Rolek Wealth Management LLC Portfolio Holdings by Sector
Rolek Wealth Management LLC
- $146 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO VUG QQQM VGT ITOT MGK JEPI IVV 13 stocks |
$133 Million
92.13% of portfolio
|
  9  
|
  2  
|
  4  
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$8.6 Million
5.97% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$889,401
0.62% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOG 2 stocks |
$836,898
0.58% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$788,328
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$222,764
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|