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

SecurityTickerSectorSharesValue% of portfolio
ISHARES RUSSELL 1000 GROWTH ETFIWF—272,081 7.9M4.07%
CAPITAL GROUP GROWTH ETFCGGR—514,322 7.9M4.07%
ISHARES CORE DIVIDEND GROWTH ETFDGRO—388,782 7.8M4.03%
CAPITAL GROUP CORE PLUS INCOME ETFCGCP—544,652 5.1M3.42%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETFRDVY—340,055 5.0M3.40%
ISHARES US EQUITY FACTOR ROTATION ACTIVE ETFDYNF—329,830 3.9M3.16%
FIDELITY COVINGTON TRUSTFENI—355,727 3.7M3.11%
ISHARES CORE MSCI EAFE ETFIEFA—301,021 3.1M2.98%
FIDELITY TOTAL BOND ETFFBND—303,290 2.2M2.76%
AMAZON.COM INCAMZNEquity215,585 1.4M2.58%
APPLE INCAAPLTechnology178,562 1.4M2.57%
NVIDIA CORPNVDATechnology150,261 1.1M2.52%
AVANTIS EMERGING MARKETS EQUITY ETFAVEMEquity262,260 1.1M2.52%
ALPHABET INCGOOGEquity201,778 0.4M2.36%
ISHARES FLEX I A ETF-USD INCBINC—240,249$9.3M2.11%
MICROSOFT CORPMSFTTechnology76,931$7.5M1.71%
CAPITAL GROUP DIVIDEND VALUE ETFCGDV—200,898$7.4M1.69%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—174,825$7.3M1.65%
SPDR GOLD TRUSTGQ9—91,634$6.6M1.50%
AMERICAN CENTY ETF TR——174,991$6.5M1.47%
WASTE MANAGEMENT INCWMIndustrials99,253$6.0M1.37%
TESLA INCTSLAConsumer Cyclical54,645$5.4M1.22%
SPDR S&P 500 ETF TRUSTSPY—30,170$5.4M1.21%
WALMART INCWMTConsumer Defensive151,643$5.3M1.21%
FT VEST US EQUITY BUFFER ETF - AUGUSTFAUG—153,162$5.3M1.20%