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Portfolio (Quarterly) Guide ↗

BALDWIN WEALTH PARTNERS LLC/MA

· CIK 0001021258
13F Portfolio $1.4B AUM 271 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 20 Added 134 Reduced 37 Exited
Page 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XSLV INVESCO EXCH TRADED FD TR II 11,693.0 $552K 0.04% -4K -27.5% $47.20 +6.3%
102 AB ALLIANCEBERNSTEIN HLDG L P Financial Services 14,525.0 $544K 0.04% -3K -17.1% $37.44 +0.5%
103 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,790.0 $534K 0.04% -465.0 -7.4% $92.31 -2.6%
104 COP CONOCOPHILLIPS Energy 3,944.0 $521K 0.04% -700.0 -15.1% $132.00 -11.7%
105 URA GLOBAL X FDS 9,878.0 $478K 0.04% -6K -37.0% $48.43 +5.0%
106 ORCL ORACLE CORP Technology 3,145.0 $463K 0.03% -100.0 -3.1% $147.11 +31.2%
107 VTI VANGUARD INDEX FDS 1,440.0 $462K 0.03% -542.0 -27.4% $320.81 +15.2%
108 DXJ WISDOMTREE TR 2,875.0 $456K 0.03% -600.0 -17.3% $158.58 +8.0%
109 PAA PLAINS ALL AMERN PIPELINE L Energy 19,909.0 $445K 0.03% -2K -7.0% $22.33 +5.5%
110 DIS DISNEY WALT CO Communication Services 4,562.0 $440K 0.03% -2K -27.9% $96.38 +7.2%
111 BND VANGUARD BD INDEX FDS 5,927.0 $436K 0.03% -162.0 -2.7% $73.64 -0.6%
112 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,100.0 $422K 0.03% -447.0 -12.6% $136.09 -9.0%
113 WY WEYERHAEUSER CO Real Estate 16,343.0 $399K 0.03% -6K -27.0% $24.43 -3.2%
114 SILJ AMPLIFY ETF TR 13,100.0 $389K 0.03% -4K -25.6% $29.72 +1.0%
115 TJX TJX COS INC NEW Consumer Cyclical 2,328.0 $372K 0.03% -368.0 -13.7% $159.70 -0.5%
116 CLOZ SERIES PORTFOLIOS TR 14,439.0 $370K 0.03% -11K -43.6% $25.65 +3.3%
117 T AT&T INC Communication Services 12,478.0 $362K 0.03% -1K -8.9% $28.99 -13.7%
118 QQQ INVESCO QQQ TR Financial Services 601.0 $347K 0.03% -60.0 -9.1% $577.18 +26.5%
119 KMI KINDER MORGAN INC DEL Energy 10,318.0 $346K 0.03% -1K -12.1% $33.53 -2.0%
120 VZ VERIZON COMMUNICATIONS INC Communication Services 6,775.0 $340K 0.03% -701.0 -9.4% $50.20 -3.7%
Page 6 of 7  ·  134 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 32.1%
Financial Services 19.0%
Industrials 10.2%
Communication Services 9.1%
Consumer Cyclical 9.0%
Healthcare 7.2%
Energy 5.1%
Consumer Defensive 4.7%
Utilities 2.3%
Real Estate 1.2%