account_balance
Investment manager · 13F filer · SEC CIK 2064043
Ledgewood Wealth Advisors, LLC
Reported value$181Mas of Sep 30, 2026
Positions73 2 new, 6 sold out
Top 10 weight58.4%DFAU alone is 9%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
8.9%Trimmed −3%
PFSProvident Financial Services Inc
8.2%
MSEXMiddlesex Water Co
7.2%Trimmed −4%
DFAIDimensional ETF Trust
6.5%
BSCRInvesco Exch TRD SLF Idx Fd
6.1%Added +2%
DFCFDimensional ETF Trust
5.2%
BSCSInvesco Exch TRD SLF Idx Fd
5.0%
QQQInvesco QQQ Tr
4.0%
BSCTInvesco Exch TRD SLF Idx Fd
3.8%Trimmed −6%
VBILVanguard Instl Index Fd
3.5%Added +6%
VOOVanguard Index FDS
3.3%
AAPLApple Inc.
3.2%
DFAUDimensional ETF Trust
8.9%Trimmed −3%
PFSProvident Financial Services Inc
8.2%
MSEXMiddlesex Water Co
7.2%Trimmed −4%
DFAIDimensional ETF Trust
6.5%
BSCRInvesco Exch TRD SLF Idx Fd
6.1%Added +2%
DFCFDimensional ETF Trust
5.2%
BSCSInvesco Exch TRD SLF Idx Fd
5.0%
QQQInvesco QQQ Tr
4.0%
BSCTInvesco Exch TRD SLF Idx Fd
3.8%
VBIL
VOO3.3%
AAPLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 8.9% Trimmed −3%
PFS Provident Financial Services Inc 8.2% HeldMSEX Middlesex Water Co 7.2% Trimmed −4%DFAI Dimensional ETF Trust 6.5% Held
BSCR Invesco Exch TRD SLF Idx Fd 6.1% Added +2%
DFCF Dimensional ETF Trust 5.2% Held
BSCS Invesco Exch TRD SLF Idx Fd 5.0% Held
QQQ Invesco QQQ Tr 4.0% Held
BSCT Invesco Exch TRD SLF Idx Fd 3.8% Trimmed −6%
VBIL Vanguard Instl Index Fd 3.5% Added +6%
VOO Vanguard Index FDS 3.3% Held
AAPL Apple Inc. 3.2% HeldWhat changed
Biggest moves since Jun 30, 2026
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