RKL Wealth Management LLC

Est. AUM

$1.11B

13F long equity, this entity only

Positions

179

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$210.7M	322614	18.96%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$107.8M	1190974	9.70%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$75.5M	1117499	6.79%	SOLE
4	SCHWAB STRATEGIC TR	US LRG CAP ETF	$47.7M	1861871	4.30%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$47.5M	382199	4.28%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$40.2M	679439	3.62%	SOLE
7	APPLE INC	COM	$30.4M	119881	2.74%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$27.6M	570265	2.48%	SOLE
9	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$27.5M	461865	2.47%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$25.5M	365386	2.29%	SOLE
11	SCHWAB STRATEGIC TR	US MID-CAP ETF	$21.5M	695554	1.94%	SOLE
12	ALPHABET INC	CAP STK CL A	$21.4M	74571	1.93%	SOLE
13	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$21.2M	255681	1.90%	SOLE
14	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$18.7M	397350	1.68%	SOLE
15	SCHWAB STRATEGIC TR	US LCAP GR ETF	$18.6M	636897	1.67%	SOLE
16	MICROSOFT CORP	COM	$18.3M	49500	1.65%	SOLE
17	ISHARES TR	MBS ETF	$18.1M	190282	1.63%	SOLE
18	NVIDIA CORPORATION	COM	$15.3M	87693	1.38%	SOLE
19	SCHWAB STRATEGIC TR	INTL EQTY ETF	$15.0M	604280	1.35%	SOLE
20	JPMORGAN CHASE & CO	COM	$14.7M	49904	1.32%	SOLE
21	SCHWAB STRATEGIC TR	US SML CAP ETF	$14.1M	486494	1.27%	SOLE
22	AMAZON COM INC	COM	$13.5M	64943	1.22%	SOLE
23	COSTCO WHOLESALE CORPORATION	COM	$13.4M	13430	1.20%	SOLE
24	ISHARES TR	AGENCY BOND ETF	$8.4M	76180	0.75%	SOLE
25	MASTERCARD INCORPORATED	CL A	$7.8M	15590	0.70%	SOLE
26	MICRON TECHNOLOGY INC	COM	$7.4M	21788	0.66%	SOLE
27	JOHNSON & JOHNSON	COM	$6.6M	26997	0.59%	SOLE
28	ISHARES TR	CORE US AGGBD ET	$6.4M	64426	0.58%	SOLE
29	CHEVRON CORPORATION	COM	$6.2M	29929	0.56%	SOLE
30	ISHARES TR	S&P 500 GRWT ETF	$5.9M	52198	0.53%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$5.8M	20174	0.52%	SOLE
32	THERMO FISHER SCIENTIFIC INC	COM	$5.5M	11206	0.50%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.0M	8418	0.45%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.4M	6717	0.39%	SOLE
35	UNITED RENTALS INC	COM	$4.3M	5893	0.39%	SOLE
36	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.0M	120166	0.36%	SOLE
37	EXXON MOBIL CORP	COM	$3.9M	22945	0.35%	SOLE
38	SCHWAB STRATEGIC TR	US LCAP VA ETF	$3.8M	125798	0.35%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.8M	7956	0.34%	SOLE
40	ABBVIE INC	COM	$3.7M	16991	0.33%	SOLE
41	L3HARRIS TECHNOLOGIES INC	COM	$3.5M	10175	0.32%	SOLE
42	UNION PAC CORP	COM	$3.5M	14437	0.32%	SOLE
43	ISHARES TR	S&P 500 VAL ETF	$3.5M	16533	0.31%	SOLE
44	TRANE TECHNOLOGIES PLC	SHS	$3.4M	8099	0.30%	SOLE
45	TESLA INC	COM	$3.3M	9007	0.30%	SOLE
46	INTERNATIONAL BUSINESS MACHS	COM	$3.3M	13708	0.30%	SOLE
47	WALMART INC	COM	$3.3M	26712	0.30%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	32863	0.29%	SOLE
49	EOG RES INC	COM	$3.2M	22175	0.29%	SOLE
50	PROCTER & GAMBLE CO	COM	$3.2M	21832	0.28%	SOLE

1–50 of 179

1 / 4

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.