Ledgewood Wealth Advisors, LLC
All 13F Filings
- Location
- Exeter, NH
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 177,680
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 73 | 177,680 | 13F-HR | Ledgewood Wealth Advisors, LLC |
| Q4 2025 | 1/16/2026 | 71 | 173,609 | 13F-HR | Ledgewood Wealth Advisors, LLC |
| Q3 2025 | 10/24/2025 | 74 | 168,971 | 13F-HR | Ledgewood Wealth Advisors, LLC |
| Q2 2025 | 7/18/2025 | 70 | 158,715 | 13F-HR | Ledgewood Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 61.71 K | 34.7% | 0 | 100.9 K | -100.9 K |
| ETFs | 116 K | 65.3% | 105 K | 0 | 105 K |
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Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
177,680
Holdings
73
QoQ value change ($000)
4,071
(2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.