SEC Form 13F

Rolek Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-15
Reported value$178,571,216
Positions23

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO EXCH TRADED FD TR IIQQQMNASDAQ 100 ETF$73,094,882241,261
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$72,583,240105,682
VANGUARD INDEX FDSVTITOTAL STK MKT$10,503,89828,386
VANGUARD INDEX FDSVUGGROWTH ETF$8,288,87296,226
VANGUARD WORLD FDVGTINF TECH ETF$2,372,43219,850
VANGUARD STAR FDSVXUSVG TL INTL STK F$1,703,27619,924
FIDELITY COVINGTON TRUSTFELGENHANCED LARGE$1,516,77434,669
ISHARES TRITOTCORE S&P TTL STK$1,191,1127,251
VANGUARD WORLD FDMGKMEGA GRWTH IND$975,36611,095
APPLE INCAAPLCOM$811,8162,806

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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