Rolek Wealth Management LLC
Rolek Wealth Management LLC reported 23 positions worth $178.6M as of June 30, 2026 (13F filed July 14, 2026). Largest holding: QQQM (40.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | QQQM | SH | $73.1M | 40.93% | 241,261 | — | — | |
| ▸ 2 | VOO | SH | $72.6M | 40.65% | 105,682 | — | — | |
| ▸ 3 | VTI | SH | $10.5M | 5.88% | 28,386 | — | — | |
| ▸ 4 | VUG | SH | $8.3M | 4.64% | 96,226 | — | — | |
| ▸ 5 | VGT | SH | $2.4M | 1.33% | 19,850 | — | — | |
| ▸ 6 | VXUS | SH | $1.7M | 0.95% | 19,924 | — | — | |
| ▸ 7 | FELG | SH | $1.5M | 0.85% | 34,669 | — | — | |
| ▸ 8 | ITOT | SH | $1.2M | 0.67% | 7,251 | — | — | |
| ▸ 9 | MGK | SH | $975.4K | 0.55% | 11,095 | — | — | |
| ▸ 10 | AAPL | SH | $811.8K | 0.45% | 2,806 | — | — |
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Frequently Asked Questions
What stocks does Rolek Wealth Management LLC hold as of Q2 2026?
Rolek Wealth Management LLC reported 23 positions worth $178.6M in its Q2 2026 13F filing. Largest positions: QQQM (40.9%), VOO (40.6%), VTI (5.9%), VUG (4.6%) and VGT (1.3%).
What did Rolek Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rolek Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.