Holdings
RKL Wealth Management LLC
As of Sep 30, 2026, RKL Wealth Management LLC reported 187 positions worth US$1.25B. Largest: iShares Core S&P 500 ETF, iShares Core MSCI EAFE ETF and iShares Core S&P Mid-Cap ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 310K | US$237M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 1.24M | US$121M | new | Sep 30, 2026 |
| iShares Core S&P Mid-Cap ETF | 1.1M | US$79.1M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap ETF | 1.81M | US$54.3M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 377K | US$51.3M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF | 810K | US$51.1M | new | Sep 30, 2026 |
| Apple Inc | 120K | US$39.9M | +622 | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF | 659K | US$34.8M | new | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 370K | US$30M | new | Sep 30, 2026 |
| Vanguard Intermediate-Term Treasury ETF | 483K | US$27.4M | new | Sep 30, 2026 |