RKL Wealth Management LLC Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$1.1T
Holdings
176
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 391,609 | $243.2B | 21.37% | |
| 2 | AQLTISHARES TR | 1,202,947 | $100.4B | 8.83% | |
| 3 | IJHISHARES TR | 1,253,707 | $77.8B | 6.83% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,336,816 | $57.1B | 5.02% | |
| 5 | IJRISHARES TR | 416,197 | $45.5B | 4.00% | |
| 6 | SPMDSPDR SERIES TRUST | 554,543 | $30.2B | 2.65% | |
| 7 | MSFTMICROSOFT CORP | 58,144 | $28.9B | 2.54% | |
| 8 | AAPLAPPLE INC | 131,585 | $27.0B | 2.37% | |
| 9 | VGITVANGUARD SCOTTSDALE FDS | 451,073 | $27.0B | 2.37% | |
| 10 | SCHMSCHWAB STRATEGIC TR | 831,548 | $23.3B | 2.05% | |
| 11 | IEMGISHARES INC | 384,796 | $23.1B | 2.03% | |
| 12 | SCHGSCHWAB STRATEGIC TR | 751,291 | $21.9B | 1.93% | |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 263,288 | $21.8B | 1.92% | |
| 14 | SPSMSPDR SERIES TRUST | 477,974 | $20.4B | 1.79% | |
| 15 | MBBISHARES TR | 203,761 | $19.1B | 1.68% | |
| 16 | NVDANVIDIA CORPORATION | 118,796 | $18.8B | 1.65% | |
| 17 | VMBSVANGUARD SCOTTSDALE FDS | 361,806 | $16.8B | 1.47% | |
| 18 | AMZNAMAZON COM INC | 74,906 | $16.4B | 1.44% | |
| 19 | GOOGLALPHABET INC | 88,296 | $15.6B | 1.37% | |
| 20 | COSTCOSTCO WHSL CORP NEW | 15,497 | $15.3B | 1.35% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 687,946 | $15.2B | 1.34% | |
| 22 | SCHASCHWAB STRATEGIC TR | 594,508 | $15.0B | 1.32% | |
| 23 | MAMASTERCARD INCORPORATED | 18,715 | $10.5B | 0.92% | |
| 24 | AGZISHARES TR | 78,396 | $8.6B | 0.76% | |
| 25 | JPMJPMORGAN CHASE & CO. | 25,473 | $7.4B | 0.65% | |
| 26 | IVWISHARES TR | 65,460 | $7.2B | 0.63% | |
| 27 | AGGISHARES TR | 64,855 | $6.4B | 0.57% | |
| 28 | VOVANGUARD INDEX FDS | 22,326 | $6.2B | 0.55% | |
| 29 | NVONOVO-NORDISK A S | 83,955 | $5.8B | 0.51% | |
| 30 | TMOTHERMO FISHER SCIENTIFIC INC | 14,273 | $5.8B | 0.51% | |
| 31 | URIUNITED RENTALS INC | 6,900 | $5.2B | 0.46% | |
| 32 | SPYSPDR S&P 500 ETF TR | 7,898 | $4.9B | 0.43% | |
| 33 | VOOVANGUARD INDEX FDS | 8,391 | $4.8B | 0.42% | |
| 34 | SCHESCHWAB STRATEGIC TR | 151,391 | $4.6B | 0.40% | |
| 35 | JNJJOHNSON & JOHNSON | 27,808 | $4.2B | 0.37% | |
| 36 | CVXCHEVRON CORP NEW | 29,423 | $4.2B | 0.37% | |
| 37 | METAMETA PLATFORMS INC | 5,681 | $4.2B | 0.37% | |
| 38 | BXBLACKSTONE INC | 27,992 | $4.2B | 0.37% | |
| 39 | CRWDCROWDSTRIKE HLDGS INC | 8,159 | $4.2B | 0.37% | |
| 40 | IBMINTERNATIONAL BUSINESS MACHS | 14,028 | $4.1B | 0.36% | |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,463 | $4.1B | 0.36% | |
| 42 | SCHVSCHWAB STRATEGIC TR | 147,609 | $4.1B | 0.36% | |
| 43 | TTTRANE TECHNOLOGIES PLC | 9,013 | $3.9B | 0.35% | |
| 44 | UNPUNION PAC CORP | 17,079 | $3.9B | 0.35% | |
| 45 | ROPROPER TECHNOLOGIES INC | 6,911 | $3.9B | 0.34% | |
| 46 | IVEISHARES TR | 19,024 | $3.7B | 0.33% | |
| 47 | ICEINTERCONTINENTAL EXCHANGE IN | 19,691 | $3.6B | 0.32% | |
| 48 | SPYGSPDR SERIES TRUST | 36,258 | $3.5B | 0.30% | |
| 49 | TSLATESLA INC | 10,771 | $3.4B | 0.30% | |
| 50 | MUMICRON TECHNOLOGY INC | 25,869 | $3.2B | 0.28% | |
| 51 | VEAVANGUARD TAX-MANAGED FDS | 55,245 | $3.1B | 0.28% | |
| 52 | PGPROCTER AND GAMBLE CO | 19,676 | $3.1B | 0.28% | |
| 53 | ABBVABBVIE INC | 16,243 | $3.0B | 0.27% | |
| 54 | WMTWALMART INC | 30,449 | $3.0B | 0.26% | |
| 55 | MCDMCDONALDS CORP | 10,146 | $3.0B | 0.26% | |
| 56 | IWMISHARES TR | 13,382 | $2.9B | 0.25% | |
| 57 | 4I1PHILIP MORRIS INTL INC | 14,428 | $2.6B | 0.23% | |
| 58 | LHXL3HARRIS TECHNOLOGIES INC | 10,394 | $2.6B | 0.23% | |
| 59 | EOGEOG RES INC | 21,137 | $2.5B | 0.22% | |
| 60 | XOMEXXON MOBIL CORP | 22,211 | $2.4B | 0.21% | |
| 61 | ADPAUTOMATIC DATA PROCESSING IN | 7,338 | $2.3B | 0.20% | |
| 62 | GDGENERAL DYNAMICS CORP | 7,689 | $2.2B | 0.20% | |
| 63 | HDHOME DEPOT INC | 5,968 | $2.2B | 0.19% | |
| 64 | LLYELI LILLY & CO | 2,782 | $2.2B | 0.19% | |
| 65 | MOALTRIA GROUP INC | 36,481 | $2.1B | 0.19% | |
| 66 | IEIISHARES TR | 17,748 | $2.1B | 0.19% | |
| 67 | QLTAISHARES TR | 43,426 | $2.1B | 0.18% | |
| 68 | IWFISHARES TR | 4,755 | $2.0B | 0.18% | |
| 69 | ITWILLINOIS TOOL WKS INC | 7,747 | $1.9B | 0.17% | |
| 70 | PEPPEPSICO INC | 14,250 | $1.9B | 0.17% | |
| 71 | CATCATERPILLAR INC | 4,481 | $1.7B | 0.15% | |
| 72 | IWDISHARES TR | 8,270 | $1.6B | 0.14% | |
| 73 | SCHBSCHWAB STRATEGIC TR | 65,563 | $1.6B | 0.14% | |
| 74 | MPBMID PENN BANCORP INC | 55,230 | $1.6B | 0.14% | |
| 75 | MKLMARKEL GROUP INC | 778 | $1.6B | 0.14% | |
| 76 | PLDPROLOGIS INC. | 13,019 | $1.4B | 0.12% | |
| 77 | DGRWWISDOMTREE TR | 15,985 | $1.3B | 0.12% | |
| 78 | IWRISHARES TR | 14,406 | $1.3B | 0.12% | |
| 79 | OKEONEOK INC NEW | 14,746 | $1.2B | 0.11% | |
| 80 | EMNEASTMAN CHEM CO | 15,992 | $1.2B | 0.10% | |
| 81 | SPIBSPDR SERIES TRUST | 34,594 | $1.2B | 0.10% | |
| 82 | USXFISHARES TR | 21,527 | $1.2B | 0.10% | |
| 83 | HSYHERSHEY CO | 6,958 | $1.2B | 0.10% | |
| 84 | DHID R HORTON INC | 8,738 | $1.1B | 0.10% | |
| 85 | AVGOBROADCOM INC | 4,078 | $1.1B | 0.10% | |
| 86 | MRKMERCK & CO INC | 14,004 | $1.1B | 0.10% | |
| 87 | SPTISPDR SERIES TRUST | 37,769 | $1.1B | 0.10% | |
| 88 | NKENIKE INC | 14,947 | $1.1B | 0.09% | |
| 89 | VUGVANGUARD INDEX FDS | 2,421 | $1.1B | 0.09% | |
| 90 | KOCOCA COLA CO | 14,952 | $1.1B | 0.09% | |
| 91 | VTIVANGUARD INDEX FDS | 3,459 | $1.1B | 0.09% | |
| 92 | TAT&T INC | 34,331 | $993.5M | 0.09% | |
| 93 | VXUSVANGUARD STAR FDS | 14,337 | $990.6M | 0.09% | |
| 94 | IXUSISHARES TR | 12,377 | $956.9M | 0.08% | |
| 95 | IJKISHARES TR | 10,470 | $952.5M | 0.08% | |
| 96 | CEGCONSTELLATION ENERGY CORP | 2,819 | $909.8M | 0.08% | |
| 97 | MTBM & T BK CORP | 4,585 | $889.4M | 0.08% | |
| 98 | GOOGALPHABET INC | 5,005 | $887.8M | 0.08% | |
| 99 | FULTFULTON FINL CORP PA | 49,193 | $887.4M | 0.08% | |
| 100 | UNHUNITEDHEALTH GROUP INC | 2,803 | $874.4M | 0.08% |
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