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 51–71 of 71
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DMRC | DIGIMARC CORP NEW | 62K | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 410 | $100K–$500K | SH |
| SGOV | ISHARES TR | 3K | $100K–$500K | SH |
| OCFC | OCEANFIRST FINL CORP | 19K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 4K | $100K–$500K | SH |
| ASML | ASML HOLDING N V | 291 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| HLIT | HARMONIC INC | 29K | $100K–$500K | SH |
| SO | SOUTHERN CO | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 800 | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MGNI | MAGNITE INC | 14K | $100K–$500K | SH |
| EOSE | EOS ENERGY ENTERPRISES INC | 15K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 13K | $100K–$500K | SH |
| APYX | APYX MEDICAL CORPORATION | 10K | $15K–$50K | SH |
| CRDF | CARDIFF ONCOLOGY INC | 11K | $15K–$50K | SH |