Rolek Wealth Management LLC Portfolio Holdings

Rolek Wealth Management LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $146 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $60.6B, Vanguard Growth ETF with a value of $58.3B, Vanguard Total Stock Market Et with a value of $8.6B, Invesco Exchange Traded Fd Tr with a value of $7.6B, and Vanguard Information Technolog with a value of $2.09B.

Examining the 13F form we can see an increase of $12.7B in the current position value, from $133B to 146B.

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.