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13F Portfolio · Q1 2026
David Rolfe
Wedgewood Partners · 48% top-10 concentration
Growth
Top 3 holdings
GOOGLALPHABET INC9.5%
TSMTAIWAN SEMICONDUCTOR MANUFAC9.3%
METAMETA PLATFORMS INC8.0%
Closest replicating ETF:XLF · overlap 158.8 · 2 shared
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