RKL Wealth Management LLC 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001604723 · LANCASTER, PA

As of Sep 30, 2025, RKL Wealth Management LLC reported 178 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES CORE S&P 500 ETF	IVV	—	379,808	$254.2M	21.67%
ISHARES CORE MSCI EAFE ETF	IEFA	—	1,188,224	03.7M	8.84%
ISHARES CORE S&P MID-CAP ETF	IJH	—	1,241,548	$81.0M	6.91%
SCHWAB US LARGE-CAP ETF	SCHX	Equity	2,168,519	$57.1M	4.87%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	414,333	$49.2M	4.20%
SS SPDR P S&P 400 MIDCAP ETF	SPMD	—	594,975	$34.0M	2.90%
APPLE INC	AAPL	Technology	124,968	$31.8M	2.71%
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	VGIT	—	460,537	$27.6M	2.36%
MICROSOFT CORP	MSFT	Technology	51,916	$26.9M	2.29%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	377,278	$24.9M	2.12%
SS SPDR P S&P 600 SMALL CAP	SPSM	—	517,702	$24.0M	2.04%
SCHWAB US MID-CAP ETF	SCHM	Equity	761,764	$22.6M	1.92%
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	VCIT	—	265,337	$22.3M	1.90%
SCHWAB US LARGE-CAP GROWTH	SCHG	—	697,063	$22.2M	1.90%
ALPHABET INC	GOOGL	Equity	79,268	9.3M	1.64%
NVIDIA CORP	NVDA	Technology	102,694	9.2M	1.63%
ISHARES MBS ETF	MBB	—	201,359	9.2M	1.63%
VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	VMBS	—	395,522	8.6M	1.58%
SCHWAB US SMALL-CAP ETF	SCHA	—	539,057	5.0M	1.28%
SCHWAB INTERNATIONAL EQUITY ETF	SCHF	—	644,996	5.0M	1.28%
AMAZON.COM INC	AMZN	Equity	65,201	4.3M	1.22%
COSTCO WHOLESALE CORP	COST	Consumer Defensive	13,486	2.5M	1.06%
MASTERCARD INC	MA	Financial Services	16,091	$9.2M	0.78%
ISHARES AGENCY BOND ETF	AGZ	—	79,491	$8.8M	0.75%
JPMORGAN CHASE & CO	JPM	Financial Services	24,310	$7.7M	0.65%