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ROCHESTER WEALTH STRATEGIES, LLC
ROCHESTER WEALTH STRATEGIES, LLC
Latest filing: 2026-06-30
ROCHESTER WEALTH STRATEGIES, LLC runs ROCHESTER WEALTH STRATEGIES, LLC and currently holds 27 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $180.68M. Their top holdings are VTV, VUG, VEA, VWO, IJH. The top five represent 54.0% of reported portfolio weight. ROCHESTER WEALTH STRATEGIES, LLC ranks #911 out of 1000 investors tracked by Alpha Score. In the most recent quarter, ROCHESTER WEALTH STRATEGIES, LLC initiated 5 new positions. They added to 6 existing positions. They trimmed 12 positions. Their current best-performing preview position is IJR with returns of +19.31%.
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27 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTV VANGUARD INDEX FDS | 14.19% | $174.12 | $226.35 | +30.00% | Trimmed -19.03% |
 VUG VANGUARD INDEX FDS | 13.47% | $63.91 | $87.49 | +36.90% | Added +453.07% |
 VEA VANGUARD TAX-MANAGED FDS | 10.34% | $52.41 | $73.43 | +40.11% | Added +3.85% |
 VWO VANGUARD INTL EQUITY INDEX F | 9.33% | $45.94 | $60.45 | +31.58% | Trimmed -4.91% |
 IJH ISHARES TR | 6.72% | $59.22 | $76.75 | +29.60% | Trimmed -6.86% |
 SPAB SPDR SERIES TRUST | 6.17% | $25.61 | $25.10 | -1.99% | Trimmed -13.74% |
 IJR ISHARES TR | 5.94% | $105.65 | $147.28 | +39.40% | Trimmed -21.12% |
 DYNF BLACKROCK ETF TRUST | 5.52% | $68.01 | $69.07 | +1.56% | New Buy |
 ICSH ISHARES TR | 4.29% | $50.70 | $50.54 | -0.32% | Trimmed -0.17% |
BA BALT INNOVATOR ETFS TRUST | 4.16% | $34.27 | $34.71 | +1.28% | New Buy |
Showing 1-10 of 27