Rolek Wealth Management LLC Portfolio Holdings

Rolek Wealth Management LLC

  • $128 Billion
  • Q4 2024

Rolek Wealth Management LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $128 Billion distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $45.9B, Vanguard Index Fds S&P 500 ETF with a value of $38.9B, Vanguard Total Stock Market Et with a value of $37.6B, Vanguard Information Technolog with a value of $2.09B, and Microsoft Corp with a value of $753M.

Examining the 13F form we can see an increase of $128B in the current position value.

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 $128 Billion
ETFs: $126 Billion
Technology: $1.42 Billion
Healthcare: $208 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.82B
$208 Million 0.16% of portfolio
15,502
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 11
  • Current Value $128 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 11 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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