Rolek Wealth Management

Rolek Wealth Management as of March 31, 2026

Portfolio Holdings for Rolek Wealth Management

Rolek Wealth Management holds 22 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 42.7 $60M 100k 597.55
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 36.7 $51M 215k 237.62
Vanguard Index Fds Growth Etf (VUG) 6.6 $9.2M 21k 436.78
Vanguard Index Fds Total Stk Mkt (VTI) 6.3 $8.8M 28k 320.81
Vanguard World Inf Tech Etf (VGT) 1.4 $1.9M 2.7k 697.65
Fidelity Covington Trust Enhanced Large (FELG) 0.9 $1.3M 35k 37.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $954k 6.7k 142.44
Vanguard World Mega Grwth Ind (MGK) 0.6 $815k 2.2k 367.43
Apple (AAPL) 0.5 $712k 2.8k 253.77
Johnson & Johnson (JNJ) 0.5 $643k 2.6k 244.41
Microsoft Corporation (MSFT) 0.4 $597k 1.6k 370.27
Meta Platforms Cl A (META) 0.4 $531k 928.00 572.36
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.4 $514k 6.7k 77.11
Spdr Gold Tr Gold Shs (GLD) 0.3 $443k 1.0k 430.26
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.3 $428k 7.5k 56.68
Ishares Tr Core S&p500 Etf (IVV) 0.3 $378k 578.00 653.64
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $350k 2.6k 132.91
Ishares Silver Tr Ishares (SLV) 0.2 $276k 4.0k 68.14
Fidelity Covington Trust Enhanced Large (FELC) 0.2 $220k 6.1k 36.27
Alphabet Cap Stk Cl C (GOOG) 0.1 $205k 715.00 286.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $203k 1.1k 191.84
Oscar Health Cl A (OSCR) 0.1 $178k 16k 11.47