13F Insight
DOSSIER · 13F-HR · Q3 2026

Ledgewood Wealth Advisors, LLC

$181M in tracked AUM across 73 positions as of Q3 2026.

LW
CIK 0002064043 · last filed Sep 30, 2026
Total AUM
$181M
as of Q3 2026
Holdings
73
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Ledgewood Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$16M309K8.9%02
PFS
PROVIDENT FINL SVCS INC
$15M670K8.2%03
MSEX
MIDDLESEX WTR CO
$13M245K7.2%04
DFAI
DIMENSIONAL ETF TRUST
$12M286K6.5%05
BSCR
INVESCO EXCH TRD SLF IDX FD
$11M563K6.1%06
DFCF
DIMENSIONAL ETF TRUST
$9M235K5.2%07
BSCS
INVESCO EXCH TRD SLF IDX FD
$9M454K5.0%08
QQQ
INVESCO QQQ TR
$7M10K4.0%09
BSCT
INVESCO EXCH TRD SLF IDX FD
$7M381K3.8%10
VBIL
VANGUARD INSTL INDEX FD
$6M83K3.5%

Filing history

2026Q3Sep 30
$181M▼ 3.7%
73 positionsView →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 positionsLocked2025Q2Jun 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