Rolek Wealth Management LLC reported 23 holdings worth US$179M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 14, 2026
Rolek Wealth Management LLC reported 23 holdings worth US$179M as of Jun 30, 2026. Largest: Apple Inc, Johnson & Johnson and Meta Platforms, Inc. Filed Jul 14, 2026 (Form 13F).
- Holdings
- 23
- Value as reported
- US$179M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,806 | US$812K | 0.45% |
| Johnson & Johnson | 2,630 | US$668K | 0.37% |
| Meta Platforms, Inc. | 929 | US$523K | 0.29% |
| Microsoft Corp. | 1,358 | US$507K | 0.28% |
| Oscar Health, Inc. | 11,802 | US$337K | 0.19% |
| Alphabet Inc (google) Class C | 707 | US$253K | 0.14% |