Rkl Wealth Management
$1.3B 13F equity value
191 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rkl Wealth Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 316,312 | $237M | 18.9% |
| IEFA | ISHARES TR | 1,210,097 | $117M | 9.3% |
| IJH | ISHARES TR | 1,112,664 | $86M | 6.8% |
| IJR | ISHARES TR | 380,816 | $56M | 4.5% |
| SCHX | SCHWAB STRATEGIC TR | 1,839,227 | $54M | 4.3% |
| SPMD | SPDR SERIES TRUST | 720,231 | $49M | 3.9% |
| AAPL | APPLE INC | 119,147 | $34M | 2.7% |
| SPSM | SPDR SERIES TRUST | 593,853 | $34M | 2.7% |
| IEMG | ISHARES INC | 364,138 | $30M | 2.4% |
| VGIT | VANGUARD SCOTTSDALE FDS | 473,445 | $28M | 2.2% |
Track Rkl Wealth Management's 13F portfolio: $1.3B in reported holdings, 191 positions. Top holdings and quarterly changes on SentiSense.
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