SEC Form 13F

Rochester Wealth Strategies, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-23
Reported value$180,681,384
Positions27

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTVVALUE ETF$25,633,053117,621
VANGUARD INDEX FDSVUGGROWTH ETF$24,329,065282,436
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$18,687,706262,284
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$16,858,609282,436
ISHARES TRIJHCORE S&P MCP ETF$12,139,714157,434
SPDR SERIES TRUSTSPABST STR AGGRE ETF$11,150,132436,917
ISHARES TRIJRCORE S&P SCP ETF$10,736,15672,390
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$9,971,558146,619
ISHARES TRICSHULTRA SHORT DUR$7,758,012153,381
INNOVATOR ETFS TRUSTBALTDEFINED WLT SHLD$7,517,090219,349

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page