DOSSIER · 13F-HR · Q2 2026

Rockline Wealth Management, LLC

$522M in tracked AUM across 107 positions as of Q2 2026.

RW
CIK 0002005098 · last filed Jun 30, 2026
Total AUM
$522M
as of Q2 2026
Holdings
107
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Rockline Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$79M396K15.2%
02
AAPL
APPLE INC
$39M135K7.5%
03
LRCX
LAM RESEARCH CORP
$24M56K4.7%
04
GOOG
ALPHABET INC
$22M64K4.3%
05
MSFT
MICROSOFT CORP
$22M58K4.1%
06
AVGO
BROADCOM INC
$21M56K4.0%
07
META
META PLATFORMS INC
$18M32K3.5%
08
PLTR
PALANTIR TECHNOLOGIES INC
$12M104K2.3%
09
AMZN
AMAZON COM INC
$11M46K2.1%
10
JPM
JPMORGAN CHASE & CO
$11M33K2.1%

Filing history

2026Q2Jun 30
$522M▲ 13.6%
107 positionsView →
2026Q1Mar 31
$460M▼ 6.2%
108 positionsView →
2025Q4Dec 31
$491M▲ 1.5%
105 positionsView →
2025Q3Sep 30
$483M▲ 14.3%
103 positionsLocked
2025Q2Jun 30
$423M▲ 17.6%
98 positionsLocked
2025Q1Mar 31
$359M▼ 4.0%
95 positionsLocked
2024Q4Dec 31
$374M▲ 5.6%
100 positionsLocked
2024Q3Sep 30
$354M▲ 9.5%
101 positionsLocked
2024Q2Jun 30
$324M▲ 13.1%
97 positionsLocked
2024Q1Mar 31
$286M▲ 18.8%
93 positionsLocked
2023Q4Dec 31
$241M—
88 positionsLocked