Baldwin Wealth Partners LLC, a firm based in Marion, Massachusetts, has filed its Form 13F-HR report for the period ending September 30, 2026. The filing details the firm's equity portfolio holdings as of the specified date.
The report lists a total of 274 equity securities held by the firm. The filing was signed by Steven Dean, the firm's Chief Compliance Officer, and was submitted on October 12, 2026.
The portfolio includes a mix of large-cap technology companies, industrial manufacturers, and energy firms. Notable positions include significant stakes in Microsoft Corporation, Amazon.com Inc., and Apple Inc. The portfolio also holds substantial shares in energy infrastructure companies such as Enterprise Products Partners L.P. and Kinder Morgan Inc. Additionally, the filing includes various exchange-traded funds (ETFs) and other investment vehicles.
