13F Filings History of Rochester Wealth Strategies, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$159,254,010
Signature - Title
Xenia Woltmann - Chief Compliance Officer
Location
Rochester, MI
Summary
This page shows a list of all the recent 13F filings made by Rochester Wealth Strategies, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rochester Wealth Strategies, LLC reported 24 stock holdings with total value $159,254,010 as of Q4 2025. Top holdings included VTV, VUG, VEA, VWO, and SPAB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 24 $159,254,010 +$6,073,447 -$2,017,289 +$4,056,158 VTV, VUG, VEA, VWO, SPAB 13F-HR 15 Jan 2026, 12:33
Q3 2025 22 $152,826,345 +$7,904,233 -$3,122,161 +$4,782,072 VTV, VUG, VWO, VEA, SPAB 13F-HR 10 Nov 2025, 10:37
Q2 2025 23 $139,421,709 +$17,333,972 -$11,449,330 +$5,884,642 VTV, VUG, VEA, VWO, IJH 13F-HR 22 Jul 2025, 11:56
Q1 2025 23 $125,945,067 $0 $0 $0 VTV, VUG, VWO, VEA, SPAB 13F-HR 25 Apr 2025, 13:52