RKL Wealth Management LLC
CIK 1604723
13F filing for Q2 2026・No. 2,214
- Holdings
- US$1.25B
- Quarter change
- +US$143.08M
- Entries
- 189
- Net bought (estimate)
- −US$2.95M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 2
- Cut 68
- Added 91
- Corporate actions 0
- Unchanged 18
Largest holdings
189 stocks worth US$1.25B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 316,312 | US$236.88M | 18.88% |
| ISHARES TRCORE MSCI EAFE | Added | 1,210,097 | US$116.87M | 9.32% |
| IJHISHARES TRCORE S&P MCP ETF | Cut | 1,112,664 | US$85.8M | 6.84% |
| ISHARES TRCORE S&P SCP ETF | Cut | 380,816 | US$56.48M | 4.50% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 1,839,227 | US$54.13M | 4.31% |
| SPDR SERIES TRUSTST STR P400MID | Added | 720,231 | US$48.66M | 3.88% |
| AAPLAppleCOM | Cut | 119,147 | US$34.48M | 2.75% |
| SPDR SERIES TRUSTST STR SP600 SML | Added | 593,853 | US$34.25M | 2.73% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 364,138 | US$30.17M | 2.40% |
| VANGUARD SCOTTSDALE FDSINTER TERM TREAS | Added | 473,445 | US$27.92M | 2.23% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.