StockDriftsStockDriftsTop 50 Ledgewood Wealth Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 8.27% | 325.6K | $14.7M | +0.46%(+1.50K) | $33.84(+47.65%) | 2026-03-31 | |
| PFS | PROVIDENT FINL SVCS INC | 8.08% | 678.1K | $14.3M | +0.00%(+0) | $16.68(+35.03%) | 2026-03-31 | |
| MSEX | MIDDLESEX WTR CO | 7.44% | 254.0K | $13.2M | +0.00%(+0) | $65.09(-21.76%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.25% | 285.1K | $11.1M | -0.18%(-503) | $28.28(+44.58%) | 2026-03-31 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 6.05% | 547.4K | $10.7M | +7.38%(+37.62K) | $19.47(+0.92%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.92% | 249.3K | $10.5M | -0.34%(-850) | $41.83(+0.99%) | 2026-03-31 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 5% | 435.1K | $8.9M | +0.95%(+4.09K) | $20.01(+2.05%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.85% | 366.5K | $6.8M | +15.43%(+48.99K) | $18.58(+0.34%) | 2026-03-31 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.63% | 330.5K | $6.5M | +4.75%(+15.00K) | $19.25(+1.55%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.35% | 10.3K | $6.0M | -0.85%(-88) | $383.89(+77.55%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.93% | +29.27% |
| Top 20 Holdings Unweighted | +8.56% | +27.94% |
Sign up free to track Ledgewood Wealth Advisors, Llc, compare funds side by side, and get alerts the moment positions change.