RKL Wealth Management LLC
SEC Form 13F institutional filer · CIK 0001604723
13F-HR · 108 reported holdings · 2026-03-31
Reported long-US-equity value
$0.91B
Top-10 concentration
81.0%
RKL Wealth Management LLC — $910M AUM allocation strategy
RKL Wealth Management LLC files SEC Form 13F and reports $910M of long US equity value across 108 reported holdings for 2026-03-31.
Its largest sector bet is Financials 17.7%, followed by Information Technology 7.9% and Communication Services 2.4%.
The top 10 holdings account for 81% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
RKL Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$910M
total across 108 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
81% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$JPM +24.8K sh · +$6.6M+$T +2.43K sh · +$213K+$XOM +1.94K sh · +$1.36M
Biggest trims (shares)
−$SCHW −521K sh · −$17.6M−$IVV −300K sh · −$57.7M−$NVDA −10.2K sh · −$2.96M
Exited to nil (held last quarter, gone now)
$PLTR ($738K last qtr)$AMAT ($367K last qtr)$AXP ($315K last qtr)$NFLX ($245K last qtr)$VEEV ($233K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage14.0%—
- Technology Hardware, Storage & Peripherals3.3%—
- Semiconductors2.4%—
- Interactive Media & Services2.4%—
- Systems Software2.0%—
- Diversified Banks1.6%—
- Broadline Retail1.5%—
- Consumer Staples Merchandise Retail1.5%—
- Other holdings71.3%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 4.63M | $127M | -521K | 14.0% |
| $AAPL | Apple Inc | 120K | $30.4M | -5.76K | 3.3% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 74.6K | $21.4M | -4.04K | 2.4% |
| $MSFT | Microsoft Corporation | 49.5K | $18.3M | -3.08K | 2.0% |
| $NVDA | NVIDIA Corporation | 87.7K | $15.3M | -10.2K | 1.7% |
| $JPM | JP Morgan Chase & Co | 49.9K | $14.7M | +24.8K | 1.6% |
| $AMZN | Amazon.com Inc | 64.9K | $13.5M | -1.38K | 1.5% |
| $COST | Costco Wholesale Corporation | 13.4K | $13.4M | -234 | 1.5% |
…and 100 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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