Rochester Wealth Strategies, LLC Portfolio Holdings

Rochester Wealth Strategies, LLC

  • $159 Billion
  • Q4 2025

Rochester Wealth Strategies, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Value ETF with a value of $27.7B, Vanguard Growth ETF with a value of $22.6B, Vanguard Ftse Developed Market with a value of $16.1B, Vanguard Ftse Emerging Mkts Et with a value of $15.8B, and Spdr Portfolio Aggregate Bond with a value of $11.7B.

Examining the 13F form we can see an increase of $6.43B in the current position value, from $153B to 159B.

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 $159 Billion
ETFs: $154 Billion
Energy: $1.94 Billion
Technology: $1.26 Billion
Financial Services: $721 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.7 Billion 17.39% of portfolio
144,993
Q4 2025 Added 2.51%
$0
$22.6 Billion 14.2% of portfolio
46,356
Q4 2025 Added 0.52%
$0
$16.1 Billion 10.08% of portfolio
256,963
Q4 2025 Added 2.02%
$0
$15.8 Billion 9.9% of portfolio
293,150
Q4 2025 Added 1.77%
$0
$11.7 Billion 7.36% of portfolio
455,432
Q4 2025 Added 7.19%
$0
$11 Billion 6.9% of portfolio
91,369
Q4 2025 Added 1.75%
$0
$11 Billion 6.9% of portfolio
166,472
Q4 2025 Added 2.51%
$65.3B
$8.24 Billion 5.18% of portfolio
101,536
Q4 2025 Reduced 8.25%
$0
$7.02 Billion 4.41% of portfolio
138,774
Q4 2025 Added 3.33%
$0
$6.73 Billion 4.22% of portfolio
133,756
Q4 2025 Reduced 4.14%
$0
$5.53 Billion 3.47% of portfolio
50,206
Q4 2025 Added 7.05%
$0
$5.52 Billion 3.46% of portfolio
79,348
Q4 2025 Added 6.94%
$0
$2.87 Billion 1.8% of portfolio
28,617
Q4 2025 Reduced 22.65%
$0
$2.18 Billion 1.37% of portfolio
93,903
Q4 2025 Reduced 5.34%
$303B
$1.2 Billion 0.75% of portfolio
7,871
Q4 2025 Added 439.48%
$490B
$744 Million 0.47% of portfolio
6,186
Q4 2025 New
Brookfield Corp
-
$523 Million 0.33% of portfolio
-
Q4 2025 Added 50.0%
$266B
$466 Million 0.29% of portfolio
1,574
Q1 2025 New
$4.3T
$453 Million 0.28% of portfolio
1,666
Q4 2025 Reduced 2.52%
$103B
$384 Million 0.24% of portfolio
3,010
Q1 2025 New
$881B
$337 Million 0.21% of portfolio
1,047
Q4 2025 Reduced 2.97%
$3.78T
$338 Million 0.21% of portfolio
700
Q3 2025 Added 2.94%
$0
$312 Million 0.2% of portfolio
455
Q3 2025 Added 0.22%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $159 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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