Rkl Wealth Management LLC Portfolio Holdings

Rkl Wealth Management LLC

  • $1.17 Billion
  • Q3 2025

Rkl Wealth Management LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.17 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $254M, Ishares Tr with a value of $104M, Ishares Core S&P Mid Cap ETF with a value of $81M, Schwab Strategic Tr Us Large C with a value of $57.1M, and Ishares Core S&P Sm Cap ETF with a value of $49.2M.

Examining the 13F form we can see an increase of $33.5M in the current position value, from $1.13B to 1.17B.

Below you can find more details about Rkl Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.17 Billion
ETFs: $873 Million
Technology: $94.4 Million
Financial Services: $39.6 Million
Industrials: $31.7 Million
Consumer Cyclical: $27.9 Million
Consumer Defensive: $27.7 Million
Communication Services: $26.2 Million
Healthcare: $25.4 Million
Other: $19.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$31.8 Million 2.73% of portfolio
124,968
Q3 2025 Reduced 5.03%
$3.78T
$26.9 Million 2.3% of portfolio
51,916
Q3 2025 Reduced 10.71%
$1.65T
$19.3 Million 1.65% of portfolio
79,268
Q3 2025 Reduced 10.22%
$465B
$19.2 Million 1.64% of portfolio
102,694
Q3 2025 Reduced 13.55%
$2.39T
$14.3 Million 1.23% of portfolio
65,201
Q3 2025 Reduced 12.96%
$404B
$12.5 Million 1.07% of portfolio
13,486
Q3 2025 Reduced 12.98%
$512B
$9.15 Million 0.78% of portfolio
16,091
Q3 2025 Reduced 14.02%
$881B
$7.67 Million 0.66% of portfolio
24,310
Q3 2025 Reduced 4.57%
$222B
$5.92 Million 0.51% of portfolio
12,205
Q3 2025 Reduced 14.49%
$55.9B
$5.89 Million 0.5% of portfolio
6,174
Q3 2025 Reduced 10.52%
$522B
$5.07 Million 0.43% of portfolio
27,326
Q3 2025 Reduced 1.73%
$109B
$4.41 Million 0.38% of portfolio
79,503
Q3 2025 Reduced 5.3%
$1.29T
$4.37 Million 0.37% of portfolio
9,832
Q3 2025 Reduced 8.72%
$98.1B
$4.36 Million 0.37% of portfolio
25,546
Q3 2025 Reduced 8.74%
$303B
$4.34 Million 0.37% of portfolio
27,960
Q3 2025 Reduced 4.97%
$268B
$4.23 Million 0.36% of portfolio
25,253
Q3 2025 Reduced 2.38%
$266B
$3.85 Million 0.33% of portfolio
13,647
Q3 2025 Reduced 2.72%
$414B
$3.8 Million 0.33% of portfolio
16,420
Q3 2025 Added 1.09%
$115B
$3.88 Million 0.33% of portfolio
7,908
Q3 2025 Reduced 3.08%
$1.37T
$3.58 Million 0.31% of portfolio
4,873
Q3 2025 Reduced 14.22%
$136B
$3.52 Million 0.3% of portfolio
14,886
Q3 2025 Reduced 12.84%
$96.9B
$3.35 Million 0.29% of portfolio
7,936
Q3 2025 Reduced 11.95%
$84.9B
$3.2 Million 0.27% of portfolio
18,993
Q3 2025 Reduced 3.54%
$55.4B
$3.06 Million 0.26% of portfolio
10,013
Q3 2025 Reduced 3.67%
$47.7B
$2.95 Million 0.25% of portfolio
5,912
Q3 2025 Reduced 14.46%
$279B
$2.97 Million 0.25% of portfolio
28,797
Q3 2025 Reduced 5.43%
$346B
$2.92 Million 0.25% of portfolio
19,019
Q3 2025 Reduced 3.34%
$224B
$2.72 Million 0.23% of portfolio
8,962
Q3 2025 Reduced 11.67%
$94.5B
$2.61 Million 0.22% of portfolio
7,667
Q3 2025 Reduced 0.29%
$104B
$2.41 Million 0.21% of portfolio
36,489
Q3 2025 Added 0.02%
$490B
$2.42 Million 0.21% of portfolio
21,434
Q3 2025 Reduced 3.5%
$64.7B
$2.38 Million 0.2% of portfolio
21,235
Q3 2025 Added 0.46%
$237B
$2.34 Million 0.2% of portfolio
14,428
Q2 2025 Added 0.84%
$367B
$2.39 Million 0.2% of portfolio
5,903
Q3 2025 Reduced 1.09%
$291B
$2.09 Million 0.18% of portfolio
4,384
Q3 2025 Reduced 2.16%
$971B
$1.99 Million 0.17% of portfolio
2,608
Q3 2025 Reduced 6.25%
$204B
$2.01 Million 0.17% of portfolio
14,310
Q3 2025 Added 0.42%
$74.9B
$1.96 Million 0.17% of portfolio
7,533
Q3 2025 Reduced 2.76%
$104B
$1.71 Million 0.15% of portfolio
5,841
Q3 2025 Reduced 20.4%
$466M
$1.58 Million 0.14% of portfolio
55,230
Q1 2023 Added 0.0%
$114B
$1.51 Million 0.13% of portfolio
13,150
Q3 2025 Added 1.01%
$27.9B
$1.49 Million 0.13% of portfolio
778
Q4 2023 Reduced 0.13%
$139B
$1.44 Million 0.12% of portfolio
4,378
Q3 2025 Added 7.36%
$26.3B
$1.31 Million 0.11% of portfolio
7,007
Q3 2025 Added 0.7%
$1.74T
$1.24 Million 0.11% of portfolio
5,106
Q3 2025 Added 2.02%
$31.5B
$1.15 Million 0.1% of portfolio
15,810
Q3 2025 Added 7.22%
$49.5B
$1.13 Million 0.1% of portfolio
6,663
Q3 2025 Reduced 23.75%
$235B
$1.22 Million 0.1% of portfolio
14,551
Q3 2025 Added 3.91%
$306B
$997,000 0.09% of portfolio
15,046
Q3 2025 Added 0.63%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $1.17 Billion
  • Prior Value $1.13 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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