StockDriftsStockDriftsTop 50 Ledgewood Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 8.73% | 318.2K | $16.4M | -2.29%(-7.44K) | $33.84(+58.26%) | 2026-06-30 | |
| PFS | PROVIDENT FINL SVCS INC | 8.51% | 678.1K | $16.0M | +0.00%(+0) | $16.68(+47.08%) | 2026-06-30 | |
| MSEX | MIDDLESEX WTR CO | 7.57% | 254.0K | $14.3M | +0.00%(+0) | $65.09(-10.99%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 6.33% | 289.1K | $11.9M | +1.41%(+4.03K) | $28.43(+52.38%) | 2026-06-30 | |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 5.72% | 549.6K | $10.8M | +0.41%(+2.22K) | $19.47(+0.87%) | 2026-06-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.27% | 235.3K | $9.9M | -5.62%(-14.02K) | $41.83(-0.38%) | 2026-06-30 | |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 4.87% | 450.0K | $9.2M | +3.43%(+14.94K) | $20.02(+1.67%) | 2026-06-30 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 3.99% | 404.5K | $7.5M | +10.35%(+37.95K) | $18.58(-0.18%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.87% | 9.9K | $7.3M | -4.04%(-417) | $383.89(+87.76%) | 2026-06-30 | |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 3.29% | 317.7K | $6.2M | -3.87%(-12.79K) | $19.25(+1.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +15.39% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.57% |
Ledgewood Wealth Advisors, LLC reports $188.36M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are DFAU (8.7%), PFS (8.5%) and MSEX (7.6%). The top 20 holdings account for 82.13% of reported assets. Its disclosed equity book has returned +15.39% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Ledgewood Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
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