Ledgewood Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Ledgewood Wealth Advisors, LLC held in its portfolio 71 assets valued at $173,608,621 (i.e. $173.61M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($15.17M), PROVIDENT FINL SVCS INC ($13.39M), and MIDDLESEX WTR CO ($12.81M).
The chart below shows the top 10 valuable assets, and the table below shows the top 71 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Ledgewood Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 324115 | 15168577 | US CORE EQT MKT |
| PROVIDENT FINL SVCS INC | 678112 | 13392712 | COM |
| MIDDLESEX WTR CO | 254016 | 12807479 | COM |
| DIMENSIONAL ETF TRUST | 285623 | 10885081 | INTL CORE EQT MK |
| DIMENSIONAL ETF TRUST | 250169 | 10647207 | CORE FIXED INCOM |
| INVESCO EXCH TRD SLF IDX FD | 509794 | 10063330 | BULSHS 2027 CB |
| INVESCO EXCH TRD SLF IDX FD | 431014 | 8878884 | INVSCO BLSH 28 |
| INVESCO QQQ TR | 10411 | 6395771 | UNIT SER 1 |
| INVESCO EXCH TRD SLF IDX FD | 315530 | 6176494 | BULSHS 2026 CB |
| INVESCO EXCH TRD SLF IDX FD | 317519 | 5980463 | BULETSHS 2029 |
| VANGUARD INDEX FDS | 8474 | 5314032 | S&P 500 ETF SHS |
| APPLE INC | 17708 | 4814155 | COM |
| DIMENSIONAL ETF TRUST | 138203 | 4501266 | EMGR CRE EQT MNG |
| INVESCO EXCH TRD SLF IDX FD | 253663 | 4291976 | INVSCO 30 CORP |
| INVESCO EXCH TRD SLF IDX FD | 202180 | 4249824 | BULLETSHARES 203 |
| INVESCO EXCH TRD SLF IDX FD | 181270 | 3890051 | INVESCO BULLETSH |
| INVESCO EXCH TRD SLF IDX FD | 181311 | 3784866 | BULLETSHS 2032 |
| INVESCO EXCH TRD SLF IDX FD | 226352 | 3778942 | BULETSHS 2031 CP |
| VANGUARD INSTL INDEX FD | 48797 | 3680779 | 0-3 MO TREAS BIL |
| ALPHABET INC | 8060 | 2522780 | CAP STK CL A |
| DUKE ENERGY CORP NEW | 18404 | 2157133 | COM NEW |
| ALPHABET INC | 6317 | 1982336 | CAP STK CL C |
| JOHNSON & JOHNSON | 9087 | 1880523 | COM |
| UNIVERSAL DISPLAY CORP | 12550 | 1465589 | COM |
| ARBUTUS BIOPHARMA CORP | 278436 | 1339277 | COM |
| INVESCO EXCH TRD SLF IDX FD | 54719 | 1277142 | INVSCO BLSH 26 |
| VANGUARD SPECIALIZED FUNDS | 5720 | 1257142 | DIV APP ETF |
| LEONARDO DRS INC | 35590 | 1213263 | COM |
| PNC FINL SVCS GROUP INC | 5104 | 1065358 | COM |
| BANK AMERICA CORP | 17414 | 957781 | COM |
| TESLA INC | 2076 | 933619 | COM |
| DIMENSIONAL ETF TRUST | 18130 | 787386 | US SUSTAINABILTY |
| AMAZON COM INC | 3394 | 783403 | COM |
| ROIVANT SCIENCES LTD | 32970 | 715449 | SHS |
| BERKSHIRE HATHAWAY INC DEL | 1350 | 678578 | CL B NEW |
| MICROSOFT CORP | 1349 | 652403 | COM |
| INVESCO EXCH TRD SLF IDX FD | 30137 | 627151 | BULLETSHARES |
| 3-D SYS CORP DEL | 350200 | 619854 | COM NEW |
| PARKER-HANNIFIN CORP | 700 | 615272 | COM |
| CHURCH & DWIGHT CO INC | 7183 | 602295 | COM |
| ROKU INC | 5440 | 590186 | COM CL A |
| CATERPILLAR INC | 1017 | 582609 | COM |
| JPMORGAN CHASE & CO. | 1760 | 567218 | COM |
| EMERSON ELEC CO | 4266 | 566184 | COM |
| INTUITIVE SURGICAL INC | 950 | 538042 | COM NEW |
| CHEVRON CORP NEW | 3437 | 523833 | COM |
| VSE CORP | 3000 | 518310 | COM |
| CLEAR SECURE INC | 13000 | 456040 | COM CL A |
| PROCTER AND GAMBLE CO | 2981 | 427207 | COM |
| INVESCO EXCH TRD SLF IDX FD | 18659 | 410501 | INVSCO 28 HYCORP |
| DIGIMARC CORP NEW | 62041 | 406989 | COM |
| HONEYWELL INTL INC | 1885 | 367745 | COM |
| COSTCO WHSL CORP NEW | 410 | 353559 | COM |
| ISHARES TR | 3420 | 343300 | 0-3 MNTH TREASRY |
| OCEANFIRST FINL CORP | 19004 | 341122 | COM |
| CISCO SYS INC | 4200 | 323526 | COM |
| IRON MTN INC DEL | 3806 | 315708 | COM |
| ASML HOLDING N V | 291 | 311329 | N Y REGISTRY SHS |
| RTX CORPORATION | 1680 | 308112 | COM |
| INVESCO EXCH TRADED FD TR II | 1200 | 303504 | NASDAQ 100 ETF |
| PEPSICO INC | 2035 | 292063 | COM |
| SELECT SECTOR SPDR TR | 2000 | 287940 | STATE STREET TEC |
| HARMONIC INC | 28950 | 286316 | COM |
| SOUTHERN CO | 2892 | 252146 | COM |
| MCDONALDS CORP | 800 | 244504 | COM |
| VANGUARD WORLD FD | 1988 | 240500 | ESG US STK ETF |
| MAGNITE INC | 14097 | 228794 | COM |
| EOS ENERGY ENTERPRISES INC | 15000 | 171900 | COM CL A |
| VALLEY NATL BANCORP | 12617 | 147367 | COM |
| APYX MEDICAL CORPORATION | 10000 | 35000 | COM |
| CARDIFF ONCOLOGY INC | 11190 | 31444 | COM |
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