§ 13F · FUND PROFILE
Ledgewood Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $148.5T (13F)Positions · 72Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$627.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 324K | $15.2T | 8.7% | −3% |
| 2 | PFS | PROVIDENT FINL SVCS INC | 678K | $13.4T | 7.7% | ±0% |
| 3 | MSEX | MIDDLESEX WTR CO | 254K | $12.8T | 7.4% | ±0% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 286K | $10.9T | 6.3% | −1% |
| 5 | DFCF | DIMENSIONAL ETF TRUST | 250K | $10.6T | 6.1% | +2% |
| 6 | BSCR | INVESCO EXCH TRD SLF IDX FD | 510K | $10.1T | 5.8% | +67% |
| 7 | BSCS | INVESCO EXCH TRD SLF IDX FD | 431K | $8.9T | 5.1% | +7% |
| 8 | QQQ | INVESCO QQQ TR | 10K | $6.4T | 3.7% | ±0% |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 316K | $6.2T | 3.6% | +13% |
| 10 | BSCT | INVESCO EXCH TRD SLF IDX FD | 318K | $6.0T | 3.4% | +40% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEDGEWOOD SIGNAL
AC read
Ledgewood Wealth Advisors, LLC is a Other fund managing $148498.8 trillion in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
7 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed