Rolek Wealth Management LLC Portfolio Holdings by Sector
Rolek Wealth Management LLC
- $116 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VUG VOO VGT QQQM ITOT MGK IVV XLK 9 stocks |
$105 Million
91.89% of portfolio
|
  5  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$6.84 Million
5.99% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$875,911
0.77% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META 1 stocks |
$621,160
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$594,560
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
OSCR 1 stocks |
$332,363
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|