RKL Wealth Management
RKL Wealth Management reported 194 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (18.8%), IEFA (9.6%) and IJH (6.3%). Compared with Q2 2026, the fund opened new positions in XOM and OKE, added to IEFA, SPMD and AAPL, trimmed IVV, IJH and SCHX and sold out of XOM, OKE and CMI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $237M | 18.8% | 310K | −6,270 (−2%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $121M | 9.6% | 1.2M | +34K (+3%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $79.1M | 6.3% | 1.1M | −14K (−1%) | 8 of 8 | |
| 4 |  SCHX Schwab US Large Cap ETF | $54.3M | 4.3% | 1.8M | −31K (−2%) | 8 of 8 | |
| 5 |  IJR Ishares TR | $51.3M | 4.1% | 377K | −3,743 (−1%) | 8 of 8 | |
| 6 |  SPMD State Street | $51.1M | 4.0% | 810K | +90K (+13%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $39.9M | 3.2% | 120K | +622 (+1%) | 8 of 8 | |
| 8 |  SPSM State Street | $34.8M | 2.8% | 659K | +65K (+11%) | 8 of 8 | |
| 9 |  IEMG Ishares Inc | $30M | 2.4% | 370K | +6,109 (+2%) | 8 of 8 | |
| 10 |  VGIT Vanguard Scottsdale Fds | $27.4M | 2.2% | 483K | +9,518 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 16, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →RKL Wealth Management 13F FAQ
What does RKL Wealth Management own?
RKL Wealth Management reported 194 stocks worth $1.3B in its 13F filing for Q3 2026, filed Oct 16, 2026. Its largest holdings are IVV (18.8%), IEFA (9.6%) and IJH (6.3%). The table above lists every position in the filing (the top 10 without an account).
What did RKL Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 9 new positions, 96 added to, 66 trimmed and 4 sold out. New positions include XOM and OKE. It sold all of XOM, OKE and CMI.
When will RKL Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is RKL Wealth Management's portfolio worth?
The Q3 2026 filing reports $1.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.