RKL Wealth Management LLC
CIK: 0001604723SEC EDGAR →
Portfolio Value
$1.2B
Holdings
183
As of
Q4 2025
New Positions
9
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 370,634 | $253.9M | 20.84% |
| 2 | ISHARES TR | 1,260,786 | $112.8M | 9.26% |
| 3 | ISHARES TR | 1,235,649 | $81.6M | 6.69% |
| 4 | SCHWAB STRATEGIC TR | 2,147,814 | $57.8M | 4.74% |
| 5 | ISHARES TR | 411,692 | $49.5M | 4.06% |
| 6 | SPDR SERIES TRUST | 712,175 | $41.2M | 3.39% |
| 7 | APPLE INC | 125,644 | $34.2M | 2.80% |
| 8 | VANGUARD SCOTTSDALE FDS | 480,188 | $28.8M | 2.36% |
| 9 | SPDR SERIES TRUST | 611,870 | $28.7M | 2.35% |
| 10 | ISHARES INC | 396,982 | $26.7M | 2.19% |
Quarterly Changes
Top Buys
New Positions (9)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 81 | $831.7M | 68.3% |
| Unknown | 7 | $122.4M | 10.0% |
| Technology | 19 | $99.1M | 8.1% |
| Industrials | 20 | $31.6M | 2.6% |
| Communication Services | 6 | $31.5M | 2.6% |
| Consumer Cyclical | 12 | $28.8M | 2.4% |
| Healthcare | 15 | $26.9M | 2.2% |
| Consumer Defensive | 8 | $25.4M | 2.1% |
| Energy | 5 | $11.9M | 1.0% |
| Utilities | 5 | $4.1M | 0.3% |
| Real Estate | 3 | $2.9M | 0.2% |
| Basic Materials | 2 | $1.9M | 0.2% |