Baldwin Wealth Partners Discloses $1.5B in Q3 Holdings via 13F Filing
BALDWIN WEALTH PARTNERS LLC/MA
Filing Summary
Baldwin Wealth Partners Q3 Portfolio Reveal ($1.5B AUM)
Filer: BALDWIN WEALTH PARTNERS LLC/MA Form: 13F-HR | Filed: 2025-10-14 Significance: Medium
Portfolio Snapshot (as of 2025-09-30): • Total Value: $1,535,160,959 • Number of Holdings: 261
Top 5 Holdings by Value:
- Apple Inc. (AAPL): $99.0M
- Alphabet Inc. (GOOGL): $85.6M
- NVIDIA Corporation (NVDA): $81.7M
- JPM Active Bond ETF (JBND): $76.0M
- Amazon.com Inc. (AMZN): $74.5M
Key Insight: This quarterly filing provides a snapshot of Baldwin Wealth Partners' $1.5B portfolio, revealing significant positions in mega-cap technology stocks and fixed-income ETFs, indicating a strategy balanced between growth and stability.
This is PUBLIC SEC data for educational purposes. Not investment advice.
Comprehensive Analysis
SEC Filing Analysis: BALDWIN WEALTH PARTNERS LLC/MA
Executive Summary
- Trading Significance: Medium
- Key Takeaway: BALDWIN WEALTH PARTNERS LLC/MA filed a 13F-HR for the quarter ending September 30, 2025, disclosing $1.54 billion in assets under management across 261 positions. The portfolio shows a strong concentration in large-cap technology and financial instruments.
- Market Impact: This filing provides valuable insight into the positioning of a significant institutional investor. While not a direct market mover, the data is widely analyzed to gauge institutional sentiment towards specific stocks and sectors. The heavy weighting in tech giants like Apple, Alphabet, and NVIDIA reaffirms their core status in institutional portfolios.
Filer Information
| Field | Value |
|---|---|
| Filer Name | BALDWIN WEALTH PARTNERS LLC/MA |
| CIK | 0001021258 |
| Type | Institutional Investment Manager |
| Total AUM | $1,535,160,959 |
Filing Details
| Field | Value |
|---|---|
| Form Type | 13F-HR |
| Filing Date | 2025-10-14 |
| Period of Report | 2025-09-30 |
| Accession Number | 0001193125-25-238383 |
| Number of Holdings | 261 |
Portfolio Analysis
A Form 13F-HR is a holdings report and does not detail individual buy/sell transactions. It provides a snapshot of the filer's portfolio at the end of the quarter.
Top 10 Holdings by Market Value
| # | Issuer | Class | Market Value (USD) | Shares |
|---|---|---|---|---|
| 1 | APPLE INC | COM | $98,969,506 | 388,680 |
| 2 | ALPHABET INC | CAP STK CL A | $85,594,381 | 352,095 |
| 3 | NVIDIA CORPORATION | COM | $81,671,626 | 437,730 |
| 4 | J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | $75,979,548 | 1,402,872 |
| 5 | AMAZON COM INC | COM | $74,484,072 | 339,227 |
| 6 | ISHARES TR | TIPS BD ETF | $49,312,181 | 443,375 |
| 7 | VISA INC | COM CL A | $41,463,850 | 121,460 |
| 8 | KLA CORP | COM NEW | $40,149,105 | 37,223 |
| 9 | BLACKSTONE INC | COM | $39,973,831 | 233,970 |
| 10 | UNITED RENTALS INC | COM | $34,135,837 | 35,757 |
Investment Insights
Positive Market Indicators
- Concentration in Market Leaders: The substantial positions in Apple, Alphabet, NVIDIA, and Amazon signal strong conviction in the long-term growth of mega-cap technology companies.
- Diversification through ETFs: The inclusion of large positions in bond ETFs like the JPM Active Bond ETF and iShares TIPS Bond ETF suggests a strategy to balance equity risk with fixed-income stability, particularly in an inflationary environment (TIPS).
- Broad Sector Exposure: The portfolio includes 261 holdings, indicating diversification across various sectors beyond the top-weighted names.
Risk Factors
- Backward-Looking Data: 13F filings report positions held 45 days prior to the filing deadline. The portfolio may have changed significantly since the September 30th reporting date.
- Concentration Risk: While diversified, the portfolio's performance is heavily influenced by its top holdings in the technology sector. Any downturn in this sector could have a significant impact.
Key Takeaways
- Core Tech Holdings: Baldwin Wealth Partners maintains a strong, concentrated bet on leading global technology firms.
- Balanced Approach: The portfolio is not purely equity-focused, with significant allocations to fixed-income ETFs to manage risk and provide income.
- Substantial AUM: With over $1.5 billion in reported assets, the firm's strategies reflect significant institutional capital allocation trends.
Contextual Analysis
Filing Significance
Form 13F is a mandatory quarterly filing for institutional investment managers with at least $100 million in assets under management. It discloses their long U.S. equity positions, providing transparency into the holdings of 'smart money'. This filing from Baldwin Wealth Partners offers a valuable look into their Q3 2025 strategy.
Market Considerations
Analyzing 13F filings allows investors to see which stocks are popular among institutions. The data can be used to generate investment ideas, understand sector trends, and track how top managers are navigating the current economic landscape. However, it's crucial to remember that these filings do not show short positions, cash holdings, or non-U.S. securities, providing an incomplete picture of the overall strategy.
IMPORTANT DISCLAIMER: This analysis is for informational purposes only and is not intended as investment advice. The information presented is based on publicly available SEC filings and should not be construed as a recommendation to buy, sell, or hold any securities. Past performance does not guarantee future results. All investments carry risk, including the potential loss of principal. Please consult with a qualified financial advisor before making any investment decisions.
Analysis generated on 2025-10-14 | Data source: SEC EDGAR
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Important Disclaimer
This content is drawn from public SEC filings and may contain errors. It is for informational purposes only and is not investment, legal, or tax advice.
Nothing here is a recommendation to buy, sell, or hold any security. Do your own due diligence.