Ledgewood Wealth Advisors, LLC Portfolio Holdings

Ledgewood Wealth Advisors, LLC

  • $159 Billion
  • Q2 2025

Ledgewood Wealth Advisors, LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $14.2B, Middlesex Water CO with a value of $13.8B, Provident Financial Services Inc with a value of $11.9B, Dimensional ETF Tr Core Fxd In with a value of $11.1B, and Dimensional ETF Tr with a value of $10.2B.

Examining the 13F form we can see an increase of $3.71B in the current position value, from $155B to 159B.

Ledgewood Wealth Advisors, LLC is based out at Exeter, NH

Below you can find more details about Ledgewood Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $159 Billion
ETFs: $90.5 Billion
Utilities: $16.4 Billion
Financial Services: $15.3 Billion
Technology: $8.65 Billion
Communication Services: $3.72 Billion
Healthcare: $3.25 Billion
Industrials: $2.63 Billion
Consumer Defensive: $1.89 Billion
Other: $2.55 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$950M
$13.8 Billion 8.67% of portfolio
254,016
Q3 2024 Added 12.47%
$1.4B
$11.9 Billion 7.51% of portfolio
680,012
Q3 2024 Added 1.86%
$3.38T
$3.77 Billion 2.37% of portfolio
18,366
Q2 2025 Reduced 3.16%
-
$2.53 Billion 1.59% of portfolio
-
Q2 2025 Added 17.13%
$90.4B
$2.17 Billion 1.37% of portfolio
18,404
Q3 2024 Added 5.75%
$7.15B
$1.99 Billion 1.26% of portfolio
12,900
Q3 2024 Added 18.35%
-
$1.81 Billion 1.14% of portfolio
-
Q1 2025 Reduced 0.38%
$1.07T
$1.57 Billion 0.99% of portfolio
8,900
Q2 2025 Reduced 6.32%
$426B
$1.45 Billion 0.91% of portfolio
9,483
Q2 2025 Reduced 1.55%
$1.12T
$1.19 Billion 0.75% of portfolio
6,717
Q2 2025 Reduced 9.47%
$79.2B
$951 Million 0.6% of portfolio
5,104
Q4 2024 New
$260M
$915 Million 0.58% of portfolio
69,241
Q2 2025 Reduced 1.51%
$471M
$860 Million 0.54% of portfolio
278,436
Q4 2024 New
$377B
$824 Million 0.52% of portfolio
17,414
Q2 2025 Added 0.06%
$2.28T
$788 Million 0.5% of portfolio
3,594
Q1 2024 Reduced 5.22%
-
$712 Million 0.45% of portfolio
-
Q4 2024 New
$1.01T
$659 Million 0.42% of portfolio
2,076
Q3 2024 Added 27.68%
$3.81T
$671 Million 0.42% of portfolio
1,349
Q4 2024 New
$631B
$656 Million 0.41% of portfolio
1,350
Q4 2024 New
$85.4B
$595 Million 0.38% of portfolio
4,466
Q1 2025 Reduced 2.19%
$182B
$516 Million 0.33% of portfolio
950
Q3 2024 Added 5.56%
$850B
$510 Million 0.32% of portfolio
1,760
Q3 2024 Added 2.68%
$92.9B
$489 Million 0.31% of portfolio
700
Q4 2024 New
$3.23B
$477 Million 0.3% of portfolio
19,795
Q4 2024 New
$11B
$478 Million 0.3% of portfolio
5,440
Q4 2024 New
$369B
$475 Million 0.3% of portfolio
2,981
Q1 2025 Reduced 2.55%
$160B
$439 Million 0.28% of portfolio
1,885
Q4 2024 New
$296B
$425 Million 0.27% of portfolio
2,968
Q4 2024 New
$422B
$406 Million 0.26% of portfolio
410
Q4 2023 Added 30.49%
$28.7B
$390 Million 0.25% of portfolio
3,806
Q4 2024 New
$221B
$395 Million 0.25% of portfolio
1,017
Q3 2024 Added 1.7%
$1.7B
$393 Million 0.25% of portfolio
3,000
Q4 2024 New
$8.21B
$372 Million 0.23% of portfolio
32,970
Q4 2024 New
$2.57B
$361 Million 0.23% of portfolio
13,000
Q2 2024 Reduced 31.58%
$224M
$360 Million 0.23% of portfolio
233,800
Q2 2025 Added 4.47%
$1.12B
$337 Million 0.21% of portfolio
19,164
Q3 2024 Reduced 0.33%
$200B
$322 Million 0.2% of portfolio
2,435
Q1 2024 Reduced 11.78%
$981M
$287 Million 0.18% of portfolio
30,350
Q4 2024 New
$280B
$291 Million 0.18% of portfolio
4,200
Q4 2024 New
$102B
$266 Million 0.17% of portfolio
2,892
Q4 2024 New
$223B
$245 Million 0.15% of portfolio
1,680
Q1 2025 New
$221B
$234 Million 0.15% of portfolio
800
Q4 2024 New
$41.3B
$214 Million 0.14% of portfolio
2,548
Q2 2025 Reduced 10.82%
$4.79B
$113 Million 0.07% of portfolio
12,617
Q3 2024 New
$375M
$76.8 Million 0.05% of portfolio
15,000
Q4 2023 Added 53.33%
$232M
$57 Million 0.04% of portfolio
12,760
Q3 2024 Reduced 27.5%
$195M
$35.2 Million 0.02% of portfolio
11,190
Q1 2025 New
$78.8M
$22.5 Million 0.01% of portfolio
10,000
Q1 2025 Reduced 12.99%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $159 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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