Rockline Wealth Management, LLC
Rockline Wealth Management, LLC reported 107 positions worth $522.4M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: NVDA (15.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $79.3M | 15.17% | 396,144 | — | — | |
| ▸ 2 | AAPL | SH | $39.0M | 7.47% | 134,864 | — | — | |
| ▸ 3 | LRCX | SH | $24.3M | 4.66% | 56,191 | — | — | |
| ▸ 4 | GOOG | SH | $22.5M | 4.30% | 63,610 | — | — | |
| ▸ 5 | MSFT | SH | $21.5M | 4.12% | 57,704 | — | — | |
| ▸ 6 | AVGO | SH | $21.0M | 4.02% | 55,605 | — | — | |
| ▸ 7 | META | SH | $18.2M | 3.48% | 32,263 | — | — | |
| ▸ 8 | PLTR | SH | $12.1M | 2.31% | 103,536 | — | — | |
| ▸ 9 | AMZN | SH | $10.9M | 2.09% | 45,895 | — | — | |
| ▸ 10 | JPM | SH | $10.9M | 2.08% | 33,212 | — | — |
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Frequently Asked Questions
What stocks does Rockline Wealth Management, LLC hold as of Q2 2026?
Rockline Wealth Management, LLC reported 107 positions worth $522.4M in its Q2 2026 13F filing. Largest positions: NVDA (15.2%), AAPL (7.5%), LRCX (4.7%), GOOG (4.3%) and MSFT (4.1%).
What did Rockline Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rockline Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.