David Rolfe - Wedgewood Partners Portfolio Balances (Dec 31, 2025)

As of Dec 31, 2025, the Wedgewood Partners portfolio balances reported a total equity value of $535.49M across 21 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Feb 17, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight TAIWAN SEMICONDUCTOR MFG LTD (TSM) as the single largest position, accounting for 10.5% of total equity value, followed by ALPHABET INC (GOOGL), META PLATFORMS INC (META), APPLE INC (AAPL), and others. Collectively, the top five holdings represent 42.8% of the portfolio, showing how capital is distributed among core positions and long-term investments.