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Ledgewood Wealth Advisors, LLC
RIA/Wealth
Ledgewood Wealth Advisors, LLC is a RIA/Wealth based in Exeter, NH led by Lawrence Edward Sarkozy, reporting $202.3M in AUM as of Q3 2025 with 63% ETF concentration and 58% concentrated in top 10 holdings.
COOLawrence Edward Sarkozy
- Portfolio Value
- $167.3M
- Positions
- 73
- Top Holding
- DFAU at 9.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ledgewood Wealth Advisors, LLC's portfolio (58.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.2M | 9.10% | -$161.2K Sold | — 332.6K shares | |
Regulated Water Utilities | $13.7M | 8.22% | — | 1.41% 254.0K shares | |
Banks - Regional Financial Services | $13.1M | 7.84% | — | 0.52% 680.0K shares | |
ETF ETF | $10.5M | 6.29% | -$233.6K Sold | — 289.4K shares | |
ETF ETF | $10.5M | 6.29% | -$712.6K Sold | — 246.0K shares | |
ETF ETF | $8.6M | 5.16% | -$1.5M Sold | — 417.1K shares | |
ETF ETF | $8.3M | 4.94% | -$9.0K Sold | — 401.5K shares | |
ETF ETF | $6.3M | 3.75% | -$25.2K Sold | — 10.4K shares | |
ETF ETF | $6.0M | 3.60% | +$195.5K Bought | — 305.6K shares | |
ETF ETF | $5.4M | 3.26% | -$442.8K Sold | — 278.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ledgewood Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+50.42% | |
+38.75% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-28.79% | |
-25.42% | |
-16.43% |
Analytics
Portfolio insights and performance metrics for Ledgewood Wealth Advisors, LLC
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