13F Insight
DOSSIER · 13F-HR · Q2 2026

Ledgewood Wealth Advisors, LLC

$188M in tracked AUM across 77 positions as of Q2 2026.

LW
CIK 0002064043 · last filed Jun 30, 2026
Total AUM
$188M
as of Q2 2026
Holdings
77
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Ledgewood Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$16M318K8.7%02
PFS
PROVIDENT FINL SVCS INC
$16M678K8.5%03
MSEX
MIDDLESEX WTR CO
$14M254K7.6%04
DFAI
DIMENSIONAL ETF TRUST
$12M289K6.3%05
BSCR
INVESCO EXCH TRD SLF IDX FD
$11M550K5.7%06
DFCF
DIMENSIONAL ETF TRUST
$10M235K5.3%07
BSCS
INVESCO EXCH TRD SLF IDX FD
$9M450K4.9%08
BSCT
INVESCO EXCH TRD SLF IDX FD
$8M404K4.0%09
QQQ
INVESCO QQQ TR
$7M10K3.9%10
BSCQ
INVESCO EXCH TRD SLF IDX FD
$6M318K3.3%

Filing history

2026Q2Jun 30
$188M▲ 6.0%
77 positionsView →2026Q1Mar 31
$178M▲ 2.3%
73 positionsView →2025Q4Dec 31
$174M▲ 2.7%
71 positionsView →2025Q3Sep 30
$169M▲ 6.5%
74 positionsView →2025Q2Jun 30
$159M▲ 41.3%
70 positionsLocked2025Q1Mar 31
$112M▼ 1.2%
42 positionsLocked2024Q4Dec 31
$114M▲ 9.1%
40 positionsLocked2024Q3Sep 30
$104M▲ 28.0%
41 positionsLocked2024Q2Jun 30
$81M▲ 10.3%
36 positionsLocked2024Q1Mar 31
$74M▲ 2.0%
37 positionsLocked2023Q4Dec 31
$72M—
35 positionsLocked