Institutional Fund
Rkl Wealth Management LLC
Lancaster, PACIK 16047235 filings on record
Portfolio Value
$1.11B
Q1 2026
Holdings
179
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-8.8%
from $1.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr19.0%
- Ishares Tr9.7%
- Ishares Tr6.8%
- Schwab Strategic Tr4.3%
- Ishares Tr4.3%
- Spdr Series Trust3.6%
- Other52.4%
Portfolio Holdings
179 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 322.6K | $210.73M | 19.0% | −48.0K | Reduced |
| 2 | Ishares Tr | 1.19M | $107.82M | 9.7% | −69.8K | Reduced |
| 3 | Ishares Tr | 1.12M | $75.46M | 6.8% | −118.2K | Reduced |
| 4 | Schwab Strategic Tr | 1.86M | $47.74M | 4.3% | −285.9K | Reduced |
| 5 | Ishares Tr | 382.2K | $47.51M | 4.3% | −29.5K | Reduced |
| 6 | Spdr Series Trust | 679.4K | $40.24M | 3.6% | −32.7K | Reduced |
| 7 | Apple Inc | 119.9K | $30.42M | 2.7% | −5.8K | Reduced |
| 8 | Spdr Series Trust | 570.3K | $27.56M | 2.5% | −41.6K | Reduced |
| 9 | Vanguard Scottsdale Fds | 461.9K | $27.50M | 2.5% | −18.3K | Reduced |
| 10 | Ishares Inc | 365.4K | $25.49M | 2.3% | −31.6K | Reduced |
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