RKL Wealth Management LLC
CIK: 1604723SEC EDGAR →
Portfolio Value
$536.2B
Holdings
179
As of
Q1 2026
New Positions
177
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,190,974 | $107.8B | 20.11% |
| 2 | ISHARES TR | 1,117,499 | $75.5B | 14.07% |
| 3 | SCHWAB STRATEGIC TR | 1,861,871 | $47.7B | 8.90% |
| 4 | SPDR SERIES TRUST | 679,439 | $40.2B | 7.50% |
| 5 | SPDR SERIES TRUST | 570,265 | $27.6B | 5.14% |
| 6 | VANGUARD SCOTTSDALE FDS | 461,865 | $27.5B | 5.13% |
| 7 | ISHARES INC | 365,386 | $25.5B | 4.75% |
| 8 | SCHWAB STRATEGIC TR | 695,554 | $21.5B | 4.02% |
| 9 | VANGUARD SCOTTSDALE FDS | 255,681 | $21.2B | 3.95% |
| 10 | VANGUARD SCOTTSDALE FDS | 397,350 | $18.7B | 3.48% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 79 | $412.0B | 76.8% |
| Unknown | 7 | $107.8B | 20.1% |
| Consumer Defensive | 8 | $3.8B | 0.7% |
| Healthcare | 13 | $3.1B | 0.6% |
| Energy | 7 | $2.7B | 0.5% |
| Communication Services | 5 | $1.6B | 0.3% |
| Technology | 16 | $1.4B | 0.3% |
| Utilities | 6 | $1.4B | 0.3% |
| Consumer Cyclical | 12 | $1.3B | 0.2% |
| Industrials | 21 | $855.2M | 0.2% |
| Real Estate | 3 | $270.9M | 0.1% |
| Basic Materials | 2 | $2.1M | 0.0% |