Ledgewood Wealth Advisors, LLC
Q3 2026 13F filing
Updated 10 days ago73 disclosed positions worth $181.5M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $16.2M | 309.0K | 8.92% | Trimmed(-2.9%) |
| 2 | P PROVIDENT FINL SVCS INC | $14.8M | 670.1K | 8.18% | Trimmed(-1.2%) |
| 3 | M MIDDLESEX WTR CO | $13M | 245.0K | 7.15% | Trimmed(-3.5%) |
| 4 | C DIMENSIONAL ETF TRUST | $11.9M | 286.1K | 6.53% | Trimmed(-1.0%) |
| 5 | ? N/A INVESCO EXCH TRD SLF IDX FD | $11M | 563.0K | 6.06% | Added(+2.4%) |
| 6 | H DIMENSIONAL ETF TRUST | $9.4M | 235.3K | 5.20% | Trimmed(-0.0%) |
| 7 | ? N/A INVESCO EXCH TRD SLF IDX FD | $9.1M | 453.6K | 5.03% | Added(+0.8%) |
| 8 | Q INVESCO QQQ TR | $7.3M | 9.9K | 4.02% | Trimmed(-0.4%) |
| 9 | ? N/A INVESCO EXCH TRD SLF IDX FD | $6.9M | 380.7K | 3.82% | Trimmed(-5.9%) |
| 10 | V VANGUARD INSTL INDEX FD | $6.3M | 83.4K | 3.48% | Added(+5.8%) |
| 11 | V VANGUARD INDEX FDS | $5.9M | 8.5K | 3.27% | Added(+0.0%) |
| 12 | A APPLE INC | $5.8M | 17.5K | 3.21% | Unchanged |
| 13 | ? N/A INVESCO EXCH TRD SLF IDX FD | $5.8M | 298.4K | 3.21% | Trimmed(-6.1%) |
| 14 | N DIMENSIONAL ETF TRUST | $5.8M | 147.5K | 3.19% | Trimmed(-0.0%) |
| 15 | ? N/A INVESCO EXCH TRD SLF IDX FD | $4.2M | 261.0K | 2.32% | Trimmed(-20.3%) |
| 16 | ? N/A INVESCO EXCH TRD SLF IDX FD | $4M | 253.4K | 2.20% | Trimmed(-0.3%) |
| 17 | I INVESCO EXCH TRD SLF IDX FD | $3.9M | 196.1K | 2.16% | Added(+0.3%) |
| 18 | I INVESCO EXCH TRD SLF IDX FD | $3.4M | 174.2K | 1.88% | Added(+3.6%) |
| 19 | G ALPHABET INC | $2.8M | 8.1K | 1.53% | Unchanged |
| 20 | G ALPHABET INC | $2.2M | 6.3K | 1.19% | Unchanged |
| 21 | D DUKE ENERGY CORP NEW | $2.1M | 18.4K | 1.16% | Unchanged |
| 22 | J JOHNSON & JOHNSON | $2M | 7.7K | 1.12% | Unchanged |
| 23 | J INVESCO EXCH TRD SLF IDX FD | $1.6M | 68.2K | 0.86% | Added(+4.7%) |
| 24 | A ARBUTUS BIOPHARMA CORP | $1.3M | 278.4K | 0.73% | Unchanged |
| 25 | D 3D SYS CORP DEL | $1.3M | 348.9K | 0.69% | Unchanged |
| 26 | R ROIVANT SCIENCES LTD | $1.2M | 33.0K | 0.66% | Unchanged |
| 27 | B VANGUARD SPECIALIZED FUNDS | $1.1M | 4.9K | 0.63% | Trimmed(-1.7%) |
| 28 | P PNC FINL SVCS GROUP INC | $1.1M | 5.1K | 0.63% | Unchanged |
| 29 | J JPMORGAN CHASE & CO | $1.1M | 3.4K | 0.62% | Added(+94.4%) |
| 30 | O UNIVERSAL DISPLAY CORP | $967K | 12.6K | 0.53% | Unchanged |
| 31 | B BANK OF AMER CORP | $948K | 17.4K | 0.52% | Unchanged |
| 32 | ? N/A DIMENSIONAL ETF TRUST | $856K | 18.1K | 0.47% | Unchanged |
| 33 | A AMAZON COM INC | $846K | 3.4K | 0.47% | Unchanged |
| 34 | C CATERPILLAR INC | $825K | 1.0K | 0.45% | Unchanged |
| 35 | M MICROSOFT CORP | $789K | 1.5K | 0.43% | Unchanged |
| 36 | T TESLA INC | $737K | 2.1K | 0.41% | Unchanged |
| 37 | C CHEVRON CORPORATION | $702K | 3.4K | 0.39% | Unchanged |
| 38 | C CHURCH & DWIGHT CO INC | $677K | 7.2K | 0.37% | Unchanged |
| 39 | P PARKER-HANNIFIN CORP | $669K | 700 | 0.37% | Unchanged |
| 40 | E EMERSON ELEC CO | $607K | 3.9K | 0.33% | Trimmed(-2.5%) |
| 41 | B BERKSHIRE HATHAWAY INC DEL | $548K | 1.1K | 0.30% | Unchanged |
| 42 | Y CLEAR SECURE INC | $545K | 13.0K | 0.30% | Unchanged |
| 43 | A ASML HLDG NV | $498K | 275 | 0.27% | Unchanged |
| 44 | D LEONARDO DRS INC | $470K | 12.8K | 0.26% | Unchanged |
| 45 | C CISCO SYS INC | $452K | 4.2K | 0.25% | Unchanged |
| 46 | P PROCTER & GAMBLE CO | $433K | 3.0K | 0.24% | Unchanged |
| 47 | I IRON MTN INC DEL | $422K | 3.8K | 0.23% | Unchanged |
| 48 | ? N/A INVESCO EXCH TRD SLF IDX FD | $406K | 18.9K | 0.22% | Added(+0.5%) |
| 49 | S SELECT SECTOR SPDR TR | $392K | 2.0K | 0.22% | Unchanged |
| 50 | I INTUITIVE SURGICAL INC | $386K | 950 | 0.21% | Unchanged |