RKL Wealth Management LLC
Top Portfolio Positions
119 positions ·
$295,678,862 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
119,881 | $30,424,598 | 10.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
74,571 | $21,443,636 | 7.25% | |
| MSFT |
Microsoft Corp
Technology
|
49,500 | $18,323,415 | 6.20% | |
| NVDA |
Nvidia Corp
Technology
|
87,693 | $15,293,659 | 5.17% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
49,904 | $14,679,760 | 4.96% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
64,943 | $13,525,678 | 4.57% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
13,430 | $13,382,054 | 4.53% | |
| MA |
Mastercard Inc
Financial Services
|
15,590 | $7,789,699 | 2.63% | |
| MU |
Micron Technology Inc
Technology
|
21,788 | $7,360,857 | 2.49% | |
| JNJ |
Johnson & Johnson
Healthcare
|
26,997 | $6,599,146 | 2.23% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ANVS
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,300 | 10,000 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $34,600 | 10,000 | Shares | Sole | 2026-02-12 | |
| 2021-06-30 | $427,900 | 5,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $279,000 | 10,000 | Shares | Sole | 2021-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||