Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rockline Wealth Management, LLC (CIK 2005098) reported $460.1M across 108 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($70.6M, 15.35%), AAPL ($34.4M, 7.48%), MSFT ($21.3M, 4.64%), META ($19.0M, 4.12%), GOOG ($18.1M, 3.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $70.6M | 15.35% | 404,873 | Trimmed |
| 2 | AAPL | APPLE INC | $34.4M | 7.48% | 135,615 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $21.3M | 4.64% | 57,630 | Added |
| 4 | META | META PLATFORMS INC | $19.0M | 4.12% | 33,155 | Trimmed |
| 5 | GOOG | ALPHABET INC | $18.1M | 3.93% | 62,997 | Trimmed |
| 6 | AVGO | BROADCOM INC | $17.0M | 3.69% | 54,805 | Added |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC | $16.1M | 3.50% | 110,057 | Trimmed |
| 8 | LRCX | LAM RESEARCH CORP | $12.0M | 2.61% | 56,132 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $10.1M | 2.20% | 34,355 | Trimmed |
| 10 | WMT | WALMART INC | $9.9M | 2.15% | 79,691 | Trimmed |
| 11 | HD | HOME DEPOT INC | $9.8M | 2.12% | 29,657 | Trimmed |
| 12 | COST | COSTCO WHOLESALE CORPORATION | $9.4M | 2.04% | 9,427 | Trimmed |
| 13 | AMZN | AMAZON COM INC | $9.3M | 2.03% | 44,825 | Trimmed |
| 14 | ORCL | ORACLE CORP | $8.9M | 1.93% | 60,498 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $7.7M | 1.67% | 31,497 | Trimmed |
| 16 | ABBV | ABBVIE INC | $7.2M | 1.56% | 32,904 | Trimmed |
| 17 | RTX | RTX CORPORATION | $7.0M | 1.53% | 36,479 | Trimmed |
| 18 | TSLA | TESLA INC | $6.7M | 1.46% | 18,016 | Added |
| 19 | CAT | CATERPILLAR INC | $6.6M | 1.43% | 9,279 | Added |
| 20 | MRK | MERCK & CO INC | $6.1M | 1.32% | 50,328 | Trimmed |
| 21 | GD | GENERAL DYNAMICS CORP | $6.0M | 1.31% | 17,532 | Trimmed |
| 22 | WM | WASTE MGMT INC DEL | $5.6M | 1.22% | 24,500 | Trimmed |
| 23 | MCD | MCDONALDS CORP | $5.6M | 1.21% | 17,944 | Trimmed |
| 24 | NEE | NEXTERA ENERGY INC | $5.4M | 1.18% | 58,253 | Trimmed |
| 25 | VRT | VERTIV HOLDINGS CO | $5.2M | 1.13% | 20,749 | Added |
Source: SEC Form 13F filings · as of 2026-03-31