RKL Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
179
Total value ($000)
$1,111,367
Net value change ($000)
-106,862 (-8.8%)
New positions
6
Sold out positions
10
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
JPM 6,596 81.6%
COST 1,599 13.6%
CVX 1,561 33.7%
XOM 1,365 54.0%
JNJ 755 12.9%
EOG 642 25.0%
CAT 597 23.8%
BND 518 NEW
OKE 325 21.6%
GLW 320 95.0%
Top Reduces (Value $000, Stocks/ETFs)
IVV -43,127 -17.0%
SCHX -10,060 -17.4%
MSFT -7,103 -27.9%
IJH -6,088 -7.5%
IEFA -4,971 -4.4%
AAPL -3,733 -10.9%
SCHG -3,206 -14.7%
GOOGL -3,162 -12.9%
NVDA -2,961 -16.2%
VEA -2,043 -58.4%
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