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Steven Dean

Baldwin Wealth Partners Llc Ma

Assets Managed
$1.376B
Holdings
222
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-11.97%(2Q avg: -5.05%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Baldwin Wealth Partners Llc Ma's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 222 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.376B in assets, with a quarterly growth rate of -11.97% and a 2-quarter average growth rate of -5.05%. The portfolio is managed by Steven Dean, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -6.83%
6.5%
$89.391M
352,224 shares@ $253.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -15.14%
6.14%
$84.442M
293,650 shares@ $287.56 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 0.87%
5.74%
$79.001M
1.469M shares@ $53.78 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -5.58%
5.71%
$78.527M
450,267 shares@ $174.41 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -7.3%
4.73%
$65.1M
312,577 shares@ $208.28 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -10.69%
4.03%
$55.351M
149,528 shares@ $370.18 avg price
TIP
Ishares Tips Bond Etf
Recent Activity
Decreased -14.37%
3.17%
$43.508M
394,233 shares@ $110.37 avg price
KLAC
Kla Corp
Recent Activity
Decreased -13.4%
2.85%
$39.095M
26,552 shares@ $1472.41 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 7.27%
2.69%
$36.994M
85,975 shares@ $430.3 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -6.67%
2.46%
$33.809M
111,860 shares@ $302.24 avg price

1-10 of 222