Rolek Wealth Management LLC
All 13F Filings
- Location
- Berwyn, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 178,571
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 23 | 178,571 | 13F-HR | Rolek Wealth Management LLC |
| Q1 2026 | 4/22/2026 | 22 | 139,402 | 13F-HR | Rolek Wealth Management LLC |
| Q4 2025 | 1/26/2026 | 21 | 145,856 | 13F-HR | Rolek Wealth Management LLC |
| Q3 2025 | 10/29/2025 | 16 | 133,189 | 13F-HR | Rolek Wealth Management LLC |
| Q2 2025 | 7/18/2025 | 16 | 115,612 | 13F-HR | Rolek Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 4.871 K | 2.7% | 482 | 0 | 482 |
| ETFs | 173.7 K | 97.3% | 38.69 K | 0 | 38.69 K |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
178,571
Holdings
23
QoQ value change ($000)
39,169
(28.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.