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Disclosery

13F-HR filed by Rolek Wealth Management LLC

Rolek Wealth Management LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-17, with 11 holding rows worth $127,603,599.

Accession
0001951757-25-000074
Filer
CIK 2051339
Filed
2025-01-17
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 11 entries on the cover page, a total value of $127,603,599 stated on the cover page (in dollars after the unit check, H1), rows summing to $127,603,599 with VALUE read as dollars as filed, 13F file number 028-24570. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Growth922908736COM111,723$45,855,752dollars as filed
Vanguard S&P 500 ETF922908363COM72,206$38,905,275dollars as filed
VTI922908769COM129,706$37,590,160dollars as filed
VGT92204A702SHS3,359$2,088,607dollars as filed
Microsoft Corp594918104COM1,786$752,957dollars as filed
Apple Inc037833100COM2,680$671,180dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS1,931$662,991dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS11,008$306,793dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS488$287,276dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS1,180$274,261dollars as filed
OSCAR HEALTH INC687793109CL A15,502$208,347dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-25-000074this filing2025-01-17acceptance time not in the bulk data set