Rkl Wealth Management LLC Top Holdings and 13F Report (2025) About Rkl Wealth Management LLCInvestment ActivityRkl Wealth Management LLC has $1.06 billion in total holdings as of March 31, 2025.Rkl Wealth Management LLC owns shares of 169 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 5.23% of the portfolio was purchased this quarter.About 7.49% of the portfolio was sold this quarter.This quarter, Rkl Wealth Management LLC has purchased 172 new stocks and bought additional shares in 75 stocks.Rkl Wealth Management LLC sold shares of 72 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $221,088,135iShares Core MSCI EAFE ETF $87,088,538iShares Core S&P Mid-Cap ETF $72,524,951Schwab US Large-Cap ETF $56,691,473iShares Core S&P Small-Cap ETF $42,560,996 Largest New Holdings this Quarter 74340W103 - Prologis $1,394,303 Holding987184108 - York Water $499,808 Holding254687106 - Walt Disney $426,317 Holding26441C204 - Duke Energy $415,179 Holding88579Y101 - 3M $334,694 Holding Largest Purchases this Quarter SPDR Portfolio S&P 400 Mid Cap ETF 275,996 shares (about $14.13M)SPDR Portfolio S&P 600 Small Cap ETF 259,705 shares (about $10.59M)iShares Core S&P 500 ETF 11,595 shares (about $6.52M)iShares Core S&P Mid-Cap ETF 82,081 shares (about $4.79M)Vanguard Intermediate-Term Treasury Index ETF 52,400 shares (about $3.11M) Largest Sales this Quarter Schwab US Large-Cap ETF 1,552,035 shares (about $34.27M)Schwab U.S. Mid-Cap ETF 570,375 shares (about $14.94M)Schwab US Small-Cap ETF 361,597 shares (about $8.47M)iShares 3-7 Year Treasury Bond ETF 18,177 shares (about $2.15M)Schwab U.S. Large-Cap Growth ETF 38,864 shares (about $973.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRkl Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$221,088,135$6,515,235 ▲3.0%393,46520.8%ETFIEFAiShares Core MSCI EAFE ETF$87,088,538$2,832,261 ▲3.4%1,151,2038.2%ETFIJHiShares Core S&P Mid-Cap ETF$72,524,951$4,789,425 ▲7.1%1,242,9306.8%ETFSCHXSchwab US Large-Cap ETF$56,691,473$34,268,927 ▼-37.7%2,567,5495.3%ETFIJRiShares Core S&P Small-Cap ETF$42,560,996$1,950,438 ▲4.8%407,0104.0%ETFAAPLApple$29,768,062$1,341,664 ▲4.7%134,0122.8%Computer and TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$24,608,073$14,125,482 ▲134.8%480,8142.3%ETFSCHMSchwab U.S. Mid-Cap ETF$23,592,190$14,943,829 ▼-38.8%900,4652.2%ETFMSFTMicrosoft$22,747,653$251,888 ▲1.1%60,5972.1%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$22,030,385$3,112,559 ▲16.5%370,8822.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$19,988,247$973,154 ▼-4.6%798,2531.9%ETFMBBiShares MBS ETF$19,599,636$174,712 ▼-0.9%208,9961.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$19,218,281$60,421 ▲0.3%235,0571.8%ETFIEMGiShares Core MSCI Emerging Markets ETF$18,032,611$1,393,181 ▲8.4%334,1231.7%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$16,774,184$10,585,587 ▲171.0%411,5351.6%ETFVMBSVanguard Mortgage-Backed Securities ETF$16,372,031$417,902 ▲2.6%353,5311.5%ETFSCHFSchwab International Equity ETF$16,146,231$175,627 ▼-1.1%816,2911.5%ETFSCHASchwab US Small-Cap ETF$15,371,818$8,472,220 ▼-35.5%656,0741.4%ETFCOSTCostco Wholesale$15,205,585$213,750 ▼-1.4%16,0771.4%Retail/WholesaleAMZNAmazon.com$14,330,193$31,583 ▼-0.2%75,3191.4%Retail/WholesaleGOOGLAlphabet$14,094,466$113,505 ▼-0.8%91,1441.3%Computer and TechnologyNVDANVIDIA$13,320,867$490,419 ▼-3.6%122,9091.3%Computer and TechnologyMAMastercard$10,539,890$197,325 ▼-1.8%19,2291.0%Business ServicesAGZiShares Agency Bond ETF$8,723,657$345,829 ▼-3.8%79,7120.8%FinanceTMOThermo Fisher Scientific$7,399,164$71,155 ▼-1.0%14,8700.7%MedicalSCHESchwab Emerging Markets Equity ETF$7,157,897$843,946 ▼-10.5%259,6260.7%ETFVOVanguard Mid-Cap ETF$7,105,572$146,896 ▼-2.0%27,4750.7%ETFIVWiShares S&P 500 Growth ETF$6,306,598$963,298 ▼-13.3%67,9370.6%ETFJPMJPMorgan Chase & Co.$6,244,240$312,261 ▲5.3%25,4560.6%FinanceNVONovo Nordisk A/S$5,786,782$26,040 ▼-0.4%83,3350.5%MedicalIEIiShares 3-7 Year Treasury Bond ETF$5,427,000$2,147,338 ▼-28.4%45,9390.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,059,363$299,134 ▲6.3%51,1460.5%FinanceSPYSPDR S&P 500 ETF Trust$4,943,539$133,700 ▲2.8%8,8370.5%FinanceCVXChevron$4,895,519$870,065 ▼-15.1%29,2640.5%EnergyQLTAiShares Aaa - A Rated Corporate Bond ETF$4,671,717$906,491 ▼-16.3%98,2900.4%ETFJNJJohnson & Johnson$4,590,462$554,736 ▼-10.8%27,6800.4%MedicalBRK.BBerkshire Hathaway$4,574,330$25,564 ▲0.6%8,5890.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$4,513,628$510,495 ▼-10.2%169,8130.4%ETFURIUnited Rentals$4,466,061$56,405 ▼-1.2%7,1260.4%ConstructionUNPUnion Pacific$4,285,170$52,445 ▼-1.2%18,1390.4%TransportationROPRoper Technologies$4,209,553$59,547 ▼-1.4%7,1400.4%Computer and TechnologyVOOVanguard S&P 500 ETF$4,160,421$447,595 ▼-9.7%8,0960.4%ETFBXBlackstone$4,065,332$76,599 ▲1.9%29,0840.4%FinanceIVEiShares S&P 500 Value ETF$3,770,170$635,381 ▼-14.4%19,7830.4%ETFICEIntercontinental Exchange$3,529,948$1,725 ▼0.0%20,4630.3%FinanceIBMInternational Business Machines$3,488,902$52,218 ▲1.5%14,0310.3%Computer and TechnologyPGProcter & Gamble$3,375,902$336,244 ▲11.1%19,8090.3%Consumer StaplesABBVAbbVie$3,350,412$70,398 ▲2.1%15,9910.3%MedicalMETAMeta Platforms$3,314,576$189,042 ▼-5.4%5,7510.3%Computer and TechnologyTTTrane Technologies$3,174,460$12,466 ▲0.4%9,4220.3%ConstructionSCHBSchwab US Broad Market ETF$3,127,572$374,923 ▼-10.7%145,2660.3%ETFCRWDCrowdStrike$3,004,334$41,957 ▲1.4%8,5210.3%Computer and TechnologyMCDMcDonald's$2,993,601$80,275 ▼-2.6%9,5840.3%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$2,888,725$524,894 ▲22.2%35,9430.3%ETFTSLATesla$2,785,711$208,883 ▲8.1%10,7490.3%Auto/Tires/TrucksEOGEOG Resources$2,729,546$46,679 ▲1.7%21,2850.3%EnergyXOMExxon Mobil$2,624,653$718,809 ▼-21.5%22,0690.2%EnergyWMTWalmart$2,567,868$24,055 ▼-0.9%29,2500.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$2,510,824$48,086 ▲2.0%49,3960.2%ETFLHXL3Harris Technologies$2,421,374$5,233 ▼-0.2%11,5680.2%AerospaceADPAutomatic Data Processing$2,393,441$50,411 ▼-2.1%7,8340.2%Business ServicesIWMiShares Russell 2000 ETF$2,386,237$212,850 ▼-8.2%11,9620.2%FinanceLLYEli Lilly and Company$2,322,806$71,039 ▲3.2%2,8120.2%MedicalPMPhilip Morris International$2,271,109$512,698 ▼-18.4%14,3080.2%Consumer StaplesMUMicron Technology$2,204,017$48,831 ▲2.3%25,3660.2%Computer and TechnologyMOAltria Group$2,192,133$895,147 ▼-29.0%36,5230.2%Consumer StaplesSCHZSchwab U.S. Aggregate Bond ETF$2,155,073$390,128 ▼-15.3%93,0520.2%ETFHDHome Depot$2,147,489$39,578 ▲1.9%5,8600.2%Retail/WholesalePEPPepsiCo$2,080,843$80,217 ▲4.0%13,8780.2%Consumer StaplesGDGeneral Dynamics$2,047,623$28,076 ▲1.4%7,5120.2%AerospaceITWIllinois Tool Works$1,856,804$49,353 ▲2.7%7,4870.2%IndustrialsSCHRSchwab Intermediate-Term U.S. Treasury ETF$1,740,301$653,918 ▼-27.3%70,0040.2%ETFUNHUnitedHealth Group$1,714,242$132,509 ▼-7.2%3,2730.2%MedicalIWFiShares Russell 1000 Growth ETF$1,697,304$167,528 ▼-9.0%4,7010.2%ETFIWRiShares Russell Mid-Cap ETF$1,692,539$96,469 ▼-5.4%19,8960.2%ETFIWDiShares Russell 1000 Value ETF$1,556,083$82,790 ▼-5.1%8,2700.1%ETFCATCaterpillar$1,471,699$660 ▲0.0%4,4620.1%IndustrialsMKLMarkel Group$1,454,5570.0%7780.1%Multi-Sector ConglomeratesMPBMid Penn Bancorp$1,431,0060.0%55,2300.1%FinancePLDPrologis$1,394,303$1,394,303 ▲New Holding12,4730.1%FinanceOKEONEOK$1,350,928$54,672 ▲4.2%13,6150.1%EnergySPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,326,507$78,712 ▲6.3%39,9070.1%ETFEMNEastman Chemical$1,306,995$47,050 ▲3.7%14,8340.1%Basic MaterialsSPTISPDR Portfolio Intermediate Term Treasury ETF$1,283,333$64,791 ▲5.3%44,9030.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,276,5620.0%15,9850.1%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$1,267,872$666 ▲0.1%15,2240.1%ETFDHID.R. Horton$1,193,543$33,691 ▼-2.7%9,3880.1%ConstructionMRKMerck & Co., Inc.$1,192,967$262,989 ▲28.3%13,2910.1%MedicalHSYHershey$1,178,641$2,395 ▲0.2%6,8910.1%Consumer StaplesKOCoca-Cola$1,077,413$534,230 ▲98.4%15,0430.1%Consumer StaplesFULTFulton Financial$1,024,002$10,094 ▼-1.0%56,6060.1%FinanceUSXFiShares ESG Advanced MSCI USA ETF$1,002,170$247,999 ▼-19.8%21,4740.1%ManufacturingTAT&T$971,389$22,087 ▲2.3%34,3490.1%Computer and TechnologyNKENIKE$966,773$52,179 ▼-5.1%15,2300.1%Consumer DiscretionaryCOWZPacer US Cash Cows 100 ETF$912,466$52,241 ▲6.1%16,6630.1%ETFVUGVanguard Growth ETF$912,023$2,596 ▼-0.3%2,4590.1%ETFMAAMid-America Apartment Communities$909,982$48,935 ▼-5.1%5,4300.1%FinanceVXUSVanguard Total International Stock ETF$835,694$16,457 ▼-1.9%13,4570.1%ETFDHRDanaher$833,7350.0%4,0670.1%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$819,209$130,279 ▲18.9%16,0410.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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