Rockline Wealth Management, LLC
All 13F Filings
- Location
- Islip Terrace, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 490,506
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 105 | 490,506 | 13F-HR | Rockline Wealth Management, LLC |
| Q3 2025 | 11/3/2025 | 103 | 483,069 | 13F-HR | Rockline Wealth Management, LLC |
| Q2 2025 | 8/5/2025 | 98 | 422,642 | 13F-HR | Rockline Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 489.5 K | 99.8% | 7.409 K | 0 | 7.409 K |
| ETFs | 1.025 K | 0.2% | 29 | 0 | 29 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
490,506
Holdings
105
QoQ value change ($000)
7,437
(1.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.