Rockline Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Rockline Wealth Management, LLC held in its portfolio 104 assets valued at $490,506,015 (i.e. $490.51M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($77.39M), APPLE INC ($38.31M), and MICROSOFT CORP ($27.79M).
The chart below shows the top 10 valuable assets, and the table below shows the top 104 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Rockline Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 414975 | 77392993 | COM |
| APPLE INC | 140902 | 38305662 | COM |
| MICROSOFT CORP | 57458 | 27788207 | COM |
| META PLATFORMS INC | 33378 | 22032525 | CL A |
| PALANTIR TECHNOLOGIES INC | 114672 | 20383012 | CL A |
| ALPHABET INC | 63921 | 20058702 | CAP STK CL C |
| BROADCOM INC | 54495 | 18860963 | COM |
| ORACLE CORP | 60052 | 11704802 | COM |
| JPMORGAN CHASE & CO. | 35154 | 11327485 | COM |
| HOME DEPOT INC | 30766 | 10586775 | COM |
| AMAZON COM INC | 45038 | 10395680 | COM |
| VISA INC | 28826 | 10109614 | COM CL A |
| LAM RESEARCH CORP | 58055 | 9937859 | COM NEW |
| WALMART INC | 81989 | 9134411 | COM |
| COSTCO WHSL CORP NEW | 9718 | 8380928 | COM |
| TESLA INC | 17713 | 7965886 | COM |
| ABBVIE INC | 33143 | 7572889 | COM |
| RTX CORPORATION | 37453 | 6868926 | COM |
| JOHNSON & JOHNSON | 32024 | 6627542 | COM |
| BLACKSTONE INC | 40321 | 6215154 | COM |
| GENERAL DYNAMICS CORP | 17970 | 6049845 | COM |
| S&P GLOBAL INC | 11136 | 5820140 | COM |
| MASTERCARD INCORPORATED | 9758 | 5570681 | CL A |
| WASTE MGMT INC DEL | 25055 | 5504835 | COM |
| MCDONALDS CORP | 18007 | 5503523 | COM |
| MERCK & CO INC | 50960 | 5364110 | COM |
| PALO ALTO NETWORKS INC | 28353 | 5222632 | COM |
| KRATOS DEFENSE & SEC SOLUTIO | 66805 | 5071184 | COM NEW |
| NETFLIX INC | 53211 | 4989119 | COM |
| NEXTERA ENERGY INC | 60433 | 4851611 | COM |
| ILLINOIS TOOL WKS INC | 18788 | 4627638 | COM |
| PROCTER AND GAMBLE CO | 29806 | 4271574 | COM |
| DOVER CORP | 21637 | 4224584 | COM |
| LOWES COS INC | 16476 | 3973519 | COM |
| NUCOR CORP | 24242 | 3954158 | COM |
| AMERICAN ELEC PWR CO INC | 33283 | 3837914 | COM |
| GENUINE PARTS CO | 29203 | 3590859 | COM |
| PNC FINL SVCS GROUP INC | 17072 | 3563569 | COM |
| AUTOMATIC DATA PROCESSING IN | 13816 | 3553973 | COM |
| EXXON MOBIL CORP | 29403 | 3538418 | COM |
| SALESFORCE INC | 12454 | 3299211 | COM |
| PHILLIPS 66 | 25241 | 3257190 | COM |
| UBER TECHNOLOGIES INC | 38017 | 3106389 | COM |
| SOUTHERN CO | 34203 | 2982530 | COM |
| PEPSICO INC | 20359 | 2922013 | COM |
| VERTIV HOLDINGS CO | 17853 | 2892328 | COM CL A |
| VERIZON COMMUNICATIONS INC | 69093 | 2814181 | COM |
| TEXAS INSTRS INC | 15554 | 2698504 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 29112 | 2337729 | COM |
| MOODYS CORP | 4327 | 2210668 | COM |
| VISTRA CORP | 13294 | 2144749 | COM |
| KIMBERLY-CLARK CORP | 18533 | 1869791 | COM |
| SERVICENOW INC | 11254 | 1724050 | COM |
| ALPHABET INC | 5237 | 1639181 | CAP STK CL A |
| INTUIT | 2120 | 1404247 | COM |
| SPDR S&P 500 ETF TR | 2012 | 1372276 | TR UNIT |
| CONSOLIDATED EDISON INC | 9473 | 940859 | COM |
| BLACKROCK INC | 848 | 907648 | COM |
| COREWEAVE INC | 9524 | 682003 | COM CL A |
| SPDR SERIES TRUST | 7010 | 676218 | STATE STREET SPD |
| CATERPILLAR INC | 1149 | 658229 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2258 | 607808 | DJ INTERNT IDX |
| NORTHROP GRUMMAN CORP | 1018 | 580474 | COM |
| ADVANCED MICRO DEVICES INC | 2571 | 550607 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 855 | 515805 | UTSER1 S&PDCRP |
| MUELLER INDS INC | 4285 | 491918 | COM |
| BERKSHIRE HATHAWAY INC DEL | 978 | 491593 | CL B NEW |
| INTERNATIONAL BUSINESS MACHS | 1520 | 450241 | COM |
| ANALOG DEVICES INC | 1569 | 425513 | COM |
| LINDE PLC | 971 | 414025 | SHS |
| AMGEN INC | 1216 | 398011 | COM |
| ELI LILLY & CO | 340 | 365391 | COM |
| VANGUARD INDEX FDS | 692 | 337597 | GROWTH ETF |
| CISCO SYS INC | 4120 | 317405 | COM |
| COINBASE GLOBAL INC | 1392 | 314785 | COM CL A |
| OKLO INC | 4313 | 309501 | COM CL A |
| PROVIDENT FINL SVCS INC | 15586 | 307824 | COM |
| PHILIP MORRIS INTL INC | 1858 | 298095 | COM |
| AFLAC INC | 2611 | 287915 | COM |
| SHERWIN WILLIAMS CO | 850 | 275426 | COM |
| GOLDMAN SACHS GROUP INC | 311 | 273369 | COM |
| ROBINHOOD MKTS INC | 2413 | 272911 | COM CL A |
| AT&T INC | 10445 | 259455 | COM |
| COMCAST CORP NEW | 8499 | 254036 | CL A |
| L3HARRIS TECHNOLOGIES INC | 834 | 244838 | COM |
| CAVA GROUP INC | 4151 | 243622 | COM |
| VANGUARD INDEX FDS | 377 | 236427 | S&P 500 ETF SHS |
| HONEYWELL INTL INC | 1209 | 235864 | COM |
| BANK NEW YORK MELLON CORP | 1987 | 230670 | COM |
| SPDR GOLD TR | 577 | 228671 | GOLD SHS |
| ELBIT SYS LTD | 395 | 228196 | ORD |
| ISHARES TR | 1841 | 226921 | S&P 500 GRWT ETF |
| ALLSTATE CORP | 1082 | 225219 | COM |
| VANGUARD SPECIALIZED FUNDS | 1020 | 224175 | DIV APP ETF |
| MICRON TECHNOLOGY INC | 785 | 224047 | COM |
| SPDR DOW JONES INDL AVERAGE | 459 | 220582 | UT SER 1 |
| ABBOTT LABS | 1746 | 218757 | COM |
| PAYCHEX INC | 1929 | 216394 | COM |
| NORFOLK SOUTHN CORP | 739 | 213364 | COM |
| CHUBB LIMITED | 657 | 205063 | COM |
| EMERSON ELEC CO | 1538 | 204123 | COM |
| YUM BRANDS INC | 1348 | 203925 | COM |
| VANGUARD INTL EQUITY INDEX F | 2739 | 201481 | ALLWRLD EX US |
| DANAHER CORPORATION | 874 | 200076 | COM |
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