Rolek Wealth Management Q2 2026 Portfolio Activity

As reported by insiderset.com for the period ending June 30th, 2026, Rolek Wealth Management Llc experienced notable shifts across its investment portfolio. The firm's overall strategy appears focused on broad market exposure through exchange-traded funds (ETFs), with a significant portion allocated to Vanguard products.

Rolek Wealth Management demonstrated strong buying activity during this quarter. The investor increased their position in the highly weighted INVESCO EXCH TRADED FD TR II (QQQM) by 12.09%, adding shares worth approximately $73 million to their portfolio. Similarly, they boosted holdings of VANGUARD INDEX FDS (VUG), a fund tracking utilities sector ETFs, resulting in a substantial increase of over 354% in the number of shares held.

Further evidence of buying interest includes additions or significant increases in other Vanguard funds. Holdings of VANGUARD WORLD FD (VGT) saw an impressive jump with a 634.1% share increase, while also increasing their position in VANGUARD STAR FDS (VXUS), albeit by a smaller percentage change from prior period.

Conversely, Rolek Wealth Management disclosed selling activity for OSCR HEALTH INC (OSCR). The firm sold shares of this Healthcare stock, leading to a -23.87% reduction in its holdings and negatively impacting the portfolio's allocation towards that sector.

The investor also made adjustments within their ETF allocations beyond major purchases or sales. They slightly increased VANGUARD INDEX FDS (VTI) by 3.18%, added a small position to INVESCO EXCHANGE TRADED FD T (RSP), and modestly increased holdings of ISHARES TR (ITOT). However, despite these changes, the portfolio still maintains only two Technology stocks: APPLE INC (AAPL) with minimal change (-0.04%) in shares held from prior period, and MICROSOFT CORP (MSFT) which actually saw a decrease.

Notably, Rolek Wealth Management did not disclose any large sell-offs during this quarter according to the provided data. The portfolio remains heavily concentrated in ETFs, particularly Vanguard funds, with only two individual stocks holding significant weight: VUG and QQQM combined account for nearly 86% of the total value.

For further details on Rolek Wealth Management Llc's investment activities or to explore their holdings more deeply, visit insiderset.com/institutions/rolek-wealth-management-llc. You can also find comprehensive information on individual stocks like VUG at insiderset.com/stocks/VUG.