Ledgewood Wealth Advisors, LLC - Portfolio overview

Ledgewood Wealth Advisors, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Utilities.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 7.87%
2. PFS - PROVIDENT FINL SVCS INC, 7.68%
3. MSEX - MIDDLESEX WTR CO, 7.08%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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