Notify me when RKL Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 183 | $1,218,228,505 | +$37,558,444 | -$16,571,965 | +$20,986,479 | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 11 Feb 2026, 21:12 |
| Q3 2025 | 178 | $1,173,145,954 | +$11,148,531 | -$55,043,001 | -$43,894,470 | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 10 Nov 2025, 21:22 |
| Q2 2025 | 176 | $1,137,608,228 | +$31,511,609 | -$42,239,810 | -$10,728,201 | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 18 Jul 2025, 16:00 |
| Q1 2025 | 169 | $1,061,209,892 | +$55,451,276 | -$79,450,404 | -$23,999,128 | IVV, IEFA, IJH, SCHX, IJR | 13F-HR | 25 Apr 2025, 19:22 |
| Q4 2024 | 172 | $1,123,608,844 | +$201,013,901 | -$19,065,401 | +$181,948,500 | IVV, SCHX, IEFA, IJH, IJR | 13F-HR | 06 Feb 2025, 20:12 |
| Q3 2024 | 161 | $1,105,136,099 | +$28,389,342 | -$19,188,198 | +$9,201,144 | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 01 Nov 2024, 12:41 |
| Q2 2024 | 145 | $1,037,507,497 | +$35,940,479 | -$11,357,508 | +$24,582,971 | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 17 Jul 2024, 17:32 |
| Q1 2024 | 158 | $1,009,276,200 | +$78,081,003 | -$15,469,797 | +$62,611,206 | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 08 May 2024, 10:22 |
| Q4 2023 | 153 | $924,879,551 | +$37,966,262 | -$15,519,574 | +$22,446,688 | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 24 Jan 2024, 18:01 |
| Q3 2023 | 130 | $817,439,264 | +$16,177,999 | -$10,226,582 | +$5,951,417 | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 03 Nov 2023, 17:55 |
| Q2 2023 | 131 | $845,117,557 | +$19,135,089 | -$7,174,237 | +$11,960,852 | IVV, SCHX, IEFA, IJH, SCHM | 13F-HR | 07 Aug 2023, 21:38 |
| Q1 2023 | 131 | $791,860,623 | +$12,106,143 | -$11,771,911 | +$334,232 | IVV, IEFA, SCHX, IJH, SCHM | 13F-HR | 01 May 2023, 21:16 |
| Q4 2022 | 130 | $748,065,148 | +$24,496,481 | -$21,999,429 | +$2,497,052 | IVV, IEFA, SCHX, IJH, SCHM | 13F-HR | 06 Feb 2023, 18:28 |
| Q3 2022 | 129 | $694,098,000 | +$26,574,657 | -$7,685,042 | +$18,889,615 | IVV, IEFA, SCHX, IJH, SCHM | 13F-HR | 10 Nov 2022, 21:16 |
| Q2 2022 | 137 | $728,933,000 | +$36,654,895 | -$14,268,801 | +$22,386,094 | IVV, IEFA, SCHX, SCHM, IJH | 13F-HR | 29 Jul 2022, 20:53 |
| Q1 2022 | 142 | $832,720,000 | +$93,146,154 | -$2,297,444 | +$90,848,710 | IVV, IEFA, SCHX, SCHM, IJH | 13F-HR | 09 May 2022, 18:43 |
| Q4 2021 | 126 | $842,163,000 | +$12,606,804 | -$6,611,546 | +$5,995,258 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 07 Feb 2022, 20:10 |
| Q3 2021 | 123 | $787,509,000 | +$9,348,371 | -$10,629,478 | -$1,281,107 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 15 Nov 2021, 14:48 |
| Q2 2021 | 130 | $794,013,000 | +$14,599,816 | -$10,902,039 | +$3,697,777 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 13 Aug 2021, 14:23 |
| Q1 2021 | 129 | $746,493,000 | +$11,334,552 | -$18,363,188 | -$7,028,636 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 10 May 2021, 16:53 |
| Q4 2020 | 125 | $717,260,000 | +$25,099,635 | -$8,660,556 | +$16,439,079 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 10 Feb 2021, 21:15 |
| Q3 2020 | 116 | $628,225,000 | +$20,541,775 | -$7,987,535 | +$12,554,240 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 06 Nov 2020, 20:56 |
| Q2 2020 | 110 | $583,371,000 | +$35,384,135 | -$8,660,366 | +$26,723,769 | IEFA, IVV, SCHX, SCHM, IJH | 13F-HR | 06 Aug 2020, 20:07 |
| Q1 2020 | 109 | $477,964,000 | +$35,881,183 | -$11,677,822 | +$24,203,361 | IEFA, IVV, SCHX, SCHM, VMBS | 13F-HR | 28 Apr 2020, 13:43 |
| Q4 2019 | 119 | $557,532,000 | +$12,995,571 | -$15,921,686 | -$2,926,115 | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 04 Feb 2020, 16:50 |
| Q3 2019 | 123 | $525,814,000 | +$5,522,620 | -$22,956,085 | -$17,433,465 | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 31 Oct 2019, 15:29 |
| Q2 2019 | 127 | $542,492,000 | +$24,246,413 | -$9,560,015 | +$14,686,398 | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 02 Aug 2019, 17:00 |
| Q1 2019 | 127 | $510,827,000 | +$39,143,011 | -$10,542,265 | +$28,600,746 | IEFA, SCHX, IVV, SCHM, VMBS | 13F-HR | 26 Apr 2019, 16:48 |
| Q4 2018 | 124 | $433,351,000 | +$31,276,374 | -$10,914,506 | +$20,361,868 | IEFA, SCHX, IVV, VMBS, SCHM | 13F-HR | 07 Feb 2019, 17:37 |
| Q3 2018 | 126 | $470,794,000 | +$17,397,389 | -$9,589,382 | +$7,808,007 | IEFA, SCHX, IVV, VMBS, SCHM | 13F-HR | 07 Nov 2018, 17:03 |
| Q2 2018 | 127 | $442,602,000 | +$24,369,925 | -$10,784,149 | +$13,585,776 | IEFA, SCHX, VMBS, IVV, SCHM | 13F-HR | 03 Aug 2018, 14:19 |
| Q1 2018 | 130 | $422,843,000 | +$35,713,580 | -$14,908,012 | +$20,805,568 | IEFA, SCHX, VMBS, IVV, SCHM | 13F-HR | 25 Apr 2018, 19:03 |
| Q4 2017 | 133 | $404,660,000 | +$59,090,875 | -$25,975,234 | +$33,115,641 | IEFA, SCHX, SCHM, IVV, VMBS | 13F-HR | 02 Feb 2018, 13:40 |
| Q3 2017 | 147 | $351,759,000 | +$48,991,213 | -$21,064,533 | +$27,926,680 | IEFA, SCHX, SCHM, IVV, VMBS | Restatement | 14 Dec 2017, 13:48 |
| Q2 2017 | 138 | $315,228,000 | +$79,803,169 | -$19,443,285 | +$60,359,884 | IEFA, SCHX, SCHM, VMBS, META | 13F-HR | 14 Aug 2017, 11:40 |
| Q1 2017 | 112 | $237,060,000 | +$44,202,523 | -$22,729,632 | +$21,472,891 | IEFA, SCHX, SCHM, META, TMO | 13F-HR | 09 May 2017, 12:43 |
| Q4 2016 | 97 | $207,162,000 | +$17,824,893 | -$12,051,666 | +$5,773,227 | SCHX, TMO, COST, UNP, MSFT | 13F-HR | 02 Feb 2017, 16:59 |
| Q3 2016 | 74 | $198,380,000 | +$8,792,570 | -$4,932,999 | +$3,859,571 | SCHX, TMO, COST, META, GOOGL | 13F-HR | 21 Oct 2016, 11:04 |
| Q2 2016 | 72 | $187,430,000 | +$24,706,964 | -$6,027,851 | +$18,679,113 | SCHX, TMO, NVO, COST, HSIC | 13F-HR | 25 Jul 2016, 08:58 |
| Q1 2016 | 60 | $174,146,000 | +$23,576,309 | -$14,479,144 | +$9,097,165 | SCHX, TMO, NVO, COST, HSIC | 13F-HR | 26 Apr 2016, 11:27 |
| Q4 2015 | 52 | $152,154,000 | +$19,112,164 | -$20,072,158 | -$959,994 | SCHX, NVO, TMO, DIS, COST | 13F-HR | 08 Feb 2016, 16:56 |
| Q3 2015 | 52 | $158,641,000 | +$10,376,245 | -$10,840,846 | -$464,601 | SCHX, NVO, TMO, DIS, AAPL | 13F-HR | 16 Oct 2015, 13:57 |
| Q2 2015 | 51 | $166,756,000 | +$14,783,338 | -$11,331,776 | +$3,451,562 | SCHX, NVO, TMO, DIS, AAPL | 13F-HR | 28 Jul 2015, 14:16 |
| Q1 2015 | 53 | $165,182,000 | +$12,168,494 | -$4,553,261 | +$7,615,233 | SCHX, NVO, TMO, UNP, DIS | 13F-HR | 21 Apr 2015, 12:59 |
| Q4 2014 | 57 | $153,438,000 | +$9,276,266 | -$4,586,374 | +$4,689,892 | SCHX, UNP, TMO, NVO, DIS | 13F-HR | 20 Jan 2015, 16:07 |
| Q3 2014 | 60 | $143,251,000 | +$19,205,538 | -$12,787,494 | +$6,418,044 | SCHX, NVO, UNP, TMO, CNI | 13F-HR | 21 Oct 2014, 11:04 |
| Q2 2014 | 57 | $136,600,000 | +$18,488,276 | -$7,434,821 | +$11,053,455 | SCHX, FMC, TMO, UNP, DIS | 13F-HR | 28 Jul 2014, 11:55 |
| Q1 2014 | 59 | $132,146,000 | $0 | $0 | $0 | SCHX, FMC, TMO, UNP, GOOGL | 13F-HR | 29 Apr 2014, 14:30 |