Rockline Wealth Management
Rockline Wealth Management reported 108 stocks worth $535M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are NVDA (16.7%), AAPL (8.4%) and MSFT (5.5%). Compared with Q2 2026, the fund opened new positions in XOM, GEV and CRM, added to MSFT, GOOG and PLTR, trimmed NVDA, AAPL and META and sold out of XOM, UBER and DE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $89.5M | 16.7% | 392K | −4,370 (−1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $44.8M | 8.4% | 134K | −422 (−0%) | 8 of 8 | |
| 3 |  MSFT Microsoft Corp | $29.7M | 5.5% | 58K | +179 (+0%) | 8 of 8 | |
| 4 |  META Meta Platforms Inc | $22.8M | 4.3% | 31K | −797 (−2%) | 8 of 8 | |
| 5 |  GOOG Alphabet Inc | $22M | 4.1% | 65K | +950 (+1%) | 8 of 8 | |
| 6 |  PLTR Palantir Technologies Inc | $20.4M | 3.8% | 109K | +5,382 (+5%) | 8 of 8 | |
| 7 |  AVGO Broadcom Inc | $19.5M | 3.6% | 56K | −91 (−0%) | 8 of 8 | |
| 8 |  LRCX Lam Research Corp | $18.5M | 3.5% | 56K | +158 (+0%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $11.5M | 2.1% | 46K | +158 (+0%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $10.8M | 2.0% | 33K | −700 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $4M | 29K |
 UBER Uber Technologies Inc | $1.4M | 19K |
 DE Deere & Co | $862K | 1,359 |
 YUM Yum Brands Inc | $215K | 1,348 |
 LHX L3HARRIS Technologies in | $215K | 740 |
🔒 Free account: see all 7.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 26, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rockline Wealth Management 13F FAQ
What does Rockline Wealth Management own?
Rockline Wealth Management reported 108 stocks worth $535M in its 13F filing for Q3 2026, filed Oct 26, 2026. Its largest holdings are NVDA (16.7%), AAPL (8.4%) and MSFT (5.5%). The table above lists every position in the filing (the top 10 without an account).
What did Rockline Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 8 new positions, 39 added to, 35 trimmed and 7 sold out. New positions include XOM, GEV and CRM. It sold all of XOM, UBER and DE.
When will Rockline Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rockline Wealth Management's portfolio worth?
The Q3 2026 filing reports $535M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.