Robert L. Wofchuck Portfolio
Invests via Ledgewood Wealth Advisors LLC | Managed by Robert L. Wofchuck, Lawrence E. Sarkozy
Invests via Ledgewood Wealth Advisors LLC
Managed by Robert L. Wofchuck, Lawrence E. Sarkozy
Automatically Tracked
Seasoned investor and board executive focused on mid-market private equity, growth M&A and operational turnarounds. Robert L. Wofchuck brings multi-decade experience advising capital raises, strategic acquisitions and governance for industrial and services businesses. Known for portfolio optimization, liquidity planning and cross-border deal execution, he consults on value creation initiatives and capital structure strategy to support scalable growth.
Seasoned investor and board executive focused on mid-market private equity, growth M&A and operational turnarounds. Robert L. Wofchuck brings multi-decade experience advising capital raises, strategic acquisitions and governance for industrial and services businesses. Known for portfolio optimization, liquidity planning and cross-border deal execution, he consults on value creation initiatives and capital structure strategy to support scalable growth.
Investment Philosophy & Strategy
Prioritizes hands-on, governance-driven private equity investing in mid-market industrials and services, blending operational turnarounds with growth M&A to drive EBITDA expansion. Capital allocation favors control or significant minority positions enabling active board oversight, portfolio optimization and disciplined liquidity planning. Employs a 3–7 year value-creation horizon, rigorous downside protection via conservative leverage and milestone-based capital deployment, and an emphasis on cross-border deal execution and exit-ready capital structures.
Prioritizes hands-on, governance-driven private equity investing in mid-market industrials and services, blending operational turnarounds with growth M&A to drive EBITDA expansion. Capital allocation favors control or significant minority positions enabling active board oversight, portfolio optimization and disciplined liquidity planning. Employs a 3–7 year value-creation horizon, rigorous downside protection via conservative leverage and milestone-based capital deployment, and an emphasis on cross-border deal execution and exit-ready capital structures.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
25.01%
Gain +0.51%
Monthly
0.67%
Yearly
8.33%
Drawdown
16.49%
$182.22M
Equity
Holdings
$182.22M
Investment
$155.25M
$26.86M
Profit +$697,581.67
Realized
-$99,573.48
Unrealized
$26.96M
Dividends
$11.98M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$697,581.67
Win %
55%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$461,902.59
Win %
55%
This Month
Compared to last month
Gain
0.4%
Profit
$733,923.7
Win %
55%
This Year
Compared to last year
Gain
0.41%
Profit
$750,530.27
Win %
57%
DMRC Digimarc Corporation
+6.52%
+$17,928.72 
EOSE Eos Energy Enterprises Inc.
+3.85%
+$1,125 
OLED Universal Display Corporation
+3.84%
+$36,144 
HLIT Harmonic Inc.
+2.77%
+$6,646.12 
ABUS Arbutus Biopharma Corporation
+2.27%
+$26,451.42 
YOU Clear Secure Inc.
+2.05%
+$11,830 
VLY Valley National Bancorp
+1.97%
+$3,091.16 
WTRG Essential Utilities Inc.
+1.66%
+$3,435.96 
MSEX Middlesex Water Company
+1.59%
+$208,608.13 
OCFC OceanFirst Financial Corp.
+1.59%
+$4,351 
ISRG Intuitive Surgical, Inc.
+1.47%
+$5,861.51 
DRS Leonardo DRS, Inc.
+1.32%
+$5,919.24 
ROIV Roivant Sciences Ltd
+1.25%
+$13,847.4 
MSFT Microsoft Corp.
+1.23%
+$10,111.23 
BAC Bank of America Corporation
+1.16%
+$10,361.33 
CHCO City Holding Company
+1.09%
+$2,295.2 
PFS Provident Financial Services Inc.
+0.96%
+$140,723.52 
VIG Vanguard Dividend Appreciation ETF
+0.9%
+$10,559.5 
VSEC VSE Corporation
+0.89%
+$3,172.52 
GOOGL Alphabet Inc
+0.81%
+$22,648.52 
GOOG Alphabet Inc
+0.78%
+$16,929.62 
IWD iShares Russell 1000 Value ETF
+0.76%
+$1,824 
PG Procter & Gamble Co
+0.75%
+$3,517.58 
DFSU Dimensional US Sustainability Core 1 ETF
+0.74%
+$6,442.54 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$59,995.64 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.63%
+$1,268.96 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.57%
+$22,551.38 
IRM Iron Mountain Inc.
+0.56%
+$2,378.75 
DFAI Dimensional International Core Equity Market ETF
+0.55%
+$64,379.93 
COST Costco Wholesale Corporation
+0.54%
+$2,124 
PEP PepsiCo, Inc.
+0.49%
+$1,093.05 
ESGV Vanguard ESG U.S. Stock ETF
+0.47%
+$1,178.56 
MGNI Magnite, Inc.
+0.46%
+$1,383.47 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.46%
+$15,675.3 
MRK Merck & Co., Inc.
+0.45%
+$1,029.6 
PNC The PNC Financial Services Group, Inc.
+0.41%
+$4,542.56 
AAPL Apple Inc.
+0.39%
+$23,174.42 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.35%
+$15,034.46 
DFAU Dimensional US Core Equity Market ETF
+0.33%
+$54,074.65 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.32%
+$12,672.45 
AMZN Amazon.com Inc
+0.26%
+$2,257 
VOO Vanguard S&P 500 ETF
+0.26%
+$15,566.48 
JNJ Johnson & Johnson
+0.23%
+$4,501.57 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$1,254 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.17%
+$11,879.03 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.17%
+$681.66 
SO The Southern Company
+0.07%
+$173.52 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$5,629.79 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$4,536.33 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.02%
+$341.13 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$834.04 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$15.39 
CSCO Cisco Systems, Inc.
-3.39%
-$16,170 
MRVL Marvell Technology, Inc.
-2.87%
-$6,944.25 
DDD 3D Systems Corporation
-2.73%
-$27,911.2 
CAT Caterpillar Inc.
-2.69%
-$20,487.44 
SMH VanEck Semiconductor ETF
-1.69%
-$3,820 
TSLA Tesla, Inc.
-1.51%
-$11,521.8 
XOM Exxon Mobil Corporation
-1.37%
-$3,049.64 
CVX Chevron Corporation
-1.13%
-$8,592.48 
DFAE Dimensional Emerging Core Equity Market ETF
-1.03%
-$58,251.83 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$3,819.98 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$26,350.33 
QQQM Invesco NASDAQ 100 ETF
-0.34%
-$1,232.2 
EMR Emerson Electric Co.
-0.27%
-$1,723.05 
PH Parker-Hannifin Corporation
-0.25%
-$1,687.01 
JPM JPMorgan Chase & Co.
-0.25%
-$2,873.64 
RTX RTX Corporation
-0.18%
-$571.2 
CRDF Cardiff Oncology Inc.
-0.15%
-$16.79 
ASML ASML Holding N.V. New York Registry Shares
-0.13%
-$576.12 
DUK Duke Energy Corporation
-0.12%
-$2,760.6 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$1,491.83 
CHD Church & Dwight Co., Inc.
-0.02%
-$143.66 Events
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Dividends
Dividend Analysis
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| Trades 431 | Longs Won 258/431 59% | Profit Factor 3.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,666.32 |
| Average Win $141,244.96 | Best Trade (Oct 15) $3.86M | Sharpe Ratio -10.66 |
| Average Loss -$55,373.57 | Worst Trade (Oct 14) -$2.61M | Z-Score -1.97 (98.04%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 3d | Expectancy $62,323.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,289 | 2,961 | 2,632 | 2,303 | 1,974 | 1,645 | 1,316 | 987 | 658 | 329 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,490 | $3.51M | $6.02M | - | $2.51M | 71.49% | +0.386% |
| ABUS Arbutus Biopharma Corporation | 278,436 | $696,090 | $1.19M | - | $497,008.26 | 71.4% | +2.267% |
| AMZN Amazon.com Inc | 3,394 | $515,684.29 | $864,604.53 | - | $348,920.24 | 67.66% | +0.262% |
| ASML ASML Holding N.V. New York Registry Shares | 275 | $266,224.57 | $453,173.87 | - | $186,949.3 | 70.22% | -0.127% |
| BAC Bank of America Corporation | 17,414 | $598,683.45 | $905,266.79 | - | $306,583.34 | 51.21% | +1.158% |
| BRK-B Berkshire Hathaway Inc. | 1,100 | $392,326 | $580,239 | - | $187,913 | 47.9% | +0.217% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 298,366 | $5.79M | $5.83M | - | $41,286.59 | 0.71% | -0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 562,979 | $11.03M | $11.03M | - | $2,135.43 | 0.02% | +0.051% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 453,633 | $9.22M | $9.17M | - | -$50,827.89 | -0.55% | +0.05% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 380,738 | $7.08M | $6.97M | - | -$111,488.6 | -1.57% | +0.171% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 261,015 | $4.38M | $4.25M | - | -$126,862.35 | -2.9% | +0.355% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 253,449 | $4.19M | $4.03M | - | -$155,847.11 | -3.72% | +0.315% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 174,170 | $3.57M | $3.45M | - | -$120,724.31 | -3.38% | +0.457% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 196,099 | $4.09M | $3.98M | - | -$116,797.38 | -2.85% | +0.57% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 68,226 | $1.58M | $1.56M | - | -$20,406.63 | -1.29% | +0.022% |
| BSJS Invesco BulletShares 2028 High Yield Fund | 18,935 | $410,660.8 | $407,973.51 | - | -$2,687.29 | -0.65% | +0.167% |
| CAT Caterpillar Inc. | 1,017 | $302,319.04 | $741,225.19 | - | $438,906.15 | 145.18% | -2.69% |
| CHCO City Holding Company | 1,520 | $201,613 | $213,575.2 | - | $11,962.2 | 5.93% | +1.086% |
| CHD Church & Dwight Co., Inc. | 7,183 | $687,352.24 | $737,047.63 | - | $49,695.39 | 7.23% | -0.019% |
| COST Costco Wholesale Corporation | 400 | $264,032.15 | $394,924 | - | $130,891.85 | 49.57% | +0.541% |
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FAQ
Which stocks have generated the highest profits for Robert L. Wofchuck?
The largest contributions to the portfolio's profits come from the following stocks: Provident Financial Services Inc - $1.8M, Dimensional Core Fixed Income ETF - $1.19M, Dimensional International Core Equity Market ETF - $1.01M, Invesco BulletShares 2028 Corporate Bond ETF - $915,957.95, and Dimensional US Core Equity Market ETF - $883,918.65. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: DMRC - $2.19M, Apyx Medical Corporation - $410,749.95, Bioceres Crop Solutions Corp - $146,520.28, Corning Incorporated - $95,460, and Honeywell Aerospace Inc - $58,987.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert L. Wofchuck's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.98M earned over time. The largest contributors to dividend income include Provident Financial Services Inc - $1.76M, Dimensional Core Fixed Income ETF - $1.19M, Middlesex Water Company - $930,893.46, Invesco BulletShares 2028 Corporate Bond ETF - $915,831.52, and Invesco BulletShares 2027 Corporate Bond ETF - $746,738.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert L. Wofchuck's monthly returns?
Robert L. Wofchuck's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Robert L. Wofchuck's strategy be considered aggressive or moderate?
Robert L. Wofchuck's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert L. Wofchuck's strategy?
Robert L. Wofchuck's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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