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 $522.4M across 107 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: NVDA ($79.3M, 15.17%), AAPL ($39.0M, 7.47%), LRCX ($24.3M, 4.66%), GOOG ($22.5M, 4.30%), MSFT ($21.5M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $79.3M | 15.17% | 396,144 | Trimmed |
| 2 | AAPL | APPLE INC | $39.0M | 7.47% | 134,864 | Trimmed |
| 3 | LRCX | LAM RESEARCH CORP | $24.3M | 4.66% | 56,191 | Added |
| 4 | GOOG | ALPHABET INC | $22.5M | 4.30% | 63,610 | Added |
| 5 | MSFT | MICROSOFT CORP | $21.5M | 4.12% | 57,704 | Added |
| 6 | AVGO | BROADCOM INC | $21.0M | 4.02% | 55,605 | Added |
| 7 | META | META PLATFORMS INC | $18.2M | 3.48% | 32,263 | Trimmed |
| 8 | PLTR | PALANTIR TECHNOLOGIES INC | $12.1M | 2.31% | 103,536 | Trimmed |
| 9 | AMZN | AMAZON COM INC | $10.9M | 2.09% | 45,895 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $10.9M | 2.08% | 33,212 | Trimmed |
| 11 | CAT | CATERPILLAR INC | $10.4M | 1.99% | 9,752 | Added |
| 12 | HD | HOME DEPOT INC | $9.6M | 1.83% | 27,094 | Trimmed |
| 13 | ORCL | ORACLE CORP | $9.0M | 1.71% | 61,080 | Added |
| 14 | POWL | POWELL INDS INC | $8.9M | 1.70% | 30,939 | Added |
| 15 | WMT | WALMART INC | $8.8M | 1.69% | 77,723 | Trimmed |
| 16 | COST | COSTCO WHOLESALE CORPORATION | $8.7M | 1.66% | 9,263 | Trimmed |
| 17 | MU | MICRON TECHNOLOGY INC | $8.4M | 1.60% | 7,234 | Added |
| 18 | ABBV | ABBVIE INC | $8.2M | 1.56% | 32,458 | Trimmed |
| 19 | JNJ | JOHNSON & JOHNSON | $8.0M | 1.53% | 31,519 | Added |
| 20 | PANW | PALO ALTO NETWORKS INC | $8.0M | 1.52% | 23,348 | Trimmed |
| 21 | VRT | VERTIV HOLDINGS CO | $7.8M | 1.48% | 23,147 | Added |
| 22 | KLAC | KLA CORP | $7.7M | 1.47% | 25,491 | Added |
| 23 | TSLA | TESLA INC | $7.5M | 1.44% | 17,864 | Trimmed |
| 24 | RTX | RTX CORPORATION | $6.9M | 1.32% | 36,424 | Trimmed |
| 25 | MRK | MERCK & CO INC | $6.4M | 1.22% | 49,547 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30