Institutions / RKL Wealth Management LLC
RKL Wealth Management LLC
CIK 1604723 · Institution · as of Dec 31, 2025
Portfolio value
$1.22B
Positions
183
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 183 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $253.86M | 20.8% |
| iShares Tr | $112.79M | 9.3% |
| iShares Tr | $81.55M | 6.7% |
| Schwab Strategic Tr | $57.80M | 4.7% |
| iShares Tr | $49.48M | 4.1% |
| SPDR Series Trust | $41.24M | 3.4% |
| Apple Inc. | $34.16M | 2.8% |
| Vanguard Scottsdale Fds | $28.78M | 2.4% |
| SPDR Series Trust | $28.67M | 2.4% |
| iShares Inc | $26.69M | 2.2% |
| Microsoft Corp | $25.43M | 2.1% |
| Alphabet Inc. | $24.61M | 2.0% |
| Schwab Strategic Tr | $22.88M | 1.9% |
| Vanguard Scottsdale Fds | $22.46M | 1.8% |
| Schwab Strategic Tr | $21.76M | 1.8% |
| iShares Tr | $19.55M | 1.6% |
| Vanguard Scottsdale Fds | $19.29M | 1.6% |
| NVIDIA Corp | $18.26M | 1.5% |
| Schwab Strategic Tr | $15.86M | 1.3% |
| Amazon.com Inc | $15.31M | 1.3% |
| Schwab Strategic Tr | $15.22M | 1.2% |
| Costco Wholesale Corp /New | $11.78M | 1.0% |
| Mastercard Inc | $9.19M | 0.8% |
| iShares Tr | $8.89M | 0.7% |
| JPMorgan Chase & Co | $8.08M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.