RKL Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, RKL Wealth Management LLC held in its portfolio 177 assets valued at $1,218,228,505 (i.e. $1.22B).
The most valuable assets in the portfolio included: ISHARES TR ($253.86M), ISHARES TR ($112.79M), and ISHARES TR ($81.55M).
The chart below shows the top 10 valuable assets, and the table below shows the top 177 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RKL Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 370634 | 253861533 | CORE S&P500 ETF |
| ISHARES TR | 1260786 | 112789955 | CORE MSCI EAFE |
| ISHARES TR | 1235649 | 81552837 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 1440791 | 76530860 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 2147814 | 57797685 | US LRG CAP ETF |
| ISHARES TR | 411692 | 49477185 | CORE S&P SCP ETF |
| APPLE INC | 125644 | 34157571 | COM |
| VANGUARD SCOTTSDALE FDS | 480188 | 28777672 | INTER TERM TREAS |
| ISHARES INC | 396982 | 26685118 | CORE MSCI EMKT |
| MICROSOFT CORP | 52575 | 25426217 | COM |
| ALPHABET INC | 78614 | 24606121 | CAP STK CL A |
| SCHWAB STRATEGIC TR | 761000 | 22883281 | US MID-CAP ETF |
| VANGUARD SCOTTSDALE FDS | 268163 | 22458662 | INT-TERM CORP |
| SCHWAB STRATEGIC TR | 667037 | 21758751 | US LCAP GR ETF |
| ISHARES TR | 205274 | 19546236 | MBS ETF |
| VANGUARD SCOTTSDALE FDS | 409756 | 19291329 | MTG-BKD SECS ETF |
| NVIDIA CORPORATION | 97884 | 18255329 | COM |
| SCHWAB STRATEGIC TR | 659652 | 15858033 | INTL EQTY ETF |
| AMAZON COM INC | 66326 | 15309368 | COM |
| SCHWAB STRATEGIC TR | 534449 | 15221094 | US SML CAP ETF |
| COSTCO WHSL CORP NEW | 13664 | 11783376 | COM |
| MASTERCARD INCORPORATED | 16094 | 9187706 | CL A |
| ISHARES TR | 80604 | 8886632 | AGENCY BOND ETF |
| JPMORGAN CHASE & CO. | 25089 | 8084103 | COM |
| MICRON TECHNOLOGY INC | 24686 | 7045736 | COM |
| THERMO FISHER SCIENTIFIC INC | 11965 | 6933157 | COM |
| ISHARES TR | 54537 | 6722199 | S&P 500 GRWT ETF |
| ISHARES TR | 66637 | 6655707 | CORE US AGGBD ET |
| JOHNSON & JOHNSON | 28240 | 5844284 | COM |
| VANGUARD INDEX FDS | 20110 | 5836351 | MID CAP ETF |
| VANGUARD INDEX FDS | 8552 | 5363502 | S&P 500 ETF SHS |
| UNITED RENTALS INC | 6233 | 5044088 | COM |
| TESLA INC | 10500 | 4722060 | COM |
| CHEVRON CORP NEW | 30388 | 4631430 | COM |
| SPDR S&P 500 ETF TR | 6743 | 4597961 | TR UNIT |
| SCHWAB STRATEGIC TR | 136526 | 4471238 | EMRG MKTEQ ETF |
| INTERNATIONAL BUSINESS MACHS | 14235 | 4216570 | COM |
| BERKSHIRE HATHAWAY INC DEL | 8319 | 4181546 | CL B NEW |
| BLACKSTONE INC | 26790 | 4129383 | COM |
| ABBVIE INC | 17748 | 4055185 | COM |
| SCHWAB STRATEGIC TR | 133347 | 3948393 | US LCAP VA ETF |
| CROWDSTRIKE HLDGS INC | 8214 | 3850395 | CL A |
| ISHARES TR | 17385 | 3686859 | S&P 500 VAL ETF |
| VANGUARD TAX-MANAGED FDS | 56042 | 3500943 | VAN FTSE DEV MKT |
| WALMART INC | 31419 | 3500373 | COM |
| INTERCONTINENTAL EXCHANGE IN | 20913 | 3387143 | COM |
| UNION PAC CORP | 14636 | 3385708 | COM |
| META PLATFORMS INC | 5004 | 3303116 | CL A |
| TRANE TECHNOLOGIES PLC | 8365 | 3255658 | SHS |
| L3HARRIS TECHNOLOGIES INC | 11034 | 3239179 | COM |
| PROCTER AND GAMBLE CO | 21263 | 3047249 | COM |
| GENERAL DYNAMICS CORP | 8517 | 2867415 | COM |
| NOVO-NORDISK A S | 54311 | 2763344 | ADR |
| MCDONALDS CORP | 8792 | 2686996 | COM |
| ISHARES TR | 10737 | 2642884 | RUSSELL 2000 ETF |
| ROPER TECHNOLOGIES INC | 5864 | 2610119 | COM |
| EOG RES INC | 24419 | 2564251 | COM |
| EXXON MOBIL CORP | 21006 | 2527866 | COM |
| CATERPILLAR INC | 4375 | 2506335 | COM |
| ELI LILLY & CO | 2277 | 2447250 | COM |
| PHILIP MORRIS INTL INC | 14698 | 2357560 | COM |
| HOME DEPOT INC | 6845 | 2355471 | COM |
| PEPSICO INC | 16238 | 2330490 | COM |
| ISHARES TR | 4755 | 2250542 | RUS 1000 GRW ETF |
| ILLINOIS TOOL WKS INC | 8846 | 2178754 | COM |
| ALTRIA GROUP INC | 36086 | 2080699 | COM |
| VISA INC | 5928 | 2079077 | COM CL A |
| ISHARES TR | 17097 | 2040482 | 3 7 YR TREAS BD |
| ISHARES TR | 42127 | 2025883 | A RATE CP BD ETF |
| PROLOGIS INC. | 15395 | 1965266 | COM |
| ALPHABET INC | 6229 | 1954782 | CAP STK CL C |
| ISHARES TR | 8270 | 1739512 | RUS 1000 VAL ETF |
| SCHWAB STRATEGIC TR | 65854 | 1727343 | US BRD MKT ETF |
| DUKE ENERGY CORP NEW | 14689 | 1721668 | COM NEW |
| MID PENN BANCORP INC | 55230 | 1713231 | COM |
| MARKEL GROUP INC | 778 | 1672428 | COM |
| BROADCOM INC | 4742 | 1641228 | COM |
| MERCK & CO INC | 14463 | 1522369 | COM |
| ONEOK INC NEW | 20468 | 1504383 | COM |
| AUTOMATIC DATA PROCESSING IN | 5794 | 1490353 | COM |
| HERSHEY CO | 7399 | 1346501 | COM |
| SPDR GOLD TR | 3275 | 1297916 | GOLD SHS |
| WISDOMTREE TR | 14400 | 1287792 | US QTLY DIV GRT |
| ISHARES TR | 21642 | 1246149 | ESG MSCI USA ETF |
| VANGUARD INDEX FDS | 2438 | 1189223 | GROWTH ETF |
| ISHARES TR | 13172 | 1114887 | CORE MSCI TOTAL |
| COCA COLA CO | 15081 | 1054285 | COM |
| INVESCO QQQ TR | 1677 | 1030198 | UNIT SER 1 |
| AGNICO EAGLE MINES LTD | 6000 | 1017180 | COM |
| CONSTELLATION ENERGY CORP | 2836 | 1001978 | COM |
| ISHARES TR | 10364 | 997786 | RUS MID CAP ETF |
| VANGUARD STAR FDS | 12787 | 964638 | VG TL INTL STK F |
| D R HORTON INC | 6697 | 964621 | COM |
| FULTON FINL CORP PA | 49768 | 962021 | COM |
| M & T BK CORP | 4612 | 929212 | COM |
| ISHARES TR | 9605 | 922351 | MSCI EAFE ETF |
| ISHARES TR | 9486 | 918965 | S&P MC 400GR ETF |
| PNC FINL SVCS GROUP INC | 4163 | 868943 | COM |
| UNITEDHEALTH GROUP INC | 2610 | 861738 | COM |
| NUCOR CORP | 5270 | 859590 | COM |
| AT&T INC | 34425 | 855108 | COM |
| BANK NEW YORK MELLON CORP | 7213 | 837340 | COM |
| TRUIST FINL CORP | 16747 | 824137 | COM |
| WELLS FARGO CO NEW | 8126 | 757299 | COM |
| BLACKROCK INC | 707 | 757258 | COM |
| PALANTIR TECHNOLOGIES INC | 4153 | 738196 | CL A |
| ISHARES TR | 1815 | 702132 | RUSSELL 3000 ETF |
| KINDER MORGAN INC DEL | 25054 | 688735 | COM |
| MID-AMER APT CMNTYS INC | 4944 | 686762 | COM |
| NIKE INC | 10374 | 660931 | CL B |
| HEICO CORP NEW | 1930 | 624449 | COM |
| CISCO SYS INC | 7977 | 614459 | COM |
| RTX CORPORATION | 3321 | 609152 | COM |
| PPL CORP | 17159 | 600895 | COM |
| SCHWAB STRATEGIC TR | 25696 | 600512 | US AGGREGATE B |
| ORACLE CORP | 2973 | 579491 | COM |
| DISNEY WALT CO | 4918 | 559553 | COM |
| DEERE & CO | 1199 | 558148 | COM |
| EMERSON ELEC CO | 4196 | 556893 | COM |
| VANGUARD INDEX FDS | 1803 | 544589 | SML CP GRW ETF |
| VANGUARD SCOTTSDALE FDS | 5385 | 535943 | VNG RUS2000IDX |
| NORTHERN LTS FD TR IV | 11638 | 525205 | INSPIRE 100 ETF |
| ISHARES TR | 3430 | 510954 | ESG AWR MSCI USA |
| CSX CORP | 13694 | 496421 | COM |
| ABBOTT LABS | 3953 | 495311 | COM |
| GOLDMAN SACHS GROUP INC | 557 | 489497 | COM |
| ACNB CORP | 10098 | 488239 | COM |
| DANAHER CORPORATION | 2112 | 483480 | COM |
| LOCKHEED MARTIN CORP | 982 | 475066 | COM |
| FRANKLIN FINL SVCS CORP | 9218 | 462742 | COM |
| BANK AMERICA CORP | 8341 | 458746 | COM |
| HEICO CORP NEW | 1787 | 451006 | CL A |
| ORRSTOWN FINL SVCS INC | 12526 | 443678 | COM |
| FORD MTR CO | 33614 | 441019 | COM |
| YORK WTR CO | 13756 | 437992 | COM |
| ISHARES SILVER TR | 6711 | 432323 | ISHARES |
| LOWES COS INC | 1673 | 403472 | COM |
| HONEYWELL INTL INC | 2025 | 395058 | COM |
| MORGAN STANLEY | 2149 | 381544 | COM NEW |
| 3M CO | 2357 | 377356 | COM |
| VANGUARD INDEX FDS | 1119 | 375246 | TOTAL STK MKT |
| TJX COS INC NEW | 2417 | 371276 | COM |
| APPLIED MATLS INC | 1427 | 366842 | COM |
| PFIZER INC | 14684 | 365624 | COM |
| SCHWAB STRATEGIC TR | 13249 | 363409 | US DIVIDEND EQ |
| HENRY SCHEIN INC | 4801 | 362860 | COM |
| FLEXSTEEL INDS INC | 9112 | 359833 | COM |
| GSK PLC | 7083 | 347351 | SPONSORED ADR |
| CORNING INC | 3845 | 336669 | COM |
| CITIGROUP INC | 2806 | 327433 | COM NEW |
| ISHARES TR | 2170 | 322699 | CORE S&P TTL STK |
| AMERICAN EXPRESS CO | 850 | 314640 | COM |
| ADVANCED MICRO DEVICES INC | 1457 | 312032 | COM |
| FIRSTENERGY CORP | 6952 | 311226 | COM |
| DIMENSIONAL ETF TRUST | 4453 | 310241 | US SMALL CAP ETF |
| SERVICENOW INC | 1990 | 304849 | COM |
| GE AEROSPACE | 968 | 298157 | COM NEW |
| DIMENSIONAL ETF TRUST | 6288 | 292958 | US MKTWIDE VALUE |
| MARRIOTT INTL INC NEW | 927 | 287507 | CL A |
| GAMING & LEISURE PPTYS INC | 6116 | 273326 | COM |
| KIMBERLY-CLARK CORP | 2457 | 247929 | COM |
| VANGUARD INTL EQUITY INDEX F | 4611 | 247888 | FTSE EMR MKT ETF |
| NETFLIX INC | 2618 | 245464 | COM |
| LAM RESEARCH CORP | 1389 | 237770 | COM NEW |
| VEEVA SYS INC | 1042 | 232606 | CL A COM |
| VANGUARD WORLD FD | 305 | 229729 | INF TECH ETF |
| SCHWAB STRATEGIC TR | 8924 | 223804 | INT-TRM U.S TRES |
| ANALOG DEVICES INC | 812 | 220328 | COM |
| CROWN HLDGS INC | 2131 | 219430 | COM |
| ISHARES TR | 2833 | 212897 | ESG EAFE ETF |
| SELECT SECTOR SPDR TR | 1473 | 212043 | STATE STREET TEC |
| ACCENTURE PLC IRELAND | 784 | 210348 | SHS CLASS A |
| VERIZON COMMUNICATIONS INC | 5120 | 208523 | COM |
| INTUITIVE SURGICAL INC | 367 | 207855 | COM NEW |
| SFL CORPORATION LTD | 25000 | 195250 | SHS |
| GABELLI UTIL TR | 25000 | 150750 | COM |
| ANNOVIS BIO INC | 10000 | 34600 | COM |
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