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Portfolio (Quarterly) Guide ↗

RKL Wealth Management LLC

· CIK 0001604723
13F Portfolio $1.3B AUM 189 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 189 New
Page 2 of 10  ·  189 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHF SCHWAB STRATEGIC TR 592,672.0 $16.4M 1.31% NEW $27.70 +1.8%
22 JPM JPMORGAN CHASE & CO Financial Services 49,728.0 $16.3M 1.30% NEW $327.33 +9.1%
23 AMZN AMAZON COM INC Consumer Cyclical 65,240.0 $15.5M 1.24% NEW $238.34 +10.4%
24 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 13,347.0 $12.5M 0.99% NEW $935.44 +2.3%
25 AGZ ISHARES TR 74,091.0 $8.1M 0.65% NEW $109.28 -0.6%
26 MA MASTERCARD INCORPORATED Financial Services 15,247.0 $7.8M 0.62% NEW $513.60 +11.7%
27 JNJ JOHNSON & JOHNSON Healthcare 27,368.0 $7.0M 0.55% NEW $253.97 +7.7%
28 IVW ISHARES TR 50,059.0 $6.9M 0.55% NEW $137.53 +1.3%
29 VO VANGUARD INDEX FDS 79,142.0 $6.4M 0.51% NEW $80.57 +3.1%
30 URI UNITED RENTALS INC Industrials 5,554.0 $6.3M 0.50% NEW $1132.99 -1.4%
31 AGG ISHARES TR 63,551.0 $6.3M 0.50% NEW $98.98 -1.2%
32 VOO VANGUARD INDEX FDS 8,068.0 $5.5M 0.44% NEW $686.79 +2.5%
33 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,023.0 $5.5M 0.44% NEW $501.38 +22.4%
34 CRWD CROWDSTRIKE HLDGS INC Technology 6,711.0 $5.1M 0.41% NEW $190.79 +3.4%
35 SPY STATE STR SPDR S&P 500 ETF T Financial Services 6,812.0 $5.1M 0.41% NEW $746.79 +3.0%
36 CVX CHEVRON CORPORATION Energy 30,223.0 $5.0M 0.40% NEW $165.76 +24.1%
37 CAT CATERPILLAR INC Industrials 4,521.0 $4.8M 0.38% NEW $1064.88 -23.4%
38 SCHV SCHWAB STRATEGIC TR 126,137.0 $4.4M 0.35% NEW $34.81 +0.1%
39 ABBV ABBVIE INC Healthcare 17,191.0 $4.3M 0.34% NEW $251.64 +5.7%
40 SCHE SCHWAB STRATEGIC TR 118,673.0 $4.3M 0.34% NEW $36.26 +0.7%
Page 2 of 10  ·  189 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 15.4%
Industrials 10.6%
Communication Services 9.7%
Consumer Defensive 8.7%
Consumer Cyclical 8.3%
Healthcare 8.0%
Energy 4.2%
Utilities 1.3%
Real Estate 0.9%