Rolek Wealth Management LLC Portfolio Holdings

Rolek Wealth Management LLC

  • $133 Billion
  • Q3 2025

Rolek Wealth Management LLC has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $133 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $56.4B, Vanguard Index Fds S&P 500 ETF with a value of $55B, Vanguard Total Stock Market Et with a value of $7.83B, Invesco Exchange Traded Fd Tr with a value of $4.7B, and Vanguard Information Technolog with a value of $2.08B.

Examining the 13F form we can see an increase of $17.6B in the current position value, from $116B to 133B.

Rolek Wealth Management LLC is based out at Berwyn, PA

Below you can find more details about Rolek Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $133 Billion
ETFs: $129 Billion
Technology: $1.58 Billion
Communication Services: $682 Million
Healthcare: $293 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$848 Million 0.64% of portfolio
1,637
Q3 2025 Reduced 7.04%
$4.3T
$732 Million 0.55% of portfolio
2,874
Q3 2025 Reduced 0.83%
$1.37T
$682 Million 0.51% of portfolio
928
Q3 2025 Added 10.21%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $133 Billion
  • Prior Value $116 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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