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
$0
$952,000 0.08% of portfolio
10,470
Q2 2025 Reduced 31.23%
$111B
$909,000 0.08% of portfolio
2,819
Q2 2025 Added 0.04%
$77.3B
$769,000 0.07% of portfolio
4,128
Q2 2025 Added 15.99%
$150B
$825,000 0.07% of portfolio
4,178
Q2 2025 Added 2.73%
$16B
$797,000 0.07% of portfolio
5,386
Q2 2025 Reduced 0.81%
$0
$843,000 0.07% of portfolio
16,119
Q2 2025 Added 0.49%
$0
$695,000 0.06% of portfolio
30,037
Q2 2025 Reduced 67.72%
$17.1B
$632,000 0.06% of portfolio
1,929
Q1 2025 Added 0.05%
$146B
$670,000 0.06% of portfolio
2,881
Q2 2025 Added 3.52%
$27.2B
$625,000 0.06% of portfolio
18,452
Q2 2025 Reduced 7.37%
$207B
$676,000 0.06% of portfolio
5,452
Q2 2025 Added 26.23%
$83.7B
$642,000 0.06% of portfolio
7,057
Q2 2025 Reduced 8.05%
$0
$633,000 0.06% of portfolio
1,805
Q2 2025 Added 0.22%
$113B
$698,000 0.06% of portfolio
1,508
Q2 2025 Reduced 1.37%
$302B
$642,000 0.06% of portfolio
8,019
Q2 2025 Reduced 2.03%
$59.7B
$732,000 0.06% of portfolio
24,928
Q1 2025 Reduced 5.01%
$36.3B
$682,000 0.06% of portfolio
5,270
Q1 2025 Reduced 5.05%
$367B
$543,000 0.05% of portfolio
3,989
Q2 2025 Reduced 27.98%
$229B
$511,000 0.05% of portfolio
3,761
Q2 2025 Reduced 0.58%
$0
$561,000 0.05% of portfolio
22,453
Q2 2025 Reduced 67.93%
$78.6B
$602,000 0.05% of portfolio
4,520
Q2 2025 Reduced 0.46%
$58.4B
$546,000 0.05% of portfolio
12,705
Q2 2025 Reduced 1.57%
$0
$530,000 0.05% of portfolio
1,915
Q3 2024 Reduced 0.21%
$153B
$575,000 0.05% of portfolio
1,131
Q2 2025 Reduced 6.14%
$684B
$544,000 0.05% of portfolio
2,492
Q2 2025 Reduced 3.15%
$454M
$455,000 0.04% of portfolio
14,427
Q2 2025 Added 0.1%
$0
$466,000 0.04% of portfolio
5,345
Q2 2025 Added 0.28%
$95.8B
$411,000 0.04% of portfolio
3,487
Q2 2025 Added 2.44%
$75.3B
$493,000 0.04% of portfolio
15,138
Q2 2025 Reduced 1.08%
$293B
$472,000 0.04% of portfolio
6,804
Q2 2025 Added 0.4%
$380M
$432,000 0.04% of portfolio
10,098
Q3 2024 Added 3.34%
$86B
$469,000 0.04% of portfolio
1,717
Q2 2025 Added 0.06%
$254B
$500,000 0.04% of portfolio
707
Q2 2025 Reduced 1.26%
$9.19B
$399,000 0.04% of portfolio
5,466
Q1 2025 Reduced 6.4%
$0
$505,000 0.04% of portfolio
3,733
Q2 2025 Added 0.24%
$0
$292,000 0.03% of portfolio
2,169
Q2 2025 Reduced 3.69%
$87.3B
$344,000 0.03% of portfolio
2,263
Q2 2025 Reduced 0.7%
$381B
$329,000 0.03% of portfolio
6,971
Q2 2025 Reduced 3.03%
$138B
$355,000 0.03% of portfolio
14,684
Q2 2025 Reduced 1.37%
$152B
$330,000 0.03% of portfolio
1,488
Q2 2025 Reduced 15.17%
$229B
$394,000 0.03% of portfolio
2,704
Q2 2025 Added 8.59%
$38.7B
$300,000 0.03% of portfolio
1,042
Q3 2024 New
$172B
$389,000 0.03% of portfolio
379
Q1 2025 Reduced 0.26%
$24.9B
$303,000 0.03% of portfolio
7,530
Q2 2025 Added 0.08%
$45.1B
$316,000 0.03% of portfolio
2,456
Q2 2025 Reduced 0.16%
$188M
$318,000 0.03% of portfolio
9,195
Q2 2025 Added 0.16%
$545B
$391,000 0.03% of portfolio
292
Q3 2024 New
$0
$349,000 0.03% of portfolio
13,193
Q2 2025 Reduced 6.7%
$0
$312,000 0.03% of portfolio
7,553
Q2 2025 Added 22.28%

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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