Baldwin Investment Management, LLC ETF holdings
West Conshohocken, PA
Reported $39.6M in 41 ETFs in its Form 13F for June 30, 2026.
ETF value
$39.6M
ETFs held
41
Change from prior quarter
+39.3%
With price moves
ETFs as a share of its 13F
3.8%
of $1.0B
Top 10 of 41 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $6.4M | 9,257 | +80 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $3.7M | 9,962 | +1,482 shares |
| VXUS | Vanguard Total International Stock ETF | $2.7M | 31,368 | +6,455 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $2.5M | 3,397 | +550 shares |
| IJR | iShares Core S&P Small-Cap ETF | $2.5M | 16,615 | +1,696 shares |
| VOT | Vanguard Morningstar Mid-Cap Growth ETF | $1.5M | 5,000 | No change |
| RSP | Invesco S&P 500 Equal Weight ETF | $1.4M | 6,692 | +1,187 shares |
| VBR | Vanguard Morningstar Small-Cap Value ETF | $1.4M | 5,715 | +1,013 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.1M | 5,700 | No change |
| SCHD | Schwab U.S. Dividend Equity ETF | $1.1M | 33,305 | +8,466 shares |
31 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001346378. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Baldwin Investment Management, LLC own?
Baldwin Investment Management, LLC reported 41 ETF positions worth $39.6M in its Form 13F for June 30, 2026. The largest was VOO, at $6.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.