Rolek Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 24 distinct securities held by the firm.
The portfolio is dominated by exchange-traded funds (ETFs), with the Vanguard Total Stock Market ETF (ticker: VTSAX) holding the largest position. The firm reported owning 28,386 shares of this fund. The Vanguard S&P 500 ETF (ticker: VOO) was also a significant holding, with 110,232 shares listed.
Among individual equities, the firm holds 95,930 shares of the Vanguard Growth ETF (ticker: VIG). Other notable individual stock positions include Apple Inc. with 2,544 shares, Microsoft Corporation with 1,220 shares, and Johnson & Johnson with 2,630 shares.
The filing indicates that all positions listed are held as sole voting and dispositive power, with no shared ownership reported for any of the securities.
