RKL Wealth Management LLC

Q4 2025 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
12/31/2025
Date filed
2/12/2026
Form type
13F-HR
Num holdings
183
Total value ($000)
$1,218,229
Net value change ($000)
+45,083 (3.8%)
New positions
9
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: 4/24/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 9,046 8.7%
SPMD 7,215 21.2%
GOOGL 5,336 27.7%
SPSM 4,692 19.6%
MU 2,821 66.8%
AAPL 2,337 7.3%
IEMG 1,815 7.3%
V 1,543 287.9%
DUK 1,290 298.6%
VGIT 1,132 4.1%
Top Reduces (Value $000, Stocks/ETFs)
NVO -1,649 -37.4%
MSFT -1,464 -5.4%
EMN -1,049 -100.0%
NVDA -906 -4.7%
URI -850 -14.4%
COST -700 -5.6%
SPY -519 -10.1%
SCHG -484 -2.2%
IVV -344 -0.1%
ROP -338 -11.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type