What does Rockport Wealth LLC hold?

Rockport Wealth LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2022866.

What is Rockport Wealth LLC's AUM?

Rockport Wealth LLC reported approximately $595.3M in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $676.4M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Rockport Wealth LLC's holdings?

All Rockport Wealth LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2022866. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Rockport Wealth LLC's 13F data updated on 13F Pro?

Rockport Wealth LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Rockport Wealth LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2022866

Institutional-grade research for retail investors

Sector Allocation

Other65.8%$391.8M
Technology20.2%$120.2M
Financials5.8%$34.2M
Healthcare3.8%$22.4M
Consumer Discretionary2.8%$16.9M
Industrials0.7%$4.4M
Utilities0.4%$2.1M
Real Estate0.2%$1.0M
Energy0.1%$910,930
Consumer Staples0.1%$862,096

AUM History

13fpro.ai/research/fund/rockport-wealth-llc-2022866

Conviction and streaks

Diversifying · top 10 = 54.5%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold12.8% weight · held 5 quarters

$Conviction hold8.0% weight · held 7 quarters

$Conviction hold5.3% weight · held 6 quarters

$GOOGConviction hold5.0% weight · held 6 quarters

$AAPLConviction hold4.9% weight · held 7 quarters

$Accumulating+223% shares · 7 quarters running

$Accumulating+33916% shares · 4 quarters running

$PMAccumulating+14% shares · 4 quarters running

$Accumulating+843% shares · 3 quarters running

$Accumulating+103% shares · 3 quarters running

$Trimming-51% shares · 6 quarters running

$GOOGTrimming-25% shares · 4 quarters running

$Trimming-52% shares · 4 quarters running

$Trimming-27% shares · 4 quarters running

$ISRGTrimming-16% shares · 3 quarters running

Largest positions — Q2 2026

EA
$75.9M
FIRST
$47.8M
FIRST
$31.6M
GOOGL
$30.0M
AAPL
$29.4M
SELECT
$24.2M
NVDA
$22.0M
GLOBAL
$21.7M
ISRG
$20.9M
SELECT
$20.8M
CLS
$19.5M
ISHARES
$19.1M
IVZ
$17.3M
AMZN
$16.3M
VANECK
$14.9M
AVGO
$12.0M
FIRST
$11.5M
FIRST
$11.2M
FIRST
$10.8M
CAMBRIA
$10.7M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/rockport-wealth-llc-2022866

Rockport Wealth LLC 13F holdings — Q2 2026

$595.3M portfolio (+8.4% QoQ) · 110 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio

1
EA SERIES TRUST - STRIVE ENHANCED
$75.9M
12.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
FIRST TR EXCHANGE-TRADED FD - SHS
$47.8M
8.0% of stocks
+11%This quarter—Since filed—Held
AIQuality—Est. buy—
3
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF
$31.6M
5.3% of stocks
-5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
Alphabet Inc.
$GOOGL
$30.0M
5.0% of stocks
-8%This quarter-3.8%Since filed6 qtrsHeld
AIQuality77.7#61Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
5
Apple Inc.
$AAPL
$29.4M
4.9% of stocks
-6%This quarter+2.1%Since filed7+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trial
6
SELECT SECTOR SPDR TR - ST STR CARE ETF
$24.2M
4.1% of stocks
+448%This quarter—Since filed—Held
AIQuality—Est. buy—
7
NVIDIA CORP
$NVDA
$22.0M
3.7% of stocks
-5%This quarter+9.9%Since filed7+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trial
8
GLOBAL X FDS - US INFR DEV ETF
$21.7M
3.6% of stocks
NewThis quarter—Since filedNew this quarterHeld
AIQuality—Est. buy—
9
INTUITIVE SURGICAL INC
$ISRG
$20.9M
3.5% of stocks
-4%This quarter+26.6%Since filed7+ qtrsHeld
AIQuality79.3#39Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
10
SELECT SECTOR SPDR TR - ST STR STAPL ETF
$20.8M
3.5% of stocks
+97%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	EA SERIES TRUST - STRIVE ENHANCED	$75.9M	12.8%	+2%	—	—	—	—
2	FIRST TR EXCHANGE-TRADED FD - SHS	$47.8M	8.0%	+11%	—	—	—	—
3	FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF	$31.6M	5.3%	-5%	—	—	—	—
4	Alphabet Inc.$GOOGL	$30.0M	5.0%	-8%	-3.8%	6 qtrsTrimmed 4 qtrs in a row	77.7#61	Estimated buy price is Pro: unlock with a free trial
5	Apple Inc.$AAPL	$29.4M	4.9%	-6%	+2.1%	7+ qtrs	75.7#88	Estimated buy price is Pro: unlock with a free trial
6	SELECT SECTOR SPDR TR - ST STR CARE ETF	$24.2M	4.1%	+448%	—	—	—	—
7	NVIDIA CORP$NVDA	$22.0M	3.7%	-5%	+9.9%	7+ qtrs	86.0#3	Estimated buy price is Pro: unlock with a free trial
8	GLOBAL X FDS - US INFR DEV ETF	$21.7M	3.6%	New	—	New this quarter	—	—
9	INTUITIVE SURGICAL INC$ISRG	$20.9M	3.5%	-4%	+26.6%	7+ qtrsTrimmed 3 qtrs in a row	79.3#39	Estimated buy price is Pro: unlock with a free trial
10	SELECT SECTOR SPDR TR - ST STR STAPL ETF	$20.8M	3.5%	+97%	—	—	—	—

All holdings — Rockport Wealth LLC (Q2 2026)

Sort

110 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	$CLS	CELESTICA INC	Technology	$19.5M	3.3%	53K	-8%	4 qtrsTrimmed 3 qtrs in a row	69.8	13F
12	—	ISHARES TR - MRGSTR MD CP GRWetf/fund	—	$19.1M	3.2%	194K	-8%	—	—	13F
13	$IVZ	Invesco Ltd.	Financials	$17.3M	2.9%	267K	+10%	7+ qtrsAdded 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
14	$AMZN	AMAZON COM INC	Consumer Discretionary	$16.3M	2.7%	68K	-6%	7+ qtrsTrimmed 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
15	—	VANECK ETF TRUST - URANI NUCLE ETFetf/fund	—	$14.9M	2.5%	128K	-6%	—	—	13F
16	$AVGO	Broadcom Inc.	Technology	$12.0M	2.0%	32K	-8%	5 qtrs	AI quality score is Pro: unlock with a free trial	13F
17	—	FIRST TR EXCHANGE TRADED FD - RBA INDL ETFetf/fund	—	$11.5M	1.9%	86K	-7%	—	—	13F
18	—	FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV	—	$11.2M	1.9%	138K	+15%	—	—	13F
19	—	FIRST TR EXCHANGE-TRADED FD - UTILITIES ALPH	—	$10.8M	1.8%	219K	-4%	—	—	13F
20	—	CAMBRIA ETF TR - GLOBAL VALUE ETFetf/fund	—	$10.7M	1.8%	298K	+15%	—	—	13F
21	—	FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL	—	$8.9M	1.5%	157K	-6%	—	—	13F
22	$JPM	JPMORGAN CHASE & CO	Financials	$7.7M	1.3%	23K	—	5 qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	TEMA ETF TRUST - SPACE INNOV ETFetf/fund	—	$6.5M	1.1%	215K	New	—	—	13F
24	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$5.9M	1.0%	7,968	+2%	5 qtrs	AI quality score is Pro: unlock with a free trial	13F
25	—	PROCURE ETF TRUST II - SPACE ETFetf/fund	—	$5.7M	0.9%	112K	+12%	—	—	13F
26	$AAAU	Goldman Sachs Physical Gold ETF	Financials	$5.6M	0.9%	142K	New
27	—	VANECK ETF TRUST - JP MRGAN EM LOC	—	$5.4M	0.9%	213K	+9%
28	$MSFT	MICROSOFT CORP	Technology	$5.3M	0.9%	14K	-4%
29	—	SELECT SECTOR SPDR TR - ST STR UTIL ETF	—	$5.2M	0.9%	116K	-23%
30	—	SELECT SECTOR SPDR TR - ST STR ENERG ETF	—	$5.2M	0.9%	97K	-20%
31	—	ISHARES INC - MSCI MEXICO ETF	—	$4.8M	0.8%	64K	-17%
32	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$4.5M	0.8%	60K	+12%
33	—	FIRST TR EXCHANGE TRADED FD - MULTI ASSET DI	—	$4.5M	0.8%	272K	+6%
34	—	BLACKROCK ETF TRUST II - ISHARES AAA CLO	—	$3.8M	0.6%	72K	+8%
35	$PH	Parker-Hannifin Corp	Industrials	$2.9M	0.5%	3,009	—
36	—	RBB FD INC - F/M US TREASURY	—	$2.8M	0.5%	56K	+459%
37	—	STARBOARD INVT TR - ADAPTIVE HDGD MU	—	$2.7M	0.5%	362K	+6%
38	—	GLOBAL X FDS - NASDAQ 100 COVER	—	$2.6M	0.4%	143K	+5%
39	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$2.4M	0.4%	43K	+6%
40	—	PIMCO ETF TR - SHTRM MUN BD ACT	—	$1.7M	0.3%	34K	+105%
41	—	FIRST TR EXCHANGE-TRADED FD - FT VEST GOLD	—	$1.7M	0.3%	81K	+22%
42	—	ISHARES TR - CORE S&P500 ETF	—	$1.3M	0.2%	1,682	—
43	—	SERIES PORTFOLIOS TR - ELDRIDGE BBB B	—	$1.2M	0.2%	47K	+7%
44	—	PIMCO ETF TR - INTER MUN BD ACT	—	$1.2M	0.2%	23K	-1%
45	$MSIF	MSC INCOME FUND, INC.	Other	$1.1M	0.2%	97K	-8%
46	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	—	$1.0M	0.2%	11K	-10%
47	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL	—	$933K	0.2%	23K	+5%
48	$CEF	Sprott Physical Gold & Silver Trust	Financials	$911K	0.1%	23K	-11%
49	$JNJ	JOHNSON & JOHNSON	Healthcare	$909K	0.1%	3,579	-0.6%
50	—	ALPS ETF TR - ALERIAN MLP	—	$713K	0.1%	14K	+6%
51	—	ISHARES TR - SHRT NAT MUN ETF	—	$655K	0.1%	6,150	—
52	$VEEV	VEEVA SYSTEMS INC	Technology	$643K	0.1%	3,625	New
53	$AEP	AMERICAN ELECTRIC POWER CO INC	Utilities	$643K	0.1%	4,699	—
54	$XOM.R34088	EXXON MOBIL CORP	Energy	$631K	0.1%	4,616	+3%
55	—	ISHARES TR - ESG ADVAN ETF	—	$612K	0.1%	14K	—
56	—	SERIES PORTFOLIOS TR - ELDR AAA CLO ETF	—	$600K	0.1%	23K	-0.7%
57	$FE	FIRSTENERGY CORP	Utilities	$587K	0.1%	12K	—
58	—	FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID	—	$552K	0.1%	17K	-0.3%
59	$SPY	SPDR S&P 500 ETF TRUST	—	$524K	0.1%	702	-52%
60	—	BLACKROCK ETF TRUST II - ISH HIG MUN ETF	—	$516K	0.1%	10K	—
61	—	NEOS ETF TRUST - NASDAQ 100 HIGH	—	$515K	0.1%	9,064	—
62	$NOC	NORTHROP GRUMMAN CORP /DE/	Technology	$499K	0.1%	980	New
63	$EME	EMCOR Group, Inc.	Industrials	$498K	0.1%	600	—
64	—	NEOS ETF TRUST - NEOS S&P 500 HI	—	$492K	0.1%	9,264	-0.7%
65	—	FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH	—	$488K	0.1%	3,988	-97%
66	$PHYS	Sprott Physical Gold Trust	Financials	$471K	0.1%	16K	+1%
67	$IVZ	Invesco Ltd.	Financials	$466K	0.1%	2,191	—
68	$HBAN	HUNTINGTON BANCSHARES INC /MD/	Financials	$457K	0.1%	26K	—
69	$WPC	W. P. Carey Inc.	Real Estate	$448K	0.1%	6,271	—
70	—	PIMCO ETF TR - ENHAN SHRT MA AC	—	$448K	0.1%	4,440	New
71	$CCL	Carnival Corp Ltd.	Industrials	$444K	0.1%	16K	-2%
72	$WT	WisdomTree, Inc.	Financials	$442K	0.1%	4,590	—
73	—	ISHARES TR - RUS 1000 ETF	—	$429K	0.1%	1,048	—
74	—	ISHARES TR - IBOXX HI YD ETF	—	$425K	0.1%	5,317	+11%
75	$ABBV	AbbVie Inc.	Healthcare	$406K	0.1%	1,614	+0.8%
76	$GOOG	Alphabet Inc.	Technology	$396K	0.1%	1,122	-21%
77	$NEE	NEXTERA ENERGY INC	Utilities	$389K	0.1%	4,435	-10%
78	$TSLA	Tesla, Inc.	Consumer Discretionary	$389K	0.1%	925	New
79	$PG	PROCTER & GAMBLE Co	Consumer Staples	$382K	0.1%	2,605	+0.0%
80	—	VANGUARD INDEX FDS - S&P 500 ETF SHS	—	$380K	0.1%	553	—
81	$MU	MICRON TECHNOLOGY INC	Technology	$346K	0.1%	300	New
82	—	VANGUARD INDEX FDS - TOTAL STK MKT	—	$346K	0.1%	934	—
83	—	ISHARES TR - RUS TP200 GR ETF	—	$334K	0.1%	1,150	—
84	—	ISHARES TR - US AER DEF ETF	—	$324K	0.1%	1,337	—
85	$ATR	APTARGROUP, INC.	Materials	$305K	0.1%	2,436	—
86	$PSA	Public Storage	Real Estate	$300K	0.1%	944	—
87	—	ISHARES TR - CORE S&P SCP ETF	—	$296K	0.1%	1,997	+0.1%
88	$O	REALTY INCOME CORP	Real Estate	$293K	0.1%	4,729	New
89	$BA	BOEING CO	Industrials	$290K	0.1%	1,338	New
90	$AEE	AMEREN CORP	Utilities	$285K	0.1%	2,517	—
91	—	SELECT SECTOR SPDR TR - ST STR INDL ETF	—	$281K	0.1%	1,515	-94%
92	$CVX	CHEVRON CORP	Energy	$280K	0.1%	1,688	+5%
93	$PM	Philip Morris International Inc.	Consumer Staples	$277K	0.1%	1,529	+13%
94	$LLY	ELI LILLY & Co	Healthcare	$271K	0.1%	226	+1%
95	$NTRS	NORTHERN TRUST CORP	Financials	$271K	0.1%	1,557	—
96	—	AB ACTIVE ETFS INC - TAX AWARE SHRT	—	$242K	0.0%	9,603	—
97	$SLV	iShares Silver Trust	Financials	$242K	0.0%	4,528	—
98	—	ISHARES TR - ESG AWRE USD ETF	—	$239K	0.0%	10K	—
99	$HD	HOME DEPOT, INC.	Consumer Discretionary	$238K	0.0%	675	—
100	$WT	WisdomTree, Inc.	Financials	$231K	0.0%	4,095	—
101	—	ISHARES TR - NATIONAL MUN ETF	—	$227K	0.0%	2,111	New
102	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$226K	0.0%	3,078	New
103	—	ISHARES TR - ISHARES BIOTECH	—	$216K	0.0%	1,137	New
104	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$215K	0.0%	430	—
105	$ETR	ENTERGY CORP /DE/	Utilities	$211K	0.0%	1,841	—
106	—	PROSHARES TR - INVT INT RT HG	—	$210K	0.0%	2,686	-0.4%
107	$MO	ALTRIA GROUP, INC.	Consumer Staples	$204K	0.0%	2,829	New
108	$LMT	LOCKHEED MARTIN CORP	Industrials	$202K	0.0%	396	—
109	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$200K	0.0%	419	New
110	$FSK	FS KKR Capital Corp	Other	$119K	0.0%	11K	—

What changed in Q2 2026

Against the previous quarter's 13F: 15 new, 31 added to, 32 trimmed, 6 sold out. Share-count changes; largest moves by dollar size first.

New positions (15)

GLOBAL X FDS - US INFR DEV ETF$21.7M
first bought this quarter
TEMA ETF TRUST - SPACE INNOV ETF$6.5M
first bought this quarter
$AAAUGoldman Sachs Physical Gold ETF$5.6M
first bought this quarter
$VEEVVEEVA SYSTEMS INC$643K
first bought this quarter
$NOCNORTHROP GRUMMAN CORP /DE/$499K
first bought this quarter
PIMCO ETF TR - ENHAN SHRT MA AC$448K
first bought this quarter

+9 more in the Excel export

Added to (31)

SELECT SECTOR SPDR TR - ST STR CARE ETF+448%
now $24.2M
SELECT SECTOR SPDR TR - ST STR STAPL ETF+97%
now $20.8M
FIRST TR EXCHANGE-TRADED FD - SHS+11%
now $47.8M
RBB FD INC - F/M US TREASURY+459%
now $2.8M
$IVZInvesco Ltd.+10%
now $17.3M · held 7+ qtrs, 2 adds in a row
FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV+15%
now $11.2M

+25 more in the Excel export

Trimmed (32)

FIRST TR EXCHANGE-TRADED FD - HLTH CARE ALPH-97%
now $488K
SELECT SECTOR SPDR TR - ST STR INDL ETF-94%
now $281K
$GOOGLAlphabet Inc.-8%
now $30.0M · held 6 qtrs, 4 trims in a row
$AAPLApple Inc.-6%
now $29.4M · held 7+ qtrs
$CLSCELESTICA INC-8%
now $19.5M · held 4 qtrs, 3 trims in a row
FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF-5%
now $31.6M

+26 more in the Excel export

Sold out (6)

DIREXION SHARES ETF TRUSTwas $28.9M
$NFLXNETFLIX INCwas $9.5M
held 3 qtrs
ISHARES TRwas $276K
$TAT&T INC.was $273K
held 4 qtrs
$WMTWalmart Inc.was $250K
$PLTRPalantir Technologies Inc.was $232K

Firm AUM (Form ADV): $676.4M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Rockport Wealth LLC has filed, 9 earlier quarters. Pick one to see what it held then.

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Is it too late to follow Rockport Wealth?

Q2 2026 13F filed with the SEC on Jul 27, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Rockport Wealth's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+0.7%

Value-weighted move of the 10 largest stock positions

Turnover

15%

Last quarter; 55% over the last 4

Top 10 weight

55%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

95%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Rockport Wealth LLC disclosed 110 positions worth $595.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 15 new positions and exited 6. The portfolio is most concentrated in Other (65.8% of disclosed assets). All figures are sourced directly from Rockport Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2022866.

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AI-Powered Hedge Fund Analysis: Rockport Wealth LLC

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Every holding in Rockport Wealth LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.