RKL Wealth Management LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$1.1T
Holdings
169
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (169 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 393,465 | $221.1B | 20.83% | |
| 2 | AQLTISHARES TR | 1,151,203 | $87.1B | 8.21% | |
| 3 | IJHISHARES TR | 1,242,930 | $72.5B | 6.83% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,567,549 | $56.7B | 5.34% | |
| 5 | IJRISHARES TR | 407,010 | $42.6B | 4.01% | |
| 6 | AAPLAPPLE INC | 134,012 | $29.8B | 2.81% | |
| 7 | SPMDSPDR SER TR | 480,814 | $24.6B | 2.32% | |
| 8 | SCHMSCHWAB STRATEGIC TR | 900,465 | $23.6B | 2.22% | |
| 9 | MSFTMICROSOFT CORP | 60,597 | $22.7B | 2.14% | |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 370,882 | $22.0B | 2.08% | |
| 11 | SCHGSCHWAB STRATEGIC TR | 798,253 | $20.0B | 1.88% | |
| 12 | MBBISHARES TR | 208,996 | $19.6B | 1.85% | |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 235,057 | $19.2B | 1.81% | |
| 14 | IEMGISHARES INC | 334,123 | $18.0B | 1.70% | |
| 15 | SPSMSPDR SER TR | 411,535 | $16.8B | 1.58% | |
| 16 | VMBSVANGUARD SCOTTSDALE FDS | 353,531 | $16.4B | 1.54% | |
| 17 | SCHFSCHWAB STRATEGIC TR | 816,291 | $16.1B | 1.52% | |
| 18 | SCHASCHWAB STRATEGIC TR | 656,074 | $15.4B | 1.45% | |
| 19 | COSTCOSTCO WHSL CORP NEW | 16,077 | $15.2B | 1.43% | |
| 20 | AMZNAMAZON COM INC | 75,319 | $14.3B | 1.35% | |
| 21 | GOOGLALPHABET INC | 91,144 | $14.1B | 1.33% | |
| 22 | NVDANVIDIA CORPORATION | 122,909 | $13.3B | 1.26% | |
| 23 | MAMASTERCARD INCORPORATED | 19,229 | $10.5B | 0.99% | |
| 24 | AGZISHARES TR | 79,712 | $8.7B | 0.82% | |
| 25 | TMOTHERMO FISHER SCIENTIFIC INC | 14,870 | $7.4B | 0.70% | |
| 26 | SCHESCHWAB STRATEGIC TR | 259,626 | $7.2B | 0.67% | |
| 27 | VOVANGUARD INDEX FDS | 27,475 | $7.1B | 0.67% | |
| 28 | IVWISHARES TR | 67,937 | $6.3B | 0.59% | |
| 29 | JPMJPMORGAN CHASE & CO. | 25,456 | $6.2B | 0.59% | |
| 30 | NVONOVO-NORDISK A S | 83,335 | $5.8B | 0.55% | |
| 31 | IEIISHARES TR | 45,939 | $5.4B | 0.51% | |
| 32 | AGGISHARES TR | 51,146 | $5.1B | 0.48% | |
| 33 | SPYSPDR S&P 500 ETF TR | 8,837 | $4.9B | 0.47% | |
| 34 | CVXCHEVRON CORP NEW | 29,264 | $4.9B | 0.46% | |
| 35 | QLTAISHARES TR | 98,290 | $4.7B | 0.44% | |
| 36 | JNJJOHNSON & JOHNSON | 27,680 | $4.6B | 0.43% | |
| 37 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,589 | $4.6B | 0.43% | |
| 38 | SCHVSCHWAB STRATEGIC TR | 169,813 | $4.5B | 0.43% | |
| 39 | URIUNITED RENTALS INC | 7,126 | $4.5B | 0.42% | |
| 40 | UNPUNION PAC CORP | 18,139 | $4.3B | 0.40% | |
| 41 | ROPROPER TECHNOLOGIES INC | 7,140 | $4.2B | 0.40% | |
| 42 | VOOVANGUARD INDEX FDS | 8,096 | $4.2B | 0.39% | |
| 43 | BXBLACKSTONE INC | 29,084 | $4.1B | 0.38% | |
| 44 | IVEISHARES TR | 19,783 | $3.8B | 0.36% | |
| 45 | ICEINTERCONTINENTAL EXCHANGE IN | 20,463 | $3.5B | 0.33% | |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 14,031 | $3.5B | 0.33% | |
| 47 | PGPROCTER AND GAMBLE CO | 19,809 | $3.4B | 0.32% | |
| 48 | ABBVABBVIE INC | 15,991 | $3.4B | 0.32% | |
| 49 | METAMETA PLATFORMS INC | 5,751 | $3.3B | 0.31% | |
| 50 | TTTRANE TECHNOLOGIES PLC | 9,422 | $3.2B | 0.30% | |
| 51 | SCHBSCHWAB STRATEGIC TR | 145,266 | $3.1B | 0.29% | |
| 52 | CRWDCROWDSTRIKE HLDGS INC | 8,521 | $3.0B | 0.28% | |
| 53 | MCDMCDONALDS CORP | 9,584 | $3.0B | 0.28% | |
| 54 | SPYGSPDR SER TR | 35,943 | $2.9B | 0.27% | |
| 55 | TSLATESLA INC | 10,749 | $2.8B | 0.26% | |
| 56 | EOGEOG RES INC | 21,285 | $2.7B | 0.26% | |
| 57 | XOMEXXON MOBIL CORP | 22,069 | $2.6B | 0.25% | |
| 58 | WMTWALMART INC | 29,250 | $2.6B | 0.24% | |
| 59 | VEAVANGUARD TAX-MANAGED FDS | 49,396 | $2.5B | 0.24% | |
| 60 | LHXL3HARRIS TECHNOLOGIES INC | 11,568 | $2.4B | 0.23% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 7,834 | $2.4B | 0.23% | |
| 62 | IWMISHARES TR | 11,962 | $2.4B | 0.22% | |
| 63 | LLYELI LILLY & CO | 2,812 | $2.3B | 0.22% | |
| 64 | 4I1PHILIP MORRIS INTL INC | 14,308 | $2.3B | 0.21% | |
| 65 | MUMICRON TECHNOLOGY INC | 25,366 | $2.2B | 0.21% | |
| 66 | MOALTRIA GROUP INC | 36,523 | $2.2B | 0.21% | |
| 67 | SCHZSCHWAB STRATEGIC TR | 93,052 | $2.2B | 0.20% | |
| 68 | HDHOME DEPOT INC | 5,860 | $2.1B | 0.20% | |
| 69 | PEPPEPSICO INC | 13,878 | $2.1B | 0.20% | |
| 70 | GDGENERAL DYNAMICS CORP | 7,512 | $2.0B | 0.19% | |
| 71 | ITWILLINOIS TOOL WKS INC | 7,487 | $1.9B | 0.17% | |
| 72 | SCHRSCHWAB STRATEGIC TR | 70,004 | $1.7B | 0.16% | |
| 73 | UNHUNITEDHEALTH GROUP INC | 3,273 | $1.7B | 0.16% | |
| 74 | IWFISHARES TR | 4,701 | $1.7B | 0.16% | |
| 75 | IWRISHARES TR | 19,896 | $1.7B | 0.16% | |
| 76 | IWDISHARES TR | 8,270 | $1.6B | 0.15% | |
| 77 | CATCATERPILLAR INC | 4,462 | $1.5B | 0.14% | |
| 78 | MKLMARKEL GROUP INC | 778 | $1.5B | 0.14% | |
| 79 | MPBMID PENN BANCORP INC | 55,230 | $1.4B | 0.13% | |
| 80 | PLDPROLOGIS INC. | 12,473 | $1.4B | 0.13% | |
| 81 | OKEONEOK INC NEW | 13,615 | $1.4B | 0.13% | |
| 82 | SPIBSPDR SER TR | 39,907 | $1.3B | 0.12% | |
| 83 | EMNEASTMAN CHEM CO | 14,834 | $1.3B | 0.12% | |
| 84 | SPTISPDR SER TR | 44,903 | $1.3B | 0.12% | |
| 85 | DGRWWISDOMTREE TR | 15,985 | $1.3B | 0.12% | |
| 86 | IJKISHARES TR | 15,224 | $1.3B | 0.12% | |
| 87 | DHID R HORTON INC | 9,388 | $1.2B | 0.11% | |
| 88 | MRKMERCK & CO INC | 13,291 | $1.2B | 0.11% | |
| 89 | HSYHERSHEY CO | 6,891 | $1.2B | 0.11% | |
| 90 | KOCOCA COLA CO | 15,043 | $1.1B | 0.10% | |
| 91 | FULTFULTON FINL CORP PA | 56,606 | $1.0B | 0.10% | |
| 92 | USXFISHARES TR | 21,474 | $1.0B | 0.09% | |
| 93 | TAT&T INC | 34,349 | $971.4M | 0.09% | |
| 94 | NKENIKE INC | 15,230 | $966.8M | 0.09% | |
| 95 | COWZPACER FDS TR | 16,663 | $912.5M | 0.09% | |
| 96 | VUGVANGUARD INDEX FDS | 2,459 | $912.0M | 0.09% | |
| 97 | MAAMID-AMER APT CMNTYS INC | 5,430 | $910.0M | 0.09% | |
| 98 | VXUSVANGUARD STAR FDS | 13,457 | $835.7M | 0.08% | |
| 99 | DHRDANAHER CORPORATION | 4,067 | $833.7M | 0.08% | |
| 100 | SPYVSPDR SER TR | 16,041 | $819.2M | 0.08% |
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