ETF replication · David Rolfe

Which ETF replicates David Rolfe's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with David Rolfe's Wedgewood Partners portfolio — overlap score 163.9 across 2 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Data verified 2026-08-14 · based on David Rolfe's Q2 2026 13F filing

Closest ETF

XLF

Financial Select Sector SPDR Fund

Overlap score

163.9

2 shared top-10 names

ETF expense ratio

0.09%

annual fee

Top 5 ETFs ranked by overlap

#1XLFFinancial Select Sector SPDR Fund

Overlap score

163.9

Shared top-10 holdings (2):

BRK.B 7.8% × 12.23%V 8.4% × 8.15%

#2XLKTechnology Select Sector SPDR Fund

Overlap score

140.7

Shared top-10 holdings (1):

AAPL 10.2% × 13.79%

#3QQQInvesco QQQ Trust

Overlap score

94.9

Shared top-10 holdings (2):

AAPL 10.2% × 7.49%GOOG 6.5% × 2.84%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

91.1

Shared top-10 holdings (2):

AAPL 10.2% × 7.38%GOOG 6.5% × 2.43%

#5VOOVanguard S&P 500 ETF

Overlap score

87.3

Shared top-10 holdings (2):

AAPL 10.2% × 7.03%GOOG 6.5% × 2.4%

David Rolfe's investment philosophy

Concentrated quality. 20 businesses maximum. Buffett-disciplined.

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Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

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Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list