Rochester Wealth Strategies, LLC
Rochester Wealth Strategies, LLC reported 28 holdings worth US$181M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Rochester Wealth Strategies, LLC reported 28 holdings worth US$181M as of Jun 30, 2026. Largest: Chevron Corporation, Exxon Mobil Corporation and Brookfield Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 28
- Value as reported
- US$181M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Chevron Corporation | 8,065 | US$1.34M | 0.74% |
| Exxon Mobil Corporation | 6,243 | US$854K | 0.47% |
| Brookfield Corporation | 11,400 | US$486K | 0.27% |
| International Business Machines Corporation | 1,586 | US$446K | 0.25% |
| Apple Inc | 1,213 | US$351K | 0.19% |
| Kkr & Co. Inc. | 3,010 | US$276K | 0.15% |
| Nvidia Corporation | 1,033 | US$207K | 0.11% |
| Jp Morgan Chase & Co. | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |