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RKL Wealth Management LLC Portfolio
$1.3B across 194 positions as of 2026-09-30, with 58% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IVViShares Core S&P 500 ETF | $237.4M | 18.8% | 310,042 |
| IEFAiShares Core MSCI EAFE ETF | $120.5M | 9.5% | 1,243,834 |
| IJHiShares Core S&P Mid-Cap ETF | $79.1M | 6.3% | 1,098,947 |
| SCHXSchwab U.S. Large-Cap ETF | $54.3M | 4.3% | 1,808,702 |
| IJRiShares Core S&P Small-Cap ETF | $51.3M | 4.1% | 377,073 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $51.1M | 4.0% | 810,331 |
| AAPLApple Inc | $39.9M | 3.2% | 119,769 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $34.8M | 2.8% | 658,787 |
| IEMGiShares Core MSCI Emerging Markets ETF | $30M | 2.4% | 370,247 |
| VGITVanguard Scottsdale Intermediate Term Treasury | $27.4M | 2.2% | 482,963 |
| MSFTMicrosoft Corp | $25.6M | 2.0% | 49,966 |
| GOOGLAlphabet Inc | $24.2M | 1.9% | 70,211 |
| SCHWAB STRATEGIC TR | $23.2M | 1.8% | 680,744 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $22.2M | 1.8% | 616,945 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $20.4M | 1.6% | 260,837 |
| NVDANVIDIA Corp | $20.3M | 1.6% | 88,888 |
| VMBSVanguard Mortgage Backed Security | $19.8M | 1.6% | 445,308 |
| MUMicron Technology Inc | $18.8M | 1.5% | 17,633 |
| MBBiShares MBS ETF | $17.6M | 1.4% | 196,709 |
| JPMJPMorgan Chase & Co | $16.6M | 1.3% | 50,314 |
| AMZNAmazon.com Inc | $15.9M | 1.3% | 63,626 |
| SCHFSchwab International Equity ETF | $15.8M | 1.3% | 575,556 |
| SCHASchwab U.S. Small-Cap ETF | $15.6M | 1.2% | 478,301 |
| COSTCostco Wholesale Corp | $12M | 1.0% | 13,179 |
| MAMastercard Inc | $8.3M | 0.7% | 14,968 |
| AGZISHARES TR | $7.7M | 0.6% | 72,353 |
| JNJJohnson & Johnson | $7.3M | 0.6% | 27,711 |
| TMOThermo Fisher Scientific Inc | $7.2M | 0.6% | 10,615 |
| CRWDCrowdStrike Holdings Inc | $7.1M | 0.6% | 26,894 |
| IVWiShares S&P 500 Growth ETF | $6.8M | 0.5% | 48,089 |
| AGGiShares Core U.S. Aggregate Bond ETF | $6.3M | 0.5% | 66,388 |
| CVXChevron Corp | $6.3M | 0.5% | 30,658 |
| VOVanguard Mid-Cap ETF | $6.2M | 0.5% | 78,909 |
| VOOVanguard S&P 500 ETF | $5.7M | 0.5% | 8,106 |
| URIUnited Rentals Inc | $5.5M | 0.4% | 5,448 |
| SPYState Street SPDR S&P 500 ETF Trust | $5.2M | 0.4% | 6,778 |
| ABBVAbbVie Inc | $4.9M | 0.4% | 18,566 |
| SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | $4.4M | 0.4% | 36,019 |
| SCHESchwab Emerging Markets Equity ETF | $4.2M | 0.3% | 116,542 |
| SCHVSchwab U.S. Large-Cap Value ETF | $4.2M | 0.3% | 124,800 |
| LLYEli Lilly and Co | $4.1M | 0.3% | 3,518 |
| BRK.BBerkshire Hathaway Inc | $4M | 0.3% | 7,962 |
| UNPUnion Pacific Corp | $3.9M | 0.3% | 14,277 |
| XOMExxonmobil Holdings Corp | $3.8M | 0.3% | 23,524 |
| IVEiShares S&P 500 Value ETF | $3.7M | 0.3% | 16,246 |
| CATCaterpillar Inc | $3.7M | 0.3% | 4,546 |
| TRANE TECHNOLOGIES PLC | $3.7M | 0.3% | 8,145 |
| METAMeta Platforms Inc | $3.6M | 0.3% | 4,987 |
| TSLATesla Inc | $3.3M | 0.3% | 9,399 |
| PGProcter & Gamble Co | $3.3M | 0.3% | 22,834 |
| IBMInternational Business Machines Corp | $3.2M | 0.3% | 14,660 |
| ICEIntercontinental Exchange Inc | $3M | 0.2% | 19,804 |
| EOGEOG Resources Inc | $3M | 0.2% | 21,579 |
| BXBlackstone Inc | $2.9M | 0.2% | 25,814 |
| WMTWalmart Inc | $2.9M | 0.2% | 27,680 |
| GDGeneral Dynamics Corp | $2.8M | 0.2% | 8,372 |
| PMPhilip Morris International Inc | $2.8M | 0.2% | 14,546 |
| IWMiShares Russell 2000 Index Fund | $2.7M | 0.2% | 9,620 |
| IWFiShares Russell 1000 Growth ETF | $2.6M | 0.2% | 20,780 |
| MOAltria Group Inc | $2.5M | 0.2% | 36,729 |
| ISHARES TR | $2.4M | 0.2% | 39,333 |
| LHXL3Harris Technologies Inc | $2.3M | 0.2% | 9,882 |
| ITWIllinois Tool Works Inc | $2.3M | 0.2% | 9,030 |
| GOOGAlphabet Inc | $2.3M | 0.2% | 6,692 |
| VVisa Inc | $2.2M | 0.2% | 6,150 |
| PEPPepsiCo Inc | $2.1M | 0.2% | 16,961 |
| IWDiShares Russell 1000 Value ETF | $2.1M | 0.2% | 8,471 |
| HDHome Depot Inc | $2M | 0.2% | 7,175 |
| MRKMerck & Co Inc | $2M | 0.2% | 13,914 |
| PLDPrologis Inc | $2M | 0.2% | 15,445 |
| MID PENN BANCORP INC | $2M | 0.2% | 55,230 |
| NVONovo Nordisk A/S | $2M | 0.2% | 51,456 |
| OKEONEOK Inc | $1.9M | 0.1% | 22,018 |
| VEAVanguard FTSE Developed Markets ETF | $1.9M | 0.1% | 26,494 |
| MCDMcDonald's Corp | $1.9M | 0.1% | 8,047 |
| SCHBSchwab U.S. Broad Market ETF | $1.9M | 0.1% | 63,231 |
| DUKDuke Energy Corp | $1.8M | 0.1% | 15,442 |
| IEIiShares 3-7 Year Treasury Bond ETF | $1.7M | 0.1% | 14,822 |
| ISHARES TR | $1.5M | 0.1% | 33,003 |
| KOCoca-Cola Co | $1.5M | 0.1% | 16,879 |
| ROPRoper Technologies Inc | $1.5M | 0.1% | 4,150 |
| USXFiShares ESG Advanced MSCI USA ETF | $1.3M | 0.1% | 19,798 |
| MKLMarkel Group Inc | $1.3M | 0.1% | 778 |
| VUGVanguard Growth ETF | $1.3M | 0.1% | 14,565 |
| DGRWWisdomTree U.S. Quality Dividend Growth Fund | $1.3M | 0.1% | 13,015 |
| GLDSPDR Gold Shares | $1.2M | 0.1% | 3,262 |
| SPDR SERIES TRUST | $1.2M | 0.1% | 19,809 |
| NUENucor Corp | $1.2M | 0.1% | 5,130 |
| AMDAdvanced Micro Devices Inc | $1.2M | 0.1% | 1,949 |
| HSYHershey Co | $1.2M | 0.1% | 7,350 |
| FULTFulton Financial Corp | $1.1M | 0.1% | 50,544 |
| IXUSiShares Core MSCI Total International Stock ETF | $1.1M | 0.1% | 11,873 |
| AVGOBroadcom Inc | $1.1M | 0.1% | 3,168 |
| AGNICO EAGLE MINES LTD | $1.1M | 0.1% | 6,009 |
| IWRiShares Russell Mid-Cap ETF | $1.1M | 0.1% | 9,893 |
| ADPAutomatic Data Processing Inc | $1.1M | 0.1% | 4,075 |
| PNCPNC Financial Services Group Inc | $1M | 0.1% | 4,705 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $1M | 0.1% | 9,288 |
| MTBM&T Bank Corp | $1M | 0.1% | 4,618 |
| VXUSVanguard Total International Stock ETF | $982.5K | 0.1% | 11,564 |
| EFAiShares MSCI EAFE ETF | $973.9K | 0.1% | 9,374 |
| VTIVanguard Total Stock Market ETF | $911.5K | 0.1% | 2,436 |
| DHID.R. Horton Inc | $890K | 0.1% | 6,513 |
| DEDeere & Co | $863.9K | 0.1% | 1,286 |
| ACNB CORP | $835.6K | 0.1% | 13,413 |
| SPIBSPDR Portfolio Intermediate Term Corporate Bond ETF | $829.7K | 0.1% | 25,702 |
| CSCOCisco Systems Inc | $814.7K | 0.1% | 7,569 |
| ISHARES TR | $788.6K | 0.1% | 1,827 |
| GLWCorning Inc | $761.3K | 0.1% | 4,951 |
| UNHUnitedHealth Group Inc | $758.4K | 0.1% | 2,066 |
| CEGConstellation Energy Corp | $745.9K | 0.1% | 2,936 |
| SPTISPDR Portfolio Intermediate Term Treasury ETF | $741K | 0.1% | 27,161 |
| TFCTruist Financial Corp | $720.7K | 0.1% | 15,565 |
| TAT&T Inc | $692.1K | 0.1% | 28,366 |
| BLKBlackRock Inc | $687.4K | 0.1% | 649 |
| FLEXSTEEL INDS INC | $686.7K | 0.1% | 8,112 |
| KMIKinder Morgan Inc | $684.5K | 0.1% | 22,704 |
| RTXRTX Corp | $674.7K | 0.1% | 3,634 |
| BIBLInspire 100 ETF | $619.4K | 0.0% | 11,458 |
| VTWOVanguard Russell 2000 ETF | $609.6K | 0.0% | 5,432 |
| VBKVanguard Small-Cap Growth ETF | $602.9K | 0.0% | 1,785 |
| EMREmerson Electric Co | $602.9K | 0.0% | 3,887 |
| FLTRVanEck IG Floating Rate ETF | $586.2K | 0.0% | 22,906 |
| SCHZSchwab US Aggregate Bond ETF | $572.7K | 0.0% | 25,915 |
| FRANKLIN FINL SVCS CORP | $572.5K | 0.0% | 9,261 |
| HEIHEICO Corp | $568.8K | 0.0% | 1,876 |
| DISWalt Disney Co | $560.5K | 0.0% | 5,343 |
| ESGUiShares ESG Aware MSCI USA ETF | $552.2K | 0.0% | 3,311 |
| MAAMid-America Apartment Communities Inc | $551.4K | 0.0% | 4,683 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $545.1K | 0.0% | 1,195 |
| PPLPPL Corp | $544.7K | 0.0% | 16,560 |
| IYWiShares U.S. Technology ETF | $542K | 0.0% | 2,046 |
| LRCXLam Research Corp | $532.2K | 0.0% | 1,620 |
| CCitigroup Inc | $529.4K | 0.0% | 4,089 |
| BACBank of America Corp | $525.2K | 0.0% | 9,650 |
| ORRSTOWN FINL SVCS INC | $516.4K | 0.0% | 12,727 |
| ORCLOracle Corp | $515.1K | 0.0% | 3,752 |
| LMTLockheed Martin Corp | $487K | 0.0% | 956 |
| DHRDanaher Corp | $484.3K | 0.0% | 2,186 |
| MSMorgan Stanley | $484.3K | 0.0% | 2,575 |
| PFEPfizer Inc | $480.5K | 0.0% | 16,847 |
| GSGoldman Sachs Group Inc | $479.2K | 0.0% | 532 |
| QQQInvesco QQQ Trust, Series 1 | $474.2K | 0.0% | 641 |
| CSXCSX Corp | $445.7K | 0.0% | 9,584 |
| MPCMarathon Petroleum Corp | $442.2K | 0.0% | 1,118 |
| FFord Motor Co | $434.8K | 0.0% | 36,049 |
| YORK WTR CO | $434.4K | 0.0% | 14,186 |
| DIMENSIONAL ETF TRUST | $424.3K | 0.0% | 5,481 |
| SLViShares Silver Trust | $420.2K | 0.0% | 7,709 |
| HEI.AHEICO Corp | $408.3K | 0.0% | 1,788 |
| INTCIntel Corp | $406K | 0.0% | 3,377 |
| SCHDSchwab US Dividend Equity ETF | $400.8K | 0.0% | 12,321 |
| GEGeneral Electric Co | $400.7K | 0.0% | 1,283 |
| VWOVanguard FTSE Emerging Markets ETF | $388.2K | 0.0% | 6,545 |
| MMM3M Co | $385.9K | 0.0% | 2,351 |
| VLOValero Energy Corp | $375.2K | 0.0% | 968 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $361.2K | 0.0% | 2,172 |
| HSICHenry Schein Inc | $355.5K | 0.0% | 4,234 |
| ADIAnalog Devices Inc | $355.4K | 0.0% | 896 |
| DIMENSIONAL ETF TRUST | $345.8K | 0.0% | 6,288 |
| GSKGSK plc | $341.5K | 0.0% | 7,090 |
| PLTRPalantir Technologies Inc | $340.2K | 0.0% | 1,819 |
| SFL CORPORATION LTD | $330.5K | 0.0% | 25,113 |
| WMWaste Management Inc | $315.5K | 0.0% | 1,547 |
| WFCWells Fargo & Co | $309.2K | 0.0% | 3,862 |
| ABTAbbott Laboratories | $305K | 0.0% | 3,086 |
| TJXTJX Companies Inc | $298.5K | 0.0% | 2,256 |
| NSCNorfolk Southern Corp | $296.6K | 0.0% | 960 |
| NOWServiceNow Inc | $282.6K | 0.0% | 2,109 |
| BNDVanguard Total Bond Market ETF | $276.2K | 0.0% | 3,937 |
| LOWLowe's Companies Inc | $276K | 0.0% | 1,497 |
| GEVGE Vernova Inc | $275.7K | 0.0% | 290 |
| VZVerizon Communications Inc | $267.9K | 0.0% | 5,841 |
| AMATApplied Materials Inc | $259K | 0.0% | 506 |
| AMGNAmgen Inc | $256.5K | 0.0% | 608 |
| TRVTravelers Companies Inc | $251K | 0.0% | 704 |
| DMXFiShares ESG Advanced MSCI EAFE ETF | $242.7K | 0.0% | 2,867 |
| GLPIGaming and Leisure Properties Inc | $241.6K | 0.0% | 6,362 |
| MARMarriott International Inc | $240.3K | 0.0% | 676 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $233.3K | 0.0% | 9,577 |
| HONHoneywell International Inc | $232K | 0.0% | 1,100 |
| QCOMQualcomm Inc | $228.2K | 0.0% | 1,240 |
| NKENike Inc | $225.2K | 0.0% | 6,362 |
| CCKCrown Holdings Inc | $224.6K | 0.0% | 2,131 |
| KLACKLA Corp | $213.3K | 0.0% | 1,094 |
| XLKState Street Technology Select Sector SPDR ETF | $212.9K | 0.0% | 1,088 |
| ESMLiShares ESG Aware MSCI USA Small-Cap ETF | $209.1K | 0.0% | 4,021 |
| TXNTexas Instruments Inc | $206.8K | 0.0% | 738 |
| VBVanguard Small-Cap ETF | $206.6K | 0.0% | 726 |
| FEFirstEnergy Corp | $206.3K | 0.0% | 4,761 |
| KMBKimberly-Clark Corp | $202.6K | 0.0% | 2,079 |
| HBANHuntington Bancshares Inc | $168.4K | 0.0% | 11,037 |
| GABELLI UTIL TR | $142.3K | 0.0% | 25,000 |
| ANNOVIS BIO INC | $12.7K | 0.0% | 10,000 |
Quarter ending 2026-09-30.
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