Baldwin Wealth Partners LLC
Annual return '25
+14.5%
SPY '25
+17.7%
Alpha
-3.2ptsvs SPY
Invested
$1.4B
Holdings
224
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: New position (5.22M shares)
6.5%
02
$GOOGL
ALPHABET INC
Q1 2026: New position (2.18M shares)
6.1%
03
$JBND
J P MORGAN EXCHANGE TRADED F
Held since at least Q1 2024
5.7%
04
$NVDA
NVIDIA CORPORATION
Q1 2026: New position (8.63M shares)
5.7%
05
$AMZN
AMAZON COM INC
Q1 2026: New position (3.58M shares)
4.7%
06
$MSFT
MICROSOFT CORP
Q1 2026: New position (2.76M shares)
4.0%
07
$TIP
ISHARES TR
Held since at least Q1 2024
3.2%
08
$KLAC
KLA CORP
Q1 2026: New position (55.4k shares)
2.8%
09
$GQ9
SPDR GOLD TR
Q1 2026: New position (9.5k shares)
2.7%
10
$V
VISA INC
Q1 2026: New position (575.1k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:30 UTC.