Rockline Wealth Management, LLC holds a focused book of 107 stocks worth $522.4M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 15% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Rockline Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.5 points over this window.
Growth of $10,000 cloning Rockline Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Rockline Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 80 / 80 | $14.5B |
| IFP Advisors, Inc | 80 / 80 | $1.4B |
| GAMMA Investing LLC | 80 / 80 | $1.2B |
| BlackRock, Inc. | 79 / 80 | $2.7T |
| FMR LLC | 79 / 80 | $883.9B |
| MORGAN STANLEY | 79 / 80 | $651.4B |
| JPMORGAN CHASE & CO | 79 / 80 | $642.7B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $430.1B |
Ranked by how many of Rockline Wealth Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $79.3M | 396.1K | 15.2% | ▼−2.1% Reduced · −9K sh | |
| 2 | Apple Inc COM | $39.0M | 134.9K | 7.5% | ▼−0.6% Reduced · −751 sh | |
| 3 | Lam Research Corp COM NEW | $24.3M | 56.2K | 4.7% | ▲+0.1% Added · +59 sh | |
| 4 | Alphabet Inc CAP STK CL C | $22.5M | 63.6K | 4.3% | ▲+1.0% Added · +613 sh | |
| 5 | Microsoft Corp COM | $21.5M | 57.7K | 4.1% | ▲+0.1% Added · +74 sh | |
| 6 | Broadcom Inc COM | $21.0M | 55.6K | 4.0% | ▲+1.4% Added · +800 sh | |
| 7 | Meta Platforms Inc CL A | $18.2M | 32.3K | 3.5% | ▼−2.7% Reduced · −892 sh | |
| 8 | Palantir Technologies Inc CL A | $12.1M | 103.5K | 2.3% | ▼−5.9% Reduced · −7K sh | |
| 9 | Amazon Com Inc COM | $10.9M | 45.9K | 2.1% | ▲+2.4% Added · +1K sh | |
| 10 | JPMorgan Chase & Co COM | $10.9M | 33.2K | 2.1% | ▼−3.3% Reduced · −1K sh | |
| 11 | Caterpillar Inc COM | $10.4M | 9.8K | 2.0% | ▲+5.1% Added · +473 sh | |
| 12 | Home Depot Inc COM | $9.6M | 27.1K | 1.8% | ▼−8.6% Reduced · −3K sh | |
| 13 | Oracle Corp COM | $9.0M | 61.1K | 1.7% | ▲+1.0% Added · +582 sh | |
| 14 | Powell Inds Inc COM | $8.9M | 30.9K | 1.7% | ▲+236% Added · +22K sh | |
| 15 | Walmart Inc COM | $8.8M | 77.7K | 1.7% | ▼−2.5% Reduced · −2K sh | |
| 16 | Costco Wholesale Corporation COM | $8.7M | 9.3K | 1.7% | ▼−1.7% Reduced · −164 sh | |
| 17 | Micron Technology Inc COM | $8.4M | 7.2K | 1.6% | ▲+822% Added · +6K sh | |
| 18 | Abbvie Inc COM | $8.2M | 32.5K | 1.6% | ▼−1.4% Reduced · −446 sh | |
| 19 | Johnson & Johnson COM | $8.0M | 31.5K | 1.5% | ▲+0.1% Added · +22 sh | |
| 20 | Palo Alto Networks Inc COM | $8.0M | 23.3K | 1.5% | ▼−14% Reduced · −4K sh | |
| 21 | Vertiv Holdings Co COM CL A | $7.8M | 23.1K | 1.5% | ▲+12% Added · +2K sh | |
| 22 | Kla Corp COM NEW | $7.7M | 25.5K | 1.5% | ▲11× Added · +23K sh | |
| 23 | Tesla Inc COM | $7.5M | 17.9K | 1.4% | ▼−0.8% Reduced · −152 sh | |
| 24 | RTX Corporation COM | $6.9M | 36.4K | 1.3% | ▼−0.1% Reduced · −55 sh | |
| 25 | Merck & Co Inc COM | $6.4M | 49.5K | 1.2% | ▼−1.6% Reduced · −781 sh | |
| 26 | General Dynamics Corp COM | $6.2M | 17.4K | 1.2% | ▼−0.5% Reduced · −87 sh | |
| 27 | Visa Inc COM CL A | $5.6M | 16.2K | 1.1% | ▼−1.5% Reduced · −248 sh | |
| 28 | Nucor Corp COM | $5.3M | 23.9K | 1.0% | ▼−1.0% Reduced · −234 sh | |
| 29 | Waste Mgmt Inc Del COM | $5.3M | 23.8K | 1.0% | ▼−2.8% Reduced · −674 sh | |
| 30 | NextEra Energy Inc COM | $5.1M | 57.7K | 1.0% | ▼−1.0% Reduced · −599 sh | |
| 31 | Illinois Tool WKS Inc COM | $4.8M | 17.7K | 0.9% | ▼−3.0% Reduced · −555 sh | |
| 32 | McDonalds Corp COM | $4.7M | 17.5K | 0.9% | ▼−2.4% Reduced · −431 sh | |
| 33 | Dover Corp COM | $4.7M | 20.8K | 0.9% | ▼−2.4% Reduced · −509 sh | |
| 34 | Texas Instrs Inc COM | $4.6M | 15.5K | 0.9% | ▲+0.3% Added · +46 sh | |
| 35 | American Elec PWR Co Inc COM | $4.4M | 32.2K | 0.8% | ▼−1.6% Reduced · −521 sh | |
| 36 | Hubbell Inc COM | $4.4M | 8.3K | 0.8% | ▲+7.0% Added · +545 sh | |
| 37 | Phillips 66 COM | $4.2M | 25.0K | 0.8% | ▲+0.4% Added · +101 sh | |
| 38 | Quanta Svcs Inc COM | $4.2M | 5.8K | 0.8% | ▲+28% Added · +1K sh | |
| 39 | Procter & Gamble Co COM | $4.1M | 28.2K | 0.8% | ▼−2.8% Reduced · −806 sh | |
| 40 | Exxon Mobil Corp COM | $4.0M | 29.1K | 0.8% | ▲+0.4% Added · +108 sh | |
| 41 | Parker-Hannifin Corp COM | $3.8M | 3.9K | 0.7% | ▲+6.7% Added · +247 sh | |
| 42 | Howmet Aerospace Inc COM | $3.8M | 14.0K | 0.7% | ▲+7.5% Added · +973 sh | |
| 43 | Lowes Cos Inc COM | $3.7M | 16.6K | 0.7% | ▲+0.8% Added · +140 sh | |
| 44 | Netflix Inc. COM | $3.4M | 48.2K | 0.7% | ▼−2.8% Reduced · −1K sh | |
| 45 | Southern Co COM | $3.1M | 32.8K | 0.6% | ▼−1.6% Reduced · −543 sh | |
| 46 | Genuine Parts Co COM | $3.1M | 26.4K | 0.6% | ▼−3.5% Reduced · −967 sh | |
| 47 | Mastercard Incorporated CL A | $3.0M | 5.8K | 0.6% | ▼−2.5% Reduced · −146 sh | |
| 48 | Amphenol Corp CL A | $3.0M | 16.8K | 0.6% | ▲+16% Added · +2K sh | |
| 49 | Verizon Communications Inc COM | $2.9M | 67.3K | 0.5% | ▼−0.7% Reduced · −459 sh | |
| 50 | Arista Networks Inc COM SHS | $2.8M | 16.6K | 0.5% | ▲+16% Added · +2K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 107 | $522.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 108 | $460.1M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 105 | $490.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 103 | $483.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 98 | $422.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 22, 2025 | 95 | $359.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 100 | $374.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 17, 2024 | 101 | $354.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.