RKL Wealth Management LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.2T
Holdings
178
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 379,808 | $254.2B | 21.67% | |
| 2 | AQLTISHARES TR | 1,188,224 | $103.7B | 8.84% | |
| 3 | IJHISHARES TR | 1,241,548 | $81.0B | 6.91% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,168,519 | $57.1B | 4.87% | |
| 5 | IJRISHARES TR | 414,333 | $49.2B | 4.20% | |
| 6 | SPMDSPDR SERIES TRUST | 594,975 | $34.0B | 2.90% | |
| 7 | AAPLAPPLE INC | 124,968 | $31.8B | 2.71% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 460,537 | $27.6B | 2.36% | |
| 9 | MSFTMICROSOFT CORP | 51,916 | $26.9B | 2.29% | |
| 10 | IEMGISHARES INC | 377,278 | $24.9B | 2.12% | |
| 11 | SPSMSPDR SERIES TRUST | 517,702 | $24.0B | 2.04% | |
| 12 | SCHMSCHWAB STRATEGIC TR | 761,764 | $22.6B | 1.92% | |
| 13 | VCITVANGUARD SCOTTSDALE FDS | 265,337 | $22.3B | 1.90% | |
| 14 | SCHGSCHWAB STRATEGIC TR | 697,063 | $22.2B | 1.90% | |
| 15 | GOOGLALPHABET INC | 79,268 | $19.3B | 1.64% | |
| 16 | NVDANVIDIA CORPORATION | 102,694 | $19.2B | 1.63% | |
| 17 | MBBISHARES TR | 201,359 | $19.2B | 1.63% | |
| 18 | VMBSVANGUARD SCOTTSDALE FDS | 395,522 | $18.6B | 1.58% | |
| 19 | SCHASCHWAB STRATEGIC TR | 539,057 | $15.0B | 1.28% | |
| 20 | SCHFSCHWAB STRATEGIC TR | 644,996 | $15.0B | 1.28% | |
| 21 | AMZNAMAZON COM INC | 65,201 | $14.3B | 1.22% | |
| 22 | COSTCOSTCO WHSL CORP NEW | 13,486 | $12.5B | 1.06% | |
| 23 | MAMASTERCARD INCORPORATED | 16,091 | $9.2B | 0.78% | |
| 24 | AGZISHARES TR | 79,491 | $8.8B | 0.75% | |
| 25 | JPMJPMORGAN CHASE & CO. | 24,310 | $7.7B | 0.65% | |
| 26 | IVWISHARES TR | 56,196 | $6.8B | 0.58% | |
| 27 | AGGISHARES TR | 66,088 | $6.6B | 0.56% | |
| 28 | VOVANGUARD INDEX FDS | 20,661 | $6.1B | 0.52% | |
| 29 | TMOTHERMO FISHER SCIENTIFIC INC | 12,205 | $5.9B | 0.50% | |
| 30 | URIUNITED RENTALS INC | 6,174 | $5.9B | 0.50% | |
| 31 | SPYSPDR S&P 500 ETF TR | 7,682 | $5.1B | 0.44% | |
| 32 | JNJJOHNSON & JOHNSON | 27,326 | $5.1B | 0.43% | |
| 33 | VOOVANGUARD INDEX FDS | 7,609 | $4.7B | 0.40% | |
| 34 | SCHESCHWAB STRATEGIC TR | 135,922 | $4.5B | 0.39% | |
| 35 | NVONOVO-NORDISK A S | 79,503 | $4.4B | 0.38% | |
| 36 | TSLATESLA INC | 9,832 | $4.4B | 0.37% | |
| 37 | BXBLACKSTONE INC | 25,546 | $4.4B | 0.37% | |
| 38 | CVXCHEVRON CORP NEW | 27,960 | $4.3B | 0.37% | |
| 39 | MUMICRON TECHNOLOGY INC | 25,253 | $4.2B | 0.36% | |
| 40 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,325 | $4.2B | 0.36% | |
| 41 | SCHVSCHWAB STRATEGIC TR | 139,206 | $4.1B | 0.35% | |
| 42 | CRWDCROWDSTRIKE HLDGS INC | 7,908 | $3.9B | 0.33% | |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 13,647 | $3.9B | 0.33% | |
| 44 | ABBVABBVIE INC | 16,420 | $3.8B | 0.32% | |
| 45 | IVEISHARES TR | 17,861 | $3.7B | 0.31% | |
| 46 | METAMETA PLATFORMS INC | 4,873 | $3.6B | 0.31% | |
| 47 | SPYGSPDR SERIES TRUST | 33,725 | $3.5B | 0.30% | |
| 48 | UNPUNION PAC CORP | 14,886 | $3.5B | 0.30% | |
| 49 | TTTRANE TECHNOLOGIES PLC | 7,936 | $3.3B | 0.29% | |
| 50 | VEAVANGUARD TAX-MANAGED FDS | 55,389 | $3.3B | 0.28% | |
| 51 | ICEINTERCONTINENTAL EXCHANGE IN | 18,993 | $3.2B | 0.27% | |
| 52 | LHXL3HARRIS TECHNOLOGIES INC | 10,013 | $3.1B | 0.26% | |
| 53 | WMTWALMART INC | 28,797 | $3.0B | 0.25% | |
| 54 | ROPROPER TECHNOLOGIES INC | 5,912 | $2.9B | 0.25% | |
| 55 | PGPROCTER AND GAMBLE CO | 19,019 | $2.9B | 0.25% | |
| 56 | IWMISHARES TR | 12,004 | $2.9B | 0.25% | |
| 57 | MCDMCDONALDS CORP | 8,962 | $2.7B | 0.23% | |
| 58 | GDGENERAL DYNAMICS CORP | 7,667 | $2.6B | 0.22% | |
| 59 | XOMEXXON MOBIL CORP | 21,434 | $2.4B | 0.21% | |
| 60 | MOALTRIA GROUP INC | 36,489 | $2.4B | 0.21% | |
| 61 | HDHOME DEPOT INC | 5,903 | $2.4B | 0.20% | |
| 62 | EOGEOG RES INC | 21,235 | $2.4B | 0.20% | |
| 63 | 4I1PHILIP MORRIS INTL INC | 14,428 | $2.3B | 0.20% | |
| 64 | IWFISHARES TR | 4,755 | $2.2B | 0.19% | |
| 65 | CATCATERPILLAR INC | 4,384 | $2.1B | 0.18% | |
| 66 | IEIISHARES TR | 17,463 | $2.1B | 0.18% | |
| 67 | QLTAISHARES TR | 41,654 | $2.0B | 0.17% | |
| 68 | PEPPEPSICO INC | 14,310 | $2.0B | 0.17% | |
| 69 | LLYELI LILLY & CO | 2,608 | $2.0B | 0.17% | |
| 70 | ITWILLINOIS TOOL WKS INC | 7,533 | $2.0B | 0.17% | |
| 71 | ADPAUTOMATIC DATA PROCESSING IN | 5,841 | $1.7B | 0.15% | |
| 72 | IWDISHARES TR | 8,270 | $1.7B | 0.14% | |
| 73 | SCHBSCHWAB STRATEGIC TR | 64,737 | $1.7B | 0.14% | |
| 74 | MPBMID PENN BANCORP INC | 55,230 | $1.6B | 0.13% | |
| 75 | PLDPROLOGIS INC. | 13,150 | $1.5B | 0.13% | |
| 76 | MKLMARKEL GROUP INC | 778 | $1.5B | 0.13% | |
| 77 | AVGOBROADCOM INC | 4,378 | $1.4B | 0.12% | |
| 78 | HSYHERSHEY CO | 7,007 | $1.3B | 0.11% | |
| 79 | DGRWWISDOMTREE TR | 14,400 | $1.3B | 0.11% | |
| 80 | GOOGALPHABET INC | 5,106 | $1.2B | 0.11% | |
| 81 | USXFISHARES TR | 21,575 | $1.2B | 0.11% | |
| 82 | MRKMERCK & CO INC | 14,551 | $1.2B | 0.10% | |
| 83 | GQ9SPDR GOLD TR | 3,412 | $1.2B | 0.10% | |
| 84 | VUGVANGUARD INDEX FDS | 2,422 | $1.2B | 0.10% | |
| 85 | OKEONEOK INC NEW | 15,810 | $1.2B | 0.10% | |
| 86 | DHID R HORTON INC | 6,663 | $1.1B | 0.10% | |
| 87 | FULTFULTON FINL CORP PA | 57,500 | $1.1B | 0.09% | |
| 88 | EMNEASTMAN CHEM CO | 16,641 | $1.0B | 0.09% | |
| 89 | IXUSISHARES TR | 12,354 | $1.0B | 0.09% | |
| 90 | AEMAGNICO EAGLE MINES LTD | 6,000 | $1.0B | 0.09% | |
| 91 | IJKISHARES TR | 10,481 | $1.0B | 0.09% | |
| 92 | IWRISHARES TR | 10,341 | $998.4M | 0.09% | |
| 93 | KOCOCA COLA CO | 15,046 | $997.9M | 0.09% | |
| 94 | NKENIKE INC | 13,990 | $975.5M | 0.08% | |
| 95 | TAT&T INC | 33,805 | $954.6M | 0.08% | |
| 96 | SPIBSPDR SERIES TRUST | 27,509 | $932.3M | 0.08% | |
| 97 | CEGCONSTELLATION ENERGY CORP | 2,819 | $927.7M | 0.08% | |
| 98 | VXUSVANGUARD STAR FDS | 12,628 | $927.6M | 0.08% | |
| 99 | MTBM & T BK CORP | 4,598 | $908.7M | 0.08% | |
| 100 | EFAISHARES TR | 9,714 | $907.0M | 0.08% |
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