Rkl Wealth Management LLC Top Holdings and 13F Report (2025) About Rkl Wealth Management LLCInvestment ActivityRkl Wealth Management LLC has $1.12 billion in total holdings as of December 31, 2024.Rkl Wealth Management LLC owns shares of 172 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 17.89% of the portfolio was purchased this quarter.About 1.70% of the portfolio was sold this quarter.This quarter, Rkl Wealth Management LLC has purchased 161 new stocks and bought additional shares in 85 stocks.Rkl Wealth Management LLC sold shares of 53 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $224,799,264Schwab US Large-Cap ETF $95,491,967iShares Core MSCI EAFE ETF $78,275,328iShares Core S&P Mid-Cap ETF $72,332,476iShares Core S&P Small-Cap ETF $44,746,586 Largest New Holdings this Quarter Philip Morris International $2,110,698 HoldingiShares Russell 1000 Growth ETF $2,074,353 HoldingWisdomTree U.S. Quality Dividend Growth Fund $1,293,666 HoldingPacer US Cash Cows 100 ETF $887,244 HoldingKimberly-Clark $810,111 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 2,525,381 shares (about $58.54M)Schwab U.S. Mid-Cap ETF 897,901 shares (about $24.88M)Schwab U.S. Large-Cap Growth ETF 615,937 shares (about $17.17M)Schwab US Small-Cap ETF 436,496 shares (about $11.29M)SPDR Portfolio S&P 400 Mid Cap ETF 164,481 shares (about $9.00M) Largest Sales this Quarter iShares 3-7 Year Treasury Bond ETF 28,389 shares (about $3.28M)iShares S&P 500 Growth ETF 23,622 shares (about $2.40M)NVIDIA 14,481 shares (about $1.94M)iShares Aaa - A Rated Corporate Bond ETF 36,872 shares (about $1.73M)iShares S&P 500 Value ETF 7,591 shares (about $1.45M) 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$224,799,264$3,718,692 ▲1.7%381,87020.0%ETFSCHXSchwab US Large-Cap ETF$95,491,967$58,538,338 ▲158.4%4,119,5848.5%ETFIEFAiShares Core MSCI EAFE ETF$78,275,328$2,518,694 ▲3.3%1,113,7647.0%ETFIJHiShares Core S&P Mid-Cap ETF$72,332,476$1,916,406 ▲2.7%1,160,8496.4%ETFIJRiShares Core S&P Small-Cap ETF$44,746,586$1,628,058 ▲3.8%388,3584.0%ETFSCHMSchwab U.S. Mid-Cap ETF$40,756,989$24,880,844 ▲156.7%1,470,8403.6%ETFAAPLApple$32,046,627$3,867,973 ▲13.7%127,9722.9%Computer and TechnologySCHASchwab US Small-Cap ETF$26,316,964$11,287,783 ▲75.1%1,017,6712.3%ETFMSFTMicrosoft$25,258,880$970,296 ▲4.0%59,9262.2%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$23,330,463$17,166,173 ▲278.5%837,1172.1%ETFMBBiShares MBS ETF$19,331,513$105,432 ▼-0.5%210,8591.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$18,808,710$1,112,864 ▲6.3%234,3181.7%ETFVGITVanguard Intermediate-Term Treasury Index ETF$18,471,932$5,530,873 ▲42.7%318,4821.6%ETFGOOGLAlphabet$17,392,512$308,181 ▼-1.7%91,8781.5%Computer and TechnologyNVDANVIDIA$17,113,085$1,944,650 ▼-10.2%127,4341.5%Computer and TechnologyAMZNAmazon.com$16,560,654$254,273 ▼-1.5%75,4851.5%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$16,099,908$2,212,720 ▲15.9%308,3091.4%ETFVMBSVanguard Mortgage-Backed Securities ETF$15,619,970$832,353 ▲5.6%344,5071.4%ETFSCHFSchwab International Equity ETF$15,265,639$7,397,574 ▲94.0%825,1701.4%ETFCOSTCostco Wholesale$14,937,611$310,608 ▼-2.0%16,3031.3%Retail/WholesaleSPMDSPDR Portfolio S&P 400 Mid Cap ETF$11,201,489$8,995,460 ▲407.8%204,8181.0%ETFMAMastercard$10,314,997$218,527 ▼-2.1%19,5890.9%Business ServicesAGZiShares Agency Bond ETF$8,946,857$209,658 ▼-2.3%82,8720.8%FinanceIVWiShares S&P 500 Growth ETF$7,951,246$2,398,349 ▼-23.2%78,3140.7%ETFTMOThermo Fisher Scientific$7,810,161$63,988 ▼-0.8%15,0130.7%MedicalSCHESchwab Emerging Markets Equity ETF$7,729,014$840,124 ▼-9.8%290,2370.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$7,408,648$3,280,369 ▼-30.7%64,1160.7%ETFVOVanguard Mid-Cap ETF$7,407,121$745,651 ▼-9.1%28,0430.7%ETFNVONovo Nordisk A/S$7,200,734$65,375 ▼-0.9%83,7100.6%MedicalSPSMSPDR Portfolio S&P 600 Small Cap ETF$6,820,192$5,803,205 ▲570.6%151,8300.6%ETFJPMJPMorgan Chase & Co.$5,796,917$1,119,687 ▲23.9%24,1830.5%FinanceQLTAiShares Aaa - A Rated Corporate Bond ETF$5,491,347$1,725,234 ▼-23.9%117,3620.5%ETFURIUnited Rentals$5,083,413$131,030 ▼-2.5%7,2160.5%ConstructionSPYSPDR S&P 500 ETF Trust$5,038,992$38,680 ▼-0.8%8,5980.4%FinanceCVXChevron$4,991,940$1,490,847 ▲42.6%34,4650.4%Oils/EnergySCHVSchwab U.S. Large-Cap Value ETF$4,927,731$2,971,488 ▲151.9%189,0190.4%ETFBXBlackstone$4,920,165$7,931 ▼-0.2%28,5360.4%FinanceVOOVanguard S&P 500 ETF$4,831,648$363,707 ▲8.1%8,9670.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$4,662,993$482,365 ▲11.5%48,1220.4%FinanceJNJJohnson & Johnson$4,486,802$1,058,610 ▲30.9%31,0250.4%MedicalIVEiShares S&P 500 Value ETF$4,412,615$1,448,984 ▼-24.7%23,1170.4%ETFUNPUnion Pacific$4,186,977$384,013 ▼-8.4%18,3610.4%TransportationTSLATesla$4,015,381$72,691 ▲1.8%9,9430.4%Auto/Tires/TrucksBRK.BBerkshire Hathaway$3,871,464$187,205 ▼-4.6%8,5410.3%FinanceROPRoper Technologies$3,763,998$87,329 ▼-2.3%7,2410.3%Computer and TechnologySCHBSchwab US Broad Market ETF$3,692,826$2,095,726 ▲131.2%162,6800.3%ETFMETAMeta Platforms$3,559,596$105,986 ▼-2.9%6,0790.3%Computer and TechnologyTTTrane Technologies$3,466,350$71,654 ▼-2.0%9,3850.3%ConstructionICEIntercontinental Exchange$3,050,609$73,162 ▲2.5%20,4730.3%FinanceIBMInternational Business Machines$3,038,203$810,275 ▲36.4%13,8210.3%Computer and TechnologyXOMExxon Mobil$3,024,165$1,082,925 ▲55.8%28,1130.3%Oils/EnergyPGProcter & Gamble$2,990,249$75,444 ▲2.6%17,8360.3%Consumer StaplesIWMiShares Russell 2000 ETF$2,878,828$38,225 ▲1.3%13,0290.3%FinanceCRWDCrowdStrike$2,874,828$72,196 ▲2.6%8,4020.3%Computer and TechnologyMCDMcDonald's$2,852,732$76,529 ▼-2.6%9,8410.3%Retail/WholesaleABBVAbbVie$2,781,879$43,359 ▲1.6%15,6550.2%MedicalMOAltria Group$2,689,639$2,479,486 ▲1,179.8%51,4370.2%Consumer StaplesWMTWalmart$2,667,482$12,830 ▲0.5%29,5240.2%Retail/WholesaleSPYGSPDR Portfolio S&P 500 Growth ETF$2,585,307$1,419,581 ▲121.8%29,4120.2%ETFEOGEOG Resources$2,564,512$111,916 ▲4.6%20,9210.2%Oils/EnergySCHZSchwab U.S. Aggregate Bond ETF$2,494,659$1,014,235 ▲68.5%109,8970.2%ETFLHXL3Harris Technologies$2,437,799$76,332 ▼-3.0%11,5930.2%AerospaceADPAutomatic Data Processing$2,341,592$43,032 ▼-1.8%7,9990.2%Business ServicesSCHRSchwab Intermediate-Term U.S. Treasury ETF$2,339,323$649,345 ▲38.4%96,3080.2%ETFVEAVanguard FTSE Developed Markets ETF$2,316,897$1,698,867 ▲274.9%48,4500.2%ETFHDHome Depot$2,237,544$38,511 ▲1.8%5,7520.2%Retail/WholesalePMPhilip Morris International$2,110,698$2,110,698 ▲New Holding17,5380.2%Consumer StaplesLLYEli Lilly and Company$2,104,404$71,022 ▼-3.3%2,7260.2%MedicalMUMicron Technology$2,087,517$99,983 ▲5.0%24,8040.2%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$2,074,353$2,074,353 ▲New Holding5,1650.2%ETFPEPPepsiCo$2,028,969$61,889 ▲3.1%13,3430.2%Consumer StaplesGDGeneral Dynamics$1,952,084$27,665 ▲1.4%7,4090.2%AerospaceIWRiShares Russell Mid-Cap ETF$1,859,092$571,695 ▲44.4%21,0300.2%ETFITWIllinois Tool Works$1,848,030$12,932 ▲0.7%7,2880.2%Industrial ProductsUNHUnitedHealth Group$1,783,543$536,176 ▲43.0%3,5260.2%MedicalHONHoneywell International$1,630,248$1,293,446 ▲384.0%7,2170.1%Multi-Sector ConglomeratesCATCaterpillar$1,618,080$1,053,203 ▲186.4%4,4600.1%Industrial ProductsIWDiShares Russell 1000 Value ETF$1,612,482$1,165,208 ▲260.5%8,7100.1%ETFMPBMid Penn Bancorp$1,592,8290.0%55,2300.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$1,383,557$275,693 ▲24.9%15,2160.1%ETFDHID.R. Horton$1,349,621$1,538 ▲0.1%9,6530.1%ConstructionMKLMarkel Group$1,343,0070.0%7780.1%Multi-Sector ConglomeratesUSXFiShares ESG Advanced MSCI USA ETF$1,331,911$4,525 ▲0.3%26,7880.1%ManufacturingOKEONEOK$1,311,661$82,631 ▲6.7%13,0640.1%Oils/EnergyEMNEastman Chemical$1,305,852$66,114 ▲5.3%14,3000.1%Basic MaterialsDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,293,666$1,293,666 ▲New Holding15,9850.1%ManufacturingSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,229,769$973,096 ▲379.1%37,5390.1%ETFNKENIKE$1,214,686$145,593 ▼-10.7%16,0520.1%Consumer DiscretionarySPTISPDR Portfolio Intermediate Term Treasury ETF$1,188,682$944,399 ▲386.6%42,6360.1%ETFAMTAmerican Tower$1,182,431$73,180 ▲6.6%6,4470.1%FinanceHSYHershey$1,164,554$53,681 ▼-4.4%6,8770.1%Consumer StaplesFULTFulton Financial$1,102,115$3,702 ▲0.3%57,1640.1%FinanceMRKMerck & Co., Inc.$1,030,6700.0%10,3610.1%MedicalVUGVanguard Growth ETF$1,012,314$198,276 ▼-16.4%2,4660.1%ETFGOOGAlphabet$983,834$762 ▼-0.1%5,1660.1%Computer and TechnologyAVGOBroadcom$942,990$3,246 ▼-0.3%4,0670.1%Computer and TechnologyDHRDanaher$933,580$99,166 ▼-9.6%4,0670.1%MedicalCOWZPacer US Cash Cows 100 ETF$887,244$887,244 ▲New Holding15,7090.1%ETFMAAMid-America Apartment Communities$884,422$137,408 ▼-13.4%5,7220.1%FinanceMTBM&T Bank$857,092$1,692 ▲0.2%4,5590.1%FinanceShowing 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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