RKL Wealth Management LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$1.2T
Holdings
183
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (183 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $253.9B |
AQLTISHARES TR | $112.8B |
IJHISHARES TR | $81.6B |
SCHXSCHWAB STRATEGIC TR | $57.8B |
IJRISHARES TR | $49.5B |
SPMDSPDR SERIES TRUST | $41.2B |
AAPLAPPLE INC | $34.2B |
VGITVANGUARD SCOTTSDALE FDS | $28.8B |
SPSMSPDR SERIES TRUST | $28.7B |
IEMGISHARES INC | $26.7B |
MSFTMICROSOFT CORP | $25.4B |
GOOGLALPHABET INC | $24.6B |
SCHMSCHWAB STRATEGIC TR | $22.9B |
VCITVANGUARD SCOTTSDALE FDS | $22.5B |
SCHGSCHWAB STRATEGIC TR | $21.8B |
MBBISHARES TR | $19.5B |
VMBSVANGUARD SCOTTSDALE FDS | $19.3B |
NVDANVIDIA CORPORATION | $18.3B |
SCHFSCHWAB STRATEGIC TR | $15.9B |
AMZNAMAZON COM INC | $15.3B |
SCHASCHWAB STRATEGIC TR | $15.2B |
COSTCOSTCO WHSL CORP NEW | $11.8B |
MAMASTERCARD INCORPORATED | $9.2B |
AGZISHARES TR | $8.9B |
JPMJPMORGAN CHASE & CO. | $8.1B |
MUMICRON TECHNOLOGY INC | $7.0B |
TMOTHERMO FISHER SCIENTIFIC INC | $6.9B |
IVWISHARES TR | $6.7B |
AGGISHARES TR | $6.7B |
JNJJOHNSON & JOHNSON | $5.8B |
VOVANGUARD INDEX FDS | $5.8B |
VOOVANGUARD INDEX FDS | $5.4B |
URIUNITED RENTALS INC | $5.0B |
TSLATESLA INC | $4.7B |
CVXCHEVRON CORP NEW | $4.6B |
SPYSPDR S&P 500 ETF TR | $4.6B |
SCHESCHWAB STRATEGIC TR | $4.5B |
IBMINTERNATIONAL BUSINESS MACHS | $4.2B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.2B |
BXBLACKSTONE INC | $4.1B |
ABBVABBVIE INC | $4.1B |
SCHVSCHWAB STRATEGIC TR | $3.9B |
CRWDCROWDSTRIKE HLDGS INC | $3.9B |
IVEISHARES TR | $3.7B |
SPYGSPDR SERIES TRUST | $3.7B |
WMTWALMART INC | $3.5B |
VEAVANGUARD TAX-MANAGED FDS | $3.5B |
ICEINTERCONTINENTAL EXCHANGE IN | $3.4B |
UNPUNION PAC CORP | $3.4B |
METAMETA PLATFORMS INC | $3.3B |
TTTRANE TECHNOLOGIES PLC | $3.3B |
LHXL3HARRIS TECHNOLOGIES INC | $3.2B |
PGPROCTER AND GAMBLE CO | $3.0B |
GDGENERAL DYNAMICS CORP | $2.9B |
NVONOVO-NORDISK A S | $2.8B |
MCDMCDONALDS CORP | $2.7B |
IWMISHARES TR | $2.6B |
ROPROPER TECHNOLOGIES INC | $2.6B |
EOGEOG RES INC | $2.6B |
XOMEXXON MOBIL CORP | $2.5B |
CATCATERPILLAR INC | $2.5B |
LLYELI LILLY & CO | $2.4B |
4I1PHILIP MORRIS INTL INC | $2.4B |
HDHOME DEPOT INC | $2.4B |
PEPPEPSICO INC | $2.3B |
IWFISHARES TR | $2.3B |
ITWILLINOIS TOOL WKS INC | $2.2B |
MOALTRIA GROUP INC | $2.1B |
VVISA INC | $2.1B |
IEIISHARES TR | $2.0B |
QLTAISHARES TR | $2.0B |
PLDPROLOGIS INC. | $2.0B |
GOOGALPHABET INC | $2.0B |
IWDISHARES TR | $1.7B |
SCHBSCHWAB STRATEGIC TR | $1.7B |
DUKDUKE ENERGY CORP NEW | $1.7B |
MPBMID PENN BANCORP INC | $1.7B |
MKLMARKEL GROUP INC | $1.7B |
AVGOBROADCOM INC | $1.6B |
MRKMERCK & CO INC | $1.5B |
OKEONEOK INC NEW | $1.5B |
ADPAUTOMATIC DATA PROCESSING IN | $1.5B |
HSYHERSHEY CO | $1.3B |
GQ9SPDR GOLD TR | $1.3B |
DGRWWISDOMTREE TR | $1.3B |
USXFISHARES TR | $1.2B |
VUGVANGUARD INDEX FDS | $1.2B |
IXUSISHARES TR | $1.1B |
KOCOCA COLA CO | $1.1B |
NDQINVESCO QQQ TR | $1.0B |
AEMAGNICO EAGLE MINES LTD | $1.0B |
CEGCONSTELLATION ENERGY CORP | $1.0B |
IWRISHARES TR | $997.0M |
DHID R HORTON INC | $964.0M |
VXUSVANGUARD STAR FDS | $964.0M |
FULTFULTON FINL CORP PA | $962.0M |
SPYVSPDR SERIES TRUST | $944.0M |
SPIBSPDR SERIES TRUST | $936.0M |
MTBM & T BK CORP | $929.0M |
EFAISHARES TR | $922.0M |
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