13F Insight
DOSSIER · 13F-HR · Q1 2026

RKL Wealth Management LLC

RKL Wealth's asset manager based in Boston, MA — $1.1B in tracked AUM across 179 positions as of Q1 2026.

RW
RKL Wealth·Boston, MA·Asset Manager
CIK 0001604723 · last filed Mar 31, 2026
Total AUM
$1.1B
▼ 7.0%
vs prior
Holdings
179
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RKL Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$211M323K19.0%
02
IEFA
ISHARES TR
$108M1.2M9.7%
03
IJH
ISHARES TR
$75M1.1M6.8%
04
SCHX
SCHWAB STRATEGIC TR
$48M1.9M4.3%
05
IJR
ISHARES TR
$48M382K4.3%
06
SPMD
SPDR SERIES TRUST
$40M679K3.6%
07
AAPL
APPLE INC
$30M120K2.7%
08
SPSM
SPDR SERIES TRUST
$28M570K2.5%
09
VGIT
VANGUARD SCOTTSDALE FDS
$28M462K2.5%
10
IEMG
ISHARES INC
$25M365K2.3%

Filing history

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