Rkl Wealth Management LLC Portfolio Holdings

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025

Rkl Wealth Management LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 178 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 $254M, Ishares Tr with a value of $104M, Ishares Core S&P Mid Cap ETF with a value of $81M, Schwab Strategic Tr Us Large C with a value of $57.1M, and Ishares Core S&P Sm Cap ETF with a value of $49.2M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $1.13B to 1.17B.

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

Portfolio value $1.17 Billion
ETFs: $873 Million
Technology: $94.4 Million
Financial Services: $39.6 Million
Industrials: $31.7 Million
Consumer Cyclical: $27.9 Million
Consumer Defensive: $27.7 Million
Communication Services: $26.2 Million
Healthcare: $25.4 Million
Other: $19.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$254 Million 21.78% of portfolio
379,808
Q3 2025 Reduced 3.01%
$0
$104 Million 8.89% of portfolio
1,188,224
Q3 2025 Reduced 1.22%
$0
$81 Million 6.94% of portfolio
1,241,548
Q3 2025 Reduced 0.97%
$0
$57.1 Million 4.89% of portfolio
2,168,519
Q3 2025 Reduced 7.2%
$0
$49.2 Million 4.22% of portfolio
414,333
Q3 2025 Reduced 0.45%
$0
$34 Million 2.92% of portfolio
594,975
Q3 2025 Added 7.29%
$4.3T
$31.8 Million 2.73% of portfolio
124,968
Q3 2025 Reduced 5.03%
$0
$27.6 Million 2.37% of portfolio
460,537
Q3 2025 Added 2.1%
$3.78T
$26.9 Million 2.3% of portfolio
51,916
Q3 2025 Reduced 10.71%
$0
$24 Million 2.05% of portfolio
517,702
Q3 2025 Added 8.31%
$0
$22.6 Million 1.93% of portfolio
761,764
Q3 2025 Reduced 8.39%
$0
$22.3 Million 1.91% of portfolio
265,337
Q3 2025 Added 0.78%
$0
$22.2 Million 1.91% of portfolio
697,063
Q3 2025 Reduced 7.22%
$0
$20.2 Million 1.73% of portfolio
377,278
Q3 2025 Reduced 1.95%
$1.65T
$19.3 Million 1.65% of portfolio
79,268
Q3 2025 Reduced 10.22%
$0
$19.2 Million 1.64% of portfolio
201,359
Q3 2025 Reduced 1.18%
$0
$18.6 Million 1.59% of portfolio
395,522
Q3 2025 Added 9.32%
$0
$15 Million 1.29% of portfolio
539,057
Q3 2025 Reduced 9.33%
$0
$15 Million 1.29% of portfolio
644,996
Q3 2025 Reduced 6.24%
$2.39T
$14.3 Million 1.23% of portfolio
65,201
Q3 2025 Reduced 12.96%
$404B
$12.5 Million 1.07% of portfolio
13,486
Q3 2025 Reduced 12.98%
$512B
$9.15 Million 0.78% of portfolio
16,091
Q3 2025 Reduced 14.02%
$0
$8.77 Million 0.75% of portfolio
79,491
Q3 2025 Added 1.4%
$881B
$7.67 Million 0.66% of portfolio
24,310
Q3 2025 Reduced 4.57%
$0
$6.78 Million 0.58% of portfolio
56,196
Q3 2025 Reduced 14.15%
$0
$6.63 Million 0.57% of portfolio
66,088
Q3 2025 Added 1.9%
$0
$6.07 Million 0.52% of portfolio
20,661
Q3 2025 Reduced 7.46%
$222B
$5.92 Million 0.51% of portfolio
12,205
Q3 2025 Reduced 14.49%
$55.9B
$5.89 Million 0.5% of portfolio
6,174
Q3 2025 Reduced 10.52%
$0
$5.12 Million 0.44% of portfolio
7,682
Q3 2025 Reduced 2.73%
$522B
$5.07 Million 0.43% of portfolio
27,326
Q3 2025 Reduced 1.73%
$0
$4.66 Million 0.4% of portfolio
7,609
Q3 2025 Reduced 9.32%
$0
$4.54 Million 0.39% of portfolio
135,922
Q3 2025 Reduced 10.22%
$109B
$4.41 Million 0.38% of portfolio
79,503
Q3 2025 Reduced 5.3%
$1.29T
$4.37 Million 0.37% of portfolio
9,832
Q3 2025 Reduced 8.72%
$98.1B
$4.36 Million 0.37% of portfolio
25,546
Q3 2025 Reduced 8.74%
$303B
$4.34 Million 0.37% of portfolio
27,960
Q3 2025 Reduced 4.97%
$268B
$4.23 Million 0.36% of portfolio
25,253
Q3 2025 Reduced 2.38%
$662B
$4.19 Million 0.36% of portfolio
8,325
Q3 2025 Reduced 1.63%
$0
$4.05 Million 0.35% of portfolio
139,206
Q3 2025 Reduced 5.69%
$266B
$3.85 Million 0.33% of portfolio
13,647
Q3 2025 Reduced 2.72%
$414B
$3.8 Million 0.33% of portfolio
16,420
Q3 2025 Added 1.09%
$115B
$3.88 Million 0.33% of portfolio
7,908
Q3 2025 Reduced 3.08%
$0
$3.69 Million 0.32% of portfolio
17,861
Q3 2025 Reduced 6.11%
$1.37T
$3.58 Million 0.31% of portfolio
4,873
Q3 2025 Reduced 14.22%
$0
$3.52 Million 0.3% of portfolio
33,725
Q3 2025 Reduced 6.99%
$136B
$3.52 Million 0.3% of portfolio
14,886
Q3 2025 Reduced 12.84%
$96.9B
$3.35 Million 0.29% of portfolio
7,936
Q3 2025 Reduced 11.95%
$0
$3.32 Million 0.28% of portfolio
55,389
Q3 2025 Added 0.26%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $1.17 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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