Rolek Wealth Management LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Rolek Wealth Management LLC held in its portfolio 20 assets valued at $145,855,839 (i.e. $145.86M).

The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($60.56M), VANGUARD INDEX FDS ($58.30M), and VANGUARD INDEX FDS ($8.60M).

The chart below shows the top 10 valuable assets, and the table below shows the top 20 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Rolek Wealth Management LLC Portfolio

VANGUARD INDEX FDS

INVESCO EXCH TRADED FD TR II

VANGUARD WORLD FD

FIDELITY COVINGTON TRUST

ISHARES TR

VANGUARD WORLD FD

MICROSOFT CORP

APPLE INC

Rolek Wealth Management LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
VANGUARD INDEX FDS	96571	60562361	S&P 500 ETF SHS
VANGUARD INDEX FDS	119495	58296598	GROWTH ETF
VANGUARD INDEX FDS	25652	8600400	TOTAL STK MKT
INVESCO EXCH TRADED FD TR II	30064	7603901	NASDAQ 100 ETF
VANGUARD WORLD FD	2767	2085812	INF TECH ETF
FIDELITY COVINGTON TRUST	41501	1709184	ENHANCED LARGE
ISHARES TR	6793	1010078	CORE S&P TTL STK
VANGUARD WORLD FD	2217	915078	MEGA GRWTH IND
MICROSOFT CORP	1839	889401	COM
APPLE INC	2900	788328	COM
META PLATFORMS INC	928	612698	CL A
J P MORGAN EXCHANGE TRADED F	7542	431683	EQUITY PREMIUM
ISHARES TR	578	396001	CORE S&P500 ETF
SELECT SECTOR SPDR TR	2629	378488	STATE STREET TEC
SCHWAB STRATEGIC TR	11171	364398	US LCAP GR ETF
SPDR GOLD TR	729	288852	GOLD SHS
VANGUARD STAR FDS	3304	249252	VG TL INTL STK F
ISHARES SILVER TR	3514	226362	ISHARES
ALPHABET INC	714	224200	CAP STK CL C
OSCAR HEALTH INC	15502	222764	CL A