Baldwin Wealth Partners LLC ETF holdings
Marion, MA
Reported $314.7M in 65 ETFs in its Form 13F for June 30, 2026.
ETF value
$314.7M
ETFs held
65
Change from prior quarter
+1.4%
With price moves
ETFs as a share of its 13F
20.6%
of $1.5B
Top 10 of 65 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JBND | Jpmorgan Active Bond ETF | $78.7M | 1,470,097 | +865 shares |
| TIP | iShares TIPS Bond ETF | $43.5M | 397,604 | +3,371 shares |
| GLD | SPDR Gold Shares | $31.2M | 84,652 | −1,323 shares |
| OMFL | Invesco Russell 1000 Dynamic Multifactor ETF | $28.3M | 412,246 | −26,941 shares |
| IAU | iShares Gold Trust | $22.8M | 301,674 | +6,861 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $15.2M | 257,240 | +4,564 shares |
| AMLP | Alerian MLP ETF | $10.4M | 199,762 | −9,049 shares |
| FBCG | Fidelity Blue Chip Growth ETF | $9.9M | 158,777 | New position |
| IJR | iShares Core S&P Small-Cap ETF | $9.4M | 63,227 | +36 shares |
| IVV | iShares Core S&P 500 ETF | $8.1M | 10,837 | −208 shares |
55 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001021258. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Baldwin Wealth Partners LLC own?
Baldwin Wealth Partners LLC reported 65 ETF positions worth $314.7M in its Form 13F for June 30, 2026. The largest was JBND, at $78.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.