Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002064043

Ledgewood Wealth Advisors, LLC

EXETER, NH · File #028-25485

Latest AUM
$173.6M
Positions
71
Top-10 Concentration
59.8%
Filings
9

Sector Allocation

Financials
34.6%$60.1M
Technology
4.8%$8.4M
Healthcare
2.6%$4.5M
Industrials
2.0%$3.5M
Consumer Staples
0.5%$894,358
Energy
0.3%$523,833
Utilities
0.1%$252,146

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V104324,115$15.2M9.03%
2PROVIDENT FINL SVCS INC74386T105678,112$13.4M7.97%
3MIDDLESEX WTR CO596680108254,016$12.8M7.62%
4DIMENSIONAL ETF TRUST25434V203285,623$10.9M6.48%
5DIMENSIONAL ETF TRUST25434V872250,169$10.6M6.34%
6INVESCO EXCH TRD SLF IDX FDIVZ509,794$10.1M5.99%
7INVESCO EXCH TRD SLF IDX FDIVZ431,014$8.9M5.28%
8INVESCO QQQ TRIVZ10,411$6.4M3.81%
9INVESCO EXCH TRD SLF IDX FDIVZ315,530$6.2M3.68%
10INVESCO EXCH TRD SLF IDX FDIVZ317,519$6.0M3.56%
11VANGUARD INDEX FDS9229083638,474$5.3M3.16%
12APPLE INCAAPL17,708$4.8M2.87%
13DIMENSIONAL ETF TRUST25434V302138,203$4.5M2.68%
14INVESCO EXCH TRD SLF IDX FDIVZ253,663$4.3M2.55%
15INVESCO EXCH TRD SLF IDX FDIVZ202,180$4.2M2.53%
16INVESCO EXCH TRD SLF IDX FDIVZ181,270$3.9M2.32%
17INVESCO EXCH TRD SLF IDX FDIVZ181,311$3.8M2.25%
18INVESCO EXCH TRD SLF IDX FDIVZ226,352$3.8M2.25%
19VANGUARD INSTL INDEX FD92204084548,797$3.7M2.19%
20ALPHABET INCGOOG8,060$2.5M1.50%