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Portfolio (Quarterly) Guide ↗

Ledgewood Wealth Advisors, LLC

· CIK 0002064043
13F Portfolio $188M AUM 77 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 10 Added 15 Reduced 6 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DIGIMARC CORP 39,400.0 $324K 0.17% NEW $8.22
2 MRVL MARVELL TECHNOLOGY INC Technology 985.0 $293K 0.16% NEW $297.89 -27.3%
3 SMH VANECK ETF TRUST 400.0 $262K 0.14% NEW $655.89 -15.7%
4 GLW CORNING INC Technology 1,000.0 $255K 0.14% NEW $255.43 -41.7%
5 IVOO VANGUARD ADMIRAL FDS INC 1,648.0 $215K 0.11% NEW $130.40 -1.7%
6 HONEYWELL INTL INC 942.0 $211K 0.11% NEW $223.90
7 HONEYWELL AEROSPACE INC 942.0 $208K 0.11% NEW $221.08
8 VB VANGUARD INDEX FDS 675.0 $205K 0.11% NEW $303.12 -0.8%
9 CHCO CITY HLDG CO Financial Services 1,520.0 $202K 0.11% NEW $132.64 +8.2%
10 MRK MERCK & CO INC Healthcare 1,560.0 $201K 0.11% NEW $128.54 +15.3%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 37.3%
Utilities 23.6%
Technology 14.6%
Healthcare 7.1%
Industrials 5.6%
Communication Services 5.3%
Consumer Cyclical 2.7%
Consumer Defensive 2.4%
Energy 0.8%
Real Estate 0.7%