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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 6 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK INC Financial Services 1,360.0 $1.3M 0.09% -76.0 -5.3% $961.56 +20.0%
102 VIG VANGUARD SPECIALIZED FUNDS 5,503.0 $1.3M 0.09% $236.62 +3.3%
103 DCRE DOUBLELINE ETF TRUST 23,504.0 $1.2M 0.08% -9K -27.6% $51.80 -0.4%
104 VWO VANGUARD INTL EQUITY INDEX F 20,137.0 $1.2M 0.08% +418.0 +2.1% $59.69 -0.1%
105 SLV ISHARES SILVER TR Financial Services 22,059.0 $1.2M 0.08% $53.47 +7.4%
106 LRCX LAM RESEARCH CORP Technology 2,461.0 $1.1M 0.07% -90.0 -3.5% $433.33 -24.3%
107 ROP ROPER TECHNOLOGIES INC Industrials 3,120.0 $1.1M 0.07% -927.0 -22.9% $338.39 +16.5%
108 SIL GLOBAL X FDS 13,365.0 $1.0M 0.07% $77.46 +13.0%
109 CNI CANADIAN NATL RY CO Industrials 8,457.0 $1.0M 0.07% $119.24 +6.1%
110 OKE ONEOK INC NEW Energy 11,446.0 $995K 0.07% +377.0 +3.4% $86.94 +11.7%
111 AVGO BROADCOM INC Technology 2,630.0 $993K 0.07% -20.0 -0.8% $377.75 +0.6%
112 TRP TC ENERGY CORP Energy 14,529.0 $963K 0.06% -623.0 -4.1% $66.28 -3.4%
113 COPX GLOBAL X FDS 12,158.0 $936K 0.06% +558.0 +4.8% $76.97 +11.2%
114 VIS VANGUARD WORLD FD 2,583.0 $931K 0.06% $360.38 -2.2%
115 HIFS HINGHAM INSTN SVGS MASS Financial Services 3,006.0 $923K 0.06% -175.0 -5.5% $307.15 +0.6%
116 SYBT STOCK YDS BANCORP INC Financial Services 11,780.0 $901K 0.06% $76.47 +9.5%
117 AMGN AMGEN INC Healthcare 2,413.0 $874K 0.06% -227.0 -8.6% $362.12 +17.4%
118 DE DEERE & CO Industrials 1,366.0 $866K 0.06% -43.0 -3.0% $634.33 -7.2%
119 RWL INVESCO EXCH TRADED FD TR II 6,600.0 $843K 0.06% $127.76 +5.3%
120 TRV TRAVELERS COMPANIES INC Financial Services 2,517.0 $831K 0.05% -19.0 -0.8% $330.12 +11.5%
Page 6 of 12  ·  234 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%