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CIK: 0001604723
Total reported value
$1.3B
$1.3B
161 檔
41.8%
At the close of Q3 2024, RKL Wealth Management LLC disclosed equity holdings valued at approximately $1.3B, spread across 161 reported holdings.
In Q3 2024, RKL Wealth Management LLC displayed an active expansion posture, initiating 5 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 19.60% | -0.06% | +2.48% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-Other | 9.79% | -0.01% | -3.85% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 7.61% | +0.23% | +0.47% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.37% | -0.57% | +3.78% | |
| 5 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 4.31% | -0.17% | -2.97% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.96% | -0.44% | +2.49% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 2.71% | -0.14% | -2.94% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.41% | +0.12% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | +0.55% | +1.23% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.09% | +0.07% | -1.80% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 1.84% | -0.05% | -2.67% | |
| 12 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.67% | -0.09% | +0.18% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.58% | -0.06% | -1.84% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.56% | +0.27% | -2.89% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -0.16% | -0.45% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.39% | +0.03% | +0.86% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.38% | -0.02% | +3.51% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.33% | -0.05% | -0.32% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.29% | +0.02% | +1.08% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.22% | -0.06% | +17.63% | |
| 21 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.00% | -0.01% | -11.01% | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.91% | -0.04% | +0.48% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.89% | +0.03% | -1.18% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.88% | -0.01% | -11.06% | |
| 25 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.85% | — | -5.72% | |
| 26 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.85% | -0.04% | -1.43% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.85% | +0.13% | -1.01% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | -0.02% | -5.39% | |
| 29 | QLTA | Ishares Aaa - A Rated Corpor | ETF-Other | 0.69% | -0.01% | -1.55% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.55% | — | -4.13% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.55% | -0.02% | -5.80% | |
| 32 | URI | United Rentals Inc | Stock-Industrials | 0.54% | -0.07% | -0.91% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | — | +0.01% | |
| 34 | UNP | Union Pacific CORP | Stock-Industrials | 0.45% | — | -0.08% | |
| 35 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.42% | +0.01% | -12.63% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.40% | -0.01% | +1.93% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.40% | +0.01% | +1.54% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.40% | — | +7.21% | |
| 39 | ROP | Roper Technologies Inc | Stock-Tech | 0.37% | -0.02% | -1.50% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.01% | +2.78% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.37% | +0.02% | +1.07% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | +0.03% | -0.00% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.34% | -0.03% | -2.88% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.07% | +3.05% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.32% | +0.10% | +2.26% | |
| 46 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.32% | — | -2.28% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.29% | +0.05% | +2.26% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.28% | — | -4.65% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.28% | -0.04% | -1.34% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.28% | +0.04% | +105.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.3% | +2.48% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +3.78% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.2% | +2.49% | Add |
| 4 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | New buy |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | NEW | New buy |
| 6 | VGIT | Vanguard Intermediate-term T | +0.2% | +17.63% | Add |
| 7 | ABBV | Abbvie Inc | +0.2% | +105.15% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +0.47% | Add |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 10 | AAPL | Apple Inc | +0.1% | +0.12% | Add |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | NEW | New buy |
| 12 | URI | United Rentals Inc | +0.1% | -0.91% | Trim |
| 13 | BX | Blackstone Inc | +0.1% | +1.93% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +9.56% | Add |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.51% | Add |
| 16 | IBM | Intl Business Machines CORP | 0% | +2.58% | Add |
| 17 | DHI | Dr Horton Inc | 0% | -1.88% | Trim |
| 18 | MA | Mastercard Inc - A | 0% | -1.18% | Trim |
| 19 | TMO | Thermo Fisher Scientific Inc | 0% | -1.01% | Trim |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +2.78% | Add |
| 21 | WMT | Walmart Inc | 0% | +8.94% | Add |
| 22 | ICE | Intercontinental Exchange In | 0% | +2.26% | Add |
| 23 | TT | Trane Technologies plc | 0% | -2.88% | Trim |
| 24 | MCD | Mcdonald's CORP | 0% | -1.34% | Trim |
| 25 | MPB | Mid Penn Bancorp Inc | 0% | — | Unchanged |
| 26 | HD | Home Depot Inc | 0% | +4.51% | Add |
| 27 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
| 28 | META | Meta Platforms Inc-class A | 0% | +3.05% | Add |
| 29 | AGG | Ishares Core U.s. Aggregate | 0% | +7.21% | Add |
| 30 | JNJ | Johnson & Johnson | 0% | -0.00% | Trim |
| 31 | UNP | Union Pacific CORP | 0% | -0.08% | Trim |
| 32 | SCHF | Schwab Intl Equity ETF | 0% | -1.84% | Trim |
| 33 | SCHA | Schwab US Small-cap ETF | 0% | -2.94% | Trim |
| 34 | VCIT | Vanguard Int-term Corporate | 0% | +0.18% | Add |
| 35 | VMBS | Vanguard Mortgage-backed Sec | 0% | +0.86% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | -0.32% | Trim |
| 37 | MU | Micron Technology Inc | -0.1% | +4.38% | Add |
| 38 | SCHB | Schwab US Broad Market ETF | -0.1% | -12.63% | Trim |
| 39 | USB | US Bancorp | -0.1% | EXIT | Sold out |
| 40 | SCHG | Schwab US Large-cap Growth | -0.1% | -1.80% | Trim |
| 41 | SCHM | Schwab US Mid Cap ETF | -0.1% | -2.97% | Trim |
| 42 | TFC | Truist Financial CORP | -0.1% | -78.41% | Trim |
| 43 | AMZN | Amazon.com Inc | -0.1% | +1.08% | Add |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -11.06% | Trim |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -11.01% | Trim |
| 46 | NVDA | Nvidia CORP | -0.2% | -2.89% | Trim |
| 47 | MSFT | Microsoft CORP | -0.2% | +1.23% | Add |
| 48 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | +0.48% | Add |
| 49 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.45% | Trim |
| 50 | SCHX | Schwab US Large-cap ETF | -0.5% | -3.85% | Trim |
According to official SEC Form 13F filings, RKL Wealth Management LLC reported a total U.S. public equity portfolio value of $1.3B across 161 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, SCHX, IEFA) accounted for 41.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
CRWD
市值: $2.3M
Top Position Liquidated / Trimmed
USB
前期市值: $1.1M
During Q3 2024, RKL Wealth Management LLC's top holdings by market value included IVV (19.6%)、SCHX (9.8%)、IEFA (7.6%). The largest single position, IVV, represented 19.6% of total portfolio value.
In Q3 2024, RKL Wealth Management LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 20 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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