Rkl Wealth Management LLC Top Holdings and 13F Report (2025) About Rkl Wealth Management LLCInvestment ActivityRkl Wealth Management LLC has $1.14 billion in total holdings as of June 30, 2025.Rkl Wealth Management LLC owns shares of 176 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.77% of the portfolio was purchased this quarter.About 3.71% of the portfolio was sold this quarter.This quarter, Rkl Wealth Management LLC has purchased 169 new stocks and bought additional shares in 64 stocks.Rkl Wealth Management LLC sold shares of 82 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $243,150,133iShares Core MSCI EAFE ETF $100,421,977iShares Core S&P Mid-Cap ETF $77,754,904Schwab US Large-Cap ETF $57,111,772iShares Core S&P Small-Cap ETF $45,486,122 Largest New Holdings this Quarter 921932505 - Vanguard S&P 500 Growth ETF $852,561 Holding038222105 - Applied Materials $257,798 Holding025816109 - American Express $242,283 Holding922042858 - Vanguard FTSE Emerging Markets ETF $229,195 Holding228368106 - Crown $219,450 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Treasury ETF 80,191 shares (about $4.80M)iShares Core MSCI EAFE ETF 51,744 shares (about $4.32M)SPDR Portfolio S&P 400 Mid Cap ETF 73,729 shares (about $4.01M)iShares Core MSCI Emerging Markets ETF 50,673 shares (about $3.04M)SPDR Portfolio S&P 600 Small Cap ETF 66,439 shares (about $2.83M) Largest Sales this Quarter Schwab US Large-Cap ETF 230,733 shares (about $5.64M)iShares 3-7 Year Treasury Bond ETF 28,191 shares (about $3.36M)Schwab Emerging Markets Equity ETF 108,235 shares (about $3.26M)Schwab International Equity ETF 128,345 shares (about $2.84M)iShares Aaa - A Rated Corporate Bond ETF 54,864 shares (about $2.62M) 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$243,150,133$1,152,391 ▼-0.5%391,60921.4%ETFIEFAiShares Core MSCI EAFE ETF$100,421,977$4,319,587 ▲4.5%1,202,9478.8%ETFIJHiShares Core S&P Mid-Cap ETF$77,754,904$668,390 ▲0.9%1,253,7076.8%ETFSCHXSchwab US Large-Cap ETF$57,111,772$5,639,113 ▼-9.0%2,336,8165.0%ETFIJRiShares Core S&P Small-Cap ETF$45,486,122$1,004,046 ▲2.3%416,1974.0%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$30,156,025$4,009,380 ▲15.3%554,5432.7%ETFMSFTMicrosoft$28,921,231$1,220,139 ▼-4.0%58,1442.5%Computer and TechnologyAAPLApple$26,997,323$497,948 ▼-1.8%131,5852.4%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$26,978,677$4,796,224 ▲21.6%451,0732.4%ETFSCHMSchwab U.S. Mid-Cap ETF$23,324,908$1,933,121 ▼-7.7%831,5482.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$23,099,314$3,041,902 ▲15.2%384,7962.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$21,945,203$1,371,760 ▼-5.9%751,2911.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$21,831,860$2,340,917 ▲12.0%263,2881.9%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$20,361,712$2,830,304 ▲16.1%477,9741.8%ETFMBBiShares MBS ETF$19,131,155$491,515 ▼-2.5%203,7611.7%ETFNVDANVIDIA$18,768,529$649,811 ▼-3.3%118,7961.6%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$16,766,085$383,463 ▲2.3%361,8061.5%ETFAMZNAmazon.com$16,433,627$90,608 ▼-0.5%74,9061.4%Retail/WholesaleGOOGLAlphabet$15,560,405$501,903 ▼-3.1%88,2961.4%Computer and TechnologyCOSTCostco Wholesale$15,341,273$574,172 ▼-3.6%15,4971.3%Retail/WholesaleSCHFSchwab International Equity ETF$15,203,604$2,836,424 ▼-15.7%687,9461.3%ETFSCHASchwab US Small-Cap ETF$15,041,064$1,557,621 ▼-9.4%594,5081.3%ETFMAMastercard$10,516,894$288,842 ▼-2.7%18,7150.9%Business ServicesAGZiShares Agency Bond ETF$8,600,043$144,365 ▼-1.7%78,3960.8%FinanceJPMJPMorgan Chase & Co.$7,384,865$4,928 ▲0.1%25,4730.6%FinanceIVWiShares S&P 500 Growth ETF$7,207,092$272,716 ▼-3.6%65,4600.6%ETFAGGiShares Core U.S. Aggregate Bond ETF$6,433,627$1,359,935 ▲26.8%64,8550.6%FinanceVOVanguard Mid-Cap ETF$6,247,597$1,440,871 ▼-18.7%22,3260.5%ETFNVONovo Nordisk A/S$5,794,574$42,792 ▲0.7%83,9550.5%MedicalTMOThermo Fisher Scientific$5,787,082$242,058 ▼-4.0%14,2730.5%MedicalURIUnited Rentals$5,198,755$170,278 ▼-3.2%6,9000.5%ConstructionSPYSPDR S&P 500 ETF Trust$4,879,582$580,138 ▼-10.6%7,8980.4%FinanceVOOVanguard S&P 500 ETF$4,766,360$167,570 ▲3.6%8,3910.4%ETFSCHESchwab Emerging Markets Equity ETF$4,562,924$3,262,202 ▼-41.7%151,3910.4%ETFJNJJohnson & Johnson$4,247,633$19,552 ▲0.5%27,8080.4%MedicalCVXChevron$4,213,107$22,767 ▲0.5%29,4230.4%EnergyMETAMeta Platforms$4,193,028$51,666 ▼-1.2%5,6810.4%Computer and TechnologyBXBlackstone$4,187,109$163,344 ▼-3.8%27,9920.4%FinanceCRWDCrowdStrike$4,155,460$184,370 ▼-4.2%8,1590.4%Computer and TechnologyIBMInternational Business Machines$4,135,131$884 ▼0.0%14,0280.4%Computer and TechnologyBRK.BBerkshire Hathaway$4,111,072$61,207 ▼-1.5%8,4630.4%FinanceSCHVSchwab U.S. Large-Cap Value ETF$4,084,342$614,385 ▼-13.1%147,6090.4%ETFTTTrane Technologies$3,942,376$178,901 ▼-4.3%9,0130.3%ConstructionUNPUnion Pacific$3,929,526$243,884 ▼-5.8%17,0790.3%TransportationROPRoper Technologies$3,917,464$129,807 ▼-3.2%6,9110.3%Computer and TechnologyIVEiShares S&P 500 Value ETF$3,717,671$148,324 ▼-3.8%19,0240.3%ETFICEIntercontinental Exchange$3,612,776$141,642 ▼-3.8%19,6910.3%FinanceSPYGSPDR Portfolio S&P 500 Growth ETF$3,456,108$30,026 ▲0.9%36,2580.3%ETFTSLATesla$3,421,516$6,989 ▲0.2%10,7710.3%Auto/Tires/TrucksMUMicron Technology$3,188,369$61,995 ▲2.0%25,8690.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$3,149,525$333,452 ▲11.8%55,2450.3%ETFPGProcter & Gamble$3,134,825$21,190 ▼-0.7%19,6760.3%Consumer StaplesABBVAbbVie$3,015,051$46,777 ▲1.6%16,2430.3%MedicalWMTWalmart$2,977,328$117,239 ▲4.1%30,4490.3%Retail/WholesaleMCDMcDonald's$2,964,483$164,207 ▲5.9%10,1460.3%Retail/WholesaleIWMiShares Russell 2000 ETF$2,887,803$306,433 ▲11.9%13,3820.3%FinancePMPhilip Morris International$2,627,772$21,856 ▲0.8%14,4280.2%Consumer StaplesLHXL3Harris Technologies$2,607,254$294,489 ▼-10.1%10,3940.2%AerospaceEOGEOG Resources$2,528,202$17,702 ▼-0.7%21,1370.2%EnergyXOMExxon Mobil$2,394,374$15,308 ▲0.6%22,2110.2%EnergyADPAutomatic Data Processing$2,262,913$152,958 ▼-6.3%7,3380.2%Computer and TechnologyGDGeneral Dynamics$2,242,658$51,626 ▲2.4%7,6890.2%AerospaceHDHome Depot$2,188,191$39,599 ▲1.8%5,9680.2%Retail/WholesaleLLYEli Lilly and Company$2,168,480$23,384 ▼-1.1%2,7820.2%MedicalMOAltria Group$2,138,870$2,462 ▼-0.1%36,4810.2%Consumer StaplesIEIiShares 3-7 Year Treasury Bond ETF$2,113,586$3,357,229 ▼-61.4%17,7480.2%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$2,077,490$2,624,681 ▼-55.8%43,4260.2%ETFIWFiShares Russell 1000 Growth ETF$2,018,878$22,927 ▲1.1%4,7550.2%ETFITWIllinois Tool Works$1,915,470$64,286 ▲3.5%7,7470.2%IndustrialsPEPPepsiCo$1,881,567$49,119 ▲2.7%14,2500.2%Consumer StaplesCATCaterpillar$1,739,699$7,377 ▲0.4%4,4810.2%IndustrialsIWDiShares Russell 1000 Value ETF$1,606,2820.0%8,2700.1%ETFSCHBSchwab US Broad Market ETF$1,562,363$1,899,318 ▼-54.9%65,5630.1%ETFMPBMid Penn Bancorp$1,557,4820.0%55,2300.1%FinanceMKLMarkel Group$1,553,9460.0%7780.1%Multi-Sector ConglomeratesPLDPrologis$1,368,512$57,394 ▲4.4%13,0190.1%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,338,5840.0%15,9850.1%ManufacturingIWRiShares Russell Mid-Cap ETF$1,324,932$504,920 ▼-27.6%14,4060.1%ETFOKEONEOK$1,203,727$92,324 ▲8.3%14,7460.1%EnergyEMNEastman Chemical$1,193,985$86,458 ▲7.8%15,9920.1%Basic MaterialsSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,161,668$178,411 ▼-13.3%34,5940.1%ETFUSXFiShares ESG Advanced MSCI USA ETF$1,160,964$2,858 ▲0.2%21,5270.1%ManufacturingHSYHershey$1,154,630$11,118 ▲1.0%6,9580.1%Consumer StaplesDHID.R. Horton$1,126,513$83,799 ▼-6.9%8,7380.1%ConstructionAVGOBroadcom$1,123,969$61,463 ▼-5.2%4,0780.1%Computer and TechnologyMRKMerck & Co., Inc.$1,108,525$56,439 ▲5.4%14,0040.1%MedicalSPTISPDR Portfolio Intermediate Term Treasury ETF$1,086,622$205,247 ▼-15.9%37,7690.1%ETFNKENIKE$1,061,845$20,105 ▼-1.9%14,9470.1%Consumer DiscretionaryVUGVanguard Growth ETF$1,061,575$16,662 ▼-1.5%2,4210.1%ETFKOCocaCola$1,057,837$6,438 ▼-0.6%14,9520.1%Consumer StaplesVTIVanguard Total Stock Market ETF$1,051,381$726,149 ▲223.3%3,4590.1%ETFTAT&T$993,550$521 ▼-0.1%34,3310.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$990,554$60,800 ▲6.5%14,3370.1%ETFIXUSiShares Core MSCI Total International Stock ETF$956,872$375,884 ▲64.7%12,3770.1%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$952,545$432,512 ▼-31.2%10,4700.1%ETFCEGConstellation Energy$909,772$323 ▲0.0%2,8190.1%EnergyMTBM&T Bank$889,413$2,522 ▲0.3%4,5850.1%FinanceGOOGAlphabet$887,812$37,783 ▼-4.1%5,0050.1%Computer and TechnologyFULTFulton Financial$887,438$133,730 ▼-13.1%49,1930.1%FinanceUNHUnitedHealth Group$874,442$146,624 ▼-14.4%2,8030.1%MedicalShowing 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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