Ledgewood Wealth Advisors, LLC
Q4 2025 13F Holdings
- Locationexeter, NH
- Num holdings
71
- Value ($000)
$173,609
- Date Filed01/15/2026
- Form type13F-HR
- CIK0002064043
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $15.17M | 9 % | 324,115 | ||
PROVIDENT FINL SVCS INC | COM | 74386T105 | $13.39M | 8 % | 678,112 | ||
MIDDLESEX WTR CO | COM | 596680108 | $12.81M | 7 % | 254,016 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.89M | 6 % | 285,623 | ||
DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.65M | 6 % | 250,169 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $10.06M | 6 % | 509,794 | ||
INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $8.88M | 5 % | 431,014 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.4M | 4 % | 10,411 | ||
INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $6.18M | 4 % | 315,530 | ||
INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 | $5.98M | 3 % | 317,519 |
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