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Rockline Wealth Management, LLC

Portfolio Manager
Rockline Wealth Management, LLC
Performance
-8.20% (2026 Q1)
AUM (13F)
$460.07M
# of Holdings
108
Performance Rank
Allocation (Top 20)
66.76%

Rockline Wealth Management, LLC Holdings Map

Top 50 Rockline Wealth Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NVDA
NVIDIA CORPORATION
15.35%404.9K$70.6M
-2.43%(-10.10K)
2025-Q1: 419.3K shares2025-Q2: 413.7K shares2025-Q3: 416.3K shares2025-Q4: 415.0K shares2026-Q1: 404.9K shares
$50.21(+349.77%)
2026-03-31
AAPL
APPLE INC
7.48%135.6K$34.4M
-3.75%(-5.29K)
2025-Q1: 143.3K shares2025-Q2: 140.9K shares2025-Q3: 140.2K shares2025-Q4: 140.9K shares2026-Q1: 135.6K shares
$184.37(+62.10%)
2026-03-31
MSFT
MICROSOFT CORP
4.64%57.6K$21.3M
+0.30%(+172)
2025-Q1: 56.0K shares2025-Q2: 56.1K shares2025-Q3: 56.2K shares2025-Q4: 57.5K shares2026-Q1: 57.6K shares
$363.42(+11.50%)
2026-03-31
META
META PLATFORMS INC
4.12%33.2K$19.0M
-0.67%(-223)
2025-Q1: 29.5K shares2025-Q2: 31.0K shares2025-Q3: 32.5K shares2025-Q4: 33.4K shares2026-Q1: 33.2K shares
$470.80(+30.98%)
2026-03-31
GOOG
ALPHABET INC
3.93%63.0K$18.1M
-1.45%(-924)
2025-Q1: 56.5K shares2025-Q2: 58.6K shares2025-Q3: 61.8K shares2025-Q4: 63.9K shares2026-Q1: 63.0K shares
$159.38(+150.38%)
2026-03-31
AVGO
BROADCOM INC
3.69%54.8K$17.0M
+0.57%(+310)
2025-Q1: 43.8K shares2025-Q2: 44.9K shares2025-Q3: 53.8K shares2025-Q4: 54.5K shares2026-Q1: 54.8K shares
$188.19(+121.47%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
3.5%110.1K$16.1M
-4.02%(-4.62K)
2025-Q1: 111.2K shares2025-Q2: 117.6K shares2025-Q3: 113.0K shares2025-Q4: 114.7K shares2026-Q1: 110.1K shares
$43.95(+195.90%)
2026-03-31
LRCX
LAM RESEARCH CORP
2.61%56.1K$12.0M
-3.31%(-1.92K)
2025-Q1: 48.0K shares2025-Q2: 50.9K shares2025-Q3: 55.8K shares2025-Q4: 58.1K shares2026-Q1: 56.1K shares
$80.73(+265.97%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.2%34.4K$10.1M
-2.27%(-799)
2025-Q1: 33.9K shares2025-Q2: 34.0K shares2025-Q3: 34.3K shares2025-Q4: 35.2K shares2026-Q1: 34.4K shares
$169.52(+77.12%)
2026-03-31
WMT
WALMART INC
2.15%79.7K$9.9M
-2.80%(-2.30K)
2025-Q1: 48.7K shares2025-Q2: 81.2K shares2025-Q3: 82.4K shares2025-Q4: 82.0K shares2026-Q1: 79.7K shares
$71.03(+85.08%)
2026-03-31

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