Ledgewood Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationexeter, NH
- CIK0002064043
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
70 | $158.72 M | DFAU, MSEX, PQ3, DFCF | 13F-HR | Jul 18, 2025 | 000108514625003977 | ||
70 | $155.01 M | MSEX, DFAU, PQ3, DFCF | 13F-HR | Apr 28, 2025 | 000108514625002369 | ||
69 | $154.95 M | DFAU, MSEX, PQ3, DFCF | 13F-HR | Apr 10, 2025 | 000108514625002010 | ||
72 | $148.50 M | MSEX, DFAU, PQ3, DFCF | 13F-HR | Apr 15, 2025 | 000108514625002116 | ||
60 | $116.01 M | MSEX, DFAU, PQ3, DFAI | 13F-HR | Apr 15, 2025 | 000108514625002115 | ||
61 | $107.64 M | MSEX, PQ3, DFAU, DFAI | 13F-HR | Apr 15, 2025 | 000108514625002114 | ||
58 | $108.34 M | MSEX, PQ3, DFAU, DFCF | 13F-HR | Apr 15, 2025 | 000108514625002113 |