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CIK: 0001604723
Total reported value
$1.3B
$1.3B
189 檔
43.6%
In Q2 2026, RKL Wealth Management LLC's U.S. equity holdings reached a combined market value of $1.3B, distributed across 189 disclosed stock positions.
In Q2 2026, RKL Wealth Management LLC displayed an active expansion posture, initiating 12 new positions and adding to 94 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 | 18.88% | -0.06% | -1.95% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.32% | +0.23% | +1.61% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.84% | -0.57% | -0.43% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.50% | -0.44% | -0.36% | |
| 5 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.31% | -0.01% | -1.22% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 3.88% | +0.17% | +6.00% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.75% | +0.41% | -0.61% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.73% | +0.03% | +4.14% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.40% | -0.02% | -0.34% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.23% | -0.06% | +2.51% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.07% | -0.16% | -2.57% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.01% | -0.17% | -1.75% | |
| 13 | MU | Micron Technology Inc | Stock-Tech | 1.72% | -0.23% | -14.38% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.71% | -0.09% | +1.28% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.69% | +0.07% | -1.44% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.54% | +0.03% | +3.90% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | +0.55% | +0.86% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 1.45% | -0.05% | +0.83% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.39% | -0.14% | -1.15% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.34% | +0.27% | -4.19% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.31% | -0.06% | -1.92% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.02% | -0.35% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.24% | +0.02% | +0.46% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.00% | -0.05% | -0.62% | |
| 25 | AGZ | Ishares Agency Bond ETF | ETF-Other | 0.65% | -0.04% | -2.74% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.62% | +0.03% | -2.20% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | +0.03% | +1.37% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.55% | -0.01% | -4.10% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | -0.02% | +292.30% | |
| 30 | URI | United Rentals Inc | Stock-Industrials | 0.50% | -0.07% | -5.75% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.50% | — | -1.36% | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | +0.01% | -4.16% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.44% | +0.13% | -1.63% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.15% | -8.36% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | — | +1.41% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.40% | +0.10% | +0.98% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.38% | -0.09% | +3.20% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.35% | -0.02% | +0.27% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.04% | +1.18% | |
| 40 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.34% | — | -1.24% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.01% | +1.89% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.32% | -0.03% | -0.38% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.31% | -0.05% | +1.28% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.31% | — | -1.15% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | -0.04% | +0.80% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.30% | +0.05% | -4.06% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.29% | — | -1.53% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.26% | — | +1.75% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.25% | EXIT | |
| 50 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | -0.02% | +2.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -14.38% | Trim |
| 2 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +6.00% | Add |
| 3 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +4.14% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.2% | -0.36% | Trim |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -8.36% | Trim |
| 6 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.57% | Trim |
| 7 | IEMG | Ishares Core Msci Emerging | +0.1% | -0.34% | Trim |
| 8 | SCHA | Schwab US Small-cap ETF | +0.1% | -1.15% | Trim |
| 9 | URI | United Rentals Inc | +0.1% | -5.75% | Trim |
| 10 | CAT | Caterpillar Inc | +0.1% | +3.20% | Add |
| 11 | SCHM | Schwab US Mid Cap ETF | +0.1% | -1.75% | Trim |
| 12 | USRT | Ishares Core US Reit ETF | +0.1% | NEW | New buy |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.43% | Trim |
| 14 | AMD | Advanced Micro Devices | +0.1% | +17.82% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | +3.85% | Add |
| 16 | GOOG | Alphabet Inc-cl C | 0% | +12.08% | Add |
| 17 | GLW | Corning Inc | 0% | +2.52% | Add |
| 18 | AVGO | Broadcom Inc | 0% | +40.18% | Add |
| 19 | INTC | Intel CORP | 0% | NEW | New buy |
| 20 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 21 | DE | Deere & Co | 0% | +50.97% | Add |
| 22 | XLK | Ss Technology Select Sector | 0% | NEW | New buy |
| 23 | KLAC | Kla CORP | 0% | NEW | New buy |
| 24 | SCHG | Schwab US Large-cap Growth | 0% | -1.44% | Trim |
| 25 | AMZN | Amazon.com Inc | 0% | +0.46% | Add |
| 26 | IVW | Ishares S&p 500 Growth ETF | 0% | -4.10% | Trim |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.41% | Add |
| 28 | TT | Trane Technologies plc | 0% | -0.38% | Trim |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 0% | -2.55% | Trim |
| 30 | LRCX | Lam Research CORP | 0% | +14.83% | Add |
| 31 | CSCO | Cisco Systems Inc | 0% | +4.64% | Add |
| 32 | CMI | Cummins Inc | 0% | NEW | New buy |
| 33 | VB | Vanguard Small-cap ETF | 0% | NEW | New buy |
| 34 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 35 | ESML | Ishares Esg Aware Msci USA S | 0% | NEW | New buy |
| 36 | AMGN | Amgen Inc | 0% | NEW | New buy |
| 37 | TRV | Travelers Cos Inc/the | 0% | NEW | New buy |
| 38 | AXP | American Express Co | 0% | NEW | New buy |
| 39 | SCHX | Schwab US Large-cap ETF | 0% | -1.22% | Trim |
| 40 | AAPL | Apple Inc | 0% | -0.61% | Trim |
| 41 | ABBV | Abbvie Inc | 0% | +1.18% | Add |
| 42 | IBM | Intl Business Machines CORP | 0% | +1.28% | Add |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -4.06% | Trim |
| 44 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 45 | V | Visa Inc-class A Shares | 0% | +5.62% | Add |
| 46 | NUE | Nucor CORP | 0% | +0.47% | Add |
| 47 | FLXS | Flexsteel Inds | 0% | — | Unchanged |
| 48 | UNH | Unitedhealth Group Inc | 0% | -13.25% | Trim |
| 49 | FULT | Fulton Financial CORP | 0% | +0.46% | Add |
| 50 | IJK | Ishares S&p Mid-cap 400 Grow | 0% | +0.06% | Add |
According to official SEC Form 13F filings, RKL Wealth Management LLC reported a total U.S. public equity portfolio value of $1.3B across 189 disclosed positions in Q2 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 43.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
USRT
市值: $834.0K
Top Position Liquidated / Trimmed
BNY
前期市值: $839.0K
During Q2 2026, RKL Wealth Management LLC's top holdings by market value included IVV (18.9%)、IEFA (9.3%)、IJH (6.8%). The largest single position, IVV, represented 18.9% of total portfolio value.
In Q2 2026, RKL Wealth Management LLC made 174 total portfolio adjustments, initiating 12 new buys, adding to 94 positions, trimming 66 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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