Rolek Wealth Management LLC - Portfolio overview

Rolek Wealth Management LLC has 23 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 42.61%
2. QQQM - INVESCO EXCH TRADED FD TR II, 36.60%
3. VUG - VANGUARD INDEX FDS, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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