§ 13F · FUND PROFILE
RKL Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1137.6T (13F)Positions · 176Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 371K | $253.9T | 20.8% | −2% |
| 2 | IEFA | ISHARES TR | 1.26M | $112.8T | 9.3% | +6% |
| 3 | IJH | ISHARES TR | 1.24M | $81.6T | 6.7% | ±0% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 2.15M | $57.8T | 4.7% | −1% |
| 5 | IJR | ISHARES TR | 412K | $49.5T | 4.1% | −1% |
| 6 | SPMD | SPDR SERIES TRUST | 712K | $41.2T | 3.4% | +20% |
| 7 | AAPL | APPLE INC | 126K | $34.2T | 2.8% | +1% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | 480K | $28.8T | 2.4% | +4% |
| 9 | SPSM | SPDR SERIES TRUST | 612K | $28.7T | 2.4% | +18% |
| 10 | IEMG | ISHARES INC | 397K | $26.7T | 2.2% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RKL SIGNAL
AC read
RKL Wealth Management LLC is a Other fund managing $1137608.2 trillion in assets. The fund runs a portfolio of 176 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed