Arkolith/Funds/Rolek Wealth Management LLC

Rolek Wealth Management LLC

CIK 2051339Wealth platform
Holdings as of Jun 30, 2026·disclosed Jul 14, 2026·~14-day 13F lag·13F-HR
Active Filer

Rolek Wealth Management LLC holds a concentrated book of 23 stocks worth $178.6M as of Q2 2026 (disclosed Jul 14, 2026, a ~45-day 13F lag). This quarter they opened Invesco QQQ Trust Series 1 and trimmed Fidelity Enh LRG Cap GWTH. Their largest long position is Invesco Nasdaq 100 ETF at 41% of the equity book. Cloning the disclosed picks since 2025 would be +25% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Rolek Wealth Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
16
existing
Trimmed
3
reduced
Sold out
0
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.8%
+15.5%/yr · since Jan '25
Their reported book
+22.4%
held from quarter-end
S&P 500
+25.8%
same window
$8K$10K$11K$12K$13KJan '25May '25Aug '25Dec '25Apr '26Jul '26
Rolek Wealth Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 2.4 points over this window.

Growth of $10,000 cloning Rolek Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: concentrated book

Top 5 holdings
93%
Top 10 holdings
97%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

2% mapped to company sectors

ETF / fund or unclassified
98%
Information Technology
1%
Health Care
1%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Rolek Wealth Management LLC

Manager / fundShared namesTheir $ in those
FMR LLC23 / 23$261.4B
MORGAN STANLEY23 / 23$238.3B
JPMORGAN CHASE & CO23 / 23$221.3B
BANK OF AMERICA CORP /DE/23 / 23$182.0B
WELLS FARGO & COMPANY/MN23 / 23$84.7B
ROYAL BANK OF CANADA23 / 23$70.0B
UBS Group AG23 / 23$61.4B
RAYMOND JAMES FINANCIAL INC23 / 23$52.9B

Ranked by how many of Rolek Wealth Management LLC's top 23 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

23 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$73.1M241.3K
40.9%
+12%
Added · +26K sh
2Vanguard Index FDS
S&P 500 ETF SHS
$72.6M105.7K
40.6%
+6.0%
Added · +6K sh
3Vanguard Index FDS
TOTAL STK MKT
$10.5M28.4K
5.9%
+3.2%
Added · +874 sh
4Vanguard Index FDS
GROWTH ETF
$8.3M96.2K
4.6%
+355%
Added · +75K sh
5Vanguard World FD
INF TECH ETF
$2.4M19.9K
1.3%
+634%
Added · +17K sh
6Vanguard Star FDS
VG TL INTL STK F
$1.7M19.9K
1.0%
+199%
Added · +13K sh
7Fidelity Covington Trust
ENHANCED LARGE
$1.5M34.7K
0.8%
−0.3%
Reduced · −97 sh
8Ishares TR
CORE S&P TTL STK
$1.2M7.3K
0.7%
+8.3%
Added · +557 sh
9Vanguard World FD
MEGA GRWTH IND
$975K11.1K
0.5%
+400%
Added · +9K sh
10Apple Inc
COM
$812K2.8K
0.5%
~0%
Added · +1 sh
11Johnson & Johnson
COM
$668K2.6K
0.4%
Held
12Ishares TR
CORE S&P500 ETF
$629K839
0.4%
+45%
Added · +261 sh
13Invesco Exchange Traded FD T
S&P500 EQL WGT
$564K2.6K
0.3%
+151%
Added · +2K sh
14Meta Platforms Inc
CL A
$523K929
0.3%
+0.1%
Added · +1 sh
15Microsoft Corp
COM
$507K1.4K
0.3%
−16%
Reduced · −253 sh
16Select Sector SPDR TR
ST STR TECHN ETF
$502K2.6K
0.3%
+0.1%
Added · +3 sh
17J P Morgan Exchange Traded F
EQUITY PREMIUM
$426K7.5K
0.2%
Held
18SPDR Gold TR
GOLD SHS
$406K1.1K
0.2%
+7.2%
Added · +74 sh
19Oscar Health Inc
CL A
$337K11.8K
0.2%
−24%
Reduced · −4K sh
20Fidelity Covington Trust
ENHANCED LARGE
$254K6.1K
0.1%
~0%
Added · +3 sh
21Alphabet Inc
CAP STK CL C
$253K715
0.1%
Held
22Ishares Silver TR
ISHARES
$234K4.4K
0.1%
+8.3%
Added · +336 sh
23Invesco QQQ TR
UNIT SER 1
$227K308
0.1%
New
New position
Showing all 23 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 14, 202623$178.6M13F-HR
Q1 2026Mar 31, 2026Apr 22, 202622$139.4M13F-HR
Q4 2025Dec 31, 2025Jan 26, 202621$145.9M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202516$133.2M13F-HR
Q2 2025Jun 30, 2025Jul 18, 202516$115.6M13F-HR
Q1 2025Mar 31, 2025Apr 21, 202514$96.6M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202511$127.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.