13F Insight
DOSSIER · 13F-HR · Q3 2026

RKL Wealth Management LLC

$1.3B in tracked AUM across 194 positions as of Q3 2026.

RW
CIK 0001604723 · last filed Sep 30, 2026
Total AUM
$1.3B
as of Q3 2026
Holdings
194
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RKL Wealth Management LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$237M310K18.8%02
IEFA
ISHARES TR
$121M1.2M9.5%03
IJH
ISHARES TR
$79M1.1M6.3%04
SCHX
SCHWAB STRATEGIC TR
$54M1.8M4.3%05
IJR
ISHARES TR
$51M377K4.1%06
SPMD
SPDR SERIES TRUST
$51M810K4.0%07
AAPL
APPLE INC
$40M120K3.2%08
SPSM
SPDR SERIES TRUST
$35M659K2.8%09
IEMG
ISHARES INC
$30M370K2.4%10
VGIT
VANGUARD SCOTTSDALE FDS
$27M483K2.2%

Filing history

2026Q3Sep 30
$1.3B▲ 0.6%
194 positionsView →2026Q2Jun 30
$1.3B▲ 12.9%
189 positionsView →2026Q1Mar 31
$1.1B▼ 8.8%
179 positionsView →2025Q4Dec 31
$1.2B▲ 3.8%
183 positionsView →2025Q3Sep 30
$1.2B▲ 3.1%
178 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 46