BALDWIN WEALTH PARTNERS LLC/MA

Q4 2025 13F Holdings

Location
Marion, MA
Holdings as of
12/31/2025
Value ($000)
$1,563,793
Num holdings
242
Date filed
1/7/2026
Form type
13F-HR
Prev filing
10/14/2025
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type