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:
-0.13%
Gain
Monthly
0%
Yearly
-0.05%
Drawdown
22.05%
$187.97M
Equity
Holdings
$187.97M
Investment
$158.14M
$29.71M
Profit -$651,357.01
Realized
-$121,124.91
Unrealized
$29.83M
Dividends
$10.71M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$651,357.01
Win %
63%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$17,171.46
Win %
63%
This Month
Compared to last month
Gain
0.37%
Profit
$699,368.29
Win %
63%
This Year
Compared to last year
Gain
0.25%
Profit
$471,536.52
Win %
65%
EOSE Eos Energy Enterprises Inc.
+7.07%
+$4,198.5 
CRDF Cardiff Oncology Inc.
+3.46%
+$339.06 
DMRC Digimarc Corporation
+3.44%
+$8,274 
DRS Leonardo DRS, Inc.
+3.2%
+$17,719.2 
HONA Honeywell Aerospace Inc.
+2.66%
+$5,228.1 
ROIV Roivant Sciences Ltd
+2.31%
+$25,881.45 
CSCO Cisco Systems, Inc.
+2.31%
+$10,626 
EMR Emerson Electric Co.
+1.95%
+$10,863.28 
JNJ Johnson & Johnson
+1.64%
+$31,626.45 
IRM Iron Mountain Inc.
+1.62%
+$7,497.82 
CAT Caterpillar Inc.
+1.58%
+$14,115.96 
RTX RTX Corporation
+1.53%
+$4,989.6 
MRK Merck & Co., Inc.
+1.19%
+$2,371.2 
CVX Chevron Corporation
+1.17%
+$7,389.55 
YOU Clear Secure Inc.
+1.17%
+$8,255 
VSEC VSE Corporation
+1.06%
+$6,276 
PH Parker-Hannifin Corporation
+0.96%
+$6,415.5 
HLIT Harmonic Inc.
+0.9%
+$2,634.5 
MRVL Marvell Technology, Inc.
+0.75%
+$1,388.85 
JPM JPMorgan Chase & Co.
+0.62%
+$3,748.8 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$2,783 
SO The Southern Company
+0.33%
+$925.44 
OLED Universal Display Corporation
+0.29%
+$2,863.91 
MSEX Middlesex Water Company
+0.25%
+$35,562.24 
BAC Bank of America Corporation
+0.23%
+$2,437.96 
DUK Duke Energy Corporation
+0.21%
+$4,785.04 
ROKU Roku, Inc.
+0.13%
+$923.65 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.09%
+$4,879.93 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$7,059.06 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
+0.07%
+$977.67 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.06%
+$2,640.48 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.06%
+$5,760.51 
PG Procter & Gamble Co
+0.06%
+$253.38 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.05%
+$1,681.85 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$2,386.3 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$1,271.43 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$1,620.47 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$89.6 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$1,182.09 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.02%
+$1,868.76 
BSJS Invesco BulletShares 2028 High Yield Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.46%
-$47,623.5 
MGNI Magnite, Inc.
-2.76%
-$6,917.35 
DDD 3D Systems Corporation
-2.31%
-$22,677.85 
PFS Provident Financial Services Inc.
-2.16%
-$359,399.36 
MSFT Microsoft Corp.
-2.11%
-$13,012.26 
TSLA Tesla, Inc.
-2.07%
-$16,794.84 
GOOG Alphabet Inc
-1.95%
-$43,460.96 
GOOGL Alphabet Inc
-1.92%
-$54,969.28 
VLY Valley National Bancorp
-1.55%
-$2,964.99 
OCFC OceanFirst Financial Corp.
-1.48%
-$5,667 
ABUS Arbutus Biopharma Corporation
-1.37%
-$18,098.34 
CHCO City Holding Company
-1.26%
-$2,629.6 
SMH VanEck Semiconductor ETF
-1.11%
-$2,536 
DFAE Dimensional Emerging Core Equity Market ETF
-0.95%
-$53,101.8 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$3,131.48 
PEP PepsiCo, Inc.
-0.88%
-$2,134.05 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$61,318.14 
ESGV Vanguard ESG U.S. Stock ETF
-0.75%
-$1,845.72 
PNC The PNC Financial Services Group, Inc.
-0.7%
-$9,085.12 
DFSU Dimensional US Sustainability Core 1 ETF
-0.67%
-$5,807.36 
GLW Corning Incorporated
-0.6%
-$950 
COST Costco Wholesale Corporation
-0.55%
-$2,092 
MCD McDonald's Corporation
-0.54%
-$1,185.29 
VOO Vanguard S&P 500 ETF
-0.51%
-$29,858.32 
DFAU Dimensional US Core Equity Market ETF
-0.51%
-$84,316.11 
AMZN Amazon.com Inc
-0.48%
-$4,072.8 
VB Vanguard Small-Cap ETF
-0.47%
-$938.25 
XLK State Street Technology Select Sector SPDR ETF
-0.46%
-$1,630 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.46%
-$964.08 
CHD Church & Dwight Co., Inc.
-0.36%
-$2,585.88 
AAPL Apple Inc.
-0.31%
-$17,839.97 
DFAI Dimensional International Core Equity Market ETF
-0.25%
-$30,360.65 
IWD iShares Russell 1000 Value ETF
-0.17%
-$408.5 
ASML ASML Holding N.V. New York Registry Shares
-0.16%
-$787.87 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$1,171.47 Events
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Dividends
Dividend Analysis
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| Trades 402 | Longs Won 260/402 64% | Profit Factor 4.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $409,489.13 |
| Average Win $144,116.07 | Best Trade (Jul 10) $3.83M | Sharpe Ratio -10.77 |
| Average Loss -$54,648.15 | Worst Trade (Jul 10) -$2.5M | Z-Score -0.24 (18.85%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $73,905.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 3,436 | 3,093 | 2,749 | 2,405 | 2,062 | 1,718 | 1,375 | 1,031 | 687 | 344 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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