Ledgewood Wealth Advisors, LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    exeter, NH
  • CIK
    0002064043
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

70

$155.01M
MSEX, DFAU, PQ3, DFCF
13F-HR
Apr 28, 2025
000108514625002369

69

$154.95M
DFAU, MSEX, PQ3, DFCF
13F-HR
Apr 10, 2025
000108514625002010

72

$148.50M
MSEX, DFAU, PQ3, DFCF
13F-HR
Apr 15, 2025
000108514625002116

60

$116.01M
MSEX, DFAU, PQ3, DFAI
13F-HR
Apr 15, 2025
000108514625002115

61

$107.64M
MSEX, PQ3, DFAU, DFAI
13F-HR
Apr 15, 2025
000108514625002114

58

$108.34M
MSEX, PQ3, DFAU, DFCF
13F-HR
Apr 15, 2025
000108514625002113