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 | Value |
|---|---|
IVVISHARES TR | $243.2B |
AQLTISHARES TR | $100.4B |
IJHISHARES TR | $77.8B |
SCHXSCHWAB STRATEGIC TR | $57.1B |
IJRISHARES TR | $45.5B |
SPMDSPDR SERIES TRUST | $30.2B |
MSFTMICROSOFT CORP | $28.9B |
AAPLAPPLE INC | $27.0B |
VGITVANGUARD SCOTTSDALE FDS | $27.0B |
SCHMSCHWAB STRATEGIC TR | $23.3B |
IEMGISHARES INC | $23.1B |
SCHGSCHWAB STRATEGIC TR | $21.9B |
VCITVANGUARD SCOTTSDALE FDS | $21.8B |
SPSMSPDR SERIES TRUST | $20.4B |
MBBISHARES TR | $19.1B |
NVDANVIDIA CORPORATION | $18.8B |
VMBSVANGUARD SCOTTSDALE FDS | $16.8B |
AMZNAMAZON COM INC | $16.4B |
GOOGLALPHABET INC | $15.6B |
COSTCOSTCO WHSL CORP NEW | $15.3B |
SCHFSCHWAB STRATEGIC TR | $15.2B |
SCHASCHWAB STRATEGIC TR | $15.0B |
MAMASTERCARD INCORPORATED | $10.5B |
AGZISHARES TR | $8.6B |
JPMJPMORGAN CHASE & CO. | $7.4B |
IVWISHARES TR | $7.2B |
AGGISHARES TR | $6.4B |
VOVANGUARD INDEX FDS | $6.2B |
NVONOVO-NORDISK A S | $5.8B |
TMOTHERMO FISHER SCIENTIFIC INC | $5.8B |
URIUNITED RENTALS INC | $5.2B |
SPYSPDR S&P 500 ETF TR | $4.9B |
VOOVANGUARD INDEX FDS | $4.8B |
SCHESCHWAB STRATEGIC TR | $4.6B |
JNJJOHNSON & JOHNSON | $4.2B |
CVXCHEVRON CORP NEW | $4.2B |
METAMETA PLATFORMS INC | $4.2B |
BXBLACKSTONE INC | $4.2B |
CRWDCROWDSTRIKE HLDGS INC | $4.2B |
IBMINTERNATIONAL BUSINESS MACHS | $4.1B |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.1B |
SCHVSCHWAB STRATEGIC TR | $4.1B |
TTTRANE TECHNOLOGIES PLC | $3.9B |
UNPUNION PAC CORP | $3.9B |
ROPROPER TECHNOLOGIES INC | $3.9B |
IVEISHARES TR | $3.7B |
ICEINTERCONTINENTAL EXCHANGE IN | $3.6B |
SPYGSPDR SERIES TRUST | $3.5B |
TSLATESLA INC | $3.4B |
MUMICRON TECHNOLOGY INC | $3.2B |
VEAVANGUARD TAX-MANAGED FDS | $3.1B |
PGPROCTER AND GAMBLE CO | $3.1B |
ABBVABBVIE INC | $3.0B |
WMTWALMART INC | $3.0B |
MCDMCDONALDS CORP | $3.0B |
IWMISHARES TR | $2.9B |
4I1PHILIP MORRIS INTL INC | $2.6B |
LHXL3HARRIS TECHNOLOGIES INC | $2.6B |
EOGEOG RES INC | $2.5B |
XOMEXXON MOBIL CORP | $2.4B |
ADPAUTOMATIC DATA PROCESSING IN | $2.3B |
GDGENERAL DYNAMICS CORP | $2.2B |
HDHOME DEPOT INC | $2.2B |
LLYELI LILLY & CO | $2.2B |
MOALTRIA GROUP INC | $2.1B |
IEIISHARES TR | $2.1B |
QLTAISHARES TR | $2.1B |
IWFISHARES TR | $2.0B |
ITWILLINOIS TOOL WKS INC | $1.9B |
PEPPEPSICO INC | $1.9B |
CATCATERPILLAR INC | $1.7B |
IWDISHARES TR | $1.6B |
SCHBSCHWAB STRATEGIC TR | $1.6B |
MPBMID PENN BANCORP INC | $1.6B |
MKLMARKEL GROUP INC | $1.6B |
PLDPROLOGIS INC. | $1.4B |
DGRWWISDOMTREE TR | $1.3B |
IWRISHARES TR | $1.3B |
OKEONEOK INC NEW | $1.2B |
EMNEASTMAN CHEM CO | $1.2B |
SPIBSPDR SERIES TRUST | $1.2B |
USXFISHARES TR | $1.2B |
HSYHERSHEY CO | $1.2B |
DHID R HORTON INC | $1.1B |
AVGOBROADCOM INC | $1.1B |
MRKMERCK & CO INC | $1.1B |
SPTISPDR SERIES TRUST | $1.1B |
NKENIKE INC | $1.1B |
VUGVANGUARD INDEX FDS | $1.1B |
KOCOCA COLA CO | $1.1B |
VTIVANGUARD INDEX FDS | $1.1B |
TAT&T INC | $993.5M |
VXUSVANGUARD STAR FDS | $990.6M |
IXUSISHARES TR | $956.9M |
IJKISHARES TR | $952.5M |
CEGCONSTELLATION ENERGY CORP | $909.8M |
MTBM & T BK CORP | $889.4M |
GOOGALPHABET INC | $887.8M |
FULTFULTON FINL CORP PA | $887.4M |
UNHUNITEDHEALTH GROUP INC | $874.4M |
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