Rochester Wealth Strategies, LLC
All 13F Filings
- Location
- Rochester, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 159,254
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 51.62 K | 32.4% | 3.003 K | 0 | 3.003 K |
| ETFs | 102.1 K | 64.1% | 3.166 K | 0 | 3.166 K |
| Debt | 5.516 K | 3.5% | 259 | 0 | 259 |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
159,254
Holdings
24
QoQ value change ($000)
6,428
(4.2%)
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.