§ 13F · FUND PROFILE
Rockline Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $483M (13F)Positions · 103Turnover · — · Q1Filed · Apr 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 405K | $71M | 15.3% | −2% |
| 2 | AAPL | APPLE INC | 136K | $34M | 7.5% | −4% |
| 3 | MSFT | MICROSOFT CORP | 58K | $21M | 4.6% | ±0% |
| 4 | META | META PLATFORMS INC | 33K | $19M | 4.1% | −1% |
| 5 | GOOG | ALPHABET INC | 63K | $18M | 3.9% | −1% |
| 6 | AVGO | BROADCOM INC | 55K | $17M | 3.7% | +1% |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | 110K | $16M | 3.5% | −4% |
| 8 | LRCX | LAM RESEARCH CORP | 56K | $12M | 2.6% | −3% |
| 9 | JPM | JPMORGAN CHASE & CO | 34K | $10M | 2.2% | −2% |
| 10 | WMT | WALMART INC | 80K | $10M | 2.2% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROCKLINE SIGNAL
AC read
Rockline Wealth Management, LLC is a Other fund managing $483 million in assets. The fund runs a portfolio of 103 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed