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BWP

Baldwin Wealth Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 28.5%
This Fund
S&P 500
This Quarter Est. Return
-1.23%
1 Year Est. Return
+28.5%
3 Year Est. Return
+85.86%
5 Year Est. Return
+102.78%
10 Year Est. Return
+445.81%
AUM
$1.43B
AUM Growth
-$22.4M
Cap. Flow
+$18.5M
Cap. Flow %
1.3%
Top 10 Hldgs %
40.55%
Holding
249
New
11
Increased
61
Reduced
106
Closed
21

Top Buys

Rank Stock Value
1
JBND icon
JPMorgan Active Bond ETF
JBND
+$31.5M
2
NVO
Novo Nordisk
NVO
+$9.98M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$8.68M
4
COO icon
Cooper Companies
COO
+$4.56M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.14M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.1M
2
ON icon
ON Semiconductor
ON
+$6.42M
3
MSCI icon
MSCI
MSCI
+$5.8M
4
BND icon
Vanguard Total Bond Market
BND
+$3.68M
5
HON icon
Honeywell
HON
+$2.45M

Sector Composition

Rank Sector Weight
1 Technology 26.41%
2 Financials 12.94%
3 Healthcare 9.09%
4 Industrials 7.37%
5 Consumer Staples 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORLA
226
DELISTED
Orla Mining
ORLA
$146K 0.01%
15,600
+1,600
+11% +$11.4K
XAIR icon
227
Beyond Air
XAIR
$4.45M
$83.9K 0.01%
770
– –
GRAB icon
228
Grab
GRAB
$15.2B
$81.5K 0.01%
17,995
+3,741
+26% +$17.5K
AMP icon
229
Ameriprise Financial
AMP
$48.9B
– –
-520
Closed -$277K
BRK.A icon
230
Berkshire Hathaway Class A
BRK.A
$1.11T
– –
-17,880
Closed -$8.1M
CRTO icon
231
Criteo S.A. Ordinary Shares
CRTO
$1.13B
– –
-6,117
Closed -$242K
CSW
232
CSW Industrials
CSW
$5.69B
– –
-765
Closed -$270K
DFS
233
DELISTED
Discover Financial Services
DFS
– –
-1,237
Closed -$214K
DTD icon
234
WisdomTree US Total Dividend Fund
DTD
$1.68B
– –
-3,300
Closed -$250K
EMBD icon
235
Global X Emerging Markets Bond ETF
EMBD
$249M
– –
-9,384
Closed -$212K
EPS icon
236
WisdomTree US LargeCap Fund
EPS
$1.64B
– –
-4,261
Closed -$261K
IWF icon
237
iShares Russell 1000 Growth ETF
IWF
$127B
– –
-2,120
Closed -$213K
LMAT icon
238
LeMaitre Vascular
LMAT
$2.42B
– –
-2,961
Closed -$273K
NTSX icon
239
WisdomTree US Efficient Core Fund
NTSX
$1.4B
– –
-5,287
Closed -$247K
ON icon
240
ON Semiconductor
ON
$31.4B
– –
-101,789
Closed -$6.42M
PANW icon
241
Palo Alto Networks
PANW
$299B
– –
-1,566
Closed -$285K
PSX icon
242
Phillips 66
PSX
$82.5B
– –
-2,223
Closed -$253K
RYAN icon
243
Ryan Specialty Holdings
RYAN
$5.77B
– –
-3,362
Closed -$216K
SAP icon
244
SAP
SAP
$226B
– –
-1,070
Closed -$263K
SFM icon
245
Sprouts Farmers Market
SFM
$8.03B
– –
-2,569
Closed -$326K
SNA icon
246
Snap-on
SNA
$21.6B
– –
-614
Closed -$208K
UNFI icon
247
United Natural Foods
UNFI
$2.94B
– –
-8,066
Closed -$220K
VT icon
248
Vanguard Total World Stock ETF
VT
$79.4B
– –
-1,797
Closed -$211K
ALTM
249
DELISTED
Arcadium Lithium plc
ALTM
– –
-23,672
Closed -$121K
6 7 8 9
10

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Baldwin Wealth Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Baldwin Wealth Partners held 249 positions worth $1.43B, down 1.5% from $1.45B the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Baldwin Wealth Partners's Q1 2025 filing shows 11 new, 61 increased, 106 reduced and 21 closed positions. Its largest new stake was Berkshire Hathaway Class B: 17,852 shares worth $9.51M. The largest sale was Berkshire Hathaway Class A, an estimated $8.1M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 29% a quarter earlier, followed by Financials and Healthcare.

  • Baldwin Wealth Partners's largest Q1 2025 buy was Berkshire Hathaway Class B: 17,852 shares worth $9.51M.
  • Baldwin Wealth Partners added most to JPMorgan Active Bond ETF in Q1 2025, an estimated $31.5M increase.
  • Baldwin Wealth Partners's biggest Q1 2025 reduction was MSCI, cutting an estimated $5.8M.
  • Baldwin Wealth Partners fully exited Berkshire Hathaway Class A in Q1 2025, selling an estimated $8.1M.
  • Baldwin Wealth Partners's ten largest holdings make up 41% of its $1.43B portfolio in Q1 2025.
  • Baldwin Wealth Partners opened 11 new positions and closed 21 in Q1 2025.
  • Baldwin Wealth Partners's portfolio value fell 1.5% quarter-over-quarter to $1.43B.

Based on Baldwin Wealth Partners's 13F filing for Q1 2025, filed 14 Apr 2025.