Ledgewood Wealth Advisors, LLC Portfolio Holdings

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.