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

RKL Wealth Management LLC

$1.1B in tracked AUM across 179 positions as of Q1 2026.

RW
CIK 0001604723 · last filed Mar 31, 2026
Total AUM
$1.1B
as of Q1 2026
Holdings
179
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.1B▼ 8.8%
179 positionsView →2025Q4Dec 31
$1.2B▲ 3.8%
183 positionsView →2025Q3Sep 30
$1.2B▲ 3.1%
178 positionsView →2025Q2Jun 30
$1.1B▲ 7.2%
176 positionsLocked2025Q1Mar 31
$1.1B▼ 5.6%
169 positionsLocked2024Q4Dec 31
$1.1B▲ 1.7%
172 positionsLocked2024Q3Sep 30
$1.1B▲ 6.5%
161 positionsLocked2024Q2Jun 30
$1.0B▲ 2.8%
145 positionsLocked2024Q1Mar 31
$1.0B▲ 9.1%
158 positionsLocked2023Q4Dec 31
$925M▲ 13.1%
153 positionsLocked2023Q3Sep 30
$817M▼ 3.3%
130 positionsLocked2023Q2Jun 30
$845M▲ 6.7%
131 positionsLocked
Showing 12 of 44