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Steven Dean

Baldwin Wealth Partners Llc Ma

Assets Managed
$1.529B
Holdings
234
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
11.11%(2Q avg: -0.43%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Baldwin Wealth Partners Llc Ma's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 234 positions.

Assets under management

The assets under management (AUM) of Baldwin Wealth Partners Llc Ma over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.529B in assets, with a quarterly growth rate of 11.11% and a 2-quarter average growth rate of -0.43%. The portfolio is managed by Steven Dean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.79%
6.74%
$103.062M
288,390 shares@ $357.38 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.11%
6.66%
$101.805M
351,829 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 10.35%
6.51%
$99.413M
496,839 shares@ $200.09 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 0.06%
5.15%
$78.65M
1.47M shares@ $53.51 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -0.02%
4.88%
$74.481M
312,500 shares@ $238.34 avg price
KLAC
Kla Corp
Recent Activity
Increased 737.35%
4.39%
$67.08M
222,332 shares@ $301.72 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.4%
3.64%
$55.552M
148,926 shares@ $373.03 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Increased 0.86%
2.85%
$43.51M
397,604 shares@ $109.44 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.84%
2.49%
$38.055M
110,919 shares@ $343.1 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.53%
2.04%
$31.184M
84,652 shares@ $368.39 avg price

1-10 of 234