StockDriftsStockDriftsTop 50 Ledge Wealth Management, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 11.75% | 202.2K | $30.2M | +1.39%(+2.78K) | — | 2023-12-31 | |
| AGG | ISHARES TR | 10.16% | 263.2K | $26.1M | +64.64%(+103.34K) | — | 2023-12-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 9.56% | 155.9K | $24.6M | +1.16%(+1.79K) | — | 2023-12-31 | |
| VUG | VANGUARD INDEX FDS | 7.24% | 59.9K | $18.6M | +1.13%(+667) | — | 2023-12-31 | |
| MUSI | AMERICAN CENTY ETF TR | 5.59% | 329.6K | $14.4M | +2.43%(+7.83K) | — | 2023-12-31 | |
| XLF | SELECT SECTOR SPDR TR | 4.36% | 298.2K | $11.2M | +0.05%(+138) | — | 2023-12-31 | |
| QGRO | AMERICAN CENTY ETF TR | 4.15% | 140.3K | $10.7M | new | — | 2023-12-31 | |
| VOE | VANGUARD INDEX FDS | 2.81% | 49.9K | $7.2M | +0.59%(+294) | — | 2023-12-31 | |
| SLYV | SPDR SER TR | 2.73% | 84.2K | $7.0M | -0.28%(-237) | — | 2023-12-31 | |
| VCLT | VANGUARD SCOTTSDALE FDS | 2.46% | 78.9K | $6.3M | +2.97%(+2.27K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Ledge Wealth Management, Inc. reports $257.24M in US-listed equity holdings across 62 positions in its most recent 13F filing. Its largest disclosed positions are VTV (11.8%), AGG (10.2%) and RSP (9.6%). Figures reflect the Q4 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Ledge Wealth Management, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1927042). View Ledge Wealth Management, Inc.’s 13F filings on SEC