Holdings
Rolek Wealth Management LLC
As of Jun 30, 2026, Rolek Wealth Management LLC reported 6 positions worth US$3.1M. Largest: Apple Inc, Johnson & Johnson and Meta Platforms, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 2,806 | US$812K | +1 | Jun 30, 2026 |
| Johnson & Johnson | 2,630 | US$668K | no change | Jun 30, 2026 |
| Meta Platforms, Inc. | 929 | US$523K | +1 | Jun 30, 2026 |
| Microsoft Corp. | 1,358 | US$507K | −253 | Jun 30, 2026 |
| Oscar Health, Inc. | 11,802 | US$337K | −3,700 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 707 | US$253K | −6 | Jun 30, 2026 |