Sign In
test

Kyle Rolek

Rolek Wealth Management Llc

Assets Managed
$178.571M
Holdings
23
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
28.1%(2Q avg: 11.84%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rolek Wealth Management Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 23 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 178.571M in assets, with a quarterly growth rate of 28.1% and a 2-quarter average growth rate of 11.84%. The portfolio is managed by Kyle Rolek, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 12.09%
40.94%
$73.095M
241,261 shares@ $302.98 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 6.04%
40.65%
$72.583M
105,682 shares@ $686.81 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 3.18%
5.89%
$10.504M
28,386 shares@ $370.04 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 354.87%
4.65%
$8.289M
96,226 shares@ $86.14 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 634.1%
1.33%
$2.372M
19,850 shares@ $119.52 avg price
VXUS
Vanguard Total Intl Stock
Recent Activity
Increased 199.07%
0.96%
$1.703M
19,924 shares@ $85.49 avg price
FELG
Fidelity Enhncd Lrg Cap Gwth
Recent Activity
Decreased -0.27%
0.85%
$1.517M
34,669 shares@ $43.76 avg price
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 8.33%
0.67%
$1.191M
7,251 shares@ $164.27 avg price
MGK
Vanguard Mega Cap Growth Etf
Recent Activity
Increased 400.23%
0.55%
$975,366
11,095 shares@ $87.92 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.04%
0.46%
$811,816
2,806 shares@ $289.32 avg price

1-10 of 23