RKL Wealth Management LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$1.2T
Holdings
183
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (183 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 370,634 | $253.9B | 20.84% | |
| 2 | AQLTISHARES TR | 1,260,786 | $112.8B | 9.26% | |
| 3 | IJHISHARES TR | 1,235,649 | $81.6B | 6.69% | |
| 4 | SCHXSCHWAB STRATEGIC TR | 2,147,814 | $57.8B | 4.74% | |
| 5 | IJRISHARES TR | 411,692 | $49.5B | 4.06% | |
| 6 | SPMDSPDR SERIES TRUST | 712,175 | $41.2B | 3.39% | |
| 7 | AAPLAPPLE INC | 125,644 | $34.2B | 2.80% | |
| 8 | VGITVANGUARD SCOTTSDALE FDS | 480,188 | $28.8B | 2.36% | |
| 9 | SPSMSPDR SERIES TRUST | 611,870 | $28.7B | 2.35% | |
| 10 | IEMGISHARES INC | 396,982 | $26.7B | 2.19% | |
| 11 | MSFTMICROSOFT CORP | 52,575 | $25.4B | 2.09% | |
| 12 | GOOGLALPHABET INC | 78,614 | $24.6B | 2.02% | |
| 13 | SCHMSCHWAB STRATEGIC TR | 761,000 | $22.9B | 1.88% | |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 268,163 | $22.5B | 1.84% | |
| 15 | SCHGSCHWAB STRATEGIC TR | 667,037 | $21.8B | 1.79% | |
| 16 | MBBISHARES TR | 205,274 | $19.5B | 1.60% | |
| 17 | VMBSVANGUARD SCOTTSDALE FDS | 409,756 | $19.3B | 1.58% | |
| 18 | NVDANVIDIA CORPORATION | 97,884 | $18.3B | 1.50% | |
| 19 | SCHFSCHWAB STRATEGIC TR | 659,652 | $15.9B | 1.30% | |
| 20 | AMZNAMAZON COM INC | 66,326 | $15.3B | 1.26% | |
| 21 | SCHASCHWAB STRATEGIC TR | 534,449 | $15.2B | 1.25% | |
| 22 | COSTCOSTCO WHSL CORP NEW | 13,664 | $11.8B | 0.97% | |
| 23 | MAMASTERCARD INCORPORATED | 16,094 | $9.2B | 0.75% | |
| 24 | AGZISHARES TR | 80,604 | $8.9B | 0.73% | |
| 25 | JPMJPMORGAN CHASE & CO. | 25,089 | $8.1B | 0.66% | |
| 26 | MUMICRON TECHNOLOGY INC | 24,686 | $7.0B | 0.58% | |
| 27 | TMOTHERMO FISHER SCIENTIFIC INC | 11,965 | $6.9B | 0.57% | |
| 28 | IVWISHARES TR | 54,537 | $6.7B | 0.55% | |
| 29 | AGGISHARES TR | 66,637 | $6.7B | 0.55% | |
| 30 | JNJJOHNSON & JOHNSON | 28,240 | $5.8B | 0.48% | |
| 31 | VOVANGUARD INDEX FDS | 20,110 | $5.8B | 0.48% | |
| 32 | VOOVANGUARD INDEX FDS | 8,552 | $5.4B | 0.44% | |
| 33 | URIUNITED RENTALS INC | 6,233 | $5.0B | 0.41% | |
| 34 | TSLATESLA INC | 10,500 | $4.7B | 0.39% | |
| 35 | CVXCHEVRON CORP NEW | 30,388 | $4.6B | 0.38% | |
| 36 | SPYSPDR S&P 500 ETF TR | 6,743 | $4.6B | 0.38% | |
| 37 | SCHESCHWAB STRATEGIC TR | 136,526 | $4.5B | 0.37% | |
| 38 | IBMINTERNATIONAL BUSINESS MACHS | 14,235 | $4.2B | 0.35% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,319 | $4.2B | 0.34% | |
| 40 | BXBLACKSTONE INC | 26,790 | $4.1B | 0.34% | |
| 41 | ABBVABBVIE INC | 17,748 | $4.1B | 0.33% | |
| 42 | SCHVSCHWAB STRATEGIC TR | 133,347 | $3.9B | 0.32% | |
| 43 | CRWDCROWDSTRIKE HLDGS INC | 8,214 | $3.9B | 0.32% | |
| 44 | IVEISHARES TR | 17,385 | $3.7B | 0.30% | |
| 45 | SPYGSPDR SERIES TRUST | 34,360 | $3.7B | 0.30% | |
| 46 | WMTWALMART INC | 31,419 | $3.5B | 0.29% | |
| 47 | VEAVANGUARD TAX-MANAGED FDS | 56,042 | $3.5B | 0.29% | |
| 48 | ICEINTERCONTINENTAL EXCHANGE IN | 20,913 | $3.4B | 0.28% | |
| 49 | UNPUNION PAC CORP | 14,636 | $3.4B | 0.28% | |
| 50 | METAMETA PLATFORMS INC | 5,004 | $3.3B | 0.27% | |
| 51 | TTTRANE TECHNOLOGIES PLC | 8,365 | $3.3B | 0.27% | |
| 52 | LHXL3HARRIS TECHNOLOGIES INC | 11,034 | $3.2B | 0.27% | |
| 53 | PGPROCTER AND GAMBLE CO | 21,263 | $3.0B | 0.25% | |
| 54 | GDGENERAL DYNAMICS CORP | 8,517 | $2.9B | 0.24% | |
| 55 | NVONOVO-NORDISK A S | 54,311 | $2.8B | 0.23% | |
| 56 | MCDMCDONALDS CORP | 8,792 | $2.7B | 0.22% | |
| 57 | IWMISHARES TR | 10,737 | $2.6B | 0.22% | |
| 58 | ROPROPER TECHNOLOGIES INC | 5,864 | $2.6B | 0.21% | |
| 59 | EOGEOG RES INC | 24,419 | $2.6B | 0.21% | |
| 60 | XOMEXXON MOBIL CORP | 21,006 | $2.5B | 0.21% | |
| 61 | CATCATERPILLAR INC | 4,375 | $2.5B | 0.21% | |
| 62 | LLYELI LILLY & CO | 2,277 | $2.4B | 0.20% | |
| 63 | 4I1PHILIP MORRIS INTL INC | 14,698 | $2.4B | 0.19% | |
| 64 | HDHOME DEPOT INC | 6,845 | $2.4B | 0.19% | |
| 65 | PEPPEPSICO INC | 16,238 | $2.3B | 0.19% | |
| 66 | IWFISHARES TR | 4,755 | $2.3B | 0.18% | |
| 67 | ITWILLINOIS TOOL WKS INC | 8,846 | $2.2B | 0.18% | |
| 68 | MOALTRIA GROUP INC | 36,086 | $2.1B | 0.17% | |
| 69 | VVISA INC | 5,928 | $2.1B | 0.17% | |
| 70 | IEIISHARES TR | 17,097 | $2.0B | 0.17% | |
| 71 | QLTAISHARES TR | 42,127 | $2.0B | 0.17% | |
| 72 | PLDPROLOGIS INC. | 15,395 | $2.0B | 0.16% | |
| 73 | GOOGALPHABET INC | 6,229 | $2.0B | 0.16% | |
| 74 | IWDISHARES TR | 8,270 | $1.7B | 0.14% | |
| 75 | SCHBSCHWAB STRATEGIC TR | 65,854 | $1.7B | 0.14% | |
| 76 | DUKDUKE ENERGY CORP NEW | 14,689 | $1.7B | 0.14% | |
| 77 | MPBMID PENN BANCORP INC | 55,230 | $1.7B | 0.14% | |
| 78 | MKLMARKEL GROUP INC | 778 | $1.7B | 0.14% | |
| 79 | AVGOBROADCOM INC | 4,742 | $1.6B | 0.13% | |
| 80 | MRKMERCK & CO INC | 14,463 | $1.5B | 0.12% | |
| 81 | OKEONEOK INC NEW | 20,468 | $1.5B | 0.12% | |
| 82 | ADPAUTOMATIC DATA PROCESSING IN | 5,794 | $1.5B | 0.12% | |
| 83 | HSYHERSHEY CO | 7,399 | $1.3B | 0.11% | |
| 84 | GQ9SPDR GOLD TR | 3,275 | $1.3B | 0.11% | |
| 85 | DGRWWISDOMTREE TR | 14,400 | $1.3B | 0.11% | |
| 86 | USXFISHARES TR | 21,642 | $1.2B | 0.10% | |
| 87 | VUGVANGUARD INDEX FDS | 2,438 | $1.2B | 0.10% | |
| 88 | IXUSISHARES TR | 13,172 | $1.1B | 0.09% | |
| 89 | KOCOCA COLA CO | 15,081 | $1.1B | 0.09% | |
| 90 | NDQINVESCO QQQ TR | 1,677 | $1.0B | 0.08% | |
| 91 | AEMAGNICO EAGLE MINES LTD | 6,000 | $1.0B | 0.08% | |
| 92 | CEGCONSTELLATION ENERGY CORP | 2,836 | $1.0B | 0.08% | |
| 93 | IWRISHARES TR | 10,364 | $997.0M | 0.08% | |
| 94 | DHID R HORTON INC | 6,697 | $964.0M | 0.08% | |
| 95 | VXUSVANGUARD STAR FDS | 12,787 | $964.0M | 0.08% | |
| 96 | FULTFULTON FINL CORP PA | 49,768 | $962.0M | 0.08% | |
| 97 | SPYVSPDR SERIES TRUST | 16,626 | $944.0M | 0.08% | |
| 98 | SPIBSPDR SERIES TRUST | 27,684 | $936.0M | 0.08% | |
| 99 | MTBM & T BK CORP | 4,612 | $929.0M | 0.08% | |
| 100 | EFAISHARES TR | 9,605 | $922.0M | 0.08% |
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