Ledgewood Wealth Advisors, LLC - Portfolio Stock Holdings
Ledgewood Wealth Advisors, LLC disclosed 80 stock positions in a recent SEC 13F filing. $187,939,541 of stock holdings were filed, with the largest holdings including DFAU, PFS, and MSEX. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $216,828,143 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
80Est. Stock Holding Value:
$187,939,541Top Stock Holdings By Sector
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Portfolio Stock Holdings - Ledgewood Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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