Rockline Wealth Management, LLC
•CIK: 2005098•Filing: Q4 2025
**Rockline Wealth Management, LLC** manages $491M across a diversified portfolio of 105 positions. The strategy exhibits a significant overweight to mega-cap technology leaders, evidenced by the top holdings including NVDA at $77.4M and AAPL at $38.3M. Further concentration is visible in MSFT ($27.8M), META ($22.0M), and PLTR ($20.4M). This allocation suggests a conviction in high-growth, technology-driven sectors within the current market cycle.
Total AUM
$490.5M
QoQ Performance
+1.5%
Positions
102
Top 10 Concentration
52.7%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
AAPL
MSFT
NVDA15.8%
AAPL7.8%
MSFT5.7%
META4.5%
PLTR4.2%
GOOG4.1%
AVGO3.8%
ORCL2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology48.2%
Other21.5%
Consumer12.0%
Financial6.5%
Healthcare4.2%
Utilities2.3%
Industrial1.6%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW8 new positions
↑56 increased
↓15 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023