Institutions / Ledgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC
CIK 2064043 · Institution · as of Dec 31, 2025
Portfolio value
$173.61M
Positions
71
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 71 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $15.17M | 8.7% |
| Provident Financial Services Inc | $13.39M | 7.7% |
| Middlesex Water Co | $12.81M | 7.4% |
| Dimensional ETF Trust | $10.89M | 6.3% |
| Dimensional ETF Trust | $10.65M | 6.1% |
| Invesco Exch Trd Slf Idx Fd | $10.06M | 5.8% |
| Invesco Exch Trd Slf Idx Fd | $8.88M | 5.1% |
| Invesco Qqq Tr | $6.40M | 3.7% |
| Invesco Exch Trd Slf Idx Fd | $6.18M | 3.6% |
| Invesco Exch Trd Slf Idx Fd | $5.98M | 3.4% |
| Vanguard Index Fds | $5.31M | 3.1% |
| Apple Inc. | $4.81M | 2.8% |
| Dimensional ETF Trust | $4.50M | 2.6% |
| Invesco Exch Trd Slf Idx Fd | $4.29M | 2.5% |
| Invesco Exch Trd Slf Idx Fd | $4.25M | 2.4% |
| Invesco Exch Trd Slf Idx Fd | $3.89M | 2.2% |
| Invesco Exch Trd Slf Idx Fd | $3.78M | 2.2% |
| Invesco Exch Trd Slf Idx Fd | $3.78M | 2.2% |
| Vanguard Instl Index Fd | $3.68M | 2.1% |
| Alphabet Inc. | $2.52M | 1.5% |
| Duke Energy Corp | $2.16M | 1.2% |
| Alphabet Inc. | $1.98M | 1.1% |
| Johnson & Johnson | $1.88M | 1.1% |
| Universal Display Corp | $1.47M | 0.8% |
| Arbutus Biopharma CorpABUS | $1.34M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.