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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
Page 2 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 6,317.0 $2.2M 1.19% $353.34
22 JNJ JOHNSON & JOHNSON Healthcare 7,695.0 $2.0M 1.04% -474.0 -5.8% $253.97 +5.5%
23 BSJQ INVESCO EXCH TRD SLF IDX FD 65,178.0 $1.5M 0.79% -4K -5.2% $22.95 -0.3%
24 ABUS ARBUTUS BIOPHARMA CORP Healthcare 278,436.0 $1.3M 0.71% $4.80 +5.6%
25 PNC PNC FINL SVCS GROUP INC Financial Services 5,104.0 $1.3M 0.67% $246.22 -1.6%
26 VIG VANGUARD SPECIALIZED FUNDS 4,985.0 $1.2M 0.63% -441.0 -8.1% $236.62 +2.7%
27 ROIV ROIVANT SCIENCES LTD Healthcare 32,970.0 $1.2M 0.62% $35.39 -1.9%
28 OLED UNIVERSAL DISPLAY CORP Technology 12,550.0 $1.1M 0.58% $86.59 -4.2%
29 CAT CATERPILLAR INC Industrials 1,017.0 $1.1M 0.57% $1064.90 -24.9%
30 DDD 3D SYS CORP DEL Technology 348,890.0 $1.1M 0.56% $3.02 +8.6%
31 BAC BANK OF AMER CORP Financial Services 17,414.0 $992K 0.53% $56.98 +9.4%
32 TSLA TESLA INC Consumer Cyclical 2,076.0 $873K 0.46% $420.60 -17.1%
33 DFSU DIMENSIONAL ETF TRUST 18,148.0 $846K 0.45% $46.63 +3.8%
34 AMZN AMAZON COM INC Consumer Cyclical 3,394.0 $809K 0.43% $238.34 +11.8%
35 YOU CLEAR SECURE INC Technology 13,000.0 $724K 0.39% $55.73 -22.1%
36 CHD CHURCH & DWIGHT CO INC Consumer Defensive 7,183.0 $696K 0.37% $96.88 +4.5%
37 ROKU ROKU INC Communication Services 4,990.0 $689K 0.37% $138.14 +14.1%
38 VSEC VSE CORP Industrials 3,000.0 $686K 0.36% $228.50 -5.5%
39 PH PARKER-HANNIFIN CORP Industrials 700.0 $685K 0.36% $978.12 +1.7%
40 JPM JPMORGAN CHASE & CO Financial Services 1,760.0 $576K 0.31% $327.39 +9.2%
Page 2 of 4  ·  77 positions

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%