BALDWIN WEALTH PARTNERS LLC/MA

CIK 0001021258 · Q1 2026

13F Equity AUM

$1.4B

-12.0% QoQ

Positions

222

-20 QoQ

AUM Rank

#2,289

Top 18%

Skill Alpha (FF)

-0.3%/yr^ns

No Clear Edge

Rank #2,757 · Top 34%

vs S&P -3.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 28.8%Top 10: 44.0%Top 20: 61.4%

AAPL6.5%

GOOGL6.1%

JBND5.7%

NVDA5.7%

AMZN4.7%

MSFT4.0%

TIP3.2%

KLAC2.8%

GQ92.7%

V2.5%

Others (212)56.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services31.9%

Technology26.3%

Industrials8.3%

Communication Services7.4%

Consumer Cyclical7.4%

Healthcare5.8%

Energy4.3%

Consumer Defensive3.5%

Other5.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 222Median: 0.06%Avg: 0.45%

0–0.5%

174(15.6%)

0.5–1%

21(14.7%)

1–3%

20(33.7%)

3–5%

3(11.9%)

5%+

4(24.1%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 219Unique: 3vs 20 funds

3%Low

222

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

4.1%

BANK OF AMERICA CORP /DE/

4.6%

4.3%

6.6%

4.8%

4.4%

VANGUARD CAPITAL MANAGEMENT LLC

4.3%

GEODE CAPITAL MANAGEMENT, LLC

4.2%

VANGUARD PORTFOLIO MANAGEMENT LLC

4.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New17Increased22Decreased137Exited37

New Positions

MCK0.8%

+12K

ESGE0.4%

+128K

BASG0.3%

+199K

ARCC0.3%

+197K

AEP0.0%

+4K

VSNT0.0%

+13K

GNR0.0%

+5K

AA0.0%

+5K

HASI0.0%

+6K

ESGV0.0%

+3K

Increased

IJR0.6%

+60K(+2208%)

EEMX0.2%

+48K(+474%)

JBND5.7%

+13K(+1%)

GBIL0.5%

+12K(+22%)

GQ92.7%

+6K(+7%)

VEEV0.4%

+4K(+15%)

VGIT1.1%

+3K(+1%)

XLE0.1%

+3K(+39%)

COPX0.1%

+2K(+25%)

PTC0.6%

+2K(+4%)

Decreased

TIP3.2%

-66,178(-14%)

EPD0.5%

-60,809(-25%)

ACN0.0%

-58,426(-98%)

GOOGL6.1%

-52,408(-15%)

NEE1.7%

-31,076(-11%)

NVDA5.7%

-26,615(-6%)

AAPL6.5%

-25,836(-7%)

MRK0.1%

-25,395(-60%)

AMZN4.7%

-24,650(-7%)

GRMN0.9%

-23,921(-30%)

Exited

-38,192

-17,397

-31,857

-41,193

-10,165

-50,393

-66,383

NVO

-23,036

HIMS

-26,217

AHR

-12,108

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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