Ledgewood Wealth Advisors, LLC
Q3 2025 13F Holdings
- Locationexeter, NH
- Num holdings
74
- Value ($000)
$168,971
- Date Filed10/23/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $15.22M | 9 % | 332,578 | ||
MSEX MIDDLESEX WTR CO | COM | 596680108 | $13.75M | 8 % | 254,016 | ||
PQ3 PROVIDENT FINL SVCS INC | COM | 74386T105 | $13.11M | 8 % | 680,012 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $10.52M | 6 % | 289,433 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.52M | 6 % | 245,969 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $8.63M | 5 % | 417,109 | ||
BSCS INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 | $8.26M | 5 % | 401,546 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $6.27M | 4 % | 10,438 | ||
BSCR INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | $6.02M | 4 % | 305,622 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $5.45M | 3 % | 278,512 |
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