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Asset Manager ← All Institutions

Rolek Wealth Management LLC

1055 WESTLAKES DRIVE SUITE 300, BERWYN, PA 19312 • 267-427-5667

Q2 2025 · Filed 2025-07-18

Q1 2026 Q4 2025 Q3 2025 Q2 2025

Market Value

$116M

+19.7%

Holdings

New Purchases

Added To

Closed

Reduced

Top 10 Concentration

98.1%

Turnover

12.5%

Top Buys (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
QQQM	1.35%	0.00%	+1.35%	$2M
FELC	0.18%	0.00%	+0.18%	$209K
META	0.54%	0.44%	+0.09%	$621K
OSCR	0.29%	0.20%	+0.09%	$332K
MGK	0.68%	0.60%	+0.08%	$786K
MSFT	0.76%	0.69%	+0.06%	$876K
XLK	0.29%	0.25%	+0.04%	$332K
IVV	0.31%	0.28%	+0.03%	$359K

Top Sells (by % of Portfolio)

Symbol	Cur %	Prior %	Chg %	Value
VOO	41.05%	41.92%	-0.87%	$47M
FELG	1.01%	1.27%	-0.26%	$1M
VUG	44.31%	44.56%	-0.25%	$51M
VTI	5.91%	6.16%	-0.25%	$7M
ITOT	0.78%	0.93%	-0.16%	$898K
AAPL	0.51%	0.59%	-0.08%	$595K
VGT	1.74%	1.82%	-0.07%	$2M
SCHG	0.28%	0.28%	-0.00%	$326K

Sector Allocation Over Time

Industry Breakdown

Industry	Weight
Financial Services	97.9%
Technology	0.9%
Healthcare	0.6%
Communication Services	0.5%

Market Cap Concentration

Tier	Holdings	Value	Weight
Mega Cap	7	$108M	93.4%
Large Cap	6	$6M	5.1%
Mid Cap	3	$2M	1.5%

Portfolio Analytics

Avg Market Cap

$822.5B

Median Market Cap

$123.6B

Avg P/E

27.9

Median P/E

24.8

Avg Dividend Yield

0.00%

Avg Beta

1.20

# Stocks

# ETFs / Funds

Top Holdings (16 total)

#	Symbol	% Port	Shares	Value	Avg Price	Q/Q Value Chg	Share Chg	Chg %	Status
1	VUG	44.31%	116,856	$51M	$438.40	$8M	-1,982	-1.7%
2	VOO	41.05%	83,552	$47M	$568.03	$7M	+1,596	+1.9%
3	VTI	5.91%	22,500	$7M	$303.92	$884K	-80	-0.3%
4	VGT	1.74%	3,041	$2M	$663.30	$263K	-294	-8.8%
5	QQQM	1.35%	6,888	$2M	$227.09	—	+6,888	—	NEW
6	FELG	1.01%	31,558	$1M	$37.03	-$55K	-8,249	-20.7%
7	ITOT	0.78%	6,651	$898K	$135.04	-$5K	-1,066	-13.8%
8	MSFT	0.76%	1,761	$876K	$497.39	$207K	+26	+1.5%
9	MGK	0.68%	2,148	$786K	$366.11	$203K	+216	+11.2%
10	META	0.54%	842	$621K	$737.72	$192K	+19	+2.3%
11	AAPL	0.51%	2,898	$595K	$205.16	$25K	+80	+2.8%
12	IVV	0.31%	578	$359K	$620.49	$91K	+83	+16.8%
13	OSCR	0.29%	15,502	$332K	$21.44	$139K	—	—
14	XLK	0.29%	1,311	$332K	$253.20	$91K	+110	+9.2%
15	SCHG	0.28%	11,171	$326K	$29.21	$52K	—	—
16	FELC	0.18%	6,053	$209K	$34.49	—	+6,053	—	NEW

New Positions

Symbol	Value	% Port
QQQM	$2M	1.35%
FELC	$209K	0.18%

View SEC EDGAR Filings for Rolek Wealth Management LLC →