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 Market Cap. of $10 Billions to $200 Billions
