Long-term investor
Rockline Wealth Management, LLC @rocklinewealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002005098).
Record
- Tracked since 2025-06-30 (450 days), 84 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +24.3% · 1 year n/a · all +20.7%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 15.2% · long · since 2025-06-30
- AAPL · 7.5% · long · since 2025-06-30
- 512807306 · 4.7% · long · since 2025-06-30
- 02079K107 · 4.3% · long · since 2025-06-30
- MSFT · 4.1% · long · since 2025-06-30
- AVGO · 4.0% · long · since 2025-06-30
- META · 3.5% · long · since 2025-06-30
- PLTR · 2.3% · long · since 2025-06-30
- AMZN · 2.1% · long · since 2025-06-30
- JPM · 2.1% · long · since 2025-06-30
- CAT · 2.0% · long · since 2025-06-30
- HD · 1.8% · long · since 2025-06-30