RKL Wealth Management LLC
•CIK: 1604723•Filing: Q4 2025
**RKL Wealth Management LLC** manages $1.2B across a diversified portfolio of 183 positions. The strategy exhibits a significant allocation to broad market indices, highlighted by the top holding in IVV at $253.9M. Further diversification is evident with substantial exposure to international equities via IEFA ($112.8M) and IJH ($81.6M). Notable concentrations also include SCHX ($57.8M) and IJR ($49.5M), indicating a core focus on global market breadth.
Total AUM
$1.2B
QoQ Performance
+3.8%
Positions
135
Top 10 Concentration
58.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IEFA
IJH
IVV20.8%
IEFA9.3%
IJH6.7%
SCHX4.7%
IJR4.1%
SPMD3.4%
AAPL2.8%
VGIT2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.3%
ETF21.7%
Technology9.5%
Consumer3.4%
Financial2.2%
Healthcare1.9%
Industrial0.7%
Consumer Staples0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW9 new positions
↑101 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023