Ledge Wealth Management, Inc. has filed its 13F form on January 23, 2024 for Q4 2023 where it was disclosed a total value porftolio of $257 Million distributed in 62 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $30.2M, Ishares Core U.S. Aggregate Bo with a value of $26.1M, Invesco S&P 500 Equal Weight E with a value of $24.6M, Vanguard Growth ETF with a value of $18.6M, and American Centy ETF Tr Multisec with a value of $14.4M.

Examining the 13F form we can see an increase of $34.4M in the current position value, from $223M to 257M.

Below you can find more details about Ledge Wealth Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $257 Million
ETFs: $196 Million
Industrials: $12.3 Million
Technology: $11.9 Million
Healthcare: $8.6 Million
Financial Services: $8.54 Million
Consumer Defensive: $6.39 Million
Consumer Cyclical: $6.07 Million
Communication Services: $5.69 Million
Other: $1.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 62
  • Current Value $257 Million
  • Prior Value $223 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 23, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 6 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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