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Portfolio (Quarterly) Guide ↗

Ledgewood Wealth Advisors, LLC

· CIK 0002064043
13F Portfolio $178M AUM 73 positions Filed Apr 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 14 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 APYX APYX MEDICAL CORPORATION Healthcare 10,000 $35K 0.02% SOLD
Sector Allocation
Financial Services 34.7%
Utilities 24.1%
Technology 12.9%
Industrials 7.2%
Communication Services 7.1%
Healthcare 6.9%
Consumer Defensive 2.7%
Consumer Cyclical 2.6%
Energy 1.4%
Real Estate 0.6%