EdgeMarket › What Rkl Wealth Management Llc reported owning
What Rkl Wealth Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
179Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 210.7M | 19.0% | 322.6K | 769.31 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 107.8M | 9.7% | 1.2M | 100.85 | +16.8% |
| IJH iShares Core S&P Mid-Cap ETF | 75.5M | 6.8% | 1.1M | 76.77 | +20.8% |
| SCHX Schwab U.S. Large-Cap ETF | 47.7M | 4.3% | 1.9M | 30.21 | +19.6% |
| IJR iShares Core S&P Small-Cap ETF | 47.5M | 4.3% | 382.2K | 147.31 | +29.0% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 40.2M | 3.6% | 679.4K | 67.27 | +20.8% |
| AAPL Apple Inc. | 30.4M | 2.7% | 119.9K | 309.35 | +36.9% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 27.6M | 2.5% | 570.3K | 57.28 | +28.7% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 27.5M | 2.5% | 461.9K | 58.31 | -2.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 25.5M | 2.3% | 365.4K | 81.57 | +31.9% |
| SCHM Schwab U.S. Mid Cap ETF | 21.5M | 1.9% | 695.6K | 36.16 | +25.4% |
| GOOGL Alphabet Inc. | 21.4M | 1.9% | 74.6K | 344.82 | +73.0% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 21.2M | 1.9% | 255.7K | 81.05 | -2.5% |
| VMBS Vanguard Mortgage-Backed Securities ETF | 18.7M | 1.7% | 397.4K | 46.15 | -0.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 18.6M | 1.7% | 636.9K | 35.32 | +17.3% |
| MSFT MICROSOFT CORP | 18.3M | 1.6% | 49.5K | 483.24 | -4.4% |
| MBB iShares MBS ETF | 18.1M | 1.6% | 190.3K | 93.12 | -0.6% |
| NVDA NVIDIA CORP | 15.3M | 1.4% | 87.7K | 214.72 | +22.4% |
| SCHF Schwab International Equity ETF | 15.0M | 1.3% | 604.3K | 28.46 | +24.7% |
| JPM JPMORGAN CHASE & CO | 14.7M | 1.3% | 49.9K | 351.58 | +20.3% |
| SCHA Schwab U.S. Small-Cap ETF | 14.1M | 1.3% | 486.5K | 34.83 | +32.4% |
| AMZN AMAZON COM INC | 13.5M | 1.2% | 64.9K | 258.63 | +15.6% |
| COST COSTCO WHOLESALE CORP /NEW | 13.4M | 1.2% | 13.4K | 947.74 | -4.7% |
| AGZ iShares Agency Bond ETF | 8.4M | 0.8% | 76.2K | 108.45 | -1.1% |
| MA Mastercard Inc | 7.8M | 0.7% | 15.6K | 580.63 | -2.0% |
| MU MICRON TECHNOLOGY INC | 7.4M | 0.7% | 21.8K | 966.78 | +724.8% |
| JNJ JOHNSON & JOHNSON | 6.6M | 0.6% | 27.0K | 270.24 | +51.1% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6.4M | 0.6% | 64.4K | 97.35 | -1.7% |
| CVX CHEVRON CORP | 6.2M | 0.6% | 29.9K | 205.27 | +34.0% |
| IVW iShares S&P 500 Growth ETF | 5.9M | 0.5% | 52.2K | 138.83 | +22.2% |
| VO Vanguard Morningstar Mid-Cap ETF | 5.8M | 0.5% | 20.2K | 82.97 | +15.9% |
| TMO THERMO FISHER SCIENTIFIC INC. | 5.5M | 0.5% | 11.2K | 629.27 | +27.2% |
| VOO Vanguard S&P 500 ETF | 5.0M | 0.5% | 8.4K | 703.71 | +20.0% |
| SPY SPDR S&P 500 ETF TRUST | 4.4M | 0.4% | 6.7K | 765.72 | +20.0% |
| URI UNITED RENTALS, INC. | 4.3M | 0.4% | 5.9K | 1,098.51 | +21.8% |
| SCHE Schwab Emerging Markets Equity ETF | 4.0M | 0.4% | 120.2K | 36.97 | +17.7% |
| XOM ExxonMobil Holdings Corp | 3.9M | 0.4% | 22.9K | 165.11 | +52.1% |
| SCHV Schwab U.S. Large-Cap Value ETF | 3.8M | 0.3% | 125.8K | 34.94 | +22.7% |
| unmapped CUSIP 084670702 | 3.8M | 0.3% | 8.0K | — | — |
| ABBV AbbVie Inc. | 3.7M | 0.3% | 17.0K | 264.96 | +26.7% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 3.5M | 0.3% | 10.2K | 266.73 | -3.4% |
| UNP UNION PACIFIC CORP | 3.5M | 0.3% | 14.4K | 308.05 | +36.5% |
| IVE iShares S&P 500 Value ETF | 3.5M | 0.3% | 16.5K | 237.24 | +17.6% |
| TT Trane Technologies plc | 3.4M | 0.3% | 8.1K | 453.43 | +6.4% |
| TSLA Tesla, Inc. | 3.3M | 0.3% | 9.0K | 362.86 | +12.0% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 3.3M | 0.3% | 13.7K | 235.68 | -2.8% |
| WMT Walmart Inc. | 3.3M | 0.3% | 26.7K | 103.70 | +1.1% |
| SPYG State Street SPDR Portfolio S&P 500 Growth ETF | 3.2M | 0.3% | 32.9K | 120.21 | +22.2% |
| EOG EOG RESOURCES INC | 3.2M | 0.3% | 22.2K | 153.05 | +29.3% |
| PG PROCTER & GAMBLE Co | 3.2M | 0.3% | 21.8K | 144.68 | -9.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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