§ 13F · FUND PROFILE
RKL Wealth Management LLC.
AUM · $1.3B (13F)Positions · 189Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 316K | $237M | 18.9% | −2% |
| 2 | IEFA | ISHARES TR | 1.21M | $117M | 9.3% | +2% |
| 3 | IJH | ISHARES TR | 1.11M | $86M | 6.8% | ±0% |
| 4 | IJR | ISHARES TR | 381K | $56M | 4.5% | ±0% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 1.84M | $54M | 4.3% | −1% |
| 6 | SPMD | SPDR SERIES TRUST | 720K | $49M | 3.9% | +6% |
| 7 | AAPL | APPLE INC | 119K | $34M | 2.7% | −1% |
| 8 | SPSM | SPDR SERIES TRUST | 594K | $34M | 2.7% | +4% |
| 9 | IEMG | ISHARES INC | 364K | $30M | 2.4% | ±0% |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | 473K | $28M | 2.2% | +3% |
§ 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 $1.3 billion in assets. The fund runs a portfolio of 189 positions.
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