LEIGH BALDWIN & CO., LLC
CIK: 946629SEC EDGAR →
Portfolio Value
$77.5B
Holdings
163
As of
Q1 2026
New Positions
163
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 93,174 | $6.5B | 8.44% |
| 2 | CAPITAL GROUP GROWTH ETF | 141,051 | $5.7B | 7.32% |
| 3 | CAPITAL GRP FIXED INCM ETF T | 208,060 | $4.6B | 6.00% |
| 4 | CAPITAL GROUP DIVIDEND VALUE | 107,578 | $4.6B | 5.91% |
| 5 | FIDELITY MERRIMACK STR TR | 90,051 | $4.1B | 5.30% |
| 6 | FIRST TR EXCHNG TRADED FD VI | 73,885 | $3.7B | 4.74% |
| 7 | BLACKROCK ETF TRUST | 61,721 | $3.6B | 4.63% |
| 8 | ISHARES TR | 35,622 | $3.2B | 4.16% |
| 9 | BLACKROCK ETF TRUST II | 55,683 | $2.9B | 3.73% |
| 10 | FIDELITY COVINGTON TRUST | 77,648 | $2.9B | 3.73% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 66 | $61.6B | 79.5% |
| Technology | 27 | $5.4B | 7.0% |
| Unknown | 13 | $4.8B | 6.2% |
| Healthcare | 11 | $1.7B | 2.2% |
| Energy | 7 | $1.3B | 1.6% |
| Consumer Defensive | 6 | $984.2M | 1.3% |
| Communication Services | 5 | $678.8M | 0.9% |
| Industrials | 13 | $430.3M | 0.6% |
| Basic Materials | 6 | $322.5M | 0.4% |
| Utilities | 4 | $297.3M | 0.4% |
| Consumer Cyclical | 5 | $5.7M | 0.0% |