StockDriftsStockDriftsTop 50 Ledgewood Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 8.92% | 309.0K | $16.2M | -2.88%(-9.18K) | $33.84(+55.80%) | 2026-09-30 | |
| PFS | PROVIDENT FINL SVCS INC | 8.18% | 670.1K | $14.8M | -1.18%(-8.00K) | $16.68(+32.57%) | 2026-09-30 | |
| MSEX | MIDDLESEX WTR CO | 7.15% | 245.0K | $13.0M | -3.55%(-9.03K) | $65.09(-18.18%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.53% | 286.1K | $11.9M | -1.04%(-3.02K) | $28.43(+45.29%) | 2026-09-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 6.06% | 563.0K | $11.0M | +2.43%(+13.35K) | $19.47(+0.32%) | 2026-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.2% | 235.3K | $9.4M | -0.01%(-25) | $41.83(-3.21%) | 2026-09-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 5.03% | 453.6K | $9.1M | +0.80%(+3.59K) | $20.02(+0.58%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 4.02% | 9.9K | $7.3M | -0.37%(-37) | $383.89(+87.12%) | 2026-09-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.82% | 380.7K | $6.9M | -5.86%(-23.72K) | $18.58(-1.89%) | 2026-09-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 3.48% | 83.4K | $6.3M | +5.83%(+4.60K) | $75.59(+0.09%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +13.46% |
| Top 20 Holdings Unweighted | — | — | — | — | +13.64% |
Ledgewood Wealth Advisors LLC reports $181.48M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (8.9%), PFS (8.2%) and MSEX (7.2%). The top 20 holdings account for 82.55% of reported assets. Its disclosed equity book has returned +13.46% cumulatively over 11 quarters. Figures reflect the Q3 2026 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 Ledgewood Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2064043). View Ledgewood Wealth Advisors LLC’s 13F filings on SEC