Ledge Wealth Management, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Sartell, MN
CIK
0001927042
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 62 257,239 VTV, AGG, RSP, VUG 13F-HR 1/23/2024 000108514624000424
Q3 2023 60 222,821 VTV, RSP, VUG, AGG 13F-HR 10/23/2023 000108514623003856
Q2 2023 62 209,297 VTV, AGG, VUG, MUSI 13F-HR 7/11/2023 000108514623002643
Q1 2023 67 210,933 VTV, AGG, MUSI, RSP 13F-HR 4/14/2023 000108514623001679
Q4 2022 73 219,142 GBIL, VTV, AGG, VNLA 13F-HR 2/2/2023 000108514623000601
Q3 2022 65 163,319 GBIL, VTV, VNLA, XLF 13F-HR 10/18/2022 000108514622003458
Q2 2022 69 162,668 VNLA, VTV, DHS, XLF 13F-HR 7/20/2022 000108514622002479
Q1 2022 72 160,815 VTV, VNLA, CWI, XLF 13F-HR 5/9/2022 000108514622001898