account_balance

Investment manager · 13F filer · SEC CIK 1604723

RKL Wealth Management LLC

Reported value$1.26Bas of Sep 30, 2026

Positions194 7 new, 2 sold out

Top 10 weight57.5%IVV alone is 19%

FiledOct 1616 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

18.8%

IEFAiShares Tr

9.5%Added +3%

IJHiShares Tr

6.3%

SCHXSchwab Strategic Tr

4.3%

IJRiShares Tr

4.1%

SPMDSPDR Series Trust

4.0%Added +13%

AAPLApple Inc.

3.2%

SPSMSPDR Series Trust

2.8%+11%

IEMGiShares Inc

2.4%

VGITVanguard Scottsdale FDS

2.2%Added +2%

MSFTMicrosoft Corp

2.0%

GOOGL

IVViShares Tr

18.8%

IEFAiShares Tr

9.5%

IJHiShares Tr

6.3%

SCHXSchwab Strategic Tr

4.3%

IJRiShares Tr

4.1%

SPMDSPDR Series Trust

4.0%+13%

AAPLApple Inc.

3.2%

SPSM2.8%

IEMG2.4%

VGIT

MSFTGOOGL

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IVV iShares Tr 18.8% Held

IEFA iShares Tr 9.5% Added +3%

IJH iShares Tr 6.3% Held

SCHX Schwab Strategic Tr 4.3% Held

IJR iShares Tr 4.1% Held

SPMD SPDR Series Trust 4.0% Added +13%

AAPL Apple Inc. 3.2% Held

SPSM SPDR Series Trust 2.8% Added +11%

IEMG iShares Inc 2.4% Held

VGIT Vanguard Scottsdale FDS 2.2% Added +2%

MSFT Microsoft Corp 2.0% Held GOOGL Alphabet Inc. 1.9% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 16, 2026, compared with the Aug 11, 2026 filing

add_circleNew

FLTR $586K
TSM $545K
IYW $542K
PLTR $340K

arrow_upwardAdded

LLY +48%
SPYG +14%
SPMD +13%
SPSM +11%

arrow_downwardTrimmed

MU −5%
IVW −4%
TMO −4%
GOOGL −3%

remove_circleSold out

CMI $254K
AXP $211K

RKL Wealth Management LLC

Where the money is

Biggest moves since Jun 30, 2026

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