13F Portfolio · Q2 2026
David Rolfe
Wedgewood Partners · 48% top-10 concentration
Growth
Top 3 holdings
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 10.7% |
| GOOGL | ALPHABET INC | 9.6% |
| META | META PLATFORMS INC | 9.1% |
Closest replicating ETF:XLF · overlap 163.9 · 2 shared