Rkl Wealth Management LLC Portfolio Holdings

Rkl Wealth Management LLC

  • $1.13 Billion
  • Q2 2025

Rkl Wealth Management LLC has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.13 Billion distributed in 176 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $243M, Ishares Tr with a value of $100M, Ishares Core S&P Mid Cap ETF with a value of $77.8M, Schwab Strategic Tr Us Large C with a value of $57.1M, and Ishares Core S&P Sm Cap ETF with a value of $45.5M.

Examining the 13F form we can see an increase of $73.7M in the current position value, from $1.06B to 1.13B.

Below you can find more details about Rkl Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.13 Billion
ETFs: $843 Million
Technology: $89.7 Million
Financial Services: $40.4 Million
Industrials: $32.6 Million
Consumer Defensive: $30.6 Million
Consumer Cyclical: $29.2 Million
Healthcare: $25.6 Million
Communication Services: $23 Million
Other: $18.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$243 Million 21.45% of portfolio
391,609
Q2 2025 Reduced 0.47%
$0
$100 Million 8.86% of portfolio
1,202,947
Q2 2025 Added 4.49%
$0
$77.8 Million 6.86% of portfolio
1,253,707
Q2 2025 Added 0.87%
$0
$57.1 Million 5.04% of portfolio
2,336,816
Q2 2025 Reduced 8.99%
$0
$45.5 Million 4.01% of portfolio
416,197
Q2 2025 Added 2.26%
$0
$30.2 Million 2.66% of portfolio
554,543
Q2 2025 Added 15.33%
$3.91T
$28.9 Million 2.55% of portfolio
58,144
Q2 2025 Reduced 4.05%
$0
$27 Million 2.38% of portfolio
451,073
Q2 2025 Added 21.62%
$3.43T
$27 Million 2.38% of portfolio
131,585
Q2 2025 Reduced 1.81%
$0
$23.3 Million 2.06% of portfolio
831,548
Q2 2025 Reduced 7.65%
$0
$21.9 Million 1.94% of portfolio
751,291
Q2 2025 Reduced 5.88%
$0
$21.8 Million 1.93% of portfolio
263,288
Q2 2025 Added 12.01%
$0
$20.6 Million 1.82% of portfolio
384,796
Q2 2025 Added 15.17%
$0
$20.4 Million 1.8% of portfolio
477,974
Q2 2025 Added 16.14%
$0
$19.1 Million 1.69% of portfolio
203,761
Q2 2025 Reduced 2.5%
$447B
$18.8 Million 1.66% of portfolio
118,796
Q2 2025 Reduced 3.35%
$2.26T
$16.4 Million 1.45% of portfolio
74,906
Q2 2025 Reduced 0.55%
$1.16T
$15.6 Million 1.37% of portfolio
88,296
Q2 2025 Reduced 3.12%
$429B
$15.3 Million 1.35% of portfolio
15,497
Q2 2025 Reduced 3.61%
$0
$15.2 Million 1.34% of portfolio
687,946
Q2 2025 Reduced 15.72%
$0
$15 Million 1.33% of portfolio
594,508
Q2 2025 Reduced 9.38%
$543B
$10.5 Million 0.93% of portfolio
18,715
Q2 2025 Reduced 2.67%
$0
$8.6 Million 0.76% of portfolio
78,396
Q2 2025 Reduced 1.65%
$855B
$7.38 Million 0.65% of portfolio
25,473
Q2 2025 Added 0.07%
$0
$7.21 Million 0.64% of portfolio
65,460
Q2 2025 Reduced 3.65%
$0
$6.43 Million 0.57% of portfolio
64,855
Q2 2025 Added 26.8%
$0
$6.25 Million 0.55% of portfolio
22,326
Q2 2025 Reduced 18.74%
$176B
$5.79 Million 0.51% of portfolio
14,273
Q2 2025 Reduced 4.01%
$102B
$5.79 Million 0.51% of portfolio
83,955
Q2 2025 Added 0.74%
$59.7B
$5.2 Million 0.46% of portfolio
6,900
Q2 2025 Reduced 3.17%
$0
$4.88 Million 0.43% of portfolio
7,898
Q2 2025 Reduced 10.63%
$0
$4.77 Million 0.42% of portfolio
8,391
Q2 2025 Added 3.64%
$0
$4.56 Million 0.4% of portfolio
151,391
Q2 2025 Reduced 41.69%
$1.72T
$4.19 Million 0.37% of portfolio
5,681
Q2 2025 Reduced 1.22%
$446B
$4.25 Million 0.37% of portfolio
27,808
Q2 2025 Added 0.46%
$299B
$4.21 Million 0.37% of portfolio
29,423
Q2 2025 Added 0.54%
$97B
$4.16 Million 0.37% of portfolio
8,159
Q2 2025 Reduced 4.25%
$120B
$4.19 Million 0.37% of portfolio
27,992
Q2 2025 Reduced 3.75%
$226B
$4.14 Million 0.36% of portfolio
14,028
Q2 2025 Reduced 0.02%
$611B
$4.11 Million 0.36% of portfolio
8,463
Q2 2025 Reduced 1.47%
$0
$4.08 Million 0.36% of portfolio
147,609
Q2 2025 Reduced 13.08%
$139B
$3.93 Million 0.35% of portfolio
17,079
Q2 2025 Reduced 5.84%
$99B
$3.94 Million 0.35% of portfolio
9,013
Q2 2025 Reduced 4.34%
$57.4B
$3.92 Million 0.35% of portfolio
6,911
Q2 2025 Reduced 3.21%
$0
$3.72 Million 0.33% of portfolio
19,024
Q2 2025 Reduced 3.84%
$105B
$3.61 Million 0.32% of portfolio
19,691
Q2 2025 Reduced 3.77%
$1.01T
$3.42 Million 0.3% of portfolio
10,771
Q2 2025 Added 0.2%
$0
$3.46 Million 0.3% of portfolio
36,258
Q2 2025 Added 0.88%
$0
$3.15 Million 0.28% of portfolio
55,245
Q2 2025 Added 11.84%

Summary

  • Portfolio
  • No. of Stocks 176
  • Current Value $1.13 Billion
  • Prior Value $1.06 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 64 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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