RKL Wealth Management LLC
RKL Wealth Management LLC reported 189 positions worth $1.25B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: IVV (18.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $236.9M | 18.88% | 316,312 | — | — | |
| ▸ 2 | IEFA | SH | $116.9M | 9.32% | 1,210,097 | — | — | |
| ▸ 3 | IJH | SH | $85.8M | 6.84% | 1,112,664 | — | — | |
| ▸ 4 | IJR | SH | $56.5M | 4.50% | 380,816 | — | — | |
| ▸ 5 | SCHX | SH | $54.1M | 4.31% | 1,839,227 | — | — | |
| ▸ 6 | SPMD | SH | $48.7M | 3.88% | 720,231 | — | — | |
| ▸ 7 | AAPL | SH | $34.5M | 2.75% | 119,147 | — | — | |
| ▸ 8 | SPSM | SH | $34.2M | 2.73% | 593,853 | — | — | |
| ▸ 9 | IEMG | SH | $30.2M | 2.40% | 364,138 | — | — | |
| ▸ 10 | VGIT | SH | $27.9M | 2.23% | 473,445 | — | — |
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Frequently Asked Questions
What stocks does RKL Wealth Management LLC hold as of Q2 2026?
RKL Wealth Management LLC reported 189 positions worth $1.25B in its Q2 2026 13F filing. Largest positions: IVV (18.9%), IEFA (9.3%), IJH (6.8%), IJR (4.5%) and SCHX (4.3%).
What did RKL Wealth Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did RKL Wealth Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.