Ledgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC reported 73 holdings worth US$181M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
Ledgewood Wealth Advisors, LLC reported 73 holdings worth US$181M as of Sep 30, 2026. Largest: Provident Financial Services, Inc, Middlesex Water Company and Apple Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 73
- Value as reported
- US$181M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Provident Financial Services, Inc | 670K | US$14.8M | 8.2% |
| Middlesex Water Company | 245K | US$13M | 7.2% |
| Apple Inc | 17,490 | US$5.82M | 3.2% |
| Alphabet Inc (google) Class C | 14,377 | US$4.93M | 2.7% |
| Duke Energy Corporation (holding Company) | 18,404 | US$2.1M | 1.2% |
| Johnson & Johnson | 7,695 | US$2.04M | 1.1% |
| Arbutus Biopharma Corporation | 278K | US$1.33M | 0.73% |
| 3d Systems Corporation | 349K | US$1.26M | 0.69% |
| Roivant Sciences Ltd. | 32,970 | US$1.21M | 0.66% |
| Pnc Financial Services Group, Inc. (the) | 5,104 | US$1.13M | 0.63% |
| Jp Morgan Chase & Co. | 3,421 | US$1.13M | 0.62% |
| Universal Display Corporation | 12,550 | US$967K | 0.53% |
| Bank Of America Corporation | 17,414 | US$948K | 0.52% |
| Amazon.com, Inc. | 3,394 | US$846K | 0.47% |
| Caterpillar, Inc. | 1,017 | US$825K | 0.45% |
| Microsoft Corp. | 1,539 | US$789K | 0.43% |
| Tesla, Inc. | 2,076 | US$737K | 0.41% |
| Chevron Corporation | 3,437 | US$702K | 0.39% |
| Church & Dwight Company, Inc. | 7,183 | US$677K | 0.37% |
| Parker-hannifin Corporation | 700 | US$669K | 0.37% |
| Emerson Electric Company | 3,916 | US$607K | 0.33% |
| Berkshire Hathaway Inc. | 1,100 | US$548K | 0.30% |
| Clear Secure, Inc. | 13,000 | US$545K | 0.30% |
| Asml Holding Nv | 275 | US$498K | 0.27% |
| Leonardo Drs, Inc. | 12,840 | US$470K | 0.26% |
| Cisco Systems, Inc. | 4,200 | US$452K | 0.25% |
| Procter & Gamble Company (the) | 2,981 | US$433K | 0.24% |
| Iron Mountain Incorporated (delaware) | 3,806 | US$422K | 0.23% |
| Intuitive Surgical, Inc. | 950 | US$386K | 0.21% |
| Vse Corporation | 2,250 | US$371K | 0.20% |
| Costco Wholesale Corporation | 400 | US$364K | 0.20% |
| Magnite, Inc. | 12,577 | US$318K | 0.18% |
| Rtx Corporation | 1,680 | US$312K | 0.17% |
| Oceanfirst Financial Corp. | 17,404 | US$288K | 0.16% |
| Marvell Technology, Inc. | 985 | US$260K | 0.14% |
| Digimarc Corporation | 44,400 | US$258K | 0.14% |
| Harmonic Inc. | 23,950 | US$253K | 0.14% |
| Southern Company (the) | 2,892 | US$240K | 0.13% |
| Merck & Company, Inc. | 1,560 | US$227K | 0.12% |
| Pepsico, Inc. | 1,735 | US$220K | 0.12% |
| City Holding Company | 1,520 | US$211K | 0.12% |
| Essential Utilities, Inc. | 5,206 | US$204K | 0.11% |
| Valley National Bancorp | 12,617 | US$159K | 0.09% |
| Eos Energy Enterprises, Inc. | 15,000 | US$45,975 | 0.03% |
| Cardiff Oncology, Inc. | 11,190 | US$13,540 | <0.01% |
| Corning Incorporated | 0 | US$0 | 0.00% |
| Mcdonald's Corporation | 0 | US$0 | 0.00% |
| Roku, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related