RKL Wealth Management LLC — 13F holdings

RKL Wealth Management LLC reported 194 holdings worth $1.26B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

1. IVV ISHARES TR — $237M (18.8%)
2. IEFA ISHARES TR — $121M (9.5%)
3. IJH ISHARES TR — $79.1M (6.3%)
4. SCHX SCHWAB STRATEGIC TR — $54.3M (4.3%)
5. IJR ISHARES TR — $51.3M (4.1%)
6. SPMD SPDR SERIES TRUST — $51.1M (4.0%)
7. AAPL APPLE INC — $39.9M (3.2%)
8. SPSM SPDR SERIES TRUST — $34.8M (2.8%)
9. IEMG ISHARES INC — $30.0M (2.4%)
10. VGIT VANGUARD SCOTTSDALE FDS — $27.4M (2.2%)