Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RKL Wealth Management LLC (CIK 1604723) reported $1.11B across 179 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($210.7M, 18.96%), IEFA ($107.8M, 9.70%), IJH ($75.5M, 6.79%), SCHX ($47.7M, 4.30%), IJR ($47.5M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $210.7M | 18.96% | 322,614 | Trimmed |
| 2 | IEFA | ISHARES TR | $107.8M | 9.70% | 1.2M | Trimmed |
| 3 | IJH | ISHARES TR | $75.5M | 6.79% | 1.1M | Trimmed |
| 4 | SCHX | SCHWAB STRATEGIC TR | $47.7M | 4.30% | 1.9M | Trimmed |
| 5 | IJR | ISHARES TR | $47.5M | 4.28% | 382,199 | Trimmed |
| 6 | SPMD | SPDR SERIES TRUST | $40.2M | 3.62% | 679,439 | Trimmed |
| 7 | AAPL | APPLE INC | $30.4M | 2.74% | 119,881 | Trimmed |
| 8 | SPSM | SPDR SERIES TRUST | $27.6M | 2.48% | 570,265 | Trimmed |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $27.5M | 2.47% | 461,865 | Trimmed |
| 10 | IEMG | ISHARES INC | $25.5M | 2.29% | 365,386 | Trimmed |
| 11 | SCHM | SCHWAB STRATEGIC TR | $21.5M | 1.94% | 695,554 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $21.4M | 1.93% | 74,571 | Trimmed |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $21.2M | 1.90% | 255,681 | Trimmed |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $18.7M | 1.68% | 397,350 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $18.6M | 1.67% | 636,897 | Trimmed |
| 16 | MSFT | MICROSOFT CORP | $18.3M | 1.65% | 49,500 | Trimmed |
| 17 | MBB | ISHARES TR | $18.1M | 1.63% | 190,282 | Trimmed |
| 18 | NVDA | NVIDIA CORPORATION | $15.3M | 1.38% | 87,693 | Trimmed |
| 19 | SCHF | SCHWAB STRATEGIC TR | $15.0M | 1.35% | 604,280 | Trimmed |
| 20 | JPM | JPMORGAN CHASE & CO | $14.7M | 1.32% | 49,904 | Added |
| 21 | SCHA | SCHWAB STRATEGIC TR | $14.1M | 1.27% | 486,494 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $13.5M | 1.22% | 64,943 | Trimmed |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $13.4M | 1.20% | 13,430 | Trimmed |
| 24 | AGZ | ISHARES TR | $8.4M | 0.75% | 76,180 | Trimmed |
| 25 | MA | MASTERCARD INCORPORATED | $7.8M | 0.70% | 15,590 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31