13F Filings History of Ledgewood Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$173,608,621
Signature - Title
Robert L Wofchuck - Managing Member
Location
Exeter, NH
Summary
This page shows a list of all the recent 13F filings made by Ledgewood Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ledgewood Wealth Advisors, LLC reported 71 stock holdings with total value $173,608,621 as of Q4 2025. Top holdings included DFAU, PFS, MSEX, DFAI, and DFCF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 71 $173,608,621 +$13,835,313 -$10,644,005 +$3,191,308 DFAU, PFS, MSEX, DFAI, DFCF 13F-HR 15 Jan 2026, 17:44
Q3 2025 74 $168,971,365 +$6,408,428 -$4,479,334 +$1,929,094 DFAU, MSEX, PFS, DFAI, DFCF 13F-HR 23 Oct 2025, 20:12
Q2 2025 70 $158,714,874 +$1,978,575 -$2,350,836 -$372,261 DFAU, MSEX, PFS, DFCF, DFAI 13F-HR 18 Jul 2025, 16:12
Q1 2025 70 $155,009,413 +$4,331,015 -$2,382,248 +$1,948,767 MSEX, DFAU, PFS, DFCF, BSCP 13F-HR 25 Apr 2025, 19:24
Q4 2024 69 $154,945,103 +$16,594,567 -$6,669,911 +$9,924,656 DFAU, MSEX, PFS, DFCF, DFAI 13F-HR 10 Apr 2025, 16:36
Q3 2024 72 $148,498,793 +$22,961,021 -$296,459 +$22,664,562 MSEX, DFAU, PFS, DFCF, DFAI 13F-HR 15 Apr 2025, 15:42
Q2 2024 60 $116,006,846 +$7,114,301 -$1,296,369 +$5,817,932 MSEX, DFAU, PFS, DFAI, DFCF 13F-HR 15 Apr 2025, 15:42
Q1 2024 61 $107,639,166 +$4,953,224 -$1,453,518 +$3,499,706 MSEX, PFS, DFAU, DFAI, DFCF 13F-HR 15 Apr 2025, 15:42
Q4 2023 58 $108,335,059 $0 $0 $0 MSEX, PFS, DFAU, DFCF, DFAI 13F-HR 15 Apr 2025, 15:42