• 13F History

RKL Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$1.12B
Signature - Title
Julie A. Englert - Chief Compliance Officer
Location
Lancaster, PA
Summary
This page shows a list of all the recent 13F filings made by RKL Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RKL Wealth Management LLC reported 172 stock holdings with total value $1.12B as of Q4 2024. Top holdings included IVV, SCHX, IEFA, IJH, and IJR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 172 $1.12B +$201M -$19.1M +$182M IVV, SCHX, IEFA, IJH, IJR 13F-HR 2/6/2025, 08:12 PM
Q3 2024 161 $1.11B +$28.4M -$19.2M +$9.2M IVV, SCHX, IEFA, IJH, SCHM 13F-HR 11/1/2024, 12:41 PM
Q2 2024 145 $1.04B +$35.9M -$11.4M +$24.6M IVV, SCHX, IEFA, IJH, SCHM 13F-HR 7/17/2024, 05:32 PM
Q1 2024 158 $1.01B +$78.1M -$15.5M +$62.6M IVV, SCHX, IEFA, IJH, SCHM 13F-HR 5/8/2024, 10:22 AM
Q4 2023 153 $925M +$38M -$15.5M +$22.4M IVV, SCHX, IEFA, IJH, SCHM 13F-HR 1/24/2024, 06:01 PM
Q3 2023 136 $817M +$16.2M -$10.2M +$5.95M IVV, SCHX, IEFA, IJH, SCHM 13F-HR 11/3/2023, 06:55 PM
Q2 2023 131 $845M +$19.1M -$3.58M +$15.6M IVV, SCHX, IEFA, IJH, SCHM 13F-HR 8/7/2023, 09:38 PM
Q1 2023 131 $792M +$12.1M -$10.6M +$1.55M IVV, IEFA, SCHX, IJH, SCHM 13F-HR 5/1/2023, 09:16 PM
Q4 2022 130 $748M +$24.5M -$20.6M +$3.91M IVV, IEFA, SCHX, IJH, SCHM 13F-HR 2/6/2023, 05:28 PM
Q3 2022 129 $694M +$26.6M -$5.4M +$21.2M IVV, IEFA, SCHX, IJH, SCHM 13F-HR 11/10/2022, 08:16 PM
Q2 2022 137 $729M +$36.7M -$1.69M +$35M IVV, IEFA, SCHX, SCHM, IJH 13F-HR 7/29/2022, 08:53 PM
Q1 2022 142 $833M +$93.1M -$1.6M +$91.5M IVV, IEFA, SCHX, SCHM, IJH 13F-HR 5/9/2022, 06:43 PM
Q4 2021 126 $842M +$12.6M -$6.61M +$6M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 2/7/2022, 07:10 PM
Q3 2021 123 $788M +$9.35M -$10.6M -$1.28M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 11/15/2021, 02:48 PM
Q2 2021 130 $794M +$14.6M -$10.9M +$3.7M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 8/13/2021, 02:23 PM
Q1 2021 129 $746M +$11.3M -$18.4M -$7.03M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 5/10/2021, 04:53 PM
Q4 2020 125 $717M +$25.1M -$8.1M +$17M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 2/10/2021, 08:15 PM
Q3 2020 116 $628M +$20.5M -$4.51M +$16M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 11/6/2020, 07:56 PM
Q2 2020 110 $583M +$35.4M -$4.71M +$30.7M IEFA, IVV, SCHX, SCHM, IJH 13F-HR 8/6/2020, 08:07 PM
Q1 2020 109 $478M +$35.9M -$6.55M +$29.3M IEFA, IVV, SCHX, SCHM, VMBS 13F-HR 4/28/2020, 01:43 PM
Q4 2019 119 $558M +$13M -$10.8M +$2.17M IEFA, SCHX, IVV, SCHM, VMBS 13F-HR 2/4/2020, 03:50 PM
Q3 2019 123 $526M +$5.52M -$19.8M -$14.3M IEFA, SCHX, IVV, SCHM, VMBS 13F-HR 10/31/2019, 03:29 PM
Q2 2019 127 $542M +$24.2M -$6.53M +$17.7M IEFA, SCHX, IVV, SCHM, VMBS 13F-HR 8/2/2019, 05:00 PM
Q1 2019 127 $511M +$39.1M -$9.86M +$29.3M IEFA, SCHX, IVV, SCHM, VMBS 13F-HR 4/26/2019, 04:48 PM
Q4 2018 124 $433M +$31.3M -$10.2M +$21.1M IEFA, SCHX, IVV, VMBS, SCHM 13F-HR 2/7/2019, 04:37 PM
Q3 2018 126 $471M +$17.4M -$7.94M +$9.46M IEFA, SCHX, IVV, VMBS, SCHM 13F-HR 11/7/2018, 04:03 PM
Q2 2018 127 $443M +$24.4M -$8.01M +$16.4M IEFA, SCHX, VMBS, IVV, SCHM 13F-HR 8/3/2018, 02:19 PM
Q1 2018 130 $423M +$35.7M -$13.3M +$22.4M IEFA, SCHX, VMBS, IVV, SCHM 13F-HR 4/25/2018, 07:03 PM
Q4 2017 133 $405M +$59.1M -$24.9M +$34.2M IEFA, SCHX, SCHM, IVV, VMBS 13F-HR 2/2/2018, 12:40 PM
Q3 2017 141 $352M +$49M -$18.4M +$30.6M IEFA, SCHX, SCHM, IVV, VMBS Restatement 12/14/2017, 12:48 PM
Q2 2017 138 $315M +$79.8M -$23.4M +$56.4M IEFA, SCHX, SCHM, VMBS, META 13F-HR 8/14/2017, 11:40 AM
Q1 2017 110 $237M +$44.2M -$19.9M +$24.3M IEFA, SCHX, SCHM, META, TMO 13F-HR 5/9/2017, 12:43 PM
Q4 2016 96 $207M +$17.8M -$10.7M +$7.12M SCHX, TMO, COST, UNP, MSFT 13F-HR 2/2/2017, 03:59 PM
Q3 2016 74 $198M +$8.79M -$4.3M +$4.49M SCHX, TMO, COST, META, GOOGL 13F-HR 10/21/2016, 11:04 AM
Q2 2016 71 $187M +$24.7M -$6.03M +$18.7M SCHX, TMO, NVO, COST, HSIC 13F-HR 7/25/2016, 08:58 AM
Q1 2016 60 $174M +$27M -$8.95M +$18M SCHX, TMO, NVO, COST, HSIC 13F-HR 4/26/2016, 11:27 AM
Q4 2015 49 $152M +$19.1M -$9.36M +$9.76M SCHX, NVO, TMO, DIS, COST 13F-HR 2/8/2016, 03:56 PM
Q3 2015 52 $159M +$10.4M -$5.46M +$4.92M SCHX, NVO, TMO, DIS, AAPL 13F-HR 10/16/2015, 01:57 PM
Q2 2015 51 $167M +$14.8M -$4.22M +$10.6M SCHX, NVO, TMO, DIS, AAPL 13F-HR 7/28/2015, 02:16 PM
Q1 2015 53 $165M +$12.2M -$2.3M +$9.87M SCHX, NVO, TMO, UNP, DIS 13F-HR 4/21/2015, 12:59 PM
Q4 2014 57 $153M +$8.78M -$1.31M +$7.47M SCHX, UNP, TMO, NVO, DIS 13F-HR 1/20/2015, 03:07 PM
Q3 2014 60 $143M +$19.2M -$1M +$18.2M SCHX, NVO, UNP, TMO, CNI 13F-HR 10/21/2014, 11:04 AM
Q2 2014 57 $137M +$18.5M -$1.7M +$16.8M SCHX, FMC, TMO, UNP, DIS 13F-HR 7/28/2014, 11:55 AM
Q1 2014 59 $132M SCHX, FMC, TMO, UNP, GOOGLXXXX 13F-HR 4/29/2014, 02:30 PM