Rochester Wealth Strategies, LLC - Portfolio overview

Rochester Wealth Strategies, LLC has 24 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Energy.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 17.28%
2. VUG - VANGUARD INDEX FDS, 13.52%
3. VEA - VANGUARD TAX-MANAGED FDS, 9.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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