RKL Wealth Management LLC
Annual return '25
+14.6%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$1.1B
Holdings
176
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: New position (322.6k shares)
19.0%
02
$IEFA
ISHARES TR
Q1 2026: New position (1.19M shares)
9.7%
03
$IJH
ISHARES TR
Q1 2026: New position (1.12M shares)
6.8%
04
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: New position (1.86M shares)
4.3%
05
$IJR
ISHARES TR
Q1 2026: New position (382.2k shares)
4.3%
06
$SPMD
SPDR SERIES TRUST
Q1 2026: New position (679.4k shares)
3.6%
07
$AAPL
APPLE INC
Q1 2026: Increased +833.2% (12.8k → 119.9k shares)
2.7%
08
$SPSM
SPDR SERIES TRUST
Q1 2026: New position (570.3k shares)
2.5%
09
$VGIT
VANGUARD SCOTTSDALE FDS
Q1 2026: New position (461.9k shares)
2.5%
10
$IEMG
ISHARES INC
Q1 2026: New position (365.4k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:42 UTC.