Managers / Q4 2021 · view latest →
BALDWIN WEALTH PARTNERS LLC/MA
CIK 0001021258 · 204 SPRING STREET, MARION, MA, 02738 · 5087480800
Reported Value
$1000M
Q4 2021
Positions
728
Filings on Record
30
2019–present window
Filed
Jan 14, 2022
original filing
Summary
Baldwin Wealth Partners Llc/Ma reported $1000M in U.S.-listed holdings across 728 positions for Q4 2021.
Its largest position, MSFT, represents 6.7% of the portfolio.
Compared with Q3 2021, the fund opened 16 new positions and exited 29.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $1.4B | 271 | Apr 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.6B | 292 | Jan 7, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.5B | 261 | Oct 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.5B | 248 | Jul 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.4B | 253 | Apr 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.4B | 292 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.5B | 1,161 | Oct 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.3B | 854 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 767 | Apr 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 801 | Jan 8, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.2B | 833 | Oct 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $1.2B | 842 | Jul 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $1.1B | 883 | Apr 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $1.10T | 968 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $723M | 773 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $771M | 798 | Jul 18, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $944M | 776 | Apr 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $1000M | 728 | Jan 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $901M | 745 | Oct 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $915M | 763 | Jul 30, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $842M | 722 | Apr 8, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $795M | 637 | Jan 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $731M | 628 | Oct 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $682M | 621 | Jul 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $571M | 637 | Apr 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $715M | 627 | Jan 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $664M | 609 | Oct 10, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $679M | 602 | Jul 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $671M | 603 | Apr 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $596M | 603 | Feb 1, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.