LEIGH BALDWIN & CO., LLC Portfolio Holdings - 13F Filings | 13F Fund Database
LEIGH BALDWIN & CO., LLC 13F Holdings
CIK 0000946629 · CAZENOVIA, NY
As of Sep 30, 2025, LEIGH BALDWIN & CO., LLC reported
450 positions worth $441.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 272,081 |
|
7.9M
4.07% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 514,322 |
7.9M | 4.07% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 388,782 |
7.8M | 4.03% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 544,652 |
5.1M | 3.42% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 340,055 |
5.0M | 3.40% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 329,830 |
3.9M | 3.16% |
| FIDELITY COVINGTON TRUST | FENI | — | 355,727 |
3.7M | 3.11% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 301,021 |
3.1M | 2.98% |
| FIDELITY TOTAL BOND ETF | FBND | — | 303,290 |
2.2M | 2.76% |
| AMAZON.COM INC | AMZN | Equity | 215,585 |
1.4M | 2.58% |
| APPLE INC | AAPL | Technology | 178,562 |
1.4M | 2.57% |
| NVIDIA CORP | NVDA | Technology | 150,261 |
1.1M | 2.52% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 262,260 |
1.1M | 2.52% |
| ALPHABET INC | GOOG | Equity | 201,778 |
0.4M | 2.36% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 240,249 | $9.3M | 2.11% |
| MICROSOFT CORP | MSFT | Technology | 76,931 | $7.5M | 1.71% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 200,898 | $7.4M | 1.69% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 174,825 | $7.3M | 1.65% |
| SPDR GOLD TRUST | GQ9 | — | 91,634 | $6.6M | 1.50% |
| AMERICAN CENTY ETF TR | — | — | 174,991 | $6.5M | 1.47% |
| WASTE MANAGEMENT INC | WM | Industrials | 99,253 | $6.0M | 1.37% |
| TESLA INC | TSLA | Consumer Cyclical | 54,645 | $5.4M | 1.22% |
| SPDR S&P 500 ETF TRUST | SPY | — | 30,170 | $5.4M | 1.21% |
| WALMART INC | WMT | Consumer Defensive | 151,643 | $5.3M | 1.21% |
| FT VEST US EQUITY BUFFER ETF - AUGUST | FAUG | — | 153,162 | $5.3M | 1.20% |