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CIK: 0001604723
Total reported value
$1.3B
$1.3B
176 檔
41.8%
The Q2 2025 SEC filing reveals that RKL Wealth Management LLC held a total portfolio value of $1.3B, covering 176 public equity positions.
In Q2 2025, RKL Wealth Management LLC adopted a defensive or profit-taking posture, trimming 27 positions and completely liquidating 2 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 41.8% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 21.37% | -0.08% | -0.47% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 8.83% | -0.38% | +4.49% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.83% | +0.05% | +0.87% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.02% | +0.01% | -8.99% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.00% | +0.22% | +2.26% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.65% | +0.26% | +15.33% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.54% | -0.17% | -4.05% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.37% | +0.01% | -1.81% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.37% | -0.24% | +21.62% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.05% | +0.07% | -7.65% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.03% | +0.11% | +15.17% | |
| 12 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.93% | +0.02% | -5.88% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.92% | -0.19% | +12.01% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.79% | +0.25% | +16.14% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 1.68% | -0.18% | -2.50% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.65% | -0.04% | -3.35% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.47% | -0.14% | +2.34% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.02% | -0.55% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.37% | +0.14% | -3.12% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.35% | -0.20% | -3.61% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.34% | -0.04% | -15.72% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.32% | +0.11% | -9.38% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.92% | -0.08% | -2.67% | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.76% | -0.10% | -1.65% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.02% | +0.07% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.02% | -3.65% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.08% | +26.80% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | -0.01% | -18.74% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.51% | +0.02% | +0.74% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.06% | -4.01% | |
| 31 | URI | United Rentals Inc | Stock-Industrials | 0.46% | +0.11% | -3.17% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.43% | +0.02% | -10.63% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | +3.64% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.40% | -0.02% | -41.69% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.04% | +0.46% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.37% | -0.16% | +0.54% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.02% | -1.22% | |
| 38 | BX | Blackstone Inc | Stock-Financials | 0.37% | -0.03% | -3.75% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | +0.15% | -4.25% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.36% | +0.01% | -0.02% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -1.47% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | — | -13.08% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.35% | +0.02% | -4.34% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.35% | -0.01% | -5.84% | |
| 45 | ROP | Roper Technologies Inc | Stock-Tech | 0.34% | -0.05% | -3.21% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | -0.02% | -3.84% | |
| 47 | ICE | Intercontinental Exchange In | Stock-Financials | 0.32% | -0.09% | -3.77% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +0.88% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | — | +0.20% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.28% | +1.06% | +1.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.6% | +4.49% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | -0.47% | Trim |
| 3 | MSFT | Microsoft CORP | +0.4% | -4.05% | Trim |
| 4 | NVDA | Nvidia CORP | +0.4% | -3.35% | Trim |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +15.33% | Add |
| 6 | IEMG | Ishares Core Msci Emerging | +0.3% | +15.17% | Add |
| 7 | VGIT | Vanguard Intermediate-term T | +0.3% | +21.62% | Add |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +16.14% | Add |
| 9 | VCIT | Vanguard Int-term Corporate | +0.1% | +12.01% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | -0.55% | Trim |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.1% | +26.80% | Add |
| 12 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -4.25% | Trim |
| 13 | MU | Micron Technology Inc | +0.1% | +1.98% | Add |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +0.07% | Add |
| 16 | META | Meta Platforms Inc-class A | +0.1% | -1.22% | Trim |
| 17 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +223.27% | Add |
| 18 | SCHG | Schwab US Large-cap Growth | +0.1% | -5.88% | Trim |
| 19 | TT | Trane Technologies plc | +0.1% | -4.34% | Trim |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -3.12% | Trim |
| 21 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.65% | Trim |
| 22 | URI | United Rentals Inc | 0% | -3.17% | Trim |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | +11.84% | Add |
| 24 | TSLA | Tesla Inc | 0% | +0.20% | Add |
| 25 | IBM | Intl Business Machines CORP | 0% | -0.02% | Trim |
| 26 | VOO | Vanguard S&p 500 ETF | 0% | +3.64% | Add |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +0.88% | Add |
| 28 | IWM | Ishares Russell 2000 ETF | 0% | +11.87% | Add |
| 29 | IXUS | Ishares Core Intl Stock ETF | 0% | +64.70% | Add |
| 30 | WMT | Walmart Inc | 0% | +4.10% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | — | +0.87% | Add |
| 32 | IJR | Ishares Core S&p Small-cap E | 0% | +2.26% | Add |
| 33 | CWI | State Street Spdr Msci Acwi | 0% | EXIT | Sold out |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -1.47% | Trim |
| 35 | SCHV | Schwab US Large-cap Value | -0.1% | -13.08% | Trim |
| 36 | UNH | Unitedhealth Group Inc | -0.1% | -14.36% | Trim |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | EXIT | Sold out |
| 38 | CVX | Chevron CORP | -0.1% | +0.54% | Add |
| 39 | SCHR | Schwab Intermediate-term US | -0.1% | -67.93% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | -0.1% | -18.74% | Trim |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -67.72% | Trim |
| 42 | SCHB | Schwab US Broad Market ETF | -0.2% | -54.87% | Trim |
| 43 | MBB | Ishares Mbs ETF | -0.2% | -2.50% | Trim |
| 44 | SCHF | Schwab Intl Equity ETF | -0.2% | -15.72% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.2% | -4.01% | Trim |
| 46 | QLTA | Ishares Aaa - A Rated Corpor | -0.3% | -55.82% | Trim |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | -0.3% | -41.69% | Trim |
| 48 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | -61.37% | Trim |
| 49 | SCHX | Schwab US Large-cap ETF | -0.3% | -8.99% | Trim |
| 50 | AAPL | Apple Inc | -0.4% | -1.81% | 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 176 disclosed positions in Q2 2025.
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.
Top New Position Initiated
VOOG
市值: $852.6K
Top Position Liquidated / Trimmed
COWZ
前期市值: $912.5K
During Q2 2025, RKL Wealth Management LLC's top holdings by market value included IVV (21.4%)、IEFA (8.8%)、IJH (6.8%). The largest single position, IVV, represented 21.4% of total portfolio value.
In Q2 2025, RKL Wealth Management LLC made 50 total portfolio adjustments, initiating 1 new buys, adding to 20 positions, trimming 27 holdings, and fully liquidating 2 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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