CIK 2064043
Ledgewood Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
71
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
9
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 324K | $1M+ | SH |
| PFS | PROVIDENT FINL SVCS INC | 678K | $1M+ | SH |
| MSEX | MIDDLESEX WTR CO | 254K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 286K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 250K | $1M+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 510K | $1M+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 431K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 10K | $1M+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 316K | $1M+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 318K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| AAPL | APPLE INC | 18K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 138K | $1M+ | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 254K | $1M+ | SH |
| BSCY | INVESCO EXCH TRD SLF IDX FD | 202K | $1M+ | SH |
| BSCX | INVESCO EXCH TRD SLF IDX FD | 181K | $1M+ | SH |
| BSCW | INVESCO EXCH TRD SLF IDX FD | 181K | $1M+ | SH |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 226K | $1M+ | SH |
| VBIL | VANGUARD INSTL INDEX FD | 49K | $1M+ | SH |
| GOOGL | ALPHABET INC | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 18K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| OLED | UNIVERSAL DISPLAY CORP | 13K | $1M+ | SH |
| ABUS | ARBUTUS BIOPHARMA CORP | 278K | $1M+ | SH |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | 55K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 6K | $1M+ | SH |
| DRS | LEONARDO DRS INC | 36K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 5K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 17K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 18K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| ROIV | ROIVANT SCIENCES LTD | 33K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | 30K | $500K+ | SH |
| DDD | 3-D SYS CORP DEL | 350K | $500K+ | SH |
| PH | PARKER-HANNIFIN CORP | 700 | $500K+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 7K | $500K+ | SH |
| ROKU | ROKU INC | 5K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 4K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 950 | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 3K | $500K+ | SH |
| VSEC | VSE CORP | 3K | $500K+ | SH |
| YOU | CLEAR SECURE INC | 13K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| BSJS | INVESCO EXCH TRD SLF IDX FD | 19K | $100K–$500K | SH |