Ledgewood Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Exeter, NH
Holdings as of
3/31/2026
Date filed
4/13/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$177,680
Net value change ($000)
+4,071 (2.3%)
New positions
3
Sold out positions
1
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PFS 956 7.1%
BSCT 859 14.4%
BSCR 680 6.8%
BSCU 552 12.9%
MSEX 415 3.2%
DRS 338 27.9%
BSJQ 317 24.8%
BSCQ 279 4.5%
DUK 253 11.7%
BSCV 248 6.6%
Top Reduces (Value $000, Stocks/ETFs)
DFAU -477 -3.1%
QQQ -438 -6.8%
AAPL -402 -8.4%
OLED -316 -21.6%
VOO -263 -4.9%
GOOGL -205 -8.1%
GOOGL -170 -8.6%
TSLA -162 -17.3%
MSFT -153 -23.5%
DFCF -121 -1.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type