§ 13F · FUND PROFILE
RKL Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 178Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 323K | $211M | 19.0% | −13% |
| 2 | IEFA | ISHARES TR | 1.19M | $108M | 9.7% | −6% |
| 3 | IJH | ISHARES TR | 1.12M | $75M | 6.8% | −10% |
| 4 | SCHX | SCHWAB STRATEGIC TR | 1.86M | $48M | 4.3% | −13% |
| 5 | IJR | ISHARES TR | 382K | $48M | 4.3% | −7% |
| 6 | SPMD | SPDR SERIES TRUST | 679K | $40M | 3.6% | −5% |
| 7 | AAPL | APPLE INC | 120K | $30M | 2.7% | −5% |
| 8 | SPSM | SPDR SERIES TRUST | 570K | $28M | 2.5% | −7% |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | 462K | $28M | 2.5% | −4% |
| 10 | IEMG | ISHARES INC | 365K | $25M | 2.3% | −8% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 178 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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