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Rockline Wealth Management, LLC
Rockline Wealth Management, LLC is an SEC-registered investment adviser based in Islip Terrace, NY. The firm manages assets for over 1,000 client accounts, primarily serving individuals (including high net worth), pension and profit-sharing plans, and some charitable organizations and businesses. With around 5 employees, Rockline was founded in 2018 and offers personalized wealth management, retirement planning, and investment advisory services to private clients and institutions.
Investment Strategy
Rockline Wealth Management provides customized financial and investment planning, primarily focusing on long-term wealth accumulation and preservation for individuals and family clients. Their investment strategy employs diversified portfolios spanning major asset classes, with an emphasis on large-cap U.S. equities, including technology and consumer sectors, as well as tailored retirement solutions. The firm closely partners with clients to define financial goals and constructs individualized financial plans and portfolios to meet those objectives, maintaining flexibility to adjust strategies as client needs or market conditions change.
Latest 13F Filing Activity
Rockline Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $423M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Palantir Technologies Inc. among other positions. Rockline Wealth Management, LLC reduced exposure to Target Corp., Apple Inc., Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 15.46% | $65.4M | 413,683 | $53.38 | $157.99 | +$19.9M |
A AAPL | APPLE INC | 6.84% | $28.9M | 140,871 | $195.71 | $205.17 | -$2.9M |
M MSFT | MICROSOFT CORP | 6.60% | $27.9M | 56,074 | $386.13 | $497.41 | +$6.9M |
M META | META PLATFORMS INC | 5.41% | $22.9M | 30,969 | $471.89 | $738.09 | +$5.9M |
P PLTR | PALANTIR TECHNOLOGIES INC | 3.79% | $16.0M | 117,590 | $48.07 | $136.32 | +$6.6M |
Industry Allocation
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