Rochester Wealth Strategies, LLC

13F Filings History

Latest 13F report
Q2 2025 - Jul 22, 2025
Value $
$139M
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 23 stock holdings with total value $139M as of Q2 2025. Top holdings included VTV, VUG, VEA, VWO, and IJH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 23 $139M +$17.3M -$11.4M +$5.88M VTV, VUG, VEA, VWO, IJH 13F-HR 7/22/2025, 11:56 AM
Q1 2025 23 $126M $0 $0 VTV, VUG, VWO, VEA, SPAB 13F-HR 4/25/2025, 01:52 PM