Rkl Wealth Management LLC Top Holdings and 13F Report (2026) About Rkl Wealth Management LLCInvestment ActivityRkl Wealth Management LLC has $1.11 billion in total holdings as of March 31, 2026.Rkl Wealth Management LLC owns shares of 179 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 0.95% of the portfolio was purchased this quarter.About 8.63% of the portfolio was sold this quarter.This quarter, Rkl Wealth Management LLC has purchased 183 new stocks and bought additional shares in 41 stocks.Rkl Wealth Management LLC sold shares of 112 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $210,734,726iShares Core MSCI EAFE ETF $107,818,874iShares Core S&P Mid-Cap ETF $75,464,718Schwab US Large-Cap ETF $47,738,370iShares Core S&P Small-Cap ETF $47,511,194 Largest New Holdings this Quarter 921937835 - Vanguard Total Bond Market ETF $517,837 Holding655844108 - Norfolk Southern $302,211 Holding56585A102 - Marathon Petroleum $262,171 Holding91913Y100 - Valero Energy $227,310 Holding36828A101 - GE VERNOVA INC $221,723 Holding Largest Purchases this Quarter JPMorgan Chase & Co. 24,815 shares (about $7.30M)Vanguard Total Bond Market ETF 7,032 shares (about $517.84K)ExxonMobil 1,939 shares (about $328.97K)Norfolk Southern 1,053 shares (about $302.21K)Marathon Petroleum 1,074 shares (about $262.17K) Largest Sales this Quarter iShares Core S&P 500 ETF 48,020 shares (about $31.37M)iShares Core S&P Mid-Cap ETF 118,150 shares (about $7.98M)Schwab US Large-Cap ETF 285,943 shares (about $7.33M)iShares Core MSCI EAFE ETF 69,812 shares (about $6.32M)iShares Core S&P Small-Cap ETF 29,493 shares (about $3.67M) 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$210,734,726$31,367,149 â–¼-13.0%322,61419.0%ETFIEFAiShares Core MSCI EAFE ETF$107,818,874$6,320,080 â–¼-5.5%1,190,9749.7%ETFIJHiShares Core S&P Mid-Cap ETF$75,464,718$7,978,671 â–¼-9.6%1,117,4996.8%ETFSCHXSchwab US Large-Cap ETF$47,738,370$7,331,578 â–¼-13.3%1,861,8714.3%ETFIJRiShares Core S&P Small-Cap ETF$47,511,194$3,666,278 â–¼-7.2%382,1994.3%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$40,236,375$1,938,626 â–¼-4.6%679,4393.6%ETFAAPLApple$30,424,541$1,462,589 â–¼-4.6%119,8812.7%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$27,555,224$2,010,355 â–¼-6.8%570,2652.5%ETFVGITVanguard Intermediate-Term Treasury ETF$27,504,051$1,091,134 â–¼-3.8%461,8652.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$25,485,697$2,203,823 â–¼-8.0%365,3862.3%ETFSCHMSchwab U.S. Mid-Cap ETF$21,534,359$2,026,209 â–¼-8.6%695,5541.9%ETFGOOGLAlphabet$21,443,714$1,162,609 â–¼-5.1%74,5711.9%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$21,157,617$1,032,886 â–¼-4.7%255,6811.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$18,655,599$582,462 â–¼-3.0%397,3501.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,552,802$877,978 â–¼-4.5%636,8971.7%ETFMSFTMicrosoft$18,323,310$1,138,266 â–¼-5.8%49,5001.6%Computer and TechnologyMBBiShares MBS ETF$18,067,296$1,423,492 â–¼-7.3%190,2821.6%ETFNVDANVIDIA$15,293,602$1,777,304 â–¼-10.4%87,6931.4%Computer and TechnologySCHFSchwab International Equity ETF$14,955,935$1,370,457 â–¼-8.4%604,2801.3%ETFJPMJPMorgan Chase & Co.$14,679,662$7,299,531 â–²98.9%49,9041.3%FinanceSCHASchwab US Small-Cap ETF$14,147,239$1,394,531 â–¼-9.0%486,4941.3%ETFAMZNAmazon.com$13,525,679$288,037 â–¼-2.1%64,9431.2%Retail/WholesaleCOSTCostco Wholesale$13,382,027$233,164 â–¼-1.7%13,4301.2%Retail/WholesaleAGZiShares Agency Bond ETF$8,357,723$485,358 â–¼-5.5%76,1800.8%FinanceMAMastercard$7,789,487$251,822 â–¼-3.1%15,5900.7%Business ServicesMUMicron Technology$7,360,906$979,067 â–¼-11.7%21,7880.7%Computer and TechnologyJNJJohnson & Johnson$6,599,181$303,841 â–¼-4.4%26,9970.6%MedicalAGGiShares Core U.S. Aggregate Bond ETF$6,395,553$219,485 â–¼-3.3%64,4260.6%FinanceCVXChevron$6,192,285$94,967 â–¼-1.5%29,9290.6%EnergyIVWiShares S&P 500 Growth ETF$5,904,144$264,566 â–¼-4.3%52,1980.5%ETFVOVanguard Mid-Cap ETF$5,793,645$18,380 â–²0.3%20,1740.5%ETFTMOThermo Fisher Scientific$5,507,865$373,056 â–¼-6.3%11,2060.5%MedicalVOOVanguard S&P 500 ETF$5,030,157$80,071 â–¼-1.6%8,4180.5%ETFSPYSPDR S&P 500 ETF Trust$4,368,308$16,909 â–¼-0.4%6,7170.4%FinanceURIUnited Rentals$4,293,579$247,720 â–¼-5.5%5,8930.4%ConstructionSCHESchwab Emerging Markets Equity ETF$3,959,466$539,061 â–¼-12.0%120,1660.4%ETFXOMExxonMobil$3,892,821$328,968 â–²9.2%22,9450.4%EnergySCHVSchwab U.S. Large-Cap Value ETF$3,836,835$230,244 â–¼-5.7%125,7980.3%ETFBRK.BBerkshire Hathaway$3,812,516$173,950 â–¼-4.4%7,9560.3%FinanceABBVAbbVie$3,695,348$164,639 â–¼-4.3%16,9910.3%MedicalLHXL3Harris Technologies$3,511,780$296,474 â–¼-7.8%10,1750.3%AerospaceUNPUnion Pacific$3,502,755$48,282 â–¼-1.4%14,4370.3%TransportationIVEiShares S&P 500 Value ETF$3,491,049$179,905 â–¼-4.9%16,5330.3%ETFTTTrane Technologies$3,375,178$110,853 â–¼-3.2%8,0990.3%ConstructionTSLATesla$3,348,353$555,023 â–¼-14.2%9,0070.3%Auto/Tires/TrucksIBMInternational Business Machines$3,322,698$127,740 â–¼-3.7%13,7080.3%Computer and TechnologyWALMART INC$3,319,797$584,991 â–¼-15.0%26,7120.3%COMSPYGSPDR Portfolio S&P 500 Growth ETF$3,217,618$146,571 â–¼-4.4%32,8630.3%ETFEOGEOG Resources$3,205,855$324,417 â–¼-9.2%22,1750.3%EnergyPGProcter & Gamble$3,153,453$82,187 â–²2.7%21,8320.3%Consumer StaplesICEIntercontinental Exchange$3,141,405$147,846 â–¼-4.5%19,9730.3%FinanceCATCaterpillar$3,103,452$4,250 â–²0.1%4,3810.3%IndustrialsBXBlackstone$2,966,620$113,955 â–¼-3.7%25,7990.3%FinanceCRWDCrowdStrike$2,858,973$347,855 â–¼-10.8%7,3230.3%Computer and TechnologyGDGeneral Dynamics$2,807,834$115,320 â–¼-3.9%8,1810.3%AerospaceMETAMeta Platforms$2,722,303$140,750 â–¼-4.9%4,7580.2%Computer and TechnologyMCDMcDonald's$2,663,797$68,685 â–¼-2.5%8,5710.2%Retail/WholesaleIWMiShares Russell 2000 ETF$2,512,944$149,790 â–¼-5.6%10,1330.2%FinancePEPPepsiCo$2,434,163$87,428 â–¼-3.5%15,6750.2%Consumer StaplesPMPhilip Morris International$2,384,865$45,303 â–¼-1.9%14,4240.2%Consumer StaplesMOAltria Group$2,370,959$10,360 â–¼-0.4%35,9290.2%Consumer StaplesITWIllinois Tool Works$2,241,191$61,431 â–¼-2.7%8,6100.2%IndustrialsIWFiShares Russell 1000 Growth ETF$2,215,148$187,616 â–²9.3%5,1950.2%ETFHDHome Depot$2,161,021$90,111 â–¼-4.0%6,5710.2%Retail/WholesaleLLYEli Lilly and Company$2,102,145$8,276 â–²0.4%2,2860.2%MedicalDUKDuke Energy$1,997,973$74,634 â–²3.9%15,2590.2%UtilitiesROPER TECHNOLOGIES INC$1,960,394$114,651 â–¼-5.5%5,5400.2%COMPLDPrologis$1,938,613$96,362 â–¼-4.7%14,6660.2%FinanceNVONovo Nordisk A/S$1,923,753$72,177 â–¼-3.6%52,3470.2%MedicalIEIiShares 3-7 Year Treasury Bond ETF$1,897,767$129,989 â–¼-6.4%16,0010.2%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$1,833,398$171,419 â–¼-8.6%38,5250.2%ETFOKEONEOK$1,829,050$21,061 â–¼-1.1%20,2350.2%EnergyIWDiShares Russell 1000 Value ETF$1,809,999$42,948 â–²2.4%8,4710.2%ETFGOOGAlphabet$1,780,772$6,024 â–¼-0.3%6,2080.2%Computer and TechnologyMPBMid Penn Bancorp$1,776,1930.0%55,2300.2%FinanceVVisa$1,644,405$147,183 â–¼-8.2%5,4410.1%Business ServicesMRKMerck & Co., Inc.$1,595,621$144,105 â–¼-8.3%13,2650.1%MedicalSCHBSchwab US Broad Market ETF$1,579,377$73,569 â–¼-4.5%62,9230.1%ETFHSYHershey$1,533,182$4,989 â–¼-0.3%7,3750.1%Consumer StaplesMKLMarkel Group$1,489,1470.0%7780.1%Multi-Sector ConglomeratesVEAVanguard FTSE Developed Markets ETF$1,458,086$2,133,109 â–¼-59.4%22,7540.1%ETFGLDSPDR Gold Shares$1,409,2000.0%3,2750.1%FinanceAEMAgnico Eagle Mines$1,217,8800.0%6,0000.1%Basic MaterialsDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,217,639$47,258 â–¼-3.7%13,8620.1%ManufacturingKOCocaCola$1,199,811$52,929 â–²4.6%15,7770.1%Consumer StaplesUSXFiShares ESG Advanced MSCI USA ETF$1,197,309$2,650 â–²0.2%21,6900.1%ManufacturingADPAutomatic Data Processing$1,085,540$91,630 â–¼-7.8%5,3430.1%Computer and TechnologyTAT&T$1,068,533$70,561 â–²7.1%36,8590.1%Computer and TechnologyIXUSiShares Core MSCI Total International Stock ETF$1,066,236$74,941 â–¼-6.6%12,3070.1%ManufacturingVUGVanguard Growth ETF$1,064,7560.0%2,4380.1%ETFFULTFulton Financial$1,017,096$4,821 â–²0.5%50,0050.1%FinanceIWRiShares Russell Mid-Cap ETF$1,004,215$3,500 â–¼-0.3%10,3280.1%ETFMTBM&T Bank$956,140$2,688 â–²0.3%4,6250.1%FinancePNCThe PNC Financial Services Group$952,027$85,734 â–²9.9%4,5750.1%FinanceIJKiShares S&P Mid-Cap 400 Growth ETF$940,411$14,087 â–¼-1.5%9,3460.1%ETFEFAiShares MSCI EAFE ETF$932,9160.0%9,6050.1%FinanceDHID.R. Horton$916,876$2,058 â–¼-0.2%6,6820.1%ConstructionVXUSVanguard Total International Stock ETF$901,910$84,130 â–¼-8.5%11,6960.1%ETFNUENucor$899,274$8,117 â–²0.9%5,3180.1%Basic MaterialsSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$872,250$56,281 â–¼-6.1%26,0060.1%ETFShowing 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. 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