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CIK: 0001604723
Total reported value
$1.3B
$1.3B
179 檔
39.0%
During the Q1 2026 filing period, RKL Wealth Management LLC (CIK: 0001604723) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 179 reported positions.
In Q1 2026, RKL Wealth Management LLC adopted a defensive or profit-taking posture, trimming 112 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.96% | -0.08% | -12.96% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.70% | -0.38% | -5.54% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.79% | +0.05% | -9.56% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.30% | +0.01% | -13.31% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.28% | +0.22% | -7.16% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.62% | +0.26% | -4.60% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.74% | +0.01% | -4.59% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.48% | +0.25% | -6.80% | |
| 9 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.47% | -0.24% | -3.82% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.29% | +0.11% | -7.96% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.94% | +0.07% | -8.60% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.93% | +0.14% | -5.14% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.90% | -0.19% | -4.65% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.68% | -0.14% | -3.03% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.67% | +0.02% | -4.52% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.65% | -0.17% | -5.85% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 1.63% | -0.18% | -7.30% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.38% | -0.04% | -10.41% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.35% | -0.04% | -8.39% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.32% | -0.02% | +98.91% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.27% | +0.11% | -8.97% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.02% | -2.09% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.20% | -1.71% | |
| 24 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.75% | -0.10% | -5.49% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.08% | -3.13% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.66% | +1.06% | -11.74% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.04% | -4.40% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.58% | -0.08% | -3.32% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.16% | -1.51% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.53% | +0.02% | -4.29% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.52% | -0.01% | +0.32% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.50% | -0.06% | -6.34% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | -1.57% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.39% | +0.02% | -0.39% | |
| 35 | URI | United Rentals Inc | Stock-Industrials | 0.39% | +0.11% | -5.45% | |
| 36 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.36% | -0.02% | -11.98% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.10% | +9.23% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.35% | — | -5.66% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.02% | -4.36% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | +0.01% | -4.27% | |
| 41 | LHX | L3harris Technologies Inc | Stock-Industrials | 0.32% | -0.10% | -7.79% | |
| 42 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.01% | -1.36% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.31% | -0.02% | -4.90% | |
| 44 | TT | Trane Technologies plc | Stock-Industrials | 0.30% | +0.02% | -3.18% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | — | -14.22% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.30% | +0.01% | -3.70% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.30% | -0.05% | -14.98% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.29% | +0.01% | -4.36% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.29% | -0.07% | -9.19% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.28% | -0.02% | +2.68% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.7% | +98.91% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | -5.54% | Trim |
| 3 | COST | Costco Wholesale CORP | +0.2% | -1.71% | Trim |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | -4.60% | Trim |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.2% | -7.16% | Trim |
| 6 | CVX | Chevron CORP | +0.2% | -1.51% | Trim |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +9.23% | Add |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | -6.80% | Trim |
| 9 | VGIT | Vanguard Intermediate-term T | +0.1% | -3.82% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | -4.40% | Trim |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -9.56% | Trim |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | -7.96% | Trim |
| 13 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | -3.03% | Trim |
| 14 | EOG | Eog Resources Inc | +0.1% | -9.19% | Trim |
| 15 | MU | Micron Technology Inc | +0.1% | -11.74% | Trim |
| 16 | CAT | Caterpillar Inc | +0.1% | +0.14% | Add |
| 17 | SCHM | Schwab US Mid Cap ETF | +0.1% | -8.60% | Trim |
| 18 | VCIT | Vanguard Int-term Corporate | +0.1% | -4.65% | Trim |
| 19 | SCHF | Schwab Intl Equity ETF | +0.1% | -8.39% | Trim |
| 20 | LHX | L3harris Technologies Inc | +0.1% | -7.79% | Trim |
| 21 | OKE | Oneok Inc | 0% | -1.14% | Trim |
| 22 | MO | Altria Group Inc | 0% | -0.44% | Trim |
| 23 | DUK | Duke Energy CORP | 0% | +3.88% | Add |
| 24 | UNP | Union Pacific CORP | 0% | -1.36% | Trim |
| 25 | VO | Vanguard Mid-cap ETF | 0% | +0.32% | Add |
| 26 | MBB | Ishares Mbs ETF | 0% | -7.30% | Trim |
| 27 | GLW | Corning Inc | 0% | +25.70% | Add |
| 28 | AGG | Ishares Core U.s. Aggregate | 0% | -3.32% | Trim |
| 29 | T | At&t Inc | 0% | +7.07% | Add |
| 30 | AEM | Agnico Eagle Mines LTD | 0% | — | Unchanged |
| 31 | HSY | Hershey Co/the | 0% | -0.32% | Trim |
| 32 | TT | Trane Technologies plc | 0% | -3.18% | Trim |
| 33 | SCHV | Schwab US Large-cap Value | 0% | -5.66% | Trim |
| 34 | PG | Procter & Gamble Co/the | 0% | +2.68% | Add |
| 35 | PEP | Pepsico Inc | 0% | -3.47% | Trim |
| 36 | SCHA | Schwab US Small-cap ETF | 0% | -8.97% | Trim |
| 37 | AGZ | Ishares Agency Bond ETF | 0% | -5.49% | Trim |
| 38 | ACNB | Acnb CORP | 0% | +32.75% | Add |
| 39 | KMI | Kinder Morgan, Inc. | 0% | -0.50% | Trim |
| 40 | KO | Coca-cola Co/the | 0% | +4.62% | Add |
| 41 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 42 | PNC | Pnc Financial Services Group | 0% | +9.90% | Add |
| 43 | MRK | Merck & Co. Inc. | 0% | -8.28% | Trim |
| 44 | IWD | Ishares Russell 1000 Value E | 0% | +2.43% | Add |
| 45 | MPB | Mid Penn Bancorp Inc | 0% | — | Unchanged |
| 46 | ITW | Illinois Tool Works | 0% | -2.67% | Trim |
| 47 | IWF | Ishares Russell 1000 Growth | 0% | +9.25% | Add |
| 48 | PM | Philip Morris International | 0% | -1.86% | Trim |
| 49 | MCD | Mcdonald's CORP | 0% | -2.51% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | 0% | -1.57% | 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 179 disclosed positions in Q1 2026.
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 39.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
BND
市值: $517.8K
Top Position Liquidated / Trimmed
PLTR
前期市值: $738.2K
During Q1 2026, RKL Wealth Management LLC's top holdings by market value included IVV (19.0%)、IEFA (9.7%)、IJH (6.8%). The largest single position, IVV, represented 19.0% of total portfolio value.
In Q1 2026, RKL Wealth Management LLC made 169 total portfolio adjustments, initiating 6 new buys, adding to 41 positions, trimming 112 holdings, and fully liquidating 10 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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