Rockline Wealth Management, LLC Portfolio Holdings

Rockline Wealth Management, LLC

  • $472 Million
  • Q3 2025

Rockline Wealth Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $472 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $77.7M, Apple Inc. with a value of $35.7M, Microsoft Corp with a value of $29.1M, Meta Platforms, Inc. with a value of $23.8M, and Palantir Technologies Inc. with a value of $20.6M.

Examining the 13F form we can see an decrease of $422B in the current position value, from $423B to 472M.

Rockline Wealth Management, LLC is based out at Plainview, NY

Below you can find more details about Rockline Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $472 Million
Technology: $216 Million
Communication Services: $49.5 Million
Financial Services: $45.1 Million
Consumer Cyclical: $42.5 Million
Industrials: $39.6 Million
Consumer Defensive: $28.1 Million
Healthcare: $18.9 Million
Utilities: $17 Million
Other: $14.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$77.7 Million 16.46% of portfolio
416,274
Q3 2025 Added 0.63%
$4.3T
$35.7 Million 7.56% of portfolio
140,158
Q3 2025 Reduced 0.51%
$3.78T
$29.1 Million 6.17% of portfolio
56,248
Q3 2025 Added 0.31%
$1.37T
$23.8 Million 5.05% of portfolio
32,469
Q3 2025 Added 4.84%
$342B
$20.6 Million 4.37% of portfolio
113,010
Q3 2025 Reduced 3.89%
$139B
$17.7 Million 3.76% of portfolio
53,768
Q3 2025 Added 19.84%
$593B
$16 Million 3.4% of portfolio
57,002
Q3 2025 Added 6.95%
$1.74T
$15 Million 3.19% of portfolio
61,794
Q3 2025 Added 5.5%
$367B
$12.4 Million 2.63% of portfolio
30,622
Q3 2025 Added 0.83%
$881B
$10.8 Million 2.29% of portfolio
34,296
Q3 2025 Added 0.75%
$533B
$9.72 Million 2.06% of portfolio
28,467
Q3 2025 Added 5.66%
$2.39T
$9.69 Million 2.05% of portfolio
44,138
Q3 2025 Added 2.01%
$404B
$8.76 Million 1.86% of portfolio
9,465
Q3 2025 Added 1.96%
$279B
$8.49 Million 1.8% of portfolio
82,365
Q3 2025 Added 1.44%
$414B
$7.58 Million 1.61% of portfolio
32,740
Q3 2025 Added 0.32%
$1.29T
$7.01 Million 1.49% of portfolio
15,770
Q3 2025 Added 16.94%
$258B
$6.21 Million 1.32% of portfolio
37,117
Q3 2025 Added 4.5%
$94.5B
$5.95 Million 1.26% of portfolio
17,460
Q3 2025 Added 2.0%
$522B
$5.82 Million 1.23% of portfolio
31,402
Q3 2025 Reduced 0.32%
$49.1B
$5.78 Million 1.22% of portfolio
4,818
Q3 2025 Added 11.24%
$512B
$5.4 Million 1.15% of portfolio
9,499
Q3 2025 Added 8.54%
$61.4B
$5.36 Million 1.14% of portfolio
26,347
Q3 2025 Added 11.0%
$85.9B
$5.37 Million 1.14% of portfolio
24,312
Q3 2025 Added 0.43%
$224B
$5.33 Million 1.13% of portfolio
17,555
Q3 2025 Added 1.02%
$9.12B
$5.29 Million 1.12% of portfolio
57,920
Q3 2025 New
$159B
$5.29 Million 1.12% of portfolio
10,879
Q3 2025 Added 7.36%
$74.9B
$4.81 Million 1.02% of portfolio
18,438
Q3 2025 Added 1.26%
$235B
$4.61 Million 0.98% of portfolio
54,933
Q3 2025 Reduced 0.54%
$346B
$4.59 Million 0.97% of portfolio
29,902
Q3 2025 Reduced 4.03%
$168B
$4.47 Million 0.95% of portfolio
59,276
Q3 2025 Reduced 2.37%
$104B
$3.99 Million 0.85% of portfolio
13,589
Q3 2025 Reduced 2.35%
$18B
$3.95 Million 0.84% of portfolio
28,491
Q3 2025 Added 2.29%
$140B
$3.94 Million 0.83% of portfolio
15,661
Q3 2025 Added 0.79%
$62.3B
$3.61 Million 0.77% of portfolio
32,108
Q3 2025 Added 4.94%
$25.7B
$3.57 Million 0.76% of portfolio
21,405
Q3 2025 Reduced 0.74%
$74.3B
$3.29 Million 0.7% of portfolio
16,366
Q3 2025 Added 2.52%
$68.5B
$3.25 Million 0.69% of portfolio
23,914
Q3 2025 Added 3.66%
$38B
$3.16 Million 0.67% of portfolio
23,331
Q3 2025 Added 0.99%
$98.6B
$3.16 Million 0.67% of portfolio
33,355
Q3 2025 Added 0.11%
$490B
$3.11 Million 0.66% of portfolio
27,583
Q3 2025 Added 2.77%
$181B
$3.13 Million 0.66% of portfolio
31,991
Q3 2025 Added 39.41%
$172B
$3.02 Million 0.64% of portfolio
68,668
Q3 2025 Added 3.02%
$237B
$2.93 Million 0.62% of portfolio
12,356
Q3 2025 Reduced 8.49%
$177B
$2.81 Million 0.6% of portfolio
14,451
Q3 2025 Added 2.8%
$204B
$2.78 Million 0.59% of portfolio
19,824
Q3 2025 Added 1.25%
$41.3B
$2.38 Million 0.5% of portfolio
28,496
Q3 2025 Added 2.37%
$72.7B
$2.37 Million 0.5% of portfolio
12,111
Q3 2025 Added 16.4%
$35.1B
$2.25 Million 0.48% of portfolio
18,069
Q3 2025 Added 2.58%
$87.8B
$1.9 Million 0.4% of portfolio
3,995
Q3 2025 Added 19.43%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $472 Million
  • Prior Value $423 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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