RKL Wealth Management LLC

LANCASTER, PA · CIK 1604723 · 13F filing filed 2026-08-11

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLancaster, PA

$1.3bn reported value +12.9% vs Q1 2026

189positions

57.8%in top 10

12 new 91 added 68 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	316,312	$236.9m18.88%	18.88%	Reduced -6.3k	-6,302 -1.9%
2	ISHARES TR CORE MSCI EAFE IEFA	IEFA	1,210,097	$116.9m9.32%	9.32%	Added +19.1k	+19,123 1.6%
3	ISHARES TR CORE S&P MCP ETF IJH	IJH	1,112,664	$85.8m6.84%	6.84%	Reduced -4.8k	-4,835 -0.4%
4	ISHARES TR CORE S&P SCP ETF IJR	IJR	380,816	$56.5m4.50%	4.50%	Reduced -1.4k	-1,383 -0.4%
5	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	1,839,227	$54.1m4.31%	4.31%	Reduced -22.6k	-22,644 -1.2%
6	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	720,231	$48.7m3.88%	3.88%	Added +40.8k	+40,792 6.0%
7	APPLE INC COM AAPL	AAPL	119,147	$34.5m2.75%	2.75%	Reduced -734	-734 -0.6%
8	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	593,853	$34.2m2.73%	2.73%	Added +23.6k	+23,588 4.1%
9	ISHARES INC CORE MSCI EMKT IEMG	IEMG	364,138	$30.2m2.40%	2.40%	Reduced -1.2k	-1,248 -0.3%
10	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	473,445	$27.9m2.23%	2.23%	Added +11.6k	+11,580 2.5%
11	ALPHABET INC CAP STK CL A GOOGL	GOOGL	72,658	$26.0m2.07%	2.07%	Reduced -1.9k	-1,913 -2.6%
12	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	683,405	$25.2m2.01%	2.01%	Reduced -12.1k	-12,149 -1.8%
13	MICRON TECHNOLOGY INC COM MU	MU	18,655	$21.5m1.72%	1.72%	Reduced -3.1k	-3,133 -14.4%
14	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	258,946	$21.4m1.71%	1.71%	Added +3.3k	+3,265 1.3%
15	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	627,716	$21.2m1.69%	1.69%	Reduced -9.2k	-9,181 -1.4%
16	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	412,846	$19.3m1.54%	1.54%	Added +15.5k	+15,496 3.9%
17	MICROSOFT CORP COM MSFT	MSFT	49,926	$18.6m1.48%	1.48%	Added +426	+426 0.9%
18	ISHARES TR MBS ETF MBB	MBB	191,867	$18.1m1.45%	1.45%	Added +1.6k	+1,585 0.8%
19	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	480,896	$17.4m1.39%	1.39%	Reduced -5.6k	-5,598 -1.1%
20	NVIDIA CORPORATION COM NVDA	NVDA	84,023	$16.8m1.34%	1.34%	Reduced -3.7k	-3,670 -4.2%
21	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	592,672	$16.4m1.31%	1.31%	Reduced -11.6k	-11,608 -1.9%
22	JPMORGAN CHASE & CO COM JPM	JPM	49,728	$16.3m1.30%	1.30%	Reduced -176	-176 -0.3%
23	AMAZON COM INC COM AMZN	AMZN	65,240	$15.5m1.24%	1.24%	Added +297	+297 0.5%
24	COSTCO WHSL CORP NEW COM COST	COST	13,347	$12.5m1.00%	1.00%	Reduced -83	-83 -0.6%
25	ISHARES TR AGENCY BOND ETF AGZ	AGZ	74,091	$8.1m0.65%	0.65%	Reduced -2.1k	-2,089 -2.7%
26	MASTERCARD INCORPORATED CL A MA	MA	15,247	$7.8m0.62%	0.62%	Reduced -343	-343 -2.2%
27	JOHNSON & JOHNSON COM JNJ	JNJ	27,368	$7.0m0.55%	0.55%	Added +371	+371 1.4%
28	ISHARES TR S&P 500 GRWT ETF IVW	IVW	50,059	$6.9m0.55%	0.55%	Reduced -2.1k	-2,139 -4.1%
29	VANGUARD INDEX FDS MID CAP ETF VO	VO	79,142	$6.4m0.51%	0.51%	Reduced -1.6k	-1,554 -1.9%
30	UNITED RENTALS INC COM URI	URI	5,554	$6.3m0.50%	0.50%	Reduced -339	-339 -5.8%
31	ISHARES TR CORE US AGGBD ET AGG	AGG	63,551	$6.3m0.50%	0.50%	Reduced -875	-875 -1.4%
32	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	8,068	$5.5m0.44%	0.44%	Reduced -350	-350 -4.2%
33	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	11,023	$5.5m0.44%	0.44%	Reduced -183	-183 -1.6%
34	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	6,711	$5.1m0.41%	0.41%	Reduced -612	-612 -8.4%
35	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	6,812	$5.1m0.41%	0.41%	Added +95	+95 1.4%
36	CHEVRON CORP NEW COM CVX	CVX	30,223	$5.0m0.40%	0.40%	Added +294	+294 1.0%
37	CATERPILLAR INC COM CAT	CAT	4,521	$4.8m0.38%	0.38%	Added +140	+140 3.2%
38	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	126,137	$4.4m0.35%	0.35%	Added +339	+339 0.3%
39	ABBVIE INC COM ABBV	ABBV	17,191	$4.3m0.34%	0.34%	Added +200	+200 1.2%
40	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	118,673	$4.3m0.34%	0.34%	Reduced -1.5k	-1,493 -1.2%
41	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	8,106	$4.1m0.32%	0.32%	Added +150	+150 1.9%
42	TRANE TECHNOLOGIES PLC SHS TT	TT	8,068	$4.0m0.32%	0.32%	Reduced -31	-31 -0.4%
43	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	13,883	$3.9m0.31%	0.31%	Added +175	+175 1.3%
44	UNION PAC CORP COM UNP	UNP	14,271	$3.9m0.31%	0.31%	Reduced -166	-166 -1.1%
45	TESLA INC COM TSLA	TSLA	9,079	$3.8m0.30%	0.30%	Added +72	+72 0.8%
46	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	31,530	$3.8m0.30%	0.30%	Reduced -1.3k	-1,333 -4.1%
47	ISHARES TR S&P 500 VAL ETF IVE	IVE	16,280	$3.7m0.29%	0.29%	Reduced -253	-253 -1.5%
48	PROCTER AND GAMBLE CO COM PG	PG	22,215	$3.3m0.26%	0.26%	Added +383	+383 1.8%
49	EXXON MOBIL CORP COM XOM	XOM	23,202	$3.2m0.25%	0.25%	Added +257	+257 1.1%
50	WALMART INC COM WMT	WMT	27,373	$3.1m0.25%	0.25%	Added +661	+661 2.5%
51	BLACKSTONE INC COM BX	BX	25,272	$3.0m0.24%	0.24%	Reduced -527	-527 -2.0%
52	GENERAL DYNAMICS CORP COM GD	GD	8,258	$2.9m0.23%	0.23%	Added +77	+77 0.9%
53	ISHARES TR RUSSELL 2000 ETF IWM	IWM	9,630	$2.9m0.23%	0.23%	Reduced -503	-503 -5.0%
54	ELI LILLY & CO COM LLY	LLY	2,374	$2.8m0.23%	0.23%	Added +88	+88 3.9%
55	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	9,626	$2.8m0.22%	0.22%	Reduced -549	-549 -5.4%
56	EOG RES INC COM EOG	EOG	21,412	$2.8m0.22%	0.22%	Reduced -763	-763 -3.4%
57	META PLATFORMS INC CL A META	META	4,923	$2.8m0.22%	0.22%	Added +165	+165 3.5%
58	PHILIP MORRIS INTL INC COM PM	PM	14,664	$2.7m0.21%	0.21%	Added +240	+240 1.7%
59	ALTRIA GROUP INC COM MO	MO	36,196	$2.6m0.21%	0.21%	Added +267	+267 0.7%
60	ISHARES TR RUS 1000 GRW ETF IWF	IWF	20,780	$2.6m0.21%	0.21%	Unchanged
61	ALPHABET INC CAP STK CL C GOOG	GOOG	6,958	$2.5m0.20%	0.20%	Added +750	+750 12.1%
62	NOVO-NORDISK A S ADR NVO	NVO	51,012	$2.4m0.19%	0.19%	Reduced -1.3k	-1,335 -2.5%
63	HOME DEPOT INC COM HD	HD	6,805	$2.4m0.19%	0.19%	Added +234	+234 3.6%
64	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	19,328	$2.4m0.19%	0.19%	Reduced -645	-645 -3.2%
65	ILLINOIS TOOL WKS INC COM ITW	ITW	8,776	$2.4m0.19%	0.19%	Added +166	+166 1.9%
66	MCDONALDS CORP COM MCD	MCD	8,593	$2.3m0.19%	0.19%	Added +22	+22 0.3%
67	PEPSICO INC COM PEP	PEP	16,109	$2.2m0.17%	0.17%	Added +434	+434 2.8%
68	ISHARES TR RUS 1000 VAL ETF IWD	IWD	8,471	$2.1m0.16%	0.16%	Unchanged
69	PROLOGIS INC. COM PLD	PLD	14,963	$2.0m0.16%	0.16%	Added +297	+297 2.0%
70	VISA INC COM CL A V	V	5,747	$2.0m0.16%	0.16%	Added +306	+306 5.6%
71	MID PENN BANCORP INC COM MPB	MPB	55,230	$1.9m0.15%	0.15%	Unchanged
72	DUKE ENERGY CORP NEW COM NEW DUK	DUK	14,714	$1.9m0.15%	0.15%	Reduced -545	-545 -3.6%
73	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	62,777	$1.8m0.14%	0.14%	Reduced -146	-146 -0.2%
74	ONEOK INC NEW COM OKE	OKE	20,702	$1.8m0.14%	0.14%	Added +467	+467 2.3%
75	ISHARES TR 3 7 YR TREAS BD IEI	IEI	15,146	$1.8m0.14%	0.14%	Reduced -855	-855 -5.3%
76	MERCK & CO INC COM MRK	MRK	13,762	$1.8m0.14%	0.14%	Added +497	+497 3.8%
77	ROPER TECHNOLOGIES INC COM ROP	ROP	4,912	$1.7m0.13%	0.13%	Reduced -628	-628 -11.3%
78	ISHARES TR A RATE CP BD ETF QLTA	QLTA	34,880	$1.7m0.13%	0.13%	Reduced -3.6k	-3,645 -9.5%
79	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	22,658	$1.6m0.13%	0.13%	Reduced -96	-96 -0.4%
80	MARKEL GROUP INC COM MKL	MKL	778	$1.5m0.12%	0.12%	Unchanged
81	BROADCOM INC COM AVGO	AVGO	3,684	$1.4m0.11%	0.11%	Added +1.1k	+1,056 40.2%
82	ISHARES TR ESG MSCI USA ETF USXF	USXF	19,754	$1.4m0.11%	0.11%	Reduced -1.9k	-1,936 -8.9%
83	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	13,862	$1.3m0.11%	0.11%	Unchanged
84	COCA COLA CO COM KO	KO	16,308	$1.3m0.11%	0.11%	Added +531	+531 3.4%
85	HERSHEY CO COM HSY	HSY	7,423	$1.3m0.10%	0.10%	Added +48	+48 0.7%
86	CORNING INC COM GLW	GLW	4,955	$1.3m0.10%	0.10%	Added +122	+122 2.5%
87	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	14,625	$1.3m0.10%	0.10%	Reduced -3	-3 -0.0%
88	FULTON FINL CORP PA COM FULT	FULT	50,235	$1.2m0.10%	0.10%	Added +230	+230 0.5%
89	SPDR GOLD TR GOLD SHS GLD	GLD	3,275	$1.2m0.10%	0.10%	Unchanged
90	NUCOR CORP COM NUE	NUE	5,343	$1.2m0.09%	0.09%	Added +25	+25 0.5%
91	DEERE & CO COM DE	DE	1,869	$1.2m0.09%	0.09%	Added +631	+631 51.0%
92	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	12,353	$1.2m0.09%	0.09%	Added +46	+46 0.4%
93	PNC FINL SVCS GROUP INC COM PNC	PNC	4,631	$1.1m0.09%	0.09%	Added +56	+56 1.2%
94	ISHARES TR S&P MC 400GR ETF IJK	IJK	9,352	$1.1m0.09%	0.09%	Added +6	+6 0.1%
95	M & T BK CORP COM MTB	MTB	4,605	$1.1m0.09%	0.09%	Reduced -20	-20 -0.4%
96	ISHARES TR RUS MID CAP ETF IWR	IWR	9,876	$1.1m0.09%	0.09%	Reduced -452	-452 -4.4%
97	D R HORTON INC COM DHI	DHI	6,454	$1.1m0.08%	0.08%	Reduced -228	-228 -3.4%
98	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	4,452	$997.1k0.08%	0.08%	Reduced -891	-891 -16.7%
99	ISHARES TR MSCI EAFE ETF EFA	EFA	9,498	$986.7k0.08%	0.08%	Reduced -107	-107 -1.1%
100	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	11,479	$981.3k0.08%	0.08%	Reduced -217	-217 -1.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BANK NEW YORK MELLON CORP BNY	BNY	7,073	$839.0k7.1k shares
HONEYWELL INTL INC		1,032	$466.5k1.0k shares