Ledgewood Wealth Advisors, LLC
Q2 2025 13F Holdings
- Locationexeter, NH
- Num holdings
70
- Value ($000)
$158,715
- Date Filed07/18/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $14.24M | 9 % | 336,100 | ||
MSEX MIDDLESEX WTR CO | COM | 596680108 | $13.76M | 9 % | 254,016 | ||
PQ3 PROVIDENT FINL SVCS INC | COM | 74386T105 | $11.92M | 8 % | 680,012 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $11.10M | 7 % | 262,633 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.23M | 6 % | 295,859 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $10.09M | 6 % | 487,732 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $8.24M | 5 % | 401,982 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $5.88M | 4 % | 301,151 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $5.81M | 4 % | 295,702 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $5.78M | 4 % | 10,480 |
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