Ledgewood Wealth Advisors, LLC: 13F holdings
CIK 20640432026Q2
| Positions | 77 |
|---|
| Reported value | $188.4m |
|---|
| Filed | 2026-07-08 |
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Change since last quarter
| Positions | 77 (+4 vs prior quarter) |
|---|
| Reported value | $188.4m (+6.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 318,174 | $16.4m | 8.7% |
| PFS PROVIDENT FINL SVCS INC | 678,112 | $16.0m | 8.5% |
| MSEX MIDDLESEX WTR CO | 254,016 | $14.3m | 7.6% |
| DFAI DIMENSIONAL ETF TRUST | 289,149 | $11.9m | 6.3% |
| BSCR INVESCO EXCH TRD SLF IDX FD | 549,634 | $10.8m | 5.7% |
| DFCF DIMENSIONAL ETF TRUST | 235,302 | $9.9m | 5.3% |
| BSCS INVESCO EXCH TRD SLF IDX FD | 450,040 | $9.2m | 4.9% |
| BSCT INVESCO EXCH TRD SLF IDX FD | 404,458 | $7.5m | 4.0% |
| QQQ INVESCO QQQ TR | 9,906 | $7.3m | 3.9% |
| BSCQ INVESCO EXCH TRD SLF IDX FD | 317,739 | $6.2m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2064043")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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