RKL Wealth Management LLC

Q3 2026 13F-HR Holdings

Location
Lancaster, PA
Holdings as of
9/30/2026
Date filed
10/16/2026
Form type
13F-HR
Num holdings
194
Total value ($000)
$1,261,949
Net value change ($000)
+7,499 (0.6%)
New positions
9
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 7,005 37.6%
AAPL 5,409 15.7%
EXXONMOBIL HOLDINGS CORP 3,828 NEW
IEFA 3,632 3.1%
NVDA 3,488 20.7%
SPMD 2,424 5.0%
CRWD 1,999 39.0%
ONEOK INC NEW 1,877 NEW
TMO 1,638 29.6%
USRT 1,588 190.4%
Top Reduces (Value $000, Stocks/ETFs)
IJH -6,729 -7.8%
IJR -5,182 -9.2%
XOM -3,172 -100.0%
MU -2,751 -12.8%
SCHM -2,038 -8.1%
GOOGL -1,808 -7.0%
OKE -1,800 -100.0%
SCHA -1,768 -10.2%
CAT -1,128 -23.4%
VCIT -976 -4.6%
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