Kyle Rolek

@Rolek Wealth Management Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$127.604M

Total holdings11

Assets growth rate0%

Assets growth rate (2-Q avg)0%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Rolek Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Rolek Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 127.604M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Kyle Rolek, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VUGVanguard Index Fds Recent Activity New Position	35.94%	$45.856M 111,723 shares@ $410.45 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	30.49%	$38.905M 72,206 shares@ $538.81 avg price	New Position
VTIVanguard Index Fds Recent Activity New Position	29.46%	$37.59M 129,706 shares@ $289.82 avg price	New Position
VGTVanguard World Fd Recent Activity New Position	1.64%	$2.089M 3,359 shares@ $621.8 avg price	New Position
MSFTMicrosoft Corp Recent Activity New Position	0.6%	$752,957 1,786 shares@ $421.59 avg price	New Position
AAPLApple Inc Recent Activity New Position	0.53%	$671,180 2,680 shares@ $250.45 avg price	New Position
MGKVanguard World Fd Recent Activity New Position	0.52%	$662,991 1,931 shares@ $343.35 avg price	New Position
SCHGSchwab Strategic Tr Recent Activity New Position	0.25%	$306,793 11,008 shares@ $27.88 avg price	New Position
IVVIshares Tr Recent Activity New Position	0.23%	$287,276 488 shares@ $588.69 avg price	New Position
XLKSelect Sector Spdr Tr Recent Activity New Position	0.22%	$274,261 1,180 shares@ $232.43 avg price	New Position