Rolek Wealth Management LLCETFConcentrated long-term

CIK: 0002051339 | BERWYN, PA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	24	$188.4M	2026-10-21	SEC ↗
Q2 2026	13F-HR	23	$178.6M	2026-07-14	SEC ↗
Q1 2026	13F-HR	22	$139.4M	2026-04-22	SEC ↗
Q4 2025	13F-HR	21	$145.9M	2026-01-26	SEC ↗
Q3 2025	13F-HR	16	$133.2M	2025-10-29	SEC ↗
Q2 2025	13F-HR	16	$115.6M	2025-07-18	SEC ↗
Q1 2025	13F-HR	14	$96.6M	2025-04-21	SEC ↗
Q4 2024	13F-HR	11	$127.6M	2025-01-17	SEC ↗