Investor
RKL Wealth Management LLC
CIK 0001604723 · filed 2026-04-24 · SEC filing
13F book
$1.11B
Positions
179
6 new · 10 sold
Largest name
19.0%
Ishares Tr
Est. mark
−$19.2M
Price effect on 173 names still held. Flow −$87.7M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 322.6K | $210.7M | 19.0% | −$10.2M | Cut−$43.1M |
| Ishares Tr | — | 1.19M | $107.8M | 9.7% | $1.27M | Cut−$4.97M |
| Ishares Tr | — | 1.12M | $75.5M | 6.8% | $1.71M | Cut−$6.09M |
| Schwab Strategic Tr | — | 1.86M | $47.7M | 4.3% | −$2.36M | Cut−$10.1M |
| Ishares Tr | — | 382.2K | $47.5M | 4.3% | $1.58M | Cut−$1.97M |
| Spdr Series Trust | — | 679.4K | $40.2M | 3.6% | $890.1K | Cut−$1.01M |
| Apple Inc. | AAPL | 119.9K | $30.4M | 2.7% | −$2.17M | Cut−$3.73M |
| Spdr Series Trust | — | 570.3K | $27.6M | 2.5% | $832.6K | Cut−$1.12M |
| Vanguard Scottsdale Fds | — | 461.9K | $27.5M | 2.5% | −$175.5K | Cut−$1.27M |
| Ishares Inc | — | 365.4K | $25.5M | 2.3% | $924.5K | Cut−$1.2M |
| Schwab Strategic Tr | — | 695.6K | $21.5M | 1.9% | $619K | Cut−$1.35M |
| Alphabet Inc | — | 74.6K | $21.4M | 1.9% | −$1.9M | Cut−$3.16M |
| Vanguard Scottsdale Fds | — | 255.7K | $21.2M | 1.9% | −$255.7K | Cut−$1.3M |
| Vanguard Scottsdale Fds | — | 397.4K | $18.7M | 1.7% | −$51.7K | Cut−$635.7K |
| Schwab Strategic Tr | — | 636.9K | $18.6M | 1.7% | −$2.22M | Cut−$3.21M |
| Microsoft Corp | MSFT | 49.5K | $18.3M | 1.6% | −$5.62M | Cut−$7.1M |
| Ishares Tr | — | 190.3K | $18.1M | 1.6% | −$51.4K | Cut−$1.48M |
| Nvidia Corp | NVDA | 87.7K | $15.3M | 1.4% | −$1.06M | Cut−$2.96M |
| Schwab Strategic Tr | — | 604.3K | $15M | 1.3% | $429K | Cut−$902.1K |
| Jpmorgan Chase & Co. | — | 49.9K | $14.7M | 1.3% | −$704K | Added$6.6M |
| Schwab Strategic Tr | — | 486.5K | $14.1M | 1.3% | $291.9K | Cut−$1.07M |
| Amazon Com Inc | AMZN | 64.9K | $13.5M | 1.2% | −$1.46M | Cut−$1.78M |
| Costco Whsl Corp New | — | 13.4K | $13.4M | 1.2% | $1.8M | Cut$1.6M |
| Ishares Tr | — | 76.2K | $8.36M | 0.8% | −$41.2K | Cut−$528.9K |
| Mastercard Inc | MA | 15.6K | $7.79M | 0.7% | −$1.11M | Cut−$1.4M |
| Micron Technology Inc | MU | 21.8K | $7.36M | 0.7% | $1.14M | Cut$315.2K |
| Johnson & Johnson | JNJ | 27K | $6.6M | 0.6% | $1.01M | Cut$754.9K |
| Ishares Tr | — | 64.4K | $6.4M | 0.6% | −$39.3K | Cut−$260.2K |
| Chevron Corp New | CVX | 29.9K | $6.19M | 0.6% | $1.63M | Cut$1.56M |
| Ishares Tr | — | 52.2K | $5.9M | 0.5% | −$529.8K | Cut−$818.1K |
| Vanguard Index Fds | — | 20.2K | $5.79M | 0.5% | −$61.1K | Added−$42.7K |
| Thermo Fisher Scientific Inc. | TMO | 11.2K | $5.51M | 0.5% | −$985.5K | Cut−$1.43M |
| Vanguard Index Fds | — | 8.42K | $5.03M | 0.5% | −$249.3K | Cut−$333.3K |
| Spdr S&P 500 Etf Tr | — | 6.72K | $4.37M | 0.4% | −$211.9K | Cut−$229.7K |
| United Rentals, Inc. | URI | 5.89K | $4.29M | 0.4% | −$475.4K | Cut−$750.5K |
| Schwab Strategic Tr | — | 120.2K | $3.96M | 0.4% | $24K | Cut−$511.8K |
| Exxon Mobil Corp | — | 22.9K | $3.89M | 0.4% | $1.04M | Added$1.36M |
| Schwab Strategic Tr | — | 125.8K | $3.84M | 0.3% | $112K | Cut−$111.6K |
| Berkshire Hathaway Inc Del | — | 7.96K | $3.81M | 0.3% | −$186.6K | Cut−$369K |
| AbbVie Inc. | ABBV | 17K | $3.7M | 0.3% | −$186.9K | Cut−$359.8K |
| L3harris Technologies Inc | — | 10.2K | $3.51M | 0.3% | $524.8K | Cut$272.6K |
| Union Pac Corp | — | 14.4K | $3.5M | 0.3% | $163.1K | Cut$117K |
| Ishares Tr | — | 16.5K | $3.49M | 0.3% | −$15.1K | Cut−$195.8K |
| Trane Technologies Plc | TT | 8.1K | $3.38M | 0.3% | $223K | Cut$119.5K |
| Tesla, Inc. | TSLA | 9.01K | $3.35M | 0.3% | −$702.3K | Cut−$1.37M |
| International Business Machs | — | 13.7K | $3.32M | 0.3% | −$737.8K | Cut−$893.9K |
| Walmart Inc. | WMT | 26.7K | $3.32M | 0.3% | $343.8K | Cut−$180.6K |
| Spdr Series Trust | — | 32.9K | $3.22M | 0.3% | −$288.9K | Cut−$448.6K |
| Eog Res Inc | — | 22.2K | $3.21M | 0.3% | $877.2K | Cut$641.6K |
| Procter And Gamble Co | PG | 21.8K | $3.15M | 0.3% | $24K | Added$106.2K |
| Intercontinental Exchange In | — | 20K | $3.14M | 0.3% | −$93.5K | Cut−$245.7K |
| Caterpillar Inc | CAT | 4.38K | $3.1M | 0.3% | $592.9K | Added$597.1K |
| Blackstone Inc. | BX | 25.8K | $2.97M | 0.3% | −$1.01M | Cut−$1.16M |
| Crowdstrike Hldgs Inc | — | 7.32K | $2.86M | 0.3% | −$573.8K | Cut−$991.4K |
| General Dynamics Corp | GD | 8.18K | $2.81M | 0.3% | $53.5K | Cut−$59.6K |
| Meta Platforms, Inc. | META | 4.76K | $2.72M | 0.2% | −$418.4K | Cut−$580.8K |
| Mcdonalds Corp | MCD | 8.57K | $2.66M | 0.2% | $44.3K | Cut−$23.2K |
| Ishares Tr | — | 10.1K | $2.51M | 0.2% | $18.7K | Cut−$129.9K |
| Pepsico Inc | PEP | 15.7K | $2.43M | 0.2% | $184.5K | Cut$103.7K |
| Philip Morris Intl Inc | — | 14.4K | $2.38M | 0.2% | $71.3K | Cut$27.3K |
| Altria Group, Inc. | MO | 35.9K | $2.37M | 0.2% | $299.3K | Cut$290.3K |
| Illinois Tool Wks Inc | — | 8.61K | $2.24M | 0.2% | $120.6K | Cut$62.4K |
| Ishares Tr | — | 5.2K | $2.22M | 0.2% | −$223K | Added−$35.4K |
| Home Depot, Inc. | HD | 6.57K | $2.16M | 0.2% | −$100.2K | Cut−$194.4K |
| Eli Lilly & Co | LLY | 2.29K | $2.1M | 0.2% | −$353.4K | Added−$345.1K |
| Duke Energy Corp New | — | 15.3K | $2M | 0.2% | $201.7K | Added$276.3K |
| Roper Technologies Inc | ROP | 5.54K | $1.96M | 0.2% | −$505.5K | Cut−$649.7K |
| Prologis Inc. | — | 14.7K | $1.94M | 0.2% | $66.4K | Cut−$26.7K |
| Novo-Nordisk A S | — | 52.3K | $1.92M | 0.2% | −$739.7K | Cut−$839.6K |
| Ishares Tr | — | 16K | $1.9M | 0.2% | −$11.9K | Cut−$142.7K |
| Ishares Aaa A Rated Cor | — | 38.5K | $1.83M | 0.2% | −$19.3K | Cut−$192.5K |
| Oneok Inc /New/ | OKE | 20.2K | $1.83M | 0.2% | $341.8K | Cut$324.7K |
| Ishares Tr | — | 8.47K | $1.81M | 0.2% | $27.5K | Added$70.5K |
| Alphabet Inc | — | 6.21K | $1.78M | 0.2% | −$167.4K | Cut−$174K |
| Mid Penn Bancorp Inc | MPB | 55.2K | $1.78M | 0.2% | $63K | Held |
| Visa Inc. | V | 5.44K | $1.64M | 0.1% | −$263.9K | Cut−$434.7K |
| Merck & Co., Inc. | MRK | 13.3K | $1.6M | 0.1% | $199.4K | Cut$73.3K |
| Schwab Strategic Tr | — | 62.9K | $1.58M | 0.1% | −$71.1K | Cut−$148K |
| Hershey Co | HSY | 7.38K | $1.53M | 0.1% | $191K | Cut$186.7K |
| Markel Group Inc. | MKL | 778 | $1.49M | 0.1% | −$183.3K | Held |
| Vanguard Tax-Managed Fds | — | 22.8K | $1.46M | 0.1% | $36.6K | Cut−$2.04M |
| Spdr Gold Tr | — | 3.27K | $1.41M | 0.1% | $111.3K | Held |
| Agnico Eagle Mines Ltd | AEM | 6K | $1.22M | 0.1% | $200.7K | Held |
| Wisdomtree Tr | — | 13.9K | $1.22M | 0.1% | −$22K | Cut−$70.2K |
| Coca Cola Co | KO | 15.8K | $1.2M | 0.1% | $92.6K | Added$145.5K |
| Ishares Tr | — | 21.7K | $1.2M | 0.1% | −$51.5K | Added−$48.8K |
| Automatic Data Processing In | — | 5.34K | $1.09M | 0.1% | −$288.8K | Cut−$404.8K |
| At&T Inc | — | 36.9K | $1.07M | 0.1% | $142.9K | Added$213.4K |
| Ishares Tr | — | 12.3K | $1.07M | 0.1% | $24.6K | Cut−$48.7K |
| Vanguard Growth Etf | — | 2.44K | $1.06M | 0.1% | −$124.5K | Held |
| Fulton Finl Corp Pa | — | 50K | $1.02M | 0.1% | $50.3K | Added$55.1K |
| Ishares Tr | — | 10.3K | $1M | 0.1% | $9.89K | Cut$6.43K |
| M & T Bk Corp | — | 4.63K | $956.1K | 0.1% | $24.2K | Added$26.9K |
| Pnc Finl Svcs Group Inc | — | 4.58K | $952K | 0.1% | −$2.65K | Added$83.1K |
| Ishares Tr | — | 9.35K | $940.4K | 0.1% | $35K | Cut$21.4K |
| Ishares Tr | — | 9.61K | $932.9K | 0.1% | $10.6K | Held |
| D R Horton Inc | — | 6.68K | $916.9K | 0.1% | −$45.6K | Cut−$47.7K |
| Vanguard Star Fds | — | 11.7K | $901.9K | 0.1% | $19.6K | Cut−$62.7K |
| Nucor Corp | NUE | 5.32K | $899.3K | 0.1% | $31.6K | Added$39.7K |
| Spdr Series Trust | — | 26K | $872.3K | 0.1% | −$7.02K | Cut−$63.8K |
| Spdr Series Trust | — | 15.1K | $855.4K | 0.1% | −$3.48K | Cut−$89.2K |
| Bank New York Mellon Corp | — | 7.07K | $839K | 0.1% | $17.9K | Cut$1.69K |
| Kinder Morgan Inc Del | — | 24.9K | $835.8K | 0.1% | $150.6K | Cut$147.1K |
| Broadcom Inc. | AVGO | 2.63K | $813.4K | 0.1% | −$96.2K | Cut−$827.8K |
| Constellation Energy Corp | CEG | 2.89K | $806.4K | 0.1% | −$210.1K | Added−$195.6K |
| Spdr Series Trust | — | 26.9K | $771.4K | 0.1% | −$4.83K | Cut−$62.3K |
| Deere & Co | DE | 1.24K | $697.4K | 0.1% | $117.3K | Added$139.3K |
| Truist Finl Corp | — | 14.7K | $678K | 0.1% | −$47.8K | Cut−$146.1K |
| Ishares Tr | — | 1.82K | $674.1K | 0.1% | −$29.5K | Added−$28K |
| RTX Corp | RTX | 3.46K | $666.6K | 0.1% | $31.4K | Added$57.4K |
| BlackRock, Inc. | BLK | 687 | $661.2K | 0.1% | −$74.7K | Cut−$96.1K |
| Corning Inc | — | 4.83K | $657.2K | 0.1% | $186.1K | Added$320.5K |
| Ppl Corp | — | 17K | $649.4K | 0.1% | $54.1K | Cut$48.5K |
| Acnb Corp | ACNB | 13.4K | $641.7K | 0.1% | −$4.85K | Added$153.5K |
| Cisco Sys Inc | — | 7.96K | $617.5K | 0.1% | $4.48K | Cut$3.09K |
| Unitedhealth Group Inc | UNH | 2.27K | $614.8K | 0.1% | −$135.4K | Cut−$247K |
| Mid-Amer Apt Cmntys Inc | — | 4.99K | $608.8K | 0.1% | −$82.9K | Added−$77.9K |
| Schwab Us Aggregate Bond | — | 25.4K | $589.4K | 0.1% | −$3.8K | Cut−$11.2K |
| Csx Corp | CSX | 13.5K | $554.8K | 0.1% | $64.9K | Cut$58.3K |
| Lockheed Martin Corp | LMT | 913 | $552.1K | 0.1% | $110.4K | Cut$77K |
| Vanguard Index Fds | — | 1.79K | $542.1K | 0.0% | $250 | Cut−$2.47K |
| Vanguard Scottsdale Fds | — | 5.4K | $540.9K | 0.0% | $3.51K | Added$4.91K |
| Northern Lts Fd Tr Iv | — | 11.4K | $537K | 0.0% | $23K | Cut$11.8K |
| Emerson Elec Co | — | 4.07K | $533K | 0.0% | −$6.91K | Cut−$23.9K |
| Heico Corp New | — | 1.93K | $529.3K | 0.0% | −$95.1K | Held |
| Ishares Silver Tr | — | 7.71K | $525.3K | 0.0% | $25K | Added$93K |
| Vanguard Bd Index Fds | — | 7.03K | $517.8K | 0.0% | — | New |
| Ishares Tr | — | 3.44K | $486.3K | 0.0% | −$25.8K | Added−$24.7K |
| Disney Walt Co | — | 5K | $481.8K | 0.0% | −$85.5K | Added−$77.7K |
| Franklin Finl Svcs Corp | — | 9.23K | $471.4K | 0.0% | $8.12K | Added$8.69K |
| Honeywell Intl Inc | — | 2.06K | $466.5K | 0.0% | $62.7K | Added$71.5K |
| NIKE, Inc. | NKE | 8.83K | $466.4K | 0.0% | −$96.1K | Cut−$194.5K |
| Orrstown Finl Svcs Inc | — | 12.6K | $454.4K | 0.0% | $8.25K | Added$10.7K |
| York Wtr Co | — | 13.9K | $422K | 0.0% | −$19.1K | Added−$16K |
| Oracle Corp | — | 2.86K | $420.5K | 0.0% | −$136.6K | Cut−$159K |
| Pfizer Inc | PFE | 14.9K | $419.7K | 0.0% | $46.7K | Added$54.1K |
| Flexsteel Inds Inc | — | 9.11K | $409.5K | 0.0% | $49.7K | Held |
| Schwab Strategic Tr | — | 13.1K | $402.3K | 0.0% | $42.6K | Cut$38.9K |
| Bank America Corp | — | 8.15K | $397.4K | 0.0% | −$50.9K | Cut−$61.3K |
| Abbott Labs | ABT | 3.86K | $396K | 0.0% | −$87.3K | Cut−$99.3K |
| Gsk Plc | — | 7.08K | $390.9K | 0.0% | $43.6K | Held |
| Ford Mtr Co | — | 33.8K | $390.2K | 0.0% | −$53.1K | Added−$50.9K |
| Danaher Corporation | — | 2.05K | $388.7K | 0.0% | −$80.6K | Cut−$94.8K |
| Heico Corp New | — | 1.79K | $377.3K | 0.0% | −$73.7K | Held |
| Vanguard Index Fds | — | 1.16K | $373.5K | 0.0% | −$16.2K | Added−$1.75K |
| Morgan Stanley | — | 2.27K | $372.9K | 0.0% | −$27.9K | Added−$8.64K |
| Tjx Cos Inc New | — | 2.3K | $367.8K | 0.0% | $14K | Cut−$3.49K |
| Goldman Sachs Group Inc | — | 433 | $366.3K | 0.0% | −$14.2K | Cut−$123.2K |
| Henry Schein Inc | HSIC | 4.8K | $353.8K | 0.0% | −$9.03K | Held |
| Lowes Cos Inc | — | 1.45K | $342.7K | 0.0% | −$7.03K | Cut−$60.8K |
| 3M CO | MMM | 2.27K | $329.7K | 0.0% | −$33.8K | Cut−$47.7K |
| Ge Aerospace | — | 1.13K | $321.5K | 0.0% | −$23.5K | Added$23.4K |
| Citigroup Inc | — | 2.81K | $318.2K | 0.0% | −$9.2K | Held |
| Dimensional Etf Trust | — | 4.45K | $316.7K | 0.0% | $6.5K | Held |
| Ishares Tr | — | 2.17K | $309.2K | 0.0% | −$13.7K | Added−$13.5K |
| Dimensional Etf Trust | — | 6.29K | $304.7K | 0.0% | $11.8K | Held |
| Norfolk Southn Corp | — | 1.05K | $302.2K | 0.0% | — | New |
| Firstenergy Corp | FE | 5.8K | $293.8K | 0.0% | $34.2K | Cut−$17.4K |
| Wells Fargo Co New | — | 3.69K | $293.7K | 0.0% | −$50.1K | Cut−$463.6K |
| Advanced Micro Devices Inc | AMD | 1.41K | $287.7K | 0.0% | −$15.2K | Cut−$24.4K |
| Lam Research Corp | LRCX | 1.31K | $279.5K | 0.0% | $55.6K | Cut$41.7K |
| Invesco Qqq Tr | — | 483 | $278.8K | 0.0% | −$17.9K | Cut−$751.4K |
| SFL Corp Ltd. | SFL | 25K | $269.8K | 0.0% | $74.5K | Held |
| Gaming & Leisure Pptys Inc | — | 6.05K | $268.3K | 0.0% | −$1.95K | Cut−$4.99K |
| Verizon Communications Inc | VZ | 5.34K | $268K | 0.0% | $48.5K | Added$59.4K |
| Marathon Pete Corp | — | 1.07K | $262.2K | 0.0% | — | New |
| Analog Devices Inc | ADI | 815 | $259.4K | 0.0% | $38.1K | Added$39.1K |
| Vanguard Intl Equity Index F | — | 4.61K | $249.2K | 0.0% | $1.34K | Held |
| Marriott Intl Inc New | — | 762 | $249.1K | 0.0% | $12.8K | Cut−$38.4K |
| Kimberly Clark Corp | KMB | 2.46K | $237.2K | 0.0% | −$10.9K | Added−$10.8K |
| Spdr Series Trust | — | 9.23K | $236.4K | 0.0% | −$1.2K | Added$313 |
| Valero Energy Corp | — | 920 | $227.3K | 0.0% | — | New |
| GE Vernova Inc. | GEV | 254 | $221.7K | 0.0% | — | New |
| Ishares Tr | — | 2.83K | $213.7K | 0.0% | $822 | Held |
| Crown Hldgs Inc | — | 2.13K | $213.6K | 0.0% | −$5.8K | Held |
| ServiceNow, Inc. | NOW | 1.92K | $200.7K | 0.0% | −$93.4K | Cut−$104.1K |
| Huntington Bancshares Inc | — | 10.7K | $167.8K | 0.0% | — | New |
| Gabelli Util Tr | — | 25K | $151.3K | 0.0% | $500 | Held |
| Annovis Bio, Inc. | ANVS | 10K | $22.3K | 0.0% | −$12.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.