Ledgewood Wealth Advisors, LLC Portfolio Holdings

Ledgewood Wealth Advisors, LLC

  • $174 Billion
  • Q4 2025

Ledgewood Wealth Advisors, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $174 Billion distributed in 71 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, Provident Financial Services Inc with a value of $13.4B, Middlesex Water CO with a value of $12.8B, Dimensional ETF Tr with a value of $10.9B, and Dimensional ETF Tr Core Fxd In with a value of $10.6B.

Examining the 13F form we can see an increase of $4.64B in the current position value, from $169B to 174B.

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 $174 Billion
ETFs: $92.4 Billion
Financial Services: $17.2 Billion
Utilities: $15.2 Billion
Technology: $9.34 Billion
Communication Services: $5.32 Billion
Healthcare: $4.54 Billion
Industrials: $3.13 Billion
Consumer Cyclical: $1.96 Billion
Other: $2.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.2 Billion 8.74% of portfolio
324,115
Q4 2025 Reduced 2.54%
$1.39B
$13.4 Billion 7.71% of portfolio
678,112
Q4 2025 Reduced 0.28%
$926M
$12.8 Billion 7.38% of portfolio
254,016
Q3 2024 Added 12.47%
$0
$10.9 Billion 6.27% of portfolio
285,623
Q4 2025 Reduced 1.32%
$0
$10.6 Billion 6.13% of portfolio
250,169
Q4 2025 Added 1.71%
$0
$10.1 Billion 5.8% of portfolio
509,794
Q4 2025 Added 66.81%
$0
$8.88 Billion 5.11% of portfolio
431,014
Q4 2025 Added 7.34%
$0
$6.4 Billion 3.68% of portfolio
10,411
Q4 2025 Reduced 0.26%
$0
$6.18 Billion 3.56% of portfolio
315,530
Q4 2025 Added 13.29%
$0
$5.98 Billion 3.44% of portfolio
317,519
Q4 2025 Added 40.0%
$0
$5.31 Billion 3.06% of portfolio
8,474
Q4 2025 Reduced 2.9%
$4.3T
$4.81 Billion 2.77% of portfolio
17,708
Q4 2025 Reduced 0.35%
$0
$4.5 Billion 2.59% of portfolio
138,203
Q4 2025 Reduced 5.19%
$0
$4.29 Billion 2.47% of portfolio
253,663
Q4 2025 Added 49.05%
Invesco Exch Trd Slf Idx Fd
-
$4.25 Billion 2.45% of portfolio
-
Q4 2025 Added 0.33%
Invesco Exch Trd Slf Idx Fd
-
$3.89 Billion 2.24% of portfolio
-
Q4 2025 Added 8.14%
$0
$3.78 Billion 2.18% of portfolio
226,352
Q4 2025 Added 68.08%
Vanguard Instl Index Fd
-
$3.68 Billion 2.12% of portfolio
-
Q4 2025 Added 124.92%
$1.65T
$2.52 Billion 1.45% of portfolio
8,060
Q4 2025 Reduced 2.89%
$96.4B
$2.16 Billion 1.24% of portfolio
18,404
Q3 2024 Added 5.75%
$1.74T
$1.98 Billion 1.14% of portfolio
6,317
Q4 2025 Reduced 5.96%
$522B
$1.88 Billion 1.08% of portfolio
9,087
Q4 2025 Reduced 3.95%
$5.52B
$1.47 Billion 0.84% of portfolio
12,550
Q3 2025 Reduced 2.71%
$678M
$1.34 Billion 0.77% of portfolio
278,436
Q4 2024 New
$0
$1.28 Billion 0.74% of portfolio
54,719
Q4 2025 Added 0.21%
$0
$1.26 Billion 0.72% of portfolio
5,720
Q3 2025 Reduced 4.76%
-
$1.21 Billion 0.7% of portfolio
-
Q4 2025 Reduced 1.14%
$74.3B
$1.07 Billion 0.61% of portfolio
5,104
Q4 2024 New
$413B
$958 Million 0.55% of portfolio
17,414
Q2 2025 Added 0.06%
$1.29T
$934 Million 0.54% of portfolio
2,076
Q3 2024 Added 27.68%
$2.39T
$783 Million 0.45% of portfolio
3,394
Q4 2025 Reduced 5.56%
-
$787 Million 0.45% of portfolio
-
Q4 2024 New
$14.3B
$715 Million 0.41% of portfolio
32,970
Q4 2024 New
$662B
$679 Million 0.39% of portfolio
1,350
Q4 2024 New
$3.78T
$652 Million 0.38% of portfolio
1,349
Q4 2024 New
Invesco Exch Trd Slf Idx Fd
-
$627 Million 0.36% of portfolio
-
Q4 2025 New
$281M
$620 Million 0.36% of portfolio
350,200
Q4 2025 Added 45.73%
$107B
$615 Million 0.35% of portfolio
700
Q4 2024 New
$20.4B
$602 Million 0.35% of portfolio
7,183
Q1 2025 Reduced 0.51%
$291B
$583 Million 0.34% of portfolio
1,017
Q3 2024 Added 1.7%
$12B
$590 Million 0.34% of portfolio
5,440
Q4 2024 New
$881B
$567 Million 0.33% of portfolio
1,760
Q3 2024 Added 2.68%
$75.4B
$566 Million 0.33% of portfolio
4,266
Q3 2025 Reduced 4.48%
$193B
$538 Million 0.31% of portfolio
950
Q3 2024 Added 5.56%
$303B
$524 Million 0.3% of portfolio
3,437
Q3 2025 Added 15.8%
$2.19B
$518 Million 0.3% of portfolio
3,000
Q4 2024 New
$3.03B
$456 Million 0.26% of portfolio
13,000
Q2 2024 Reduced 31.58%
$346B
$427 Million 0.25% of portfolio
2,981
Q1 2025 Reduced 2.55%
$0
$411 Million 0.24% of portfolio
18,659
Q4 2025 Added 7.06%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $174 Billion
  • Prior Value $169 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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