Rochester Wealth Strategies, LLC Portfolio Holdings

Rochester Wealth Strategies, LLC

  • $139 Billion
  • Q2 2025

Rochester Wealth Strategies, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $24B, Vanguard Growth ETF with a value of $22.5B, Vanguard Ftse Developed Market with a value of $14.6B, Vanguard Ftse Emerging Mkts Et with a value of $14.4B, and Ishares Core S&P Mid Cap ETF with a value of $9.79B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $126B to 139B.

Rochester Wealth Strategies, LLC is based out at Rochester, MI

Below you can find more details about Rochester Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $137 Billion
Technology: $1.15 Billion
Financial Services: $867 Million
Energy: $209 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$124B
$400 Million 0.29% of portfolio
3,010
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $139 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
Track This Portfolio

Track Rochester Wealth Strategies, LLC Portfolio

Follow Rochester Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rochester Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rochester Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email