RKL Wealth Management LLC - Portfolio Stock Holdings
RKL Wealth Management LLC disclosed 196 stock positions in a recent SEC 13F filing. $1,261,944,678 of stock holdings were filed, with the largest holdings including IVV, IEFA, and IJH. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,508,067,068 and has 38 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
196Est. Stock Holding Value:
$1,261,944,678Top Stock Holdings By Sector
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Portfolio Stock Holdings - RKL Wealth Management LLC
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Holdings (Shares)
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% of Portfolio
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