Rochester Wealth Strategies, LLC
All 13F Filings
- Location
- Rochester, MI
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 183,535
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 25 | 183,535 | 13F-HR | Rochester Wealth Strategies, LLC |
| Q2 2026 | 7/22/2026 | 27 | 180,681 | 13F-HR | Rochester Wealth Strategies, LLC |
| Q1 2026 | 4/27/2026 | 24 | 164,948 | 13F-HR | Rochester Wealth Strategies, LLC |
| Q4 2025 | 1/15/2026 | 24 | 159,254 | 13F-HR | Rochester Wealth Strategies, LLC |
| Q3 2025 | 11/10/2025 | 22 | 152,826 | 13F-HR | Rochester Wealth Strategies, LLC |
| Q2 2025 | 7/22/2025 | 23 | 139,422 | 13F-HR | Rochester Wealth Strategies, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 17.57 K | 9.6% | 5.45 K | 0 | 5.45 K |
| ETFs | 166 K | 90.4% | 3.016 K | 0 | 3.016 K |
| Debt | 0 | 0.0% | 0 | 5.611 K | -5.611 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
183,535
Holdings
25
QoQ value change ($000)
2,854
(1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.