RKL Wealth Management LLC ETF holdings
Lancaster, PA
Reported $921.7M in 66 ETFs in its Form 13F for June 30, 2026.
ETF value
$921.7M
ETFs held
66
Change from prior quarter
+12.4%
With price moves
ETFs as a share of its 13F
73.5%
of $1.3B
Top 10 of 66 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $236.9M | 316,312 | −6,302 shares |
| IEFA | iShares Core MSCI EAFE ETF | $116.9M | 1,210,097 | +19,123 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $85.8M | 1,112,664 | −4,835 shares |
| IJR | iShares Core S&P Small-Cap ETF | $56.5M | 380,816 | −1,383 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $54.1M | 1,839,227 | −22,644 shares |
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $48.7M | 720,231 | +40,792 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $34.2M | 593,853 | +23,588 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $30.2M | 364,138 | −1,248 shares |
| VGIT | Vanguard Intermediate-Term Treasury ETF | $27.9M | 473,445 | +11,580 shares |
| SCHM | Schwab U.S. Mid-Cap ETF | $25.2M | 683,405 | −12,149 shares |
56 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001604723. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does RKL Wealth Management LLC own?
RKL Wealth Management LLC reported 66 ETF positions worth $921.7M in its Form 13F for June 30, 2026. The largest was IVV, at $236.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.