Exeter, New Hampshire-based Ledgewood Wealth Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Managing Member Robert L. Wofchuck, details a portfolio consisting of 73 individual securities.
The largest holding in the portfolio is the Dimensional ETF Trust US Core Equity Market ETF, in which the firm holds 16,179,153 shares. This is followed by the Dimensional ETF Trust International Core Equity Market ETF, with 11,854,473 shares, and the Dimensional ETF Trust Core Fixed Income ETF, with 9,439,314 shares.
The portfolio also includes significant positions in several individual equities. The firm holds 5,824,111 shares of the Invesco Exchange-Traded Fund BulletShares 2027 Corporate Bond ETF, 11,034,322 shares of the Invesco Exchange-Traded Fund BulletShares 2026 Corporate Bond ETF, and 10,934,322 shares of the Invesco Exchange-Traded Fund BulletShares 2028 Corporate Bond ETF.
Among the individual company stocks, the firm holds 2,098,240 shares of Duke Energy Corporation, 1,297,709 shares of Middlesex Water Company, and 1,203,727 shares of Provident Financial Services Inc. Other notable positions include shares of Costco Wholesale Corporation, Chevron Corporation, and JPMorgan Chase & Co.
