StockDriftsStockDriftsTop 50 RKL Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 18.88% | 316.3K | $236.9M | -1.95%(-6.30K) | $312.40(+149.34%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.32% | 1.21M | $116.9M | +1.61%(+19.12K) | $65.07(+55.72%) | 2026-06-30 | |
| IJH | ISHARES TR | 6.84% | 1.11M | $85.8M | -0.43%(-4.83K) | $45.29(+73.44%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.5% | 380.8K | $56.5M | -0.36%(-1.38K) | $84.23(+78.02%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 4.31% | 1.84M | $54.1M | -1.22%(-22.64K) | $11.33(+169.19%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 3.88% | 720.2K | $48.7M | +6.00%(+40.79K) | $54.71(+25.74%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.75% | 119.1K | $34.5M | -0.61%(-734) | $112.97(+170.32%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 2.73% | 593.9K | $34.2M | +4.14%(+23.59K) | $44.25(+31.74%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.4% | 364.1K | $30.2M | -0.34%(-1.25K) | $53.74(+53.76%) | 2026-06-30 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 2.23% | 473.4K | $27.9M | +2.51%(+11.58K) | $61.21(-4.63%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.31% | +57.35% | +7.70% | +44.92% |
| Top 20 Holdings Unweighted | +15.54% | +54.23% | +6.93% | +39.79% |
RKL Wealth Management LLC reports $1.25B in US-listed equity holdings across 189 positions in its most recent 13F filing. Its largest disclosed positions are IVV (18.9%), IEFA (9.3%) and IJH (6.8%). The top 20 holdings account for 74.24% of reported assets. Its disclosed equity book has returned +57.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from RKL Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1604723). View RKL Wealth Management LLC’s 13F filings on SEC