David Rolfe - Wedgewood Partners Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Wedgewood Partners portfolio balances reported a total equity value of $484.43M across 18 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight TAIWAN SEMICONDUCTOR MANUFAC (TSM) as the single largest position, accounting for 10.4% of total equity value, followed by ALPHABET INC (GOOGL), META PLATFORMS INC (META), APPLE INC (AAPL), and others. Collectively, the top five holdings represent 43.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.