Rockline Wealth Management, LLC: 13F holdings
CIK 20050982026Q2
| Positions | 107 |
|---|---|
| Reported value | $522.4m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 396,144 | $79.3m | 15.2% |
| AAPL APPLE INC | 134,864 | $39.0m | 7.5% |
| LRCX LAM RESEARCH CORP | 56,191 | $24.3m | 4.7% |
| GOOG ALPHABET INC | 63,610 | $22.5m | 4.3% |
| MSFT MICROSOFT CORP | 57,704 | $21.5m | 4.1% |
| AVGO BROADCOM INC | 55,605 | $21.0m | 4.0% |
| META META PLATFORMS INC | 32,263 | $18.2m | 3.5% |
| PLTR PALANTIR TECHNOLOGIES INC | 103,536 | $12.1m | 2.3% |
| AMZN AMAZON COM INC | 45,895 | $10.9m | 2.1% |
| JPM JPMORGAN CHASE & CO | 33,212 | $10.9m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2005098")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.