David Rolfe - Wedgewood Partners Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Wedgewood Partners portfolio balances reported a total equity value of $484.29M across 22 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight ALPHABET INC (GOOGL) as the single largest position, accounting for 9.2% of total equity value, followed by TAIWAN SEMICONDUCTOR MANUFAC (TSM), META PLATFORMS INC (META), APPLE INC (AAPL), and others. Collectively, the top five holdings represent 39.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.