David Rolfe · quarter digest

What David Rolfe did in Q2 2025

Wedgewood Partners filed 0 moves in Q2 2025: 0 new, 0 add, 0 trim, 0 exit.

13F filed 2025-08-14. Manager quality score: q9. Philosophy: Concentrated quality. 20 businesses maximum. Buffett-disciplined.

No moves recorded for David Rolfe in Q2 2025. Either the archive doesn’t cover this filing, or the manager was inactive this quarter.

Current top holdings

David Rolfe’s book, latest snapshot

#	Ticker	Weight	Conviction
1	AAPL Apple Inc.	10.2%	−20
2	TSM Taiwan Semiconductor	9.1%	+16
3	V Visa	8.4%	+8
4	BRK.B Berkshire Hathaway	7.8%	+2
5	GOOG Alphabet Class C	6.5%	0
6	FICO Fair Isaac	5.9%	+28

Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.