Institutions / Rockline Wealth Management, LLC
Rockline Wealth Management, LLC
CIK 2005098 · Institution · as of Dec 31, 2025
Portfolio value
$490.51M
Positions
105
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 105 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $77.39M | 15.8% |
| Apple Inc. | $38.31M | 7.8% |
| Microsoft Corp | $27.79M | 5.7% |
| Meta Platforms Inc | $22.03M | 4.5% |
| Palantir Technologies Inc | $20.38M | 4.2% |
| Alphabet Inc. | $20.06M | 4.1% |
| Broadcom Inc. | $18.86M | 3.8% |
| Oracle Corp | $11.70M | 2.4% |
| JPMorgan Chase & Co | $11.33M | 2.3% |
| Home Depot, Inc. | $10.59M | 2.2% |
| Amazon.com Inc | $10.40M | 2.1% |
| Visa Inc | $10.11M | 2.1% |
| Lam Research Corp | $9.94M | 2.0% |
| Walmart Inc. | $9.13M | 1.9% |
| Costco Wholesale Corp /New | $8.38M | 1.7% |
| Tesla Inc | $7.97M | 1.6% |
| AbbVie Inc. | $7.57M | 1.5% |
| RTX Corp | $6.87M | 1.4% |
| Johnson & Johnson | $6.63M | 1.4% |
| Blackstone Inc | $6.22M | 1.3% |
| General Dynamics Corp | $6.05M | 1.2% |
| S&P Global Inc. | $5.82M | 1.2% |
| Mastercard Inc | $5.57M | 1.1% |
| Waste Management Inc | $5.50M | 1.1% |
| Mcdonald'S Corp | $5.50M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.