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Disclosed positions
LEIGH BALDWIN & CO., LLC: source evidence dated 2026-08-14T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- DGRO
- Class
- CORE DIV GRWTH
- Reported value
- $7,823,656
- Reported amount
- 103,228
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0000946629-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| ISHARES TR | DGRO | CORE DIV GRWTH | $7,823,656 | 103,228 | SH | None |
| NVIDIA Corporation | NVDA | Common Stock | $7,691,024 | 38,438 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $7,625,842 | 161,564 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $6,748,683 | 54,350 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $6,063,788 | 123,048 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $6,038,695 | 88,791 | SH | None |
| CAPITAL GROUP | CGCP | CORE PLS INC | $5,569,218 | 249,853 | SH | None |
| Micron Technology, Inc. | MU | Common Stock | $5,079,025 | 4,400 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $4,914,838 | 108,042 | SH | None |
| FT Vest U.S. Equity Buffer ETF | FDEC | December | $4,632,700 | 85,055 | SH | None |
| Apple Inc. | AAPL | Common Stock | $4,561,603 | 15,764 | SH | None |
| Alphabet Inc. | GOOG | Class C Capital Stock | $4,054,890 | 11,476 | SH | None |
| FIDELITY COVINGTON TRUST | FENI | ENHANCED INTL | $3,453,124 | 86,048 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,898,511 | 30,012 | SH | None |
| Amazon.com, Inc. | AMZN | Common Stock | $2,868,182 | 12,034 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,706,984 | 3,625 | SH | None |
| iShares | BLCR | Large Cap Core Active ETF | $2,702,679 | 53,657 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $2,621,062 | 27,164 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | WCMI | WCM INTL EQUITY | $2,423,308 | 123,828 | SH | None |
| BLACKROCK ETF TRUST II | BINC | ISHA FLEX IN ETF | $2,406,248 | 45,973 | SH | None |
| Microsoft Corporation | MSFT | Common Stock | $2,247,398 | 6,025 | SH | None |
| GE VERNOVA INC | GEV | COM | $2,125,221 | 1,809 | SH | None |
| BLACKROCK ETF TRUST | BAI | ISHA I IN TE ETF | $2,093,453 | 39,709 | SH | None |
| CORNING INC | GLW | COM | $2,088,438 | 8,176 | SH | None |
| GE AEROSPACE | GE | COM NEW | $2,039,433 | 5,457 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $1,938,444 | 9,111 | SH | None |
| Tesla, Inc. | TSLA | Common Stock | $1,763,771 | 4,193 | SH | None |
| RTX CORPORATION | RTX | COM | $1,642,256 | 8,656 | SH | None |
| Broadcom Inc. | AVGO | Common Stock | $1,633,143 | 4,323 | SH | None |
| Alphabet Inc. | GOOGL | Class A Common Stock | $1,586,593 | 4,440 | SH | None |
| Walmart Inc. | WMT | Common Stock | $1,379,864 | 12,183 | SH | None |
| CAPITAL GROUP CORE BALANCED | CGBL | SHS | $1,378,511 | 36,315 | SH | None |
| ELI LILLY &CO | LLY | COM | $1,334,305 | 1,112 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $1,268,394 | 15,448 | SH | None |
| CATERPILLAR INC | CAT | COM | $1,264,477 | 1,187 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $1,191,196 | 14,695 | SH | None |
| WASTE MGMT INC DEL | WM | COM | $1,172,174 | 5,259 | SH | None |
| ETF SER SOLUTIONS | QTUM | DEFIA QUANT ETF | $1,147,134 | 6,936 | SH | None |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $1,092,560 | 18,122 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $1,083,435 | 12,329 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $1,082,740 | 11,449 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $1,039,098 | 2,040 | SH | None |
| NUVEEN N Y MUN VALUE FD | NNY | COM | $1,026,802 | 117,483 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $970,981 | 1,480 | SH | None |
| BLACKROCK ETF TRUST | IDEF | ISHARES DEFENSE | $964,434 | 30,347 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $956,997 | 1,913 | SH | None |
| Palo Alto Networks, Inc. | PANW | Common Stock | $865,907 | 2,539 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $858,427 | 6,279 | SH | None |
| DEERE &CO | DE | COM | $836,880 | 1,319 | SH | None |
| CVS HEALTH CORP | CVS | COM | $829,827 | 8,022 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.