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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$2.89 Million 0.25% of portfolio
13,382
Q2 2025 Added 11.87%
$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%
$0
$2.11 Million 0.19% of portfolio
17,748
Q2 2025 Reduced 61.37%
$118B
$2.14 Million 0.19% of portfolio
36,481
Q2 2025 Reduced 0.11%
$0
$2.08 Million 0.18% of portfolio
43,426
Q2 2025 Reduced 55.82%
$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%
$0
$1.56 Million 0.14% of portfolio
65,563
Q2 2025 Reduced 54.87%
$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%
$0
$1.61 Million 0.14% of portfolio
8,270
Q1 2025 Reduced 5.05%
$0
$1.32 Million 0.12% of portfolio
14,406
Q2 2025 Reduced 27.59%
$0
$1.34 Million 0.12% of portfolio
15,985
Q4 2024 New
$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%
$0
$1.09 Million 0.1% of portfolio
37,769
Q2 2025 Reduced 15.89%
$0
$1.16 Million 0.1% of portfolio
34,594
Q2 2025 Reduced 13.31%
$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%
$0
$1.16 Million 0.1% of portfolio
21,527
Q2 2025 Added 0.25%
$306B
$1.06 Million 0.09% of portfolio
14,952
Q2 2025 Reduced 0.6%
$203B
$993,000 0.09% of portfolio
34,331
Q2 2025 Reduced 0.05%
$0
$1.05 Million 0.09% of portfolio
3,459
Q2 2025 Added 223.27%
$0
$1.06 Million 0.09% of portfolio
2,421
Q2 2025 Reduced 1.55%
$94.4B
$1.06 Million 0.09% of portfolio
14,947
Q2 2025 Reduced 1.86%
$0
$990,000 0.09% of portfolio
14,337
Q2 2025 Added 6.54%
$245B
$874,000 0.08% of portfolio
2,803
Q2 2025 Reduced 14.36%
$0
$852,000 0.08% of portfolio
2,150
Q2 2025 New
$1.24T
$887,000 0.08% of portfolio
5,005
Q2 2025 Reduced 4.08%
$33B
$889,000 0.08% of portfolio
4,585
Q2 2025 Added 0.28%
$3.09B
$887,000 0.08% of portfolio
49,193
Q2 2025 Reduced 13.1%
$0
$956,000 0.08% of portfolio
12,377
Q2 2025 Added 64.7%
$0
$868,000 0.08% of portfolio
9,714
Q2 2025 Added 28.76%

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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