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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 9 of 12  ·  234 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BND VANGUARD BD INDEX FDS 5,682.0 $417K 0.03% -245.0 -4.1% $73.41 -1.6%
162 COP CONOCOPHILLIPS Energy 3,944.0 $410K 0.03% $103.96 +24.8%
163 AWK AMERICAN WTR WKS CO INC NEW Utilities 3,100.0 $408K 0.03% $131.58 +3.6%
164 EWJ ISHARES INC 4,292.0 $400K 0.03% $93.27 +2.3%
165 FTGC FIRST TR EXCHANGE TRAD FD VI 14,675.0 $397K 0.03% -6K -27.8% $27.05 +10.7%
166 NSC NORFOLK SOUTHN CORP Industrials 1,259.0 $396K 0.03% -98.0 -7.2% $314.59 +7.7%
167 XLE SELECT SECTOR SPDR TR 7,383.0 $392K 0.03% -4K -37.1% $53.11 +19.9%
168 QQQ INVESCO QQQ TR Financial Services 531.0 $391K 0.03% -70.0 -11.7% $736.40 -2.6%
169 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 33,639.0 $375K 0.03% -1K -3.5% $11.15 -9.5%
170 GDXJ VANECK ETF TRUST 3,750.0 $368K 0.02% +1K +36.4% $98.25 +17.5%
171 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 6,607.0 $363K 0.02% $54.90 -17.5%
172 WY WEYERHAEUSER CO Real Estate 15,079.0 $361K 0.02% -1K -7.7% $23.94 -1.4%
173 EEM ISHARES TR 5,179.0 $354K 0.02% $68.41 -4.5%
174 SILJ AMPLIFY ETF TR 13,100.0 $340K 0.02% $25.92 +10.6%
175 FDX FEDEX CORP Industrials 1,076.0 $337K 0.02% -54.0 -4.8% $313.13 +4.9%
176 TJX TJX COS INC NEW Consumer Cyclical 2,188.0 $331K 0.02% -140.0 -6.0% $151.50 -0.4%
177 SLVP ISHARES INC 10,610.0 $327K 0.02% $30.83 +16.7%
178 GNR SPDR INDEX SHS FDS 4,848.0 $326K 0.02% +135.0 +2.9% $67.31 +11.8%
179 IVE ISHARES TR 1,435.0 $326K 0.02% $227.06 +4.2%
180 Q QNITY ELECTRONICS INC Technology 1,968.0 $321K 0.02% $163.31 -18.2%
Page 9 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%