Rockline Wealth Management, LLC 13F Holdings
CIK 0002005098 · Islip Terrace, NY
As of Sep 30, 2025, Rockline Wealth Management, LLC reported 103 positions worth $483.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 416,274 | $77.7M | 16.08% |
| APPLE INC | AAPL | Technology | 140,158 | $35.7M | 7.39% |
| MICROSOFT CORP | MSFT | Technology | 56,248 | $29.1M | 6.03% |
| META PLATFORMS INC | META | Communication Services | 32,469 | $23.8M | 4.94% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 113,010 | $20.6M | 4.27% |
| BROADCOM INC | AVGO | Technology | 53,768 |