13F Filings History of Rolek Wealth Management LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$145,855,839
Signature - Title
Kyle Rolek - Chief Compliance Officer
Location
Berwyn, PA
Summary
This page shows a list of all the recent 13F filings made by Rolek Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rolek Wealth Management LLC reported 21 stock holdings with total value $145,855,839 as of Q4 2025. Top holdings included VOO, VUG, VTI, QQQM, and VGT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 21 $145,855,839 +$10,342,105 -$28,490 +$10,313,615 VOO, VUG, VTI, QQQM, VGT 13F-HR 26 Jan 2026, 15:38
Q3 2025 16 $133,189,394 +$7,848,750 -$257,733 +$7,591,017 VUG, VOO, VTI, QQQM, VGT 13F-HR 29 Oct 2025, 16:21
Q2 2025 16 $115,611,937 +$2,881,328 -$1,537,642 +$1,343,686 VUG, VOO, VTI, VGT, QQQM 13F-HR 18 Jul 2025, 10:06
Q1 2025 14 $96,605,489 +$9,990,876 -$28,279,927 -$18,289,051 VUG, VOO, VTI, VGT, FELG 13F-HR 21 Apr 2025, 12:56
Q4 2024 11 $127,603,599 $0 $0 $0 VUG, VOO, VTI, VGT, MSFT 13F-HR 17 Jan 2025, 12:13