Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Ledgewood Wealth Advisors, LLC (CIK 2064043) reported $177.7M across 73 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($14.7M, 8.27%), PFS ($14.3M, 8.08%), MSEX ($13.2M, 7.44%), DFAI ($11.1M, 6.25%), BSCR ($10.7M, 6.05%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $14.7M | 8.27% | 325,616 | Added |
| 2 | PFS | PROVIDENT FINL SVCS INC | $14.3M | 8.08% | 678,112 | Hold |
| 3 | MSEX | MIDDLESEX WTR CO | $13.2M | 7.44% | 254,016 | Hold |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $11.1M | 6.25% | 285,120 | Trimmed |
| 5 | BSCR | INVESCO EXCH TRD SLF IDX FD | $10.7M | 6.05% | 547,416 | Added |
| 6 | DFCF | DIMENSIONAL ETF TRUST | $10.5M | 5.92% | 249,319 | Trimmed |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | $8.9M | 5.00% | 435,104 | Added |
| 8 | BSCT | INVESCO EXCH TRD SLF IDX FD | $6.8M | 3.85% | 366,508 | Added |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $6.5M | 3.63% | 330,526 | Added |
| 10 | QQQ | INVESCO QQQ TR | $6.0M | 3.35% | 10,323 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $5.1M | 2.84% | 8,453 | Trimmed |
| 12 | BSCU | INVESCO EXCH TRD SLF IDX FD | $4.8M | 2.73% | 289,718 | Added |
| 13 | DFAE | DIMENSIONAL ETF TRUST | $4.7M | 2.63% | 137,998 | Trimmed |
| 14 | AAPL | APPLE INC | $4.4M | 2.48% | 17,383 | Trimmed |
| 15 | BSCY | INVESCO EXCH TRD SLF IDX FD | $4.2M | 2.38% | 204,212 | Added |
| 16 | BSCX | INVESCO EXCH TRD SLF IDX FD | $4.1M | 2.30% | 193,173 | Added |
| 17 | BSCV | INVESCO EXCH TRD SLF IDX FD | $4.0M | 2.27% | 244,648 | Added |
| 18 | BSCW | INVESCO EXCH TRD SLF IDX FD | $4.0M | 2.25% | 193,751 | Added |
| 19 | VBIL | VANGUARD INSTL INDEX FD | $3.9M | 2.17% | 51,064 | Added |
| 20 | DUK | DUKE ENERGY CORP NEW | $2.4M | 1.36% | 18,404 | Hold |
| 21 | GOOGL | ALPHABET INC | $2.3M | 1.30% | 8,060 | Hold |
| 22 | JNJ | JOHNSON & JOHNSON | $2.0M | 1.12% | 8,169 | Trimmed |
| 23 | GOOG | ALPHABET INC | $1.8M | 1.02% | 6,317 | Hold |
| 24 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $1.6M | 0.90% | 68,760 | Added |
| 25 | DRS | LEONARDO DRS INC | $1.6M | 0.87% | 34,840 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31