Rolek Wealth Management

Rolek Wealth Management as of June 30, 2025

Portfolio Holdings for Rolek Wealth Management

Rolek Wealth Management holds 16 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 44.3 $51M 117k 438.40
Vanguard Index Fds S&p 500 Etf Shs (VOO) 41.1 $48M 84k 568.03
Vanguard Index Fds Total Stk Mkt (VTI) 5.9 $6.8M 23k 303.92
Vanguard World Inf Tech Etf (VGT) 1.7 $2.0M 3.0k 663.30
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.4 $1.6M 6.9k 227.09
Fidelity Covington Trust Enhanced Large (FELG) 1.0 $1.2M 32k 37.03
Ishares Tr Core S&p Ttl Stk (ITOT) 0.8 $898k 6.7k 135.04
Microsoft Corporation (MSFT) 0.8 $876k 1.8k 497.39
Vanguard World Mega Grwth Ind (MGK) 0.7 $786k 2.1k 366.11
Meta Platforms Cl A (META) 0.5 $621k 842.00 737.72
Apple (AAPL) 0.5 $595k 2.9k 205.16
Ishares Tr Core S&p500 Etf (IVV) 0.3 $359k 578.00 620.49
Oscar Health Cl A (OSCR) 0.3 $332k 16k 21.44
Select Sector Spdr Tr Technology (XLK) 0.3 $332k 1.3k 253.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $326k 11k 29.21
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $209k 6.1k 34.49