Rolek Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Berwyn, PA
CIK
0002051339
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 14 96,605 VUG, VOO, VTI, VGT 13F-HR 4/21/2025 000195175725000385
Q4 2024 11 127,603 VUG, VOO, VTI, VGT 13F-HR 1/17/2025 000195175725000074