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Portfolio (Quarterly) Guide ↗

Rockline Wealth Management, LLC

· CIK 0002005098
13F Portfolio $522M AUM 107 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 20 New 16 Added 50 Reduced 18 Exited
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 509.0 $363K 0.07% NEW $713.21 -19.9%
82 PM PHILIP MORRIS INTL INC Consumer Defensive 1,858.0 $336K 0.06% $180.95 +5.8%
83 GS GOLDMAN SACHS GROUP INC Financial Services 311.0 $315K 0.06% $1011.37 +2.5%
84 AFL AFLAC INC Financial Services 2,611.0 $306K 0.06% $117.25 +0.8%
85 ESLT ELBIT SYS LTD Industrials 395.0 $300K 0.06% $758.72 -3.7%
86 INTC INTEL CORP Technology 2,139.0 $299K 0.06% NEW $139.63 -37.5%
87 SHW SHERWIN WILLIAMS CO Basic Materials 839.0 $289K 0.06% -11.0 -1.3% $344.32 +0.7%
88 VEU VANGUARD INTL EQUITY INDEX F 3,248.0 $272K 0.05% +509.0 +18.6% $83.75 +1.7%
89 ALL ALLSTATE CORP Financial Services 1,082.0 $257K 0.05% $237.94 +9.4%
90 SPYM SPDR SERIES TRUST 2,914.0 $256K 0.05% +204.0 +7.5% $87.88 +2.3%
91 IVW ISHARES TR 1,841.0 $253K 0.05% $137.53 +0.3%
92 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,116.0 $250K 0.05% -13K -91.9% $223.95 +26.4%
93 SPMD SPDR SERIES TRUST 3,694.0 $250K 0.05% NEW $67.56 -1.2%
94 NSC NORFOLK SOUTHN CORP Industrials 778.0 $245K 0.05% +39.0 +5.3% $314.59 +12.2%
95 VIG VANGUARD SPECIALIZED FUNDS 1,029.0 $243K 0.05% +9.0 +0.9% $236.62 +3.4%
96 DIA STATE STR SPDR DOW JONES IND Financial Services 459.0 $240K 0.05% $522.39 +2.2%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 495.0 $236K 0.04% NEW $477.57 -14.1%
98 VXUS VANGUARD STAR FDS 2,663.0 $228K 0.04% NEW $85.50 +2.0%
99 CB CHUBB LIMITED Financial Services 657.0 $224K 0.04% $340.74 +1.5%
100 EMR EMERSON ELEC CO Industrials 1,536.0 $220K 0.04% $143.15 +10.1%
Page 5 of 6  ·  107 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.9%
Industrials 15.2%
Consumer Cyclical 8.0%
Financial Services 5.9%
Communication Services 5.4%
Consumer Defensive 5.0%
Healthcare 4.7%
Utilities 3.0%
Energy 1.7%
Basic Materials 1.3%