Ledgewood Wealth Advisors, LLC

Q3 2025 13F Holdings

  • Location
    exeter, NH
  • Num holdings

    74

  • Value ($000)

    $168,971

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0002064043
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$15.22M
9 %

332,578

M
MSEX

MIDDLESEX WTR CO

COM
596680108
$13.75M
8 %

254,016

P
PQ3

PROVIDENT FINL SVCS INC

COM
74386T105
$13.11M
8 %

680,012

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$10.52M
6 %

289,433

D
DFCF

DIMENSIONAL ETF TRUST

CORE FIXED INCOM
25434V872
$10.52M
6 %

245,969

B
BSCP

INVESCO EXCH TRD SLF IDX FD

BULSHS 2025 CB
46138J825
$8.63M
5 %

417,109

B
BSCS

INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28
46138J643
$8.26M
5 %

401,546

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$6.27M
4 %

10,438

B
BSCR

INVESCO EXCH TRD SLF IDX FD

BULSHS 2027 CB
46138J783
$6.02M
4 %

305,622

B
BSCQ

INVESCO EXCH TRD SLF IDX FD

BULSHS 2026 CB
46138J791
$5.45M
3 %

278,512

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