Ledgewood Wealth Advisors, LLC Portfolio Holdings

Ledgewood Wealth Advisors, LLC

  • $169 Billion
  • Q3 2025

Ledgewood Wealth Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $169 Billion distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $15.2B, Middlesex Water CO with a value of $13.7B, Provident Financial Services Inc with a value of $13.1B, Dimensional ETF Tr with a value of $10.5B, and Dimensional ETF Tr Core Fxd In with a value of $10.5B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $159B to 169B.

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 $169 Billion
ETFs: $92 Billion
Financial Services: $16.7 Billion
Utilities: $16.5 Billion
Technology: $9.54 Billion
Communication Services: $4.71 Billion
Healthcare: $3.99 Billion
Industrials: $2.92 Billion
Consumer Cyclical: $2.18 Billion
Other: $2.67 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 9.01% of portfolio
332,578
Q3 2025 Reduced 1.05%
$948M
$13.7 Billion 8.14% of portfolio
254,016
Q3 2024 Added 12.47%
$1.42B
$13.1 Billion 7.76% of portfolio
680,012
Q3 2024 Added 1.86%
$0
$10.5 Billion 6.23% of portfolio
289,433
Q3 2025 Reduced 2.17%
$0
$10.5 Billion 6.22% of portfolio
245,969
Q3 2025 Reduced 6.34%
$0
$8.63 Billion 5.11% of portfolio
417,109
Q3 2025 Reduced 14.48%
$0
$8.26 Billion 4.89% of portfolio
401,546
Q3 2025 Reduced 0.11%
$0
$6.27 Billion 3.71% of portfolio
10,438
Q3 2025 Reduced 0.4%
$0
$6.02 Billion 3.56% of portfolio
305,622
Q3 2025 Added 3.35%
$0
$5.45 Billion 3.22% of portfolio
278,512
Q3 2025 Reduced 7.52%
$0
$5.34 Billion 3.16% of portfolio
8,727
Q3 2025 Reduced 0.07%
$0
$4.6 Billion 2.72% of portfolio
145,771
Q3 2025 Reduced 4.78%
$4.42T
$4.53 Billion 2.68% of portfolio
17,771
Q3 2025 Reduced 3.24%
$0
$4.27 Billion 2.52% of portfolio
226,807
Q3 2025 Added 6.55%
Invesco Exch Trd Slf Idx Fd
-
$4.24 Billion 2.51% of portfolio
-
Q3 2025 Added 4.35%
Invesco Exch Trd Slf Idx Fd
-
$3.6 Billion 2.13% of portfolio
-
Q3 2025 Added 7.78%
$0
$2.88 Billion 1.7% of portfolio
170,183
Q3 2025 Added 36.11%
$95.2B
$2.28 Billion 1.35% of portfolio
18,404
Q3 2024 Added 5.75%
$0
$2.25 Billion 1.33% of portfolio
134,671
Q3 2025 Added 50.42%
$1.74T
$2.02 Billion 1.19% of portfolio
8,300
Q3 2025 Reduced 6.74%
$5.64B
$1.8 Billion 1.07% of portfolio
12,550
Q3 2025 Reduced 2.71%
$507B
$1.75 Billion 1.04% of portfolio
9,461
Q3 2025 Reduced 0.23%
$1.78T
$1.64 Billion 0.97% of portfolio
6,717
Q2 2025 Reduced 9.47%
-
$1.63 Billion 0.97% of portfolio
-
Q3 2025 Reduced 7.69%
Vanguard Instl Index Fd
-
$1.64 Billion 0.97% of portfolio
-
Q3 2025 New
$0
$1.28 Billion 0.76% of portfolio
54,605
Q3 2025 Added 0.22%
$693M
$1.26 Billion 0.75% of portfolio
278,436
Q4 2024 New
$0
$1.23 Billion 0.73% of portfolio
5,720
Q3 2025 Reduced 4.76%
$74.7B
$1.03 Billion 0.61% of portfolio
5,104
Q4 2024 New
$1.39T
$923 Million 0.55% of portfolio
2,076
Q3 2024 Added 27.68%
$430B
$898 Million 0.53% of portfolio
17,414
Q2 2025 Added 0.06%
$2.54T
$789 Million 0.47% of portfolio
3,594
Q1 2024 Reduced 5.22%
-
$770 Million 0.46% of portfolio
-
Q4 2024 New
$291M
$697 Million 0.41% of portfolio
240,300
Q3 2025 Added 2.78%
$3.79T
$699 Million 0.41% of portfolio
1,349
Q4 2024 New
$647B
$679 Million 0.4% of portfolio
1,350
Q4 2024 New
$20.8B
$629 Million 0.37% of portfolio
7,183
Q1 2025 Reduced 0.51%
$76.6B
$560 Million 0.33% of portfolio
4,266
Q3 2025 Reduced 4.48%
$926B
$555 Million 0.33% of portfolio
1,760
Q3 2024 Added 2.68%
$306B
$534 Million 0.32% of portfolio
3,437
Q3 2025 Added 15.8%
$12.9B
$545 Million 0.32% of portfolio
5,440
Q4 2024 New
$110B
$531 Million 0.31% of portfolio
700
Q4 2024 New
$14.7B
$499 Million 0.3% of portfolio
32,970
Q4 2024 New
$163M
$505 Million 0.3% of portfolio
51,641
Q3 2025 Reduced 25.42%
$2.26B
$499 Million 0.3% of portfolio
3,000
Q4 2024 New
$300B
$485 Million 0.29% of portfolio
1,017
Q3 2024 Added 1.7%
$352B
$458 Million 0.27% of portfolio
2,981
Q1 2025 Reduced 2.55%
$3.07B
$434 Million 0.26% of portfolio
13,000
Q2 2024 Reduced 31.58%
$202B
$425 Million 0.25% of portfolio
950
Q3 2024 Added 5.56%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $169 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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