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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SO SOUTHERN CO Utilities 2,892.0 $277K 0.15% $95.70 -7.8%
62 SMH VANECK ETF TRUST 400.0 $262K 0.14% NEW $655.89 -15.7%
63 GLW CORNING INC Technology 1,000.0 $255K 0.14% NEW $255.43 -41.7%
64 ESGV VANGUARD WORLD FD 1,855.0 $245K 0.13% -134.0 -6.7% $132.23 +3.3%
65 MGNI MAGNITE INC Communication Services 12,577.0 $239K 0.13% $18.98 +24.9%
66 PEP PEPSICO INC Consumer Defensive 1,735.0 $235K 0.12% -300.0 -14.7% $135.40 +4.2%
67 IWD ISHARES TR 950.0 $230K 0.12% $242.43 +6.6%
68 MCD MCDONALDS CORP Consumer Cyclical 800.0 $216K 0.12% $270.31 -2.0%
69 IVOO VANGUARD ADMIRAL FDS INC 1,648.0 $215K 0.11% NEW $130.40 -1.7%
70 HONEYWELL INTL INC 942.0 $211K 0.11% NEW $223.90
71 HONEYWELL AEROSPACE INC 942.0 $208K 0.11% NEW $221.08
72 VB VANGUARD INDEX FDS 675.0 $205K 0.11% NEW $303.12 -0.8%
73 CHCO CITY HLDG CO Financial Services 1,520.0 $202K 0.11% NEW $132.64 +8.2%
74 MRK MERCK & CO INC Healthcare 1,560.0 $201K 0.11% NEW $128.54 +15.3%
75 VLYPN VALLEY NATL BANCORP 12,617.0 $185K 0.10% $14.65
76 EOSE EOS ENERGY ENTERPRISES INC Industrials 15,000.0 $88K 0.05% $5.88 -44.6%
77 CRDF CARDIFF ONCOLOGY INC Healthcare 11,190.0 $15K 0.01% $1.30 -27.7%
Page 4 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%