Rkl Wealth Management LLC Portfolio Holdings
Rkl Wealth Management LLC
- $1.06 Billion
- Q1 2025
Rkl Wealth Management LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 169 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 $221M, Ishares Tr with a value of $87.1M, Ishares Core S&P Mid Cap ETF with a value of $72.5M, Schwab Strategic Tr Us Large C with a value of $56.7M, and Ishares Core S&P Sm Cap ETF with a value of $42.6M.
Examining the 13F form we can see an decrease of $62.7M in the current position value, from $1.12B to 1.06B.
Below you can find more details about Rkl Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.06 Billion
ETFs: $788 Million
Technology: $77 Million
Financial Services: $38.7 Million
Industrials: $30.7 Million
Consumer Defensive: $30.3 Million
Healthcare: $29 Million
Consumer Cyclical: $26.2 Million
Communication Services: $20.2 Million
Other: $19.3 Million