BALDWIN WEALTH PARTNERS LLC/MA - Portfolio overview

BALDWIN WEALTH PARTNERS LLC/MA has 264 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. JBND - J P MORGAN EXCHANGE TRADED F, 7.97%
2. NVDA - NVIDIA CORPORATION, 7.92%
3. TIP - ISHARES TR, 4.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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