90.46
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.0 $311k 11k 28.96
Veeva Sys Cl A Com (VEEV) 0.0 $298k 1.7k 177.47
Corteva (CTVA) 0.0 $297k 3.5k 84.69
Linde SHS (LIN) 0.0 $293k 564.00 518.93
Ligand Pharmaceuticals Com New (LGND) 0.0 $288k 911.00 316.09
Kinder Morgan (KMI) 0.0 $281k 8.8k 31.97
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $281k 2.6k 106.47
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.0 $276k 5.5k 50.58
MPLX Com Unit Rep Ltd (MPLX) 0.0 $270k 4.8k 56.33
Verizon Communications (VZ) 0.0 $269k 6.4k 42.34
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.0 $268k 3.0k 89.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $263k 2.1k 124.17
Natwest Group Spons Adr (NWG) 0.0 $262k 15k 17.63
Wisdomtree Tr Floatng Rat Trea (USFR) 0.0 $253k 5.0k 50.35
Intel Corporation (INTC) 0.0 $252k 1.8k 139.63
At&t (T) 0.0 $252k 12k 20.70
Kinsale Cap Group (KNSL) 0.0 $251k 760.00 329.81
Eaton Corp SHS (ETN) 0.0 $251k 588.00 426.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $247k 3.2k 77.11
Micron Technology (MU) 0.0 $246k 213.00 1154.29
Healthcare Rlty Tr Cl A Com (HR) 0.0 $244k 12k 20.17
Ishares Msci Emrg Chn (EMXC) 0.0 $240k 2.4k 102.30
Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.0 $240k 9.1k 26.42
Cummins (CMI) 0.0 $240k 337.00 713.21
3M Company (MMM) 0.0 $234k 1.4k 161.91
Agnico (AEM) 0.0 $233k 1.5k 155.13
Hannon Armstrong (HASI) 0.0 $232k 6.0k 39.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $229k 1.0k 219.43
Bhp Billiton Sponsored Ads (BHP) 0.0 $229k 2.8k 83.31
Trane Technologies SHS (TT) 0.0 $229k 466.00 491.16
American Express Company (AXP) 0.0 $225k 664.00 338.25
Western Midstream Partners L Com Unit Lp Int (WES) 0.0 $219k 5.0k 43.76
Freeport Mcmoran CL B (FCX) 0.0 $215k 3.4k 62.89
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $212k 302.00 703.34
Us Bancorp Com New (USB) 0.0 $210k 3.5k 60.40
White Mountains Insurance Gp (WTM) 0.0 $207k 100.00 2073.39
Applied Materials (AMAT) 0.0 $207k 286.00 723.00
Spdr Series Trust St Str Sp Biot (XBI) 0.0 $205k 1.3k 158.25
Intuit (INTU) 0.0 $204k 782.00 261.00
Marvell Technology (MRVL) 0.0 $204k 683.00 297.89
Cibc Cad (CM) 0.0 $203k 1.8k 115.00
General Dynamics Corporation (GD) 0.0 $201k 568.00 354.24
Ishares Tr Ishares Biotech (IBB) 0.0 $201k 1.1k 190.19
Teleflex Incorporated (TFX) 0.0 $201k 1.6k 126.76
Teledyne Technologies Incorporated (TDY) 0.0 $200k 300.00 666.90
Orla Mining LTD New F (ORLA) 0.0 $193k 20k 9.78
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $134k 23k 5.83
Beyond Air Com New (XAIR) 0.0 $6.6k 15k 0.45