Managing Member

0001085146-25-002115.txt : 20250415 0001085146-25-002115.hdr.sgml : 20250415 20250415154227 ACCESSION NUMBER: 0001085146-25-002115 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20250415 DATE AS OF CHANGE: 20250415 EFFECTIVENESS DATE: 20250415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ledgewood Wealth Advisors, LLC CENTRAL INDEX KEY: 0002064043 ORGANIZATION NAME: EIN: 223696582 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25485 FILM NUMBER: 25839341 BUSINESS ADDRESS: STREET 1: 92 PORTSMOUTH AVE STREET 2: STE 15 CITY: EXETER STATE: NH ZIP: 03833-2146 BUSINESS PHONE: 6037730080 MAIL ADDRESS: STREET 1: 92 PORTSMOUTH AVE STREET 2: STE 15 CITY: EXETER STATE: NH ZIP: 03833-2146 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002064043 XXXXXXXX 06-30-2024 06-30-2024 false Ledgewood Wealth Advisors, LLC

92 PORTSMOUTH AVE STE 15 EXETER NH 03833-2146

13F HOLDINGS REPORT 028-25485 000109049 801-114871 N Robert L Wofchuck Managing Member 603-773-0080 /s/Robert L Wofchuck Exeter NH 04-14-2025 0 60 116006846 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3-D SYS CORP DEL COM NEW 88554D205 BBG001S7FHX1 221347 72100 SH SOLE 0 0 72100 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 1708567 9380 SH SOLE 0 0 9380 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 1315524 7172 SH SOLE 0 0 7172 AMAZON COM INC COM 023135106 BBG001S5PQL7 701884 3632 SH SOLE 0 0 3632 APPLE INC COM 037833100 BBG001S5N8V8 3336931 15843 SH SOLE 0 0 15843 APYX MEDICAL CORPORATION COM 03837C106 BBG001S9F304 283115 211280 SH SOLE 0 0 211280 ARBUTUS BIOPHARMA CORP COM 03879J100 BBG001S6RSK0 860367 278436 SH SOLE 0 0 278436 BANK AMERICA CORP COM 060505104 BBG001S5P0Y0 629312 15824 SH SOLE 0 0 15824 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 549180 1350 SH SOLE 0 0 1350 BIOCERES CROP SOLUTIONS CORP SHS G1117K114 BBG00K817GY4 197296 17600 SH SOLE 0 0 17600 CATERPILLAR INC COM 149123101 BBG001S5PJ06 333100 1000 SH SOLE 0 0 1000 CHEVRON CORP NEW COM 166764100 BBG001S67ZC5 464255 2968 SH SOLE 0 0 2968 CHURCH & DWIGHT CO INC COM 171340102 BBG001S5PR99 665626 6420 SH SOLE 0 0 6420 CLEAR SECURE INC COM CL A 18467V109 BBG011C0FSZ6 243230 13000 SH SOLE 0 0 13000 COSTCO WHSL CORP NEW COM 22160K105 BBG001S9KRQ7 454745 535 SH SOLE 0 0 535 DIGIMARC CORP NEW COM 25381B101 BBG001T2W3C6 2152001 69397 SH SOLE 0 0 69397 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 BBG01254CL28 6823235 164257 SH SOLE 0 0 164257 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 BBG00Y2PHW26 3841881 148507 SH SOLE 0 0 148507 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 BBG00Y2PGDN6 8751772 294970 SH SOLE 0 0 294970 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 BBG00Y2JG0C0 9504596 253524 SH SOLE 0 0 253524 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 BBG01B92NHL4 632012 18130 SH SOLE 0 0 18130 DUKE ENERGY CORP NEW COM NEW 26441C204 BBG001S5QNR7 1744403 17404 SH SOLE 0 0 17404 EMERSON ELEC CO COM 291011104 BBG001S5QVT7 558071 5066 SH SOLE 0 0 5066 EOS ENERGY ENTERPRISES INC COM CL A 29415C101 BBG00V1KJ6G4 29210 23000 SH SOLE 0 0 23000 HARMONIC INC COM 413160102 BBG001S73CC8 357220 30350 SH SOLE 0 0 30350 HONEYWELL INTL INC COM 438516106 BBG001S5X1N1 402523 1885 SH SOLE 0 0 1885 INTUITIVE SURGICAL INC COM NEW 46120E602 BBG001S7XR78 400365 900 SH SOLE 0 0 900 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 BBG00XS6PBW6 236532 1200 SH SOLE 0 0 1200 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 BBG00Q5D6ZV0 1449194 79801 SH SOLE 0 0 79801 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 BBG00KJR2GD3 5130988 243637 SH SOLE 0 0 243637 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 BBG00KJR2J47 5025935 245767 SH SOLE 0 0 245767 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 BBG00KJR2K35 3722517 194134 SH SOLE 0 0 194134 INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB 46138J783 BBG00KJR2L24 3906430 203248 SH SOLE 0 0 203248 INVESCO EXCH TRD SLF IDX FD INVESCO BULLETSH 46139W825 BBG01J7CZQ61 252163 12235 SH SOLE 0 0 12235 INVESCO EXCH TRD SLF IDX FD INVSCO 28 HYCORP 46138J452 BBG00X3HZJZ8 497573 23175 SH SOLE 0 0 23175 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 46138J635 BBG00LNJYDS0 1367367 59283 SH SOLE 0 0 59283 INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 46138J643 BBG00LNJW5P2 6214973 311527 SH SOLE 0 0 311527 INVESCO QQQ TR UNIT SER 1 46090E103 BBG001S9GN63 5199228 10852 SH SOLE 0 0 10852 IRON MTN INC DEL COM 46284V101 BBG001SCQ2X1 341094 3806 SH SOLE 0 0 3806 JOHNSON & JOHNSON COM 478160104 BBG001S5SHQ9 1407368 9629 SH SOLE 0 0 9629 JPMORGAN CHASE & CO. COM 46625H100 BBG001S8CRC3 346743 1714 SH SOLE 0 0 1714 LEONARDO DRS INC COM 52661A108 BBG00ZSB4TT8 998717 39150 SH SOLE 0 0 39150 MAGNITE INC COM 55955D100 BBG001T5LB97 263076 19795 SH SOLE 0 0 19795 MCDONALDS CORP COM 580135101 BBG001S5T110 203872 800 SH SOLE 0 0 800 MIDDLESEX WTR CO COM 596680108 BBG001S5TCZ9 11803018 225852 SH SOLE 0 0 225852 OCEANFIRST FINL CORP COM 675234108 BBG001S92JX7 305517 19227 SH SOLE 0 0 19227 PARKER-HANNIFIN CORP COM 701094104 BBG001S5V554 354067 700 SH SOLE 0 0 700 PEPSICO INC COM 713448108 BBG001S695T1 401605 2435 SH SOLE 0 0 2435 PFIZER INC COM 717081103 BBG001S5V466 203091 7258 SH SOLE 0 0 7258 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 422030 2559 SH SOLE 0 0 2559 PROVIDENT FINL SVCS INC COM 74386T105 BBG001SKM445 9309491 648745 SH SOLE 0 0 648745 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 210549 2857 SH SOLE 0 0 2857 ROIVANT SCIENCES LTD SHS G76279101 BBG007STW2C7 348493 32970 SH SOLE 0 0 32970 ROKU INC COM CL A 77543R102 BBG001ZZPQM2 326019 5440 SH SOLE 0 0 5440 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 226230 1000 SH SOLE 0 0 1000 TESLA INC COM 88160R101 BBG001SQKGD7 321753 1626 SH SOLE 0 0 1626 UNIVERSAL DISPLAY CORP COM 91347P105 BBG001S5V9H3 2291725 10900 SH SOLE 0 0 10900 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 4345070 8688 SH SOLE 0 0 8688 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 1147810 6288 SH SOLE 0 0 6288 VSE CORP COM 918284100 BBG001S5X9Z1 264840 3000 SH SOLE 0 0 3000