LEIGH BALDWIN & CO., LLC

Est. AUM

$154.5M

13F long equity, this entity only

Positions

163

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$7.2M	41257	4.66%	SOLE
2	ISHARES TR	CORE DIV GRWTH	$6.5M	93174	4.23%	SOLE
3	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$5.7M	141051	3.67%	SOLE
4	ISHARES TR	RUS 1000 GRW ETF	$5.4M	12678	3.50%	SOLE
5	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$4.6M	208060	3.01%	SOLE
6	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$4.6M	107578	2.96%	SOLE
7	APPLE INC	COM	$4.5M	17637	2.90%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$4.1M	90051	2.66%	SOLE
9	FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$3.7M	73885	2.38%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$3.6M	61721	2.32%	SOLE
11	ISHARES TR	CORE MSCI EAFE	$3.2M	35622	2.09%	SOLE
12	ALPHABET INC	CAP STK CL C	$3.1M	10979	2.04%	SOLE
13	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.9M	55683	1.87%	SOLE
14	FIDELITY COVINGTON TRUST	ENHANCED INTL	$2.9M	77648	1.87%	SOLE
15	MICROSOFT CORP	COM	$2.7M	7416	1.78%	SOLE
16	AMAZON COM INC	COM	$2.7M	13031	1.76%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3856	1.62%	SOLE
18	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$2.1M	25679	1.34%	SOLE
19	TESLA INC	COM	$1.8M	4759	1.15%	SOLE
20	BLACKROCK ETF TRUST	ISHARES LARGE CA	$1.7M	41523	1.10%	SOLE
21	MICRON TECHNOLOGY INC	COM	$1.7M	5013	1.10%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$1.7M	100265	1.09%	SOLE
23	RTX CORPORATION	COM	$1.7M	8661	1.08%	SOLE
24	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.6M	8297	1.03%	SOLE
25	GE VERNOVA INC	COM	$1.6M	1801	1.02%	SOLE
26	GE AEROSPACE	COM NEW	$1.5M	5456	1.00%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$1.5M	2330	0.99%	SOLE
28	WALMART INC	COM	$1.4M	11542	0.93%	SOLE
29	ALPHABET INC	CAP STK CL A	$1.4M	4887	0.91%	SOLE
30	BROADCOM INC	COM	$1.4M	4416	0.88%	SOLE
31	ELI LILLY &CO	COM	$1.3M	1467	0.87%	SOLE
32	BLACKROCK ETF TRUST	ISHARES A I INNO	$1.3M	39000	0.83%	SOLE
33	LOCKHEED MARTIN CORP	COM	$1.3M	2072	0.81%	SOLE
34	CAPITAL GROUP CORE BALANCED	SHS	$1.2M	35258	0.79%	SOLE
35	ISHARES TR	1 3 YR TREAS BD	$1.2M	14472	0.77%	SOLE
36	EXXON MOBIL CORP	COM	$1.2M	7011	0.77%	SOLE
37	WASTE MGMT INC DEL	COM	$1.2M	5135	0.76%	SOLE
38	CORNING INC	COM	$1.1M	8206	0.72%	SOLE
39	ISHARES TR	7-10 YR TRSY BD	$1.1M	11486	0.71%	SOLE
40	SPDR GOLD TR	GOLD SHS	$1.0M	2411	0.67%	SOLE
41	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$1.0M	14940	0.66%	SOLE
42	NUVEEN N Y MUN VALUE FD	COM	$1.0M	119818	0.65%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$960K	12539	0.62%	SOLE
44	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$926K	16769	0.60%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$915K	1909	0.59%	SOLE
46	CATERPILLAR INC	COM	$898K	1267	0.58%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$839K	842	0.54%	SOLE
48	ISHARES SILVER TR	ISHARES	$817K	11990	0.53%	SOLE
49	DEERE &CO	COM	$743K	1319	0.48%	SOLE
50	ETF SER SOLUTIONS	DEFIANCE QUANTUM	$729K	6794	0.47%	SOLE

1–50 of 163

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.