RKL Wealth Management LLC Q4 2022 vs. Q1 2023: Top 10 Holdings ChangesAnalysis of 13F Holdings Comparison Results

RKL Wealth Management LLC is a boutique, independent investment advisory firm that offers a range of wealth management services to individuals, families, and institutions. One of the ways they manage their clients' portfolios is through 13F filings, which require them to report their top 10 holdings every quarter. In this article, we'll be taking a closer look at RKL Wealth Management LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison to see how their top holdings have changed over the past few months.

The first thing that jumps out from the table is that RKL Wealth Management LLC has increased its holdings in most of its top positions. Some of the top holdings that have increased the most include ISHARES TR (IVV), where RKL Wealth Management LLC increased its shares by 10.9% from 270,034 to 279,982 and its value from $103,750 to $115,095. Moreover, ISHARES TR (IEFA) is the second-largest holding of RKL Wealth Management LLC, with a value of $76,997. However, its shares decreased from 1,171,954 to 1,151,801, which is a decline of approximately 6.6%.

Another significant holding from RKL Wealth Management LLC in Q4 2022 was SCHWAB STRATEGIC TR (SCHX), with a value of $66,517, increasing its shares from 1,473,257 to 1,510,268, an increase of about 9.8%. Other notable holdings that increased include ISHARES TR (IJH), with a value of $42,047, and SCHWAB STRATEGIC TR (SCHM), with a value of $39,481.

On the other hand, some of the top holdings that declined in value include JOHNSON & JOHNSON (JNJ) and CITIZENS FINL GROUP INC (CFG). JOHNSON & JOHNSON (JNJ) declined by 57.9% in value, where RKL Wealth Management LLC decreased its shares from 48,718 to 23,383. Meanwhile, CITIZENS FINL GROUP INC (CFG) had a value of $1,246, which is a 23.5% decrease from its Q4 2022 value of $1,628.

Moreover, some of the other stock positions in the report that declined in value during the period include EXXON MOBIL CORP (XOM), which is down by 0.6%, INTERNATIONAL BUSINESS MACHS (IBM) down by 9.1%, PIONEER NAT RES CO (PXD) down by 9%, and UNITEDHEALTH GROUP INC (UNH) down by 14.2%.

In contrast, some of the holdings that showed significant growth in the portfolio during this period include NVIDIA CORPORATION (NVDA) up by 85.6%, APPLE INC (AAPL) up by 28%, and AMAZON COM INC (AMZN) up by 20.4%.

In conclusion, RKL Wealth Management LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison provides valuable insights into the changes the firm has made to its portfolio over the past few months. The report shows that RKL Wealth Management LLC has increased its holdings in most of its top positions, with a few exceptions, and has made significant gains in some of its newer holdings such as NVIDIA CORPORATION (NVDA), APPLE INC (AAPL), and AMAZON COM INC (AMZN). This analysis can serve as a useful resource for investors who are looking to compare and contrast their portfolio holdings with those of RKL Wealth Management LLC.