DOSSIER · 13F-HR · Q2 2026
Rochester Wealth Strategies, LLC
$181M in tracked AUM across 27 positions as of Q2 2026.
RW
CIK 0001958456 · last filed Jun 30, 2026
AI Analysis · Q2 2026
Portfolio Overview
Rochester Wealth Strategies, LLC reported a substantial expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 735.9%, growing from $19.05M to $159.25M. This dramatic increase suggests a significant inflow of new capital rather than merely market appreciation, as the broad market would have had to experience unprecedented returns to account for such growth in a single quarter.
The portfolio curr...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
Quarter at a glance — Q2 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q2 2026.