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Robert L Wofchuck

Ledgewood Wealth Advisors, Llc

Assets Managed
$188.359M
Holdings
77
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
6.02%(2Q avg: 4.18%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Ledgewood Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Ledgewood Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 188.359M in assets, with a quarterly growth rate of 6.02% and a 2-quarter average growth rate of 4.18%. The portfolio is managed by Robert L Wofchuck, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAU
Dimensional Us Core Equity M
Recent Activity
Decreased -2.28%
8.74%
$16.446M
318,174 shares@ $51.7 avg price
PFS
Provident Financial Services
Recent Activity
8.52%
$16.031M
678,112 shares@ $23.65 avg price
MSEX
Middlesex Water Co
Recent Activity
7.58%
$14.266M
254,016 shares@ $56.16 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 1.42%
6.34%
$11.927M
289,149 shares@ $41.26 avg price
BSCR
Invesco Bulletshares 2027 Cb
Recent Activity
Increased 0.41%
5.73%
$10.781M
549,634 shares@ $19.62 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Decreased -5.62%
5.28%
$9.932M
235,302 shares@ $42.22 avg price
BSCS
Invesco Bulletshares 2028 Cb
Recent Activity
Increased 3.44%
4.87%
$9.165M
450,040 shares@ $20.37 avg price
BSCT
Invesco Bulletshares 2029 Cb
Recent Activity
Increased 10.36%
3.99%
$7.513M
404,458 shares@ $18.58 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -4.03%
3.88%
$7.295M
9,906 shares@ $736.43 avg price
BSCQ
Invesco Bulletshares 2026 Cb
Recent Activity
Decreased -3.86%
3.3%
$6.204M
317,739 shares@ $19.53 avg price

1-10 of 77