Ledgewood Wealth Advisors, LLC
โขCIK: 2064043โขFiling: Q4 2025
**Ledgewood Wealth Advisors, LLC** manages $174M across a portfolio of 71 positions, exhibiting a concentrated, factor-aware approach. Top holdings reveal significant allocations to DFAU ($15.2M) and PQ3 ($13.4M), suggesting a focus on specific growth or value vectors. The remaining top ten positions, including MSEX ($12.8M) and DFAI ($10.9M), underscore a tactical deployment of capital across diverse, high-conviction names. This structure points to active, bottom-up security selection within the current market cycle.
Total AUM
$173.6M
QoQ Performance
+2.7%
Positions
55
Top 10 Concentration
57.8%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
PQ3
MSEX
DFAI
DFCF
BSCR
BSCS
DFAU8.7%
PQ37.7%
MSEX7.4%
DFAI6.3%
DFCF6.1%
BSCR5.8%
BSCS5.1%
NDQ3.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other85.0%
Technology5.9%
ETF3.1%
Utilities1.4%
Consumer1.3%
Financial1.3%
Healthcare1.1%
Industrial0.7%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
โ17 increased
โ15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025