RKL Wealth Management LLC: 13F holdings
CIK 16047232026Q2
| Positions | 189 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 189 (+10 vs prior quarter) |
|---|
| Reported value | $1.3bn (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 316,312 | $236.9m | 18.9% |
| IEFA ISHARES TR | 1,210,097 | $116.9m | 9.3% |
| IJH ISHARES TR | 1,112,664 | $85.8m | 6.8% |
| IJR ISHARES TR | 380,816 | $56.5m | 4.5% |
| SCHX SCHWAB STRATEGIC TR | 1,839,227 | $54.1m | 4.3% |
| SPMD SPDR SERIES TRUST | 720,231 | $48.7m | 3.9% |
| AAPL APPLE INC | 119,147 | $34.5m | 2.7% |
| SPSM SPDR SERIES TRUST | 593,853 | $34.2m | 2.7% |
| IEMG ISHARES INC | 364,138 | $30.2m | 2.4% |
| VGIT VANGUARD SCOTTSDALE FDS | 473,445 | $27.9m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1604723")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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