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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$31.8 Million 2.73% of portfolio
124,968
Q3 2025 Reduced 5.03%
$3.78T
$26.9 Million 2.3% of portfolio
51,916
Q3 2025 Reduced 10.71%
$1.65T
$19.3 Million 1.65% of portfolio
79,268
Q3 2025 Reduced 10.22%
$465B
$19.2 Million 1.64% of portfolio
102,694
Q3 2025 Reduced 13.55%
$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%
$881B
$7.67 Million 0.66% of portfolio
24,310
Q3 2025 Reduced 4.57%
$222B
$5.92 Million 0.51% of portfolio
12,205
Q3 2025 Reduced 14.49%
$522B
$5.07 Million 0.43% of portfolio
27,326
Q3 2025 Reduced 1.73%
$1.29T
$4.37 Million 0.37% of portfolio
9,832
Q3 2025 Reduced 8.72%
$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%
$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%
$279B
$2.97 Million 0.25% of portfolio
28,797
Q3 2025 Reduced 5.43%
$346B
$2.92 Million 0.25% of portfolio
19,019
Q3 2025 Reduced 3.34%
$224B
$2.72 Million 0.23% of portfolio
8,962
Q3 2025 Reduced 11.67%
$490B
$2.42 Million 0.21% of portfolio
21,434
Q3 2025 Reduced 3.5%
$237B
$2.34 Million 0.2% of portfolio
14,428
Q2 2025 Added 0.84%
$367B
$2.39 Million 0.2% of portfolio
5,903
Q3 2025 Reduced 1.09%
$291B
$2.09 Million 0.18% of portfolio
4,384
Q3 2025 Reduced 2.16%
$971B
$1.99 Million 0.17% of portfolio
2,608
Q3 2025 Reduced 6.25%
$204B
$2.01 Million 0.17% of portfolio
14,310
Q3 2025 Added 0.42%
$1.74T
$1.24 Million 0.11% of portfolio
5,106
Q3 2025 Added 2.02%
$235B
$1.22 Million 0.1% of portfolio
14,551
Q3 2025 Added 3.91%
$306B
$997,000 0.09% of portfolio
15,046
Q3 2025 Added 0.63%
$300B
$877,000 0.08% of portfolio
2,541
Q3 2025 Reduced 9.35%
$593B
$775,000 0.07% of portfolio
2,757
Q3 2025 Added 10.63%
$342B
$727,000 0.06% of portfolio
3,989
Q2 2025 Reduced 27.98%
$317B
$668,000 0.06% of portfolio
7,978
Q3 2025 Reduced 0.51%
$533B
$535,000 0.05% of portfolio
1,569
Q3 2025 Reduced 23.43%
$265B
$611,000 0.05% of portfolio
768
Q3 2025 Added 8.63%
$228B
$510,000 0.04% of portfolio
3,815
Q3 2025 Added 1.44%
$258B
$511,000 0.04% of portfolio
3,054
Q3 2025 Added 12.94%
$319B
$462,000 0.04% of portfolio
6,755
Q3 2025 Reduced 0.72%
$328B
$328,000 0.03% of portfolio
1,091
Q2 2025 Added 7.38%
$270B
$308,000 0.03% of portfolio
1,943
Q3 2025 Added 0.15%
$413B
$358,000 0.03% of portfolio
6,952
Q3 2025 Reduced 0.27%
$255B
$275,000 0.02% of portfolio
830
Q3 2025 Added 9.21%
$388B
$223,000 0.02% of portfolio
1,383
Q3 2025 New

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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