Leigh Baldwin & Co.
Leigh Baldwin & Co. reported 182 stocks worth $186M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are DGRO (4.2%), NVDA (4.1%) and CGGR (4.1%). Compared with Q1 2026, the fund opened new positions in IALT, added to DGRO, CGGR and IWF, trimmed NVDA, MU and AAPL and sold out of XLE and GAB-R.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  DGRO Ishares TR | $7.8M | 4.2% | 103K | +10K (+11%) | 7 of 7 | |
| 2 |  NVDA Nvidia Corporation | $7.7M | 4.1% | 38K | −2,819 (−7%) | 7 of 7 | |
| 3 |  CGGR Capital Group Growth | $7.6M | 4.1% | 162K | +21K (+15%) | 7 of 7 | |
| 4 |  IWF Ishares TR | $6.7M | 3.6% | 54K | +42K (+329%) | 7 of 7 | |
| 5 |  CGDV Capital Group Dividend | $6.1M | 3.3% | 123K | +15K (+14%) | 7 of 7 | |
| 6 |  DYNF Blackrock ETF Trust | $6M | 3.3% | 89K | +27K (+44%) | 5 of 7 | |
| 7 |  CGCP Capital Group Core Plus Income ETF | $5.6M | 3.0% | 250K | +42K (+20%) | 7 of 7 | |
| 8 |  MU Micron Technology Inc | $5.1M | 2.7% | 4,400 | −613 (−12%) | 4 of 7 | |
| 9 |  FBND Fidelity Total Bond ETF | $4.9M | 2.6% | 108K | +18K (+20%) | 7 of 7 | |
| 10 |  FDEC First TR Exchng Traded FD VI | $4.6M | 2.5% | 85K | +11K (+15%) | 5 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Leigh Baldwin & Co. 13F FAQ
What does Leigh Baldwin & Co. own?
Leigh Baldwin & Co. reported 182 stocks worth $186M in its 13F filing for Q2 2026, filed Aug 13, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Leigh Baldwin & Co. buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 62 added to, 77 trimmed and 2 sold out. New positions include IALT. It sold all of XLE and GAB-R.
When will Leigh Baldwin & Co. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Leigh Baldwin & Co.'s portfolio worth?
The Q2 2026 filing reports $186M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.