StockDriftsStockDriftsTop 50 Rockline Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 15.17% | 396.1K | $79.3M | -2.16%(-8.73K) | $50.21(+339.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.47% | 134.9K | $39.0M | -0.55%(-751) | $184.37(+66.33%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 4.66% | 56.2K | $24.3M | +0.11%(+59) | $80.98(+288.29%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.3% | 63.6K | $22.5M | +0.97%(+613) | $161.46(+117.07%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.12% | 57.7K | $21.5M | +0.13%(+74) | $363.43(+38.34%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 4.02% | 55.6K | $21.0M | +1.46%(+800) | $190.31(+120.88%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.48% | 32.3K | $18.2M | -2.69%(-892) | $470.80(+26.76%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 2.31% | 103.5K | $12.1M | -5.93%(-6.52K) | $43.95(+302.01%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.09% | 45.9K | $10.9M | +2.39%(+1.07K) | $158.20(+73.80%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.08% | 33.2K | $10.9M | -3.33%(-1.14K) | $169.52(+113.25%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +75.56% |
| Top 20 Holdings Unweighted | — | — | — | — | +53.36% |
Rockline Wealth Management, LLC reports $522.42M in US-listed equity holdings across 107 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (15.2%), AAPL (7.5%) and LRCX (4.7%). The top 20 holdings account for 66.49% of reported assets. Its disclosed equity book has returned +75.56% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rockline Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005098). View Rockline Wealth Management, LLC’s 13F filings on SEC