Rockport Wealth LLC - Portfolio overview

Rockport Wealth LLC has 110 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. BUXX - EA SERIES TRUST, 12.97%
2. FDL - FIRST TR EXCHANGE-TRADED FD, 7.82%
3. SPDN - DIREXION SHARES ETF TRUST, 5.03%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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