RKL Wealth Management LLC Q4 2025 Filing
Filed February 12, 2026
Portfolio Value
$1.2B
Holdings
183
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (183 positions)
| Stock | Value |
|---|---|
IVVISHARES TR | $253.9M |
AQLTISHARES TR | $112.8M |
IJHISHARES TR | $81.6M |
SCHXSCHWAB STRATEGIC TR | $57.8M |
IJRISHARES TR | $49.5M |
SPMDSPDR SERIES TRUST | $41.2M |
AAPLAPPLE INC | $34.2M |
VGITVANGUARD SCOTTSDALE FDS | $28.8M |
SPSMSPDR SERIES TRUST | $28.7M |
IEMGISHARES INC | $26.7M |
MSFTMICROSOFT CORP | $25.4M |
GOOGLALPHABET INC | $24.6M |
SCHMSCHWAB STRATEGIC TR | $22.9M |
VCITVANGUARD SCOTTSDALE FDS | $22.5M |
SCHGSCHWAB STRATEGIC TR | $21.8M |
MBBISHARES TR | $19.5M |
VMBSVANGUARD SCOTTSDALE FDS | $19.3M |
NVDANVIDIA CORPORATION | $18.3M |
SCHFSCHWAB STRATEGIC TR | $15.9M |
AMZNAMAZON COM INC | $15.3M |
SCHASCHWAB STRATEGIC TR | $15.2M |
COSTCOSTCO WHSL CORP NEW | $11.8M |
MAMASTERCARD INCORPORATED | $9.2M |
AGZISHARES TR | $8.9M |
JPMJPMORGAN CHASE & CO. | $8.1M |
MUMICRON TECHNOLOGY INC | $7.0M |
TMOTHERMO FISHER SCIENTIFIC INC | $6.9M |
IVWISHARES TR | $6.7M |
AGGISHARES TR | $6.7M |
JNJJOHNSON & JOHNSON | $5.8M |
VOVANGUARD INDEX FDS | $5.8M |
VOOVANGUARD INDEX FDS | $5.4M |
URIUNITED RENTALS INC | $5.0M |
TSLATESLA INC | $4.7M |
CVXCHEVRON CORP NEW | $4.6M |
SPYSPDR S&P 500 ETF TR | $4.6M |
SCHESCHWAB STRATEGIC TR | $4.5M |
IBMINTERNATIONAL BUSINESS MACHS | $4.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.2M |
BXBLACKSTONE INC | $4.1M |
ABBVABBVIE INC | $4.1M |
SCHVSCHWAB STRATEGIC TR | $3.9M |
CRWDCROWDSTRIKE HLDGS INC | $3.9M |
IVEISHARES TR | $3.7M |
SPYGSPDR SERIES TRUST | $3.7M |
WMTWALMART INC | $3.5M |
VEAVANGUARD TAX-MANAGED FDS | $3.5M |
ICEINTERCONTINENTAL EXCHANGE IN | $3.4M |
UNPUNION PAC CORP | $3.4M |
METAMETA PLATFORMS INC | $3.3M |
TTTRANE TECHNOLOGIES PLC | $3.3M |
LHXL3HARRIS TECHNOLOGIES INC | $3.2M |
PGPROCTER AND GAMBLE CO | $3.0M |
GDGENERAL DYNAMICS CORP | $2.9M |
NVONOVO-NORDISK A S | $2.8M |
MCDMCDONALDS CORP | $2.7M |
IWMISHARES TR | $2.6M |
ROPROPER TECHNOLOGIES INC | $2.6M |
EOGEOG RES INC | $2.6M |
XOMEXXON MOBIL CORP | $2.5M |
CATCATERPILLAR INC | $2.5M |
LLYELI LILLY & CO | $2.4M |
4I1PHILIP MORRIS INTL INC | $2.4M |
HDHOME DEPOT INC | $2.4M |
PEPPEPSICO INC | $2.3M |
IWFISHARES TR | $2.3M |
ITWILLINOIS TOOL WKS INC | $2.2M |
MOALTRIA GROUP INC | $2.1M |
VVISA INC | $2.1M |
IEIISHARES TR | $2.0M |
QLTAISHARES TR | $2.0M |
PLDPROLOGIS INC. | $2.0M |
GOOGALPHABET INC | $2.0M |
IWDISHARES TR | $1.7M |
SCHBSCHWAB STRATEGIC TR | $1.7M |
DUKDUKE ENERGY CORP NEW | $1.7M |
MPBMID PENN BANCORP INC | $1.7M |
MKLMARKEL GROUP INC | $1.7M |
AVGOBROADCOM INC | $1.6M |
MRKMERCK & CO INC | $1.5M |
OKEONEOK INC NEW | $1.5M |
ADPAUTOMATIC DATA PROCESSING IN | $1.5M |
HSYHERSHEY CO | $1.3M |
GQ9SPDR GOLD TR | $1.3M |
DGRWWISDOMTREE TR | $1.3M |
USXFISHARES TR | $1.2M |
VUGVANGUARD INDEX FDS | $1.2M |
IXUSISHARES TR | $1.1M |
KOCOCA COLA CO | $1.1M |
NDQINVESCO QQQ TR | $1.0M |
AEMAGNICO EAGLE MINES LTD | $1.0M |
CEGCONSTELLATION ENERGY CORP | $1.0M |
IWRISHARES TR | $997K |
DHID R HORTON INC | $964K |
VXUSVANGUARD STAR FDS | $964K |
FULTFULTON FINL CORP PA | $962K |
SPYVSPDR SERIES TRUST | $944K |
SPIBSPDR SERIES TRUST | $936K |
MTBM & T BK CORP | $929K |
EFAISHARES TR | $922K |
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