StockDriftsStockDriftsTop 22 Rolek Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 42.72% | 99.7K | $59.6M | +3.21%(+3.10K) | $544.57(+25.31%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 36.69% | 215.2K | $51.1M | +615.96%(+185.18K) | $243.93(+20.59%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 6.63% | 21.2K | $9.2M | -82.30%(-98.34K) | $66.43(+31.74%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 6.33% | 27.5K | $8.8M | +7.25%(+1.86K) | $293.71(+24.18%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 1.35% | 2.7K | $1.9M | -2.28%(-63) | $75.52(+50.23%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 0.93% | 34.8K | $1.3M | -1.90%(-675) | $34.10(+29.42%) | 2026-03-31 | |
| ITOT | ISHARES TR | 0.68% | 6.7K | $953K | -1.46%(-99) | $125.79(+28.78%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 0.58% | 2.2K | $815K | +0.05%(+1) | $64.94(+36.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 0.51% | 2.8K | $712K | -3.28%(-95) | $232.13(+28.75%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 0.46% | 2.6K | $643K | new | $225.69(+2.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.55% | +24.41% |
| Top 20 Holdings Unweighted | +8.21% | +26.72% |
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