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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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