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CIK: 0001604723
Total reported value
$1.3B
$1.3B
183 檔
44.3%
At the close of Q4 2025, RKL Wealth Management LLC disclosed equity holdings valued at approximately $1.3B, spread across 183 reported holdings.
In Q4 2025, RKL Wealth Management LLC displayed an active expansion posture, initiating 2 new positions and adding to 29 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 | 20.84% | -0.08% | -2.42% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.26% | -0.38% | +6.11% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.69% | +0.05% | -0.48% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.74% | +0.01% | -0.95% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.06% | +0.22% | -0.64% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.39% | +0.26% | +19.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.80% | +0.01% | +0.54% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.36% | -0.24% | +4.27% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.35% | +0.25% | +18.19% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.19% | +0.11% | +5.22% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.09% | -0.17% | +1.27% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.02% | +0.14% | -0.82% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.88% | +0.07% | -0.10% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.84% | -0.19% | +1.07% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.79% | +0.02% | -4.31% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.60% | -0.18% | +1.94% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.58% | -0.14% | +3.60% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.50% | -0.04% | -4.68% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.30% | -0.04% | +2.27% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.26% | +0.02% | +1.73% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.25% | +0.11% | -0.85% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.97% | -0.20% | +1.32% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.75% | -0.08% | +0.02% | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.73% | -0.10% | +1.40% | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.02% | +3.20% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.58% | +1.06% | -2.25% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.57% | -0.06% | -1.97% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | +0.02% | -2.95% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.55% | -0.08% | +0.83% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.48% | -0.04% | +3.34% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.48% | -0.01% | -2.67% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | -0.01% | +12.39% | |
| 33 | URI | United Rentals Inc | Stock-Industrials | 0.41% | +0.11% | +0.96% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.39% | — | +6.79% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.16% | +8.68% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.38% | +0.02% | -12.22% | |
| 37 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.37% | -0.02% | +0.44% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.35% | +0.01% | +4.31% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -0.07% | |
| 40 | BX | Blackstone Inc | Stock-Financials | 0.34% | -0.03% | +4.87% | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | +8.09% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | — | -4.21% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.32% | +0.15% | +3.87% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | -2.67% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | +1.88% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.29% | — | +1.18% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.05% | +9.11% | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.28% | -0.09% | +10.11% | |
| 49 | UNP | Union Pacific CORP | Stock-Industrials | 0.28% | -0.01% | -1.68% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | +2.69% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.5% | +19.70% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +6.11% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.82% | Trim |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +18.19% | Add |
| 5 | MU | Micron Technology Inc | +0.2% | -2.25% | Trim |
| 6 | V | Visa Inc-class A Shares | +0.1% | +277.82% | Add |
| 7 | DUK | Duke Energy CORP | +0.1% | +321.13% | Add |
| 8 | AAPL | Apple Inc | +0.1% | +0.54% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +5.22% | Add |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.97% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | +3.34% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +21.99% | Add |
| 13 | AMZN | Amazon.com Inc | 0% | +1.73% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | 0% | +12.39% | Add |
| 15 | WMT | Walmart Inc | 0% | +9.11% | Add |
| 16 | PLD | Prologis Inc | 0% | +17.07% | Add |
| 17 | LLY | Eli Lilly & Co | 0% | -12.69% | Trim |
| 18 | CAT | Caterpillar Inc | 0% | -0.21% | Trim |
| 19 | TFC | Truist Financial CORP | 0% | +60.44% | Add |
| 20 | SCHF | Schwab Intl Equity ETF | 0% | +2.27% | Add |
| 21 | IBM | Intl Business Machines CORP | 0% | +4.31% | Add |
| 22 | OKE | Oneok Inc | 0% | +29.46% | Add |
| 23 | TSLA | Tesla Inc | 0% | +6.79% | Add |
| 24 | PEP | Pepsico Inc | 0% | +13.47% | Add |
| 25 | MRK | Merck & Co. Inc. | 0% | -0.60% | Trim |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +3.20% | Add |
| 27 | CVX | Chevron CORP | 0% | +8.68% | Add |
| 28 | ABBV | Abbvie Inc | 0% | +8.09% | Add |
| 29 | VGIT | Vanguard Intermediate-term T | — | +4.27% | Add |
| 30 | VMBS | Vanguard Mortgage-backed Sec | — | +3.60% | Add |
| 31 | MBB | Ishares Mbs ETF | 0% | +1.94% | Add |
| 32 | NKE | Nike Inc -cl B | 0% | -25.85% | Trim |
| 33 | IWM | Ishares Russell 2000 ETF | 0% | -10.55% | Trim |
| 34 | ROP | Roper Technologies Inc | 0% | -0.81% | Trim |
| 35 | MO | Altria Group Inc | 0% | -1.10% | Trim |
| 36 | SCHM | Schwab US Mid Cap ETF | 0% | -0.10% | Trim |
| 37 | META | Meta Platforms Inc-class A | 0% | +2.69% | Add |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -12.22% | Trim |
| 39 | URI | United Rentals Inc | -0.1% | +0.96% | Add |
| 40 | COST | Costco Wholesale CORP | -0.1% | +1.32% | Add |
| 41 | SCHG | Schwab US Large-cap Growth | -0.1% | -4.31% | Trim |
| 42 | NVDA | Nvidia CORP | -0.1% | -4.68% | Trim |
| 43 | SCHX | Schwab US Large-cap ETF | -0.1% | -0.95% | Trim |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -31.69% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | +1.27% | Add |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -0.48% | Trim |
| 47 | IVV | Ishares Core S&p 500 ETF | -0.8% | -2.42% | Trim |
| 48 | EMN | Eastman Chemical Co | — | EXIT | Sold out |
| 49 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 50 | BLK | Blackrock Inc | — | NEW | New buy |
According to official SEC Form 13F filings, RKL Wealth Management LLC reported a total U.S. public equity portfolio value of $1.3B across 183 disclosed positions in Q4 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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IJH) accounted for 44.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
QQQ
市值: $1.0M
Top Position Liquidated / Trimmed
EMN
前期市值: $1.0M
During Q4 2025, RKL Wealth Management LLC's top holdings by market value included IVV (20.8%)、IEFA (9.3%)、IJH (6.7%). The largest single position, IVV, represented 20.8% of total portfolio value.
In Q4 2025, RKL Wealth Management LLC made 50 total portfolio adjustments, initiating 2 new buys, adding to 29 positions, trimming 18 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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