RKL Wealth Management
LANCASTER, PAfiles as RKL Wealth Management LLC
$1.3bn in 189 US stocks at the end of 30 June 2026. The top 10 are 57.8% of the money. It changed about 3.6% of the portfolio this quarter.
Value
$1.3bn
Stocks
189
Top 10 share
57.8%
Turnover
3.6%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRUSRT<0.1% of the fund
- IntelINTC<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Select Sector Spdr TRXLK<0.1% of the fund
- KLAKLAC<0.1% of the fund
- CumminsCMI<0.1% of the fund
- Vanguard Index FDSVB<0.1% of the fund
- QualcommQCOM<0.1% of the fund
- Ishares TRESML<0.1% of the fund
- AmgenAMGN<0.1% of the fund
- Travelers CompaniesTRV<0.1% of the fund
- American ExpressAXP<0.1% of the fund
Added
Bought more of a stock they already held.
- Spdr Series TrustSPMD3.9% of the fund+6%
- Spdr Series TrustSPSM2.7% of the fund+4%
- Vanguard Scottsdale FDSVGIT2.2% of the fund+3%
- Vanguard Scottsdale FDSVMBS1.5% of the fund+4%
- CaterpillarCAT0.4% of the fund+3%
- WalmartWMT0.2% of the fund+2%
- Eli LillyLLY0.2% of the fund+4%
- Meta PlatformsMETA0.2% of the fund+3%
- AlphabetGOOG0.2% of the fund+12%
- Home DepotHD0.2% of the fund+4%
- PepsiCoPEP0.2% of the fund+3%
- PrologisPLD0.2% of the fund+2%
- VisaV0.2% of the fund+6%
- OneokOKE0.1% of the fund+2%
- MerckMRK0.1% of the fund+4%
- BroadcomAVGO0.1% of the fund+40%
- Coca-ColaKO0.1% of the fund+3%
- CorningGLW0.1% of the fund+3%
- DeereDE<0.1% of the fund+51%
- Cisco SystemsCSCO<0.1% of the fund+5%
- Advanced Micro DevicesAMD<0.1% of the fund+18%
- Spdr Series TrustSPTI<0.1% of the fund+7%
- CSXCSX<0.1% of the fund+2%
- Lam ResearchLRCX<0.1% of the fund+15%
- Bank of AmericaBAC<0.1% of the fund+13%
Cut
Sold some of their stake.
- AlphabetGOOGL2.1% of the fund-3%
- Micron TechnologyMU1.7% of the fund-14%
- NvidiaNVDA1.3% of the fund-4%
- Ishares TRAGZ0.6% of the fund-3%
- MastercardMA0.6% of the fund-2%
- Ishares TRIVW0.5% of the fund-4%
- United RentalsURI0.5% of the fund-6%
- Vanguard Index FDSVOO0.4% of the fund-4%
- CrowdStrike HoldingsCRWD0.4% of the fund-8%
- Spdr Series TrustSPYG0.3% of the fund-4%
- BlackstoneBX0.2% of the fund-2%
- Ishares TRIWM0.2% of the fund-5%
- L3harris TechnologiesLHX0.2% of the fund-5%
- EOG ResourcesEOG0.2% of the fund-3%
- Novo Nordisk A SNVO0.2% of the fund-3%
- Intercontinental ExchangeICE0.2% of the fund-3%
- Duke EnergyDUK0.1% of the fund-4%
- Ishares TRIEI0.1% of the fund-5%
- Roper TechnologiesROP0.1% of the fund-11%
- Ishares TRQLTA0.1% of the fund-9%
- Ishares TRUSXF0.1% of the fund-9%
- Ishares TRIWR<0.1% of the fund-4%
- Horton D RDHI<0.1% of the fund-3%
- Automatic Data ProcessingADP<0.1% of the fund-17%
- Spdr Series TrustSPIB<0.1% of the fund-2%
Sold out
Sold their entire stake.
Holdings
- Ishares TRIVV
- Share
- 18.9%
- Value
- $237m
- Shares
- 316,312
Held
- Ishares TRIEFA
- Share
- 9.3%
- Value
- $117m
- Shares
- 1,210,097
Held
- Ishares TRIJH
- Share
- 6.8%
- Value
- $86m
- Shares
- 1,112,664
Held
- Ishares TRIJR
- Share
- 4.5%
- Value
- $56m
- Shares
- 380,816
Held
- Schwab Strategic TRSCHX
- Share
- 4.3%
- Value
- $54m
- Shares
- 1,839,227
Held
- Spdr Series TrustSPMD
- Share
- 3.9%
- Value
- $49m
- Shares
- 720,231
+6%
- Spdr Series TrustSPSM
- Share
- 2.7%
- Value
- $34m
- Shares
- 593,853
+4%
- IsharesIEMG
- Share
- 2.4%
- Value
- $30m
- Shares
- 364,138
Held
- Vanguard Scottsdale FDSVGIT
- Share
- 2.2%
- Value
- $28m
- Shares
- 473,445
+3%
- Schwab Strategic TRSCHM
- Share
- 2.0%
- Value
- $25m
- Shares
- 683,405
Held
- Vanguard Scottsdale FDSVCIT
- Share
- 1.7%
- Value
- $21m
- Shares
- 258,946
Held
- Schwab Strategic TRSCHG
- Share
- 1.7%
- Value
- $21m
- Shares
- 627,716
Held
- Vanguard Scottsdale FDSVMBS
- Share
- 1.5%
- Value
- $19m
- Shares
- 412,846
+4%
- Ishares TRMBB
- Share
- 1.4%
- Value
- $18m
- Shares
- 191,867
Held
- Schwab Strategic TRSCHA
- Share
- 1.4%
- Value
- $17m
- Shares
- 480,896
Held
- Schwab Strategic TRSCHF
- Share
- 1.3%
- Value
- $16m
- Shares
- 592,672
Held
- Ishares TRAGZ
- Share
- 0.6%
- Value
- $8m
- Shares
- 74,091
-3%
- Ishares TRIVW
- Share
- 0.5%
- Value
- $7m
- Shares
- 50,059
-4%
- Vanguard Index FDSVO
- Share
- 0.5%
- Value
- $6m
- Shares
- 79,142
Held
- Ishares TRAGG
- Share
- 0.5%
- Value
- $6m
- Shares
- 63,551
Held
- Vanguard Index FDSVOO
- Share
- 0.4%
- Value
- $6m
- Shares
- 8,068
-4%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.4%
- Value
- $5m
- Shares
- 6,812
Held
- Schwab Strategic TRSCHV
- Share
- 0.4%
- Value
- $4m
- Shares
- 126,137
Held
- Schwab Strategic TRSCHE
- Share
- 0.3%
- Value
- $4m
- Shares
- 118,673
Held
- Spdr Series TrustSPYG
- Share
- 0.3%
- Value
- $4m
- Shares
- 31,530
-4%
- Ishares TRIVE
- Share
- 0.3%
- Value
- $4m
- Shares
- 16,280
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $3m
- Shares
- 9,630
-5%
- Ishares TRIWF
- Share
- 0.2%
- Value
- $3m
- Shares
- 20,780
Held
- Ishares TRIWD
- Share
- 0.2%
- Value
- $2m
- Shares
- 8,471
Held
- Schwab Strategic TRSCHB
- Share
- 0.1%
- Value
- $2m
- Shares
- 62,777
Held
- Ishares TRIEI
- Share
- 0.1%
- Value
- $2m
- Shares
- 15,146
-5%
- Ishares TRQLTA
- Share
- 0.1%
- Value
- $2m
- Shares
- 34,880
-9%
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $2m
- Shares
- 22,658
Held
- Ishares TRUSXF
- Share
- 0.1%
- Value
- $1m
- Shares
- 19,754
-9%
- Wisdomtree TRDGRW
- Share
- 0.1%
- Value
- $1m
- Shares
- 13,862
Held
- Vanguard Index FDSVUG
- Share
- 0.1%
- Value
- $1m
- Shares
- 14,625
Held
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $1m
- Shares
- 3,275
Held
- Ishares TRIXUS
- Share
- <0.1%
- Value
- $1m
- Shares
- 12,353
Held
- Ishares TRIJK
- Share
- <0.1%
- Value
- $1m
- Shares
- 9,352
Held
- Ishares TRIWR
- Share
- <0.1%
- Value
- $1m
- Shares
- 9,876
-4%
- Ishares TREFA
- Share
- <0.1%
- Value
- $986,670
- Shares
- 9,498
Held
- Vanguard Star FDSVXUS
- Share
- <0.1%
- Value
- $981,324
- Shares
- 11,479
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRIVV | 18.9% | $237m | 316,312 | Held |
| Ishares TRIEFA | 9.3% | $117m | 1,210,097 | Held |
| Ishares TRIJH | 6.8% | $86m | 1,112,664 | Held |
| Ishares TRIJR | 4.5% | $56m | 380,816 | Held |
| Schwab Strategic TRSCHX | 4.3% | $54m | 1,839,227 | Held |
| Spdr Series TrustSPMD | 3.9% | $49m | 720,231 | +6% |
| AppleAAPL | 2.7% | $34m | 119,147 | Held |
| Spdr Series TrustSPSM | 2.7% | $34m | 593,853 | +4% |
| IsharesIEMG | 2.4% | $30m | 364,138 | Held |
| Vanguard Scottsdale FDSVGIT | 2.2% | $28m | 473,445 | +3% |
| AlphabetGOOGL | 2.1% | $26m | 72,658 | -3% |
| Schwab Strategic TRSCHM | 2.0% | $25m | 683,405 | Held |
| Micron TechnologyMU | 1.7% | $22m | 18,655 | -14% |
| Vanguard Scottsdale FDSVCIT | 1.7% | $21m | 258,946 | Held |
| Schwab Strategic TRSCHG | 1.7% | $21m | 627,716 | Held |
| Vanguard Scottsdale FDSVMBS | 1.5% | $19m | 412,846 | +4% |
| MicrosoftMSFT | 1.5% | $19m | 49,926 | Held |
| Ishares TRMBB | 1.4% | $18m | 191,867 | Held |
| Schwab Strategic TRSCHA | 1.4% | $17m | 480,896 | Held |
| NvidiaNVDA | 1.3% | $17m | 84,023 | -4% |
| Schwab Strategic TRSCHF | 1.3% | $16m | 592,672 | Held |
| JPMorgan ChaseJPM | 1.3% | $16m | 49,728 | Held |
| Amazon.comAMZN | 1.2% | $16m | 65,240 | Held |
| Costco WholesaleCOST | 1.0% | $12m | 13,347 | Held |
| Ishares TRAGZ | 0.6% | $8m | 74,091 | -3% |
| MastercardMA | 0.6% | $8m | 15,247 | -2% |
| Johnson & JohnsonJNJ | 0.6% | $7m | 27,368 | Held |
| Ishares TRIVW | 0.5% | $7m | 50,059 | -4% |
| Vanguard Index FDSVO | 0.5% | $6m | 79,142 | Held |
| United RentalsURI | 0.5% | $6m | 5,554 | -6% |
| Ishares TRAGG | 0.5% | $6m | 63,551 | Held |
| Vanguard Index FDSVOO | 0.4% | $6m | 8,068 | -4% |
| Thermo Fisher ScientificTMO | 0.4% | $6m | 11,023 | Held |
| CrowdStrike HoldingsCRWD | 0.4% | $5m | 6,711 | -8% |
| State STR Spdr S&P 500 ETF TSPY | 0.4% | $5m | 6,812 | Held |
| ChevronCVX | 0.4% | $5m | 30,223 | Held |
| CaterpillarCAT | 0.4% | $5m | 4,521 | +3% |
| Schwab Strategic TRSCHV | 0.4% | $4m | 126,137 | Held |
| AbbVieABBV | 0.3% | $4m | 17,191 | Held |
| Schwab Strategic TRSCHE | 0.3% | $4m | 118,673 | Held |
| Berkshire HathawayBRK-B | 0.3% | $4m | 8,106 | Held |
| Trane TechnologiesTT | 0.3% | $4m | 8,068 | Held |
| International Business MachinesIBM | 0.3% | $4m | 13,883 | Held |
| Union PacificUNP | 0.3% | $4m | 14,271 | Held |
| TeslaTSLA | 0.3% | $4m | 9,079 | Held |
| Spdr Series TrustSPYG | 0.3% | $4m | 31,530 | -4% |
| Ishares TRIVE | 0.3% | $4m | 16,280 | Held |
| Procter & GamblePG | 0.3% | $3m | 22,215 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $3m | 23,202 | Held |
| WalmartWMT | 0.2% | $3m | 27,373 | +2% |
| BlackstoneBX | 0.2% | $3m | 25,272 | -2% |
| General DynamicsGD | 0.2% | $3m | 8,258 | Held |
| Ishares TRIWM | 0.2% | $3m | 9,630 | -5% |
| Eli LillyLLY | 0.2% | $3m | 2,374 | +4% |
| L3harris TechnologiesLHX | 0.2% | $3m | 9,626 | -5% |
| EOG ResourcesEOG | 0.2% | $3m | 21,412 | -3% |
| Meta PlatformsMETA | 0.2% | $3m | 4,923 | +3% |
| Philip Morris InternationalPM | 0.2% | $3m | 14,664 | Held |
| Altria GroupMO | 0.2% | $3m | 36,196 | Held |
| Ishares TRIWF | 0.2% | $3m | 20,780 | Held |
| AlphabetGOOG | 0.2% | $2m | 6,958 | +12% |
| Novo Nordisk A SNVO | 0.2% | $2m | 51,012 | -3% |
| Home DepotHD | 0.2% | $2m | 6,805 | +4% |
| Intercontinental ExchangeICE | 0.2% | $2m | 19,328 | -3% |
| Illinois Tool WorksITW | 0.2% | $2m | 8,776 | Held |
| McDonald'sMCD | 0.2% | $2m | 8,593 | Held |
| PepsiCoPEP | 0.2% | $2m | 16,109 | +3% |
| Ishares TRIWD | 0.2% | $2m | 8,471 | Held |
| PrologisPLD | 0.2% | $2m | 14,963 | +2% |
| VisaV | 0.2% | $2m | 5,747 | +6% |
| MID Penn BancorpMPB | 0.2% | $2m | 55,230 | Held |
| Duke EnergyDUK | 0.1% | $2m | 14,714 | -4% |
| Schwab Strategic TRSCHB | 0.1% | $2m | 62,777 | Held |
| OneokOKE | 0.1% | $2m | 20,702 | +2% |
| Ishares TRIEI | 0.1% | $2m | 15,146 | -5% |
| MerckMRK | 0.1% | $2m | 13,762 | +4% |
| Roper TechnologiesROP | 0.1% | $2m | 4,912 | -11% |
| Ishares TRQLTA | 0.1% | $2m | 34,880 | -9% |
| Vanguard Tax-Managed FDSVEA | 0.1% | $2m | 22,658 | Held |
| Markel GroupMKL | 0.1% | $2m | 778 | Held |
| BroadcomAVGO | 0.1% | $1m | 3,684 | +40% |
| Ishares TRUSXF | 0.1% | $1m | 19,754 | -9% |
| Wisdomtree TRDGRW | 0.1% | $1m | 13,862 | Held |
| Coca-ColaKO | 0.1% | $1m | 16,308 | +3% |
| HersheyHSY | 0.1% | $1m | 7,423 | Held |
| CorningGLW | 0.1% | $1m | 4,955 | +3% |
| Vanguard Index FDSVUG | 0.1% | $1m | 14,625 | Held |
| Fulton FinancialFULT | <0.1% | $1m | 50,235 | Held |
| Spdr Gold TRGLD | <0.1% | $1m | 3,275 | Held |
| NucorNUE | <0.1% | $1m | 5,343 | Held |
| DeereDE | <0.1% | $1m | 1,869 | +51% |
| Ishares TRIXUS | <0.1% | $1m | 12,353 | Held |
| PNC Financial Services GroupPNC | <0.1% | $1m | 4,631 | Held |
| Ishares TRIJK | <0.1% | $1m | 9,352 | Held |
| M&T BankMTB | <0.1% | $1m | 4,605 | Held |
| Ishares TRIWR | <0.1% | $1m | 9,876 | -4% |
| Horton D RDHI | <0.1% | $1m | 6,454 | -3% |
| Automatic Data ProcessingADP | <0.1% | $997,133 | 4,452 | -17% |
| Ishares TREFA | <0.1% | $986,670 | 9,498 | Held |
| Vanguard Star FDSVXUS | <0.1% | $981,324 | 11,479 | Held |
Showing the largest 100 of 189.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 10.3% since 30 June 2025.
Where the money is
Technology8.8%
Financial services3.9%
Industrials2.8%
Media & telecom2.6%
Everyday goods2.3%
Retail & consumer2.2%
Health care2.1%
Energy1.1%
Utilities0.3%
Real estate0.2%
Materials0.2%
Other73.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.