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Showing Q4 2023 data
Ledge Wealth Management, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Ledge Wealth Management, Inc.
•CIK: 1927042•Filing: Q4 2023
**Ledge Wealth Management, Inc.** manages $257M across a diversified portfolio of 62 positions. The strategy exhibits significant allocations to core market sectors, notably VTV ($30.2M) and AGG ($26.1M). Further concentration is observed in growth and specialized indices, including RSP ($24.6M) and VUG ($18.6M). This structure suggests a tactical approach balancing broad market exposure with targeted sector overweighting.
Total AUM
$257.2M
QoQ Performance
N/A
Positions
47
Top 10 Concentration
60.8%
Latest Filing
Q4 2023
Top Holdings Allocation
VTV
AGG
RSP
VUG
MUSI
VTV11.8%
AGG10.2%
RSP9.6%
VUG7.2%
MUSI5.6%
XLF4.4%
QGRO4.1%
VOE2.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other80.6%
Technology5.9%
Consumer3.4%
Healthcare3.3%
Financial3.3%
Consumer Staples1.4%
Industrial1.0%
Communication0.9%