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Baldwin Brothers Llc/ma
Baldwin Wealth Partners (formerly Baldwin Brothers LLC/MA) is a registered investment advisory firm headquartered in Marion, Massachusetts, with over 50 years of experience. The firm offers comprehensive wealth management and family office services, focusing on high-net-worth individuals and families. Founded by Michael Baldwin in 1974, it has grown through mergers and acquisitions, now serving clients nationwide and recently expanding to Louisville, Kentucky. The firm has a staff of seasoned investment professionals delivering customized portfolio solutions and personal attention.
Investment Strategy
Baldwin Wealth Partners creates tailored portfolios that integrate equities, fixed income, alternatives, private investments, and ESG-focused strategies to match each client's unique circumstances. The firm emphasizes proactive risk management, operational excellence, and positive stakeholder alignment through informed ESG practices. Its investment philosophy focuses on transparency, sustainable performance, and long-term value, with access to private market investments and a commitment to strong corporate governance, environmental awareness, and community wellbeing.
Latest 13F Filing Activity
Baldwin Brothers Llc/ma filed their most recent 13F report on Sep 30, 2025 disclosing 232 equity positions with a total 13F market value of $2B. The fund increased holdings in Alphabet Inc., Apple Inc., PTC Inc. among other positions. Baldwin Brothers Llc/ma reduced exposure to Pepsico Inc., Merck & Co. Inc., Novo-nordisk A S among others.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 6.45% | $99.0M | 388,900 | $44.70 | $254.63 | +$18.1M |
M MSFT | MICROSOFT CORP | 5.67% | $87.1M | 168,087 | $134.39 | $517.95 | +$1.9M |
| ALPHABET INC | 5.58% | $85.7M | 352,495 | $55.80 | $243.10 | +$22.6M | |
N NVDA | NVIDIA CORPORATION | 5.32% | $81.7M | 437,790 | $31.87 | $186.58 | +$10.9M |
J JBND | J P MORGAN EXCHANGE TRADED F | 4.95% | $76.0M | 1,402,872 | $52.87 | $54.16 | +$4.0M |
Industry Allocation
Investment Team (7)
| Name | Role | Location | |
|---|---|---|---|
A Andrew McIntire | Managing Partner | Mattapoisett, MA , United States | |
 | Investment Analyst | Skokie, IL , United States | |
E Ellen Stone | Partner | Marion, MA , United States | |
 | Chief Investment Officer | Birmingham, AL , United States | |
 | Managing Partner | Marion, MA , United States | |
J John Mannix | Partner | Plymouth, MA , United States | |
 | Investment Analyst | Washington, DC , United States |
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