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Portfolio (Quarterly) Guide ↗

BALDWIN WEALTH PARTNERS LLC/MA

· CIK 0001021258
13F Portfolio $1.5B AUM 284 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 23 New 37 Added 101 Reduced 11 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GD GENERAL DYNAMICS CORP Industrials 568.0 $201K 0.01% NEW $354.24 +11.1%
22 IBB ISHARES TR 1,057.0 $201K 0.01% NEW $190.19 +7.0%
23 TDY TELEDYNE TECHNOLOGIES INC Technology 300.0 $200K 0.01% NEW $666.90 -0.3%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.0%
Financial Services 17.6%
Industrials 10.8%
Communication Services 10.0%
Consumer Cyclical 8.8%
Healthcare 6.7%
Consumer Defensive 4.0%
Energy 4.0%
Utilities 1.9%
Real Estate 1.1%