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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$28.9 Million 2.55% of portfolio
58,144
Q2 2025 Reduced 4.05%
$3.69T
$27 Million 2.38% of portfolio
131,585
Q2 2025 Reduced 1.81%
$456B
$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%
$1.21T
$15.6 Million 1.37% of portfolio
88,296
Q2 2025 Reduced 3.12%
$439B
$15.3 Million 1.35% of portfolio
15,497
Q2 2025 Reduced 3.61%
$548B
$10.5 Million 0.93% of portfolio
18,715
Q2 2025 Reduced 2.67%
$859B
$7.38 Million 0.65% of portfolio
25,473
Q2 2025 Added 0.07%
$187B
$5.79 Million 0.51% of portfolio
14,273
Q2 2025 Reduced 4.01%
$112B
$5.79 Million 0.51% of portfolio
83,955
Q2 2025 Added 0.74%
$63.6B
$5.2 Million 0.46% of portfolio
6,900
Q2 2025 Reduced 3.17%
$1.78T
$4.19 Million 0.37% of portfolio
5,681
Q2 2025 Reduced 1.22%
$452B
$4.25 Million 0.37% of portfolio
27,808
Q2 2025 Added 0.46%
$302B
$4.21 Million 0.37% of portfolio
29,423
Q2 2025 Added 0.54%
$93.6B
$4.16 Million 0.37% of portfolio
8,159
Q2 2025 Reduced 4.25%
$123B
$4.19 Million 0.37% of portfolio
27,992
Q2 2025 Reduced 3.75%
$621B
$4.11 Million 0.36% of portfolio
8,463
Q2 2025 Reduced 1.47%
$135B
$3.93 Million 0.35% of portfolio
17,079
Q2 2025 Reduced 5.84%
$102B
$3.94 Million 0.35% of portfolio
9,013
Q2 2025 Reduced 4.34%
$55.1B
$3.92 Million 0.35% of portfolio
6,911
Q2 2025 Reduced 3.21%
$102B
$3.61 Million 0.32% of portfolio
19,691
Q2 2025 Reduced 3.77%
$1.08T
$3.42 Million 0.3% of portfolio
10,771
Q2 2025 Added 0.2%
$368B
$3.13 Million 0.28% of portfolio
19,676
Q2 2025 Reduced 0.67%
$139B
$3.19 Million 0.28% of portfolio
25,869
Q2 2025 Added 1.98%
$351B
$3.02 Million 0.27% of portfolio
16,243
Q2 2025 Added 1.58%
$281B
$2.98 Million 0.26% of portfolio
30,449
Q2 2025 Added 4.1%
$222B
$2.96 Million 0.26% of portfolio
10,146
Q2 2025 Added 5.86%
$261B
$2.63 Million 0.23% of portfolio
14,428
Q2 2025 Added 0.84%
$51.7B
$2.61 Million 0.23% of portfolio
10,394
Q2 2025 Reduced 10.15%
$69.2B
$2.53 Million 0.22% of portfolio
21,137
Q2 2025 Reduced 0.7%
$442B
$2.39 Million 0.21% of portfolio
22,211
Q2 2025 Added 0.64%
$124B
$2.26 Million 0.2% of portfolio
7,338
Q2 2025 Reduced 6.33%
$86.2B
$2.24 Million 0.2% of portfolio
7,689
Q2 2025 Added 2.36%
$405B
$2.19 Million 0.19% of portfolio
5,968
Q2 2025 Added 1.84%
$608B
$2.17 Million 0.19% of portfolio
2,782
Q2 2025 Reduced 1.07%
$118B
$2.14 Million 0.19% of portfolio
36,481
Q2 2025 Reduced 0.11%
$202B
$1.88 Million 0.17% of portfolio
14,250
Q2 2025 Added 2.68%
$80B
$1.92 Million 0.17% of portfolio
7,747
Q2 2025 Added 3.47%
$218B
$1.74 Million 0.15% of portfolio
4,481
Q2 2025 Added 0.43%
$26.1B
$1.55 Million 0.14% of portfolio
778
Q4 2023 Reduced 0.13%
$452M
$1.56 Million 0.14% of portfolio
55,230
Q1 2023 Added 0.0%
$96.8B
$1.37 Million 0.12% of portfolio
13,019
Q2 2025 Added 4.38%
$7.61B
$1.19 Million 0.11% of portfolio
15,992
Q2 2025 Added 7.81%
$33.1B
$1.2 Million 0.11% of portfolio
14,746
Q2 2025 Added 8.31%
$203B
$1.11 Million 0.1% of portfolio
14,004
Q2 2025 Added 5.36%
$25.9B
$1.15 Million 0.1% of portfolio
6,958
Q2 2025 Added 0.97%
$55B
$1.13 Million 0.1% of portfolio
8,738
Q2 2025 Reduced 6.92%
$127B
$1.12 Million 0.1% of portfolio
4,078
Q2 2025 Reduced 5.18%
$306B
$1.06 Million 0.09% of portfolio
14,952
Q2 2025 Reduced 0.6%

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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