RKL Wealth Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), RKL Wealth Management LLC reported 169 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 20.8% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.2%) and iShares Core S&P Midcap ETF (IJH, 6.8%). Compared with Q4 2024, it opened 7 new positions, sold out of 10, added to 75 and reduced 72. The biggest buy was SS SPDR P S&P 400 Midcap ETF (SPMD, shares +135%) and the biggest sale Schwab US Large-Cap ETF (SCHX, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- LANCASTER, PA
- CIK
- 0001604723
- Portfolio Value
- $1.1B (Q1 2025)
- SEC Filing
- 0001085146-25-002364 ↗ filed Apr 28, 2025
Holdings Value
Holdings 169 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 20.83% | 393,465 | $221.1M | Add +3.0% |
| IEFA iShares Core MSCI Eafe ETF | 8.21% | 1,151,203 | $87.1M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 6.83% | 1,242,930 | $72.5M | Add +7.1% |
| SCHX Schwab US Large-Cap ETF | 5.34% | 2,567,549 | $56.7M | Reduce -37.7% |
| IJR iShares Core S&P Small-Cap E | 4.01% | 407,010 | $42.6M | Add +4.8% |
| AAPL Apple Inc. | 2.81% | 134,012 | $29.8M | Add +4.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.32% | 480,814 | $24.6M | Add +134.8% |
| SCHM Schwab US Mid Cap ETF | 2.22% | 900,465 | $23.6M | Reduce -38.8% |
| MSFT Microsoft Corp. | 2.14% | 60,597 | $22.7M | Add +1.1% |
| VGIT Vanguard Intermediate-Term T | 2.08% | 370,882 | $22.0M | Add +16.4% |
| SCHG Schwab US Large-Cap Growth | 1.88% | 798,253 | $20.0M | Reduce -4.6% |
| MBB iShares MBS ETF | 1.85% | 208,996 | $19.6M | Reduce -0.9% |
| VCIT Vanguard Int-Term Corporate | 1.81% | 235,057 | $19.2M | Add +0.3% |
| IEMG iShares Core MSCI Emerging | 1.70% | 334,123 | $18.0M | Add +8.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.58% | 411,535 | $16.8M | Add +171.1% |
| VMBS Vanguard Mortgage-Backed Sec | 1.54% | 353,531 | $16.4M | Add +2.6% |
| SCHF Schwab Intl Equity ETF | 1.52% | 816,291 | $16.1M | Reduce -1.1% |
| SCHA Schwab US Small-Cap ETF | 1.45% | 656,074 | $15.4M | Reduce -35.5% |
| COST Costco Wholesale Corp. | 1.43% | 16,077 | $15.2M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 1.35% | 75,319 | $14.3M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.33% | 91,144 | $14.1M | Reduce -0.8% |
| NVDA Nvidia Corp. | 1.26% | 122,909 | $13.3M | Reduce -3.5% |
| MA Mastercard Inc. Class A | 0.99% | 19,229 | $10.5M | Reduce -1.8% |
| AGZ iShares Agency Bond ETF | 0.82% | 79,712 | $8.7M | Reduce -3.8% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 14,870 | $7.4M | Reduce -0.9% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.67% | 259,626 | $7.2M | Reduce -10.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.67% | 27,475 | $7.1M | Reduce -2.0% |
| IVW iShares S&P 500 Growth ETF | 0.59% | 67,937 | $6.3M | Reduce -13.3% |
| JPM JPMorgan Chase & Co. | 0.59% | 25,456 | $6.2M | Add +5.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.55% | 83,335 | $5.8M | Reduce -0.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.51% | 45,939 | $5.4M | Reduce -28.4% |
| AGG iShares Core U.S. Aggregate | 0.48% | 51,146 | $5.1M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 8,837 | $4.9M | Add +2.8% |
| CVX Chevron Corp. | 0.46% | 29,264 | $4.9M | Reduce -15.1% |
| QLTA iShares Aaa - A Rated Corpor | 0.44% | 98,290 | $4.7M | Reduce -16.3% |
| JNJ Johnson & Johnson | 0.43% | 27,680 | $4.6M | Reduce -10.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 8,589 | $4.6M | Add +0.6% |
| SCHV Schwab US Large-Cap Value | 0.43% | 169,813 | $4.5M | Reduce -10.2% |
| URI United Rentals Inc. | 0.42% | 7,126 | $4.5M | Reduce -1.3% |
| UNP Union Pacific Corp. | 0.40% | 18,139 | $4.3M | Reduce -1.2% |
| ROP Roper Technologies Inc. | 0.40% | 7,140 | $4.2M | Reduce -1.4% |
| VOO Vanguard S&P 500 ETF | 0.39% | 8,096 | $4.2M | Reduce -9.7% |
| BX Blackstone Inc. | 0.38% | 29,084 | $4.1M | Add +1.9% |
| IVE iShares S&P 500 Value ETF | 0.36% | 19,783 | $3.8M | Reduce -14.4% |
| ICE Intercontinental Exchange Inc. | 0.33% | 20,463 | $3.5M | Reduce -0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 14,031 | $3.5M | Add +1.5% |
| PG The Procter & Gamble Co. | 0.32% | 19,809 | $3.4M | Add +11.1% |
| ABBV Abbvie Inc. | 0.32% | 15,991 | $3.4M | Add +2.1% |
| META Meta Platforms Inc. Class A | 0.31% | 5,751 | $3.3M | Reduce -5.4% |
| TT Trane Technologies PLC | 0.30% | 9,422 | $3.2M | Add +0.4% |
| SCHB Schwab US Broad Market ETF | 0.29% | 145,266 | $3.1M | Reduce -10.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.28% | 8,521 | $3.0M | Add +1.4% |
| MCD McDonald's Corp. | 0.28% | 9,584 | $3.0M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.27% | 35,943 | $2.9M | Add +22.2% |
| TSLA Tesla Inc. | 0.26% | 10,749 | $2.8M | Add +8.1% |
| EOG EOG Resources Inc. | 0.26% | 21,285 | $2.7M | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.25% | 22,069 | $2.6M | Reduce -21.5% |
| WMT Walmart Inc. | 0.24% | 29,250 | $2.6M | Reduce -0.9% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 49,396 | $2.5M | Add +1.9% |
| LHX L3HARRIS Technologies Inc. | 0.23% | 11,568 | $2.4M | Reduce -0.2% |
| ADP Automatic Data Processing | 0.23% | 7,834 | $2.4M | Reduce -2.1% |
| IWM iShares Russell 2000 ETF | 0.22% | 11,962 | $2.4M | Reduce -8.2% |
| LLY Eli Lilly & Co. | 0.22% | 2,812 | $2.3M | Add +3.1% |
| PM Philip Morris International | 0.21% | 14,308 | $2.3M | Reduce -18.4% |
| MU Micron Technology Inc. | 0.21% | 25,366 | $2.2M | Add +2.3% |
| MO Altria Group Inc. | 0.21% | 36,523 | $2.2M | Reduce -29.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.20% | 93,052 | $2.2M | Reduce -15.3% |
| HD Home Depot Inc. | 0.20% | 5,860 | $2.1M | Add +1.9% |
| PEP Pepsico Inc. | 0.20% | 13,878 | $2.1M | Add +4.0% |
| GD General Dynamics Corp. | 0.19% | 7,512 | $2.0M | Add +1.4% |
| ITW Illinois Tool Works | 0.17% | 7,487 | $1.9M | Add +2.7% |
| SCHR Schwab Intermediate-Term US | 0.16% | 70,004 | $1.7M | Reduce -27.3% |
| UNH Unitedhealth Group Inc. | 0.16% | 3,273 | $1.7M | Reduce -7.2% |
| IWF iShares Russell 1000 Growth | 0.16% | 4,701 | $1.7M | Reduce -9.0% |
| IWR iShares Russell Mid-Cap ETF | 0.16% | 19,896 | $1.7M | Reduce -5.4% |
| IWD iShares Russell 1000 Value E | 0.15% | 8,270 | $1.6M | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.14% | 4,462 | $1.5M | Add +0.0% |
| MKL Markel Group Inc. | 0.14% | 778 | $1.5M | No change |
| MPB Mid Penn Bancorp Inc. | 0.13% | 55,230 | $1.4M | No change |
| PLD Prologis Inc. | 0.13% | 12,473 | $1.4M | New |
| OKE Oneok Inc. | 0.13% | 13,615 | $1.4M | Add +4.2% |
| SPIB SS SPDR P Int C Corp. ETF | 0.13% | 39,907 | $1.3M | Add +6.3% |
| EMN Eastman Chemical Co. | 0.12% | 14,834 | $1.3M | Add +3.7% |
| SPTI SS SPDR P Int Term TSY ETF | 0.12% | 44,903 | $1.3M | Add +5.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.12% | 15,985 | $1.3M | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.12% | 15,224 | $1.3M | Add +0.1% |
| DHI D.R. Horton Inc. | 0.11% | 9,388 | $1.2M | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.11% | 13,291 | $1.2M | Add +28.3% |
| HSY The Hershey Co. | 0.11% | 6,891 | $1.2M | Add +0.2% |
| KO The Coca-Cola Co. | 0.10% | 15,043 | $1.1M | Add +98.3% |
| FULT Fulton Financial Corp. | 0.10% | 56,606 | $1.0M | Reduce -1.0% |
| USXF iShares ESG Advance MSCI USA | 0.09% | 21,474 | $1.0M | Reduce -19.8% |
| T AT&T Inc. | 0.09% | 34,349 | $971K | Add +2.3% |
| NKE Nike Inc. Class B | 0.09% | 15,230 | $967K | Reduce -5.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.09% | 16,663 | $912K | Add +6.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 2,459 | $912K | Reduce -0.3% |
| MAA Mid-America Apartment Comm | 0.09% | 5,430 | $910K | Reduce -5.1% |
| VXUS Vanguard Total Intl Stock | 0.08% | 13,457 | $836K | Reduce -1.9% |
| DHR Danaher Corp. | 0.08% | 4,067 | $834K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 16,041 | $819K | Add +18.9% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHX Schwab US Large-Cap ETF | Reduce -37.7% | 5.34% | −3.16 |
| SCHM Schwab US Mid Cap ETF | Reduce -38.8% | 2.22% | −1.40 |
| SCHA Schwab US Small-Cap ETF | Reduce -35.5% | 1.45% | −0.89 |
| NVDA Nvidia Corp. | Reduce -3.5% | 1.26% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 1.33% | −0.22 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.6% | 1.88% | −0.19 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -28.4% | 0.51% | −0.15 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.35% | −0.12 |
| IVW iShares S&P 500 Growth ETF | Reduce -13.3% | 0.59% | −0.11 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.5% | 0.55% | −0.10 |
| HON Honeywell International Inc. | Reduce -61.4% | 0.06% | −0.09 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -16.3% | 0.44% | −0.05 |
| SCHR Schwab Intermediate-Term US | Reduce -27.3% | 0.16% | −0.04 |
| KMB Kimberly-Clark Corp. | Reduce -60.2% | 0.03% | −0.04 |
| VOO Vanguard S&P 500 ETF | Reduce -9.7% | 0.39% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -14.4% | 0.36% | −0.04 |
| SCHB Schwab US Broad Market ETF | Reduce -10.7% | 0.29% | −0.03 |
| MO Altria Group Inc. | Reduce -29.0% | 0.21% | −0.03 |
| URI United Rentals Inc. | Reduce -1.3% | 0.42% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -8.2% | 0.22% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -51.5% | 0.03% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -9.0% | 0.16% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Reduce -19.8% | 0.09% | −0.02 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.02 |
| DOW Dow Inc. | Sold out | 0.00% | −0.02 |
| FLXS Flexsteel Inds | Reduce -18.0% | 0.03% | −0.02 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -21.5% | 0.25% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.02 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -15.3% | 0.20% | −0.02 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.02 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Reduce -5.1% | 0.09% | −0.02 |
| PFE Pfizer Inc. | Reduce -30.9% | 0.04% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -10.6% | 0.67% | −0.01 |
| SCHV Schwab US Large-Cap Value | Reduce -10.2% | 0.43% | −0.01 |
| DHI D.R. Horton Inc. | Reduce -2.8% | 0.11% | −0.01 |
| FE Firstenergy Corp. | Reduce -26.1% | 0.03% | −0.01 |
| NOW ServiceNow Inc. | Reduce -0.3% | 0.03% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.4% | 0.16% | −0.01 |
| ORRF Orrstown Finl Services Inc. | Reduce -0.3% | 0.03% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -8.4% | 0.03% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -4.1% | 0.06% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 0.31% | −0.00 |
| EMR Emerson Electric Co. | Reduce -2.4% | 0.05% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.3% | 0.09% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +134.8% | 2.32% | +1.32 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.4% | 8.21% | +1.24 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +171.1% | 1.58% | +0.97 |
| IVV iShares Core S&P 500 ETF | Add +3.0% | 20.83% | +0.83 |
| VGIT Vanguard Intermediate-Term T | Add +16.4% | 2.08% | +0.43 |
| IJH iShares Core S&P Midcap ETF | Add +7.1% | 6.83% | +0.40 |
| IEMG iShares Core MSCI Emerging | Add +8.4% | 1.70% | +0.27 |
| VMBS Vanguard Mortgage-Backed Sec | Add +2.6% | 1.54% | +0.15 |
| VCIT Vanguard Int-Term Corporate | Add +0.3% | 1.81% | +0.14 |
| PLD Prologis Inc. | New | 0.13% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.6% | 0.43% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +5.3% | 0.59% | +0.07 |
| ABBV Abbvie Inc. | Add +2.1% | 0.32% | +0.07 |
| AGG iShares Core U.S. Aggregate | Add +6.3% | 0.48% | +0.06 |
| KO The Coca-Cola Co. | Add +98.3% | 0.10% | +0.06 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.33% | +0.06 |
| PG The Procter & Gamble Co. | Add +11.1% | 0.32% | +0.05 |
| YORW York Water Co. | New | 0.05% | +0.05 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +22.2% | 0.27% | +0.04 |
| DIS The Walt Disney Co. | New | 0.04% | +0.04 |
| DUK Duke Energy Corp. | New | 0.04% | +0.04 |
| WFC Wells Fargo & Co. | Add +166.4% | 0.06% | +0.04 |
| LLY Eli Lilly & Co. | Add +3.1% | 0.22% | +0.03 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 0.24% | +0.03 |
| EOG EOG Resources Inc. | Add +1.7% | 0.26% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +4.8% | 4.01% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +1.4% | 0.28% | +0.03 |
| T AT&T Inc. | Add +2.3% | 0.09% | +0.02 |
| BIBL Inspire 100 ETF | New | 0.02% | +0.02 |
| MU Micron Technology Inc. | Add +2.3% | 0.21% | +0.02 |
| MRK Merck & Co. Inc. | Add +28.3% | 0.11% | +0.02 |
| GD General Dynamics Corp. | Add +1.4% | 0.19% | +0.02 |
| GE General Electric | New | 0.02% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2.8% | 0.47% | +0.02 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +18.9% | 0.08% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | Add +6.3% | 0.13% | +0.02 |
| PEP Pepsico Inc. | Add +4.0% | 0.20% | +0.02 |
| V Visa Inc. Class A | Add +7.8% | 0.07% | +0.02 |
| SPTI SS SPDR P Int Term TSY ETF | Add +5.3% | 0.12% | +0.02 |
| IXUS iShares Core Intl Stock ETF | Add +23.5% | 0.05% | +0.01 |
| CSCO Cisco Systems Inc. | Add +31.4% | 0.04% | +0.01 |
| OKE Oneok Inc. | Add +4.2% | 0.13% | +0.01 |
| ITW Illinois Tool Works | Add +2.7% | 0.17% | +0.01 |
| PPL PPL Corp. | Add +0.0% | 0.07% | +0.01 |
| ABT Abbott Laboratories | Add +0.3% | 0.05% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +0.1% | 0.06% | +0.01 |
| HEI Heico Corp. | Add +0.1% | 0.05% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.6% | 0.06% | +0.01 |
| HSY The Hershey Co. | Add +0.2% | 0.11% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 189 | $1.3B | IVV, IEFA, IJH, IJR, SCHX |
| Q1 2026 | 179 | $1.1B | IVV, IEFA, IJH, SCHX, IJR |
| Q4 2025 | 183 | $1.2B | IVV, IEFA, IJH, SCHX, IJR |
| Q3 2025 | 178 | $1.2B | IVV, IEFA, IJH, SCHX, IJR |
| Q2 2025 | 176 | $1.1B | IVV, IEFA, IJH, SCHX, IJR |
| Q1 2025 | 169 | $1.1B | IVV, IEFA, IJH, SCHX, IJR |
| Q4 2024 | 172 | $1.1B | IVV, SCHX, IEFA, IJH, IJR |
| Q3 2024 | 161 | $1.1B | IVV, SCHX, IEFA, IJH, SCHM |
| Q2 2024 | 145 | $1.0B | IVV, SCHX, IEFA, IJH, SCHM |
| Q1 2024 | 158 | $1.0B | IVV, SCHX, IEFA, IJH, SCHM |