Long-term investor
Ledgewood Wealth Advisors, LLC @ledgewoodwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002064043).
Record
- Tracked since 2025-12-31 (261 days), 24 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.4%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DFAU · 8.7% · long · since 2025-12-31
- PFS · 8.5% · long · since 2025-12-31
- MSEX · 7.6% · long · since 2025-12-31
- DFAI · 6.3% · long · since 2025-12-31
- BSCR · 5.7% · long · since 2025-12-31
- DFCF · 5.3% · long · since 2025-12-31
- BSCS · 4.9% · long · since 2025-12-31
- BSCT · 4.0% · long · since 2025-12-31
- 46090E103 · 3.9% · long · since 2025-12-31
- BSCQ · 3.3% · long · since 2025-12-31
- VBIL · 3.2% · long · since 2025-12-31
- DFAE · 3.1% · long · since 2025-12-31