Universe · entity
RKL Wealth Management LLC
Institutional manager (13F) · CIK 1604723
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $990M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $211M | 322,614 |
| 2 | ISHARES TR | $108M | 1,190,974 |
| 3 | ISHARES TR | $75M | 1,117,499 |
| 4 | SCHWAB STRATEGIC TR | $48M | 1,861,871 |
| 5 | ISHARES TR | $48M | 382,199 |
| 6 | SPDR SERIES TRUST | $40M | 679,439 |
| 7 | APPLE INC | $30M | 119,881 |
| 8 | SPDR SERIES TRUST | $28M | 570,265 |
| 9 | VANGUARD SCOTTSDALE FDS | $28M | 461,865 |
| 10 | ISHARES INC | $25M | 365,386 |
| 11 | SCHWAB STRATEGIC TR | $22M | 695,554 |
| 12 | ALPHABET INC | $21M | 74,571 |
| 13 | VANGUARD SCOTTSDALE FDS | $21M | 255,681 |
| 14 | VANGUARD SCOTTSDALE FDS | $19M | 397,350 |
| 15 | SCHWAB STRATEGIC TR | $19M | 636,897 |
| 16 | MICROSOFT CORP | $18M | 49,500 |
| 17 | ISHARES TR | $18M | 190,282 |
| 18 | NVIDIA CORPORATION | $15M | 87,693 |
| 19 | SCHWAB STRATEGIC TR | $15M | 604,280 |
| 20 | JPMORGAN CHASE & CO | $15M | 49,904 |
| 21 | SCHWAB STRATEGIC TR | $14M | 486,494 |
| 22 | AMAZON COM INC | $14M | 64,943 |
| 23 | COSTCO WHOLESALE CORPORATION | $13M | 13,430 |
| 24 | ISHARES TR | $8M | 76,180 |
| 25 | MASTERCARD INCORPORATED | $8M | 15,590 |
| 26 | MICRON TECHNOLOGY INC | $7M | 21,788 |
| 27 | JOHNSON & JOHNSON | $7M | 26,997 |
| 28 | ISHARES TR | $6M | 64,426 |
| 29 | CHEVRON CORPORATION | $6M | 29,929 |
| 30 | ISHARES TR | $6M | 52,198 |
| 31 | VANGUARD INDEX FDS | $6M | 20,174 |
| 32 | THERMO FISHER SCIENTIFIC INC | $6M | 11,206 |
| 33 | VANGUARD INDEX FDS | $5M | 8,418 |
| 34 | STATE STR SPDR S&P 500 ETF T | $4M | 6,717 |
| 35 | UNITED RENTALS INC | $4M | 5,893 |
| 36 | SCHWAB STRATEGIC TR | $4M | 120,166 |
| 37 | EXXON MOBIL CORP | $4M | 22,945 |
| 38 | SCHWAB STRATEGIC TR | $4M | 125,798 |
| 39 | BERKSHIRE HATHAWAY INC DEL | $4M | 7,956 |
| 40 | ABBVIE INC | $4M | 16,991 |
| 41 | L3HARRIS TECHNOLOGIES INC | $4M | 10,175 |
| 42 | UNION PAC CORP | $4M | 14,437 |
| 43 | ISHARES TR | $3M | 16,533 |
| 44 | TRANE TECHNOLOGIES PLC | $3M | 8,099 |
| 45 | TESLA INC | $3M | 9,007 |
| 46 | INTERNATIONAL BUSINESS MACHS | $3M | 13,708 |
| 47 | WALMART INC | $3M | 26,712 |
| 48 | SPDR SERIES TRUST | $3M | 32,863 |
| 49 | EOG RES INC | $3M | 22,175 |
| 50 | PROCTER & GAMBLE CO | $3M | 21,832 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.