RKL Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
189
Total value ($000)
$1,254,450
Net value change ($000)
+143,083 (12.9%)
New positions
12
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 26,148 12.4%
MU 14,172 192.5%
IJH 10,333 13.7%
IEFA 9,052 8.4%
IJR 8,968 18.9%
SPMD 8,423 20.9%
SPSM 6,693 24.3%
SCHX 6,390 13.4%
IEMG 4,679 18.4%
GOOGL 4,522 21.1%
Top Reduces (Value $000, Stocks/ETFs)
CVX -1,182 -19.1%
COST -897 -6.7%
BK -839 -100.0%
ICE -762 -24.3%
XOM -721 -18.5%
LHX -715 -20.4%
HON -467 -100.0%
T -465 -43.5%
EOG -428 -13.3%
MCD -341 -12.8%
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