13F
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RKL Wealth Management LLC

13F equity value
$1.1B
Positions
179
Top 10 concentration
57.6%
Quarters / total new picks
31 / 156
13F equity value over time
$0M$609M$1B2017201820192020202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 31 quarters, returned +2.8% per quarter — versus +2.2% per quarter from simply owning every 13F stock. It beat that baseline in only 54.8% of quarters (excess t = 1.35, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+3.5%
t-stat
1.35
Quarterly win rate
55%
Annualized excess
+1.9%
$1 → follow vs universe
$1.98 vs $1.73
Cumulative return: $1 invested in new picks vs universe
1.00 20180331: universe 1.04120180630: universe 0.95920180930: universe 1.00320181231: universe 0.99220190331: universe 0.97520190630: universe 1.04820190930: universe 1.12720191231: universe 0.90920200630: universe 1.00420200930: universe 1.23220201231: universe 1.28820210331: universe 1.29920210630: universe 1.40320210930: universe 1.26020211231: universe 1.07220220331: universe 1.15120220630: universe 1.06620220930: universe 1.14520221231: universe 1.06420230331: universe 1.12120230630: universe 1.08120230930: universe 1.22720231231: universe 1.28220240331: universe 1.31020240630: universe 1.42920240930: universe 1.41720241231: universe 1.32320250331: universe 1.44220250630: universe 1.48720250930: universe 1.67220251231: universe 1.730 20180331: follow 0.95920180630: follow 0.92920180930: follow 0.95820181231: follow 0.96020190331: follow 0.95920190630: follow 0.95020190930: follow 0.95720191231: follow 0.63420200630: follow 0.69420200930: follow 0.77720201231: follow 0.74720210331: follow 0.81320210630: follow 0.88020210930: follow 0.77120211231: follow 0.87720220331: follow 0.89020220630: follow 0.88920220930: follow 0.84620221231: follow 0.79720230331: follow 0.91920230630: follow 0.96820230930: follow 1.04520231231: follow 1.09720240331: follow 1.05020240630: follow 1.27320240930: follow 1.35820241231: follow 1.33120250331: follow 1.37420250630: follow 1.53420250930: follow 1.82720251231: follow 1.980 0.58 1.36 2.14 20182019202020212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 179 · 2026 Q1

Ticker Value Weight QoQ
IVV $211M
19.0%
TRIM
IEFA $108M
9.7%
TRIM
IJH $75M
6.8%
TRIM
SCHX $48M
4.3%
TRIM
IJR $48M
4.3%
TRIM
SPMD $40M
3.6%
TRIM
AAPL $30M
2.7%
TRIM
SPSM $28M
2.5%
TRIM
VGIT $28M
2.5%
TRIM
IEMG $25M
2.3%
TRIM
SCHM $22M
1.9%
TRIM
GOOGL $21M
1.9%
TRIM
VCIT $21M
1.9%
TRIM
VMBS $19M
1.7%
TRIM
SCHG $19M
1.7%
TRIM
MSFT $18M
1.7%
TRIM
MBB $18M
1.6%
TRIM
NVDA $15M
1.4%
TRIM
SCHF $15M
1.4%
TRIM
JPM $15M
1.3%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

BNDGEVHBANMPCNSCVLO

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.