RKL Wealth Management LLC 13F Holdings · Q2 2026
RKL Wealth Management LLC reported 189 securities worth $1.25B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (18.88%), IEFA (9.32%), IJH (6.84%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $236.9M | 18.88% | 316,312 | Trimmed |
| 2 | IEFA | ISHARES TR | $116.9M | 9.32% | 1.2M | Added |
| 3 | IJH | ISHARES TR | $85.8M | 6.84% | 1.1M | Trimmed |
| 4 | IJR | ISHARES TR | $56.5M | 4.50% | 380,816 | Trimmed |
| 5 | SCHX | SCHWAB STRATEGIC TR | $54.1M | 4.31% | 1.8M | Trimmed |
| 6 | SPMD | SPDR SERIES TRUST | $48.7M | 3.88% | 720,231 | Added |
| 7 | AAPL | APPLE INC | $34.5M | 2.75% | 119,147 | Trimmed |
| 8 | SPSM | SPDR SERIES TRUST | $34.2M | 2.73% | 593,853 | Added |
| 9 | IEMG | ISHARES INC | $30.2M | 2.40% | 364,138 | Trimmed |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $27.9M | 2.23% | 473,445 | Added |
| 11 | GOOGL | ALPHABET INC | $26.0M | 2.07% | 72,658 | Trimmed |
| 12 | SCHM | SCHWAB STRATEGIC TR | $25.2M | 2.01% | 683,405 | Trimmed |
| 13 | MU | MICRON TECHNOLOGY INC | $21.5M | 1.72% | 18,655 | Trimmed |
| 14 | VCIT | VANGUARD SCOTTSDALE FDS | $21.4M | 1.71% | 258,946 | Added |
| 15 | SCHG | SCHWAB STRATEGIC TR | $21.2M | 1.69% | 627,716 | Trimmed |
| 16 | VMBS | VANGUARD SCOTTSDALE FDS | $19.3M | 1.54% | 412,846 | Added |
| 17 | MSFT | MICROSOFT CORP | $18.6M | 1.48% | 49,926 | Added |
| 18 | MBB | ISHARES TR | $18.1M | 1.45% | 191,867 | Added |
| 19 | SCHA | SCHWAB STRATEGIC TR | $17.4M | 1.39% | 480,896 | Trimmed |
| 20 | NVDA | NVIDIA CORPORATION | $16.8M | 1.34% | 84,023 | Trimmed |
| 21 | SCHF | SCHWAB STRATEGIC TR | $16.4M | 1.31% | 592,672 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO | $16.3M | 1.30% | 49,728 | Trimmed |
| 23 | AMZN | AMAZON COM INC | $15.5M | 1.24% | 65,240 | Added |
| 24 | COST | COSTCO WHOLESALE CORPORATION | $12.5M | 1.00% | 13,347 | Trimmed |
| 25 | AGZ | ISHARES TR | $8.1M | 0.65% | 74,091 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR