RKL Wealth Management LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), RKL Wealth Management LLC reported 178 stock positions worth $1.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 21.7% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 8.8%) and iShares Core S&P Midcap ETF (IJH, 6.9%). Compared with Q2 2025, it opened 7 new positions, sold out of 5, added to 50 and reduced 94. The biggest buy was SS SPDR P S&P 600 Small Cap (SPSM, shares +8%) and the biggest sale Costco Wholesale (COST, shares −13%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0001604723
Portfolio Value
$1.2B (Q3 2025)
SEC Filing
0001604723-25-000003 ↗ filed Nov 12, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.0B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 178 stocks · $1.2B
IVV iShares Core S&P 500 ETF 21.67% 379,808 $254.2M Reduce -3.0%
IEFA iShares Core MSCI Eafe ETF 8.84% 1,188,224 $103.7M Reduce -1.2%
IJH iShares Core S&P Midcap ETF 6.91% 1,241,548 $81.0M Reduce -1.0%
SCHX Schwab US Large-Cap ETF 4.87% 2,168,519 $57.1M Reduce -7.2%
IJR iShares Core S&P Small-Cap E 4.20% 414,333 $49.2M Reduce -0.5%
SPMD SS SPDR P S&P 400 Midcap ETF 2.90% 594,975 $34.0M Add +7.3%
AAPL Apple Inc. 2.71% 124,968 $31.8M Reduce -5.0%
VGIT Vanguard Intermediate-Term T 2.36% 460,537 $27.6M Add +2.1%
MSFT Microsoft Corp. 2.29% 51,916 $26.9M Reduce -10.7%
IEMG iShares Core MSCI Emerging 2.12% 377,278 $24.9M Reduce -1.9%
SPSM SS SPDR P S&P 600 Small Cap 2.04% 517,702 $24.0M Add +8.3%
SCHM Schwab US Mid Cap ETF 1.92% 761,764 $22.6M Reduce -8.4%
VCIT Vanguard Int-Term Corporate 1.90% 265,337 $22.3M Add +0.8%
SCHG Schwab US Large-Cap Growth 1.90% 697,063 $22.2M Reduce -7.2%
GOOGL Alphabet Inc. Class A 1.64% 79,268 $19.3M Reduce -10.2%
NVDA Nvidia Corp. 1.63% 102,694 $19.2M Reduce -13.6%
MBB iShares MBS ETF 1.63% 201,359 $19.2M Reduce -1.2%
VMBS Vanguard Mortgage-Backed Sec 1.58% 395,522 $18.6M Add +9.3%
SCHA Schwab US Small-Cap ETF 1.28% 539,057 $15.0M Reduce -9.3%
SCHF Schwab Intl Equity ETF 1.28% 644,996 $15.0M Reduce -6.2%
AMZN Amazon.com Inc. 1.22% 65,201 $14.3M Reduce -13.0%
COST Costco Wholesale Corp. 1.06% 13,486 $12.5M Reduce -13.0%
MA Mastercard Inc. Class A 0.78% 16,091 $9.2M Reduce -14.0%
AGZ iShares Agency Bond ETF 0.75% 79,491 $8.8M Add +1.4%
JPM JPMorgan Chase & Co. 0.65% 24,310 $7.7M Reduce -4.6%
IVW iShares S&P 500 Growth ETF 0.58% 56,196 $6.8M Reduce -14.2%
AGG iShares Core U.S. Aggregate 0.56% 66,088 $6.6M Add +1.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.52% 20,661 $6.1M Reduce -7.5%
TMO Thermo Fisher Scientific Inc. 0.50% 12,205 $5.9M Reduce -14.5%
URI United Rentals Inc. 0.50% 6,174 $5.9M Reduce -10.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.44% 7,682 $5.1M Reduce -2.7%
JNJ Johnson & Johnson 0.43% 27,326 $5.1M Reduce -1.7%
VOO Vanguard S&P 500 ETF 0.40% 7,609 $4.7M Reduce -9.3%
SCHE Schwab Emrg Mrkts Eqty ETF 0.39% 135,922 $4.5M Reduce -10.2%
NVO Novo-Nordisk A/S-Spons ADR 0.38% 79,503 $4.4M Reduce -5.3%
TSLA Tesla Inc. 0.37% 9,832 $4.4M Reduce -8.7%
BX Blackstone Inc. 0.37% 25,546 $4.4M Reduce -8.7%
CVX Chevron Corp. 0.37% 27,960 $4.3M Reduce -5.0%
MU Micron Technology Inc. 0.36% 25,253 $4.2M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.36% 8,325 $4.2M Reduce -1.6%
SCHV Schwab US Large-Cap Value 0.35% 139,206 $4.1M Reduce -5.7%
CRWD CrowdStrike Holdings Inc. Class A 0.33% 7,908 $3.9M Reduce -3.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.33% 13,647 $3.9M Reduce -2.7%
ABBV Abbvie Inc. 0.32% 16,420 $3.8M Add +1.1%
IVE iShares S&P 500 Value ETF 0.31% 17,861 $3.7M Reduce -6.1%
META Meta Platforms Inc. Class A 0.31% 4,873 $3.6M Reduce -14.2%
SPYG SS SPDR P S&P 500 Growth ETF 0.30% 33,725 $3.5M Reduce -7.0%
UNP Union Pacific Corp. 0.30% 14,886 $3.5M Reduce -12.8%
TT Trane Technologies PLC 0.29% 7,936 $3.3M Reduce -11.9%
VEA Vanguard Ftse Developed ETF 0.28% 55,389 $3.3M Add +0.3%
ICE Intercontinental Exchange Inc. 0.27% 18,993 $3.2M Reduce -3.5%
LHX L3HARRIS Technologies Inc. 0.26% 10,013 $3.1M Reduce -3.7%
WMT Walmart Inc. 0.25% 28,797 $3.0M Reduce -5.4%
ROP Roper Technologies Inc. 0.25% 5,912 $2.9M Reduce -14.5%
PG The Procter & Gamble Co. 0.25% 19,019 $2.9M Reduce -3.3%
IWM iShares Russell 2000 ETF 0.25% 12,004 $2.9M Reduce -10.3%
MCD McDonald's Corp. 0.23% 8,962 $2.7M Reduce -11.7%
GD General Dynamics Corp. 0.22% 7,667 $2.6M Reduce -0.3%
XOM Exxon Mobil Corp. 0.21% 21,434 $2.4M Reduce -3.5%
MO Altria Group Inc. 0.21% 36,489 $2.4M Add +0.0%
HD Home Depot Inc. 0.20% 5,903 $2.4M Reduce -1.1%
EOG EOG Resources Inc. 0.20% 21,235 $2.4M Add +0.5%
PM Philip Morris International 0.20% 14,428 $2.3M No change
IWF iShares Russell 1000 Growth 0.19% 4,755 $2.2M No change
CAT Caterpillar Inc. 0.18% 4,384 $2.1M Reduce -2.2%
IEI iShares 3-7 Year Treasury Bo 0.18% 17,463 $2.1M Reduce -1.6%
QLTA iShares Aaa - A Rated Corpor 0.17% 41,654 $2.0M Reduce -4.1%
PEP Pepsico Inc. 0.17% 14,310 $2.0M Add +0.4%
LLY Eli Lilly & Co. 0.17% 2,608 $2.0M Reduce -6.3%
ITW Illinois Tool Works 0.17% 7,533 $2.0M Reduce -2.8%
ADP Automatic Data Processing 0.15% 5,841 $1.7M Reduce -20.4%
IWD iShares Russell 1000 Value E 0.14% 8,270 $1.7M No change
SCHB Schwab US Broad Market ETF 0.14% 64,737 $1.7M Reduce -1.3%
MPB Mid Penn Bancorp Inc. 0.13% 55,230 $1.6M No change
PLD Prologis Inc. 0.13% 13,150 $1.5M Add +1.0%
MKL Markel Group Inc. 0.13% 778 $1.5M No change
AVGO Broadcom Inc. 0.12% 4,378 $1.4M Add +7.4%
HSY The Hershey Co. 0.11% 7,007 $1.3M Add +0.7%
DGRW Wisdomtree U.S. Quality Divi 0.11% 14,400 $1.3M Reduce -9.9%
GOOG Alphabet Inc. Class C 0.11% 5,106 $1.2M Add +2.0%
USXF iShares ESG Advance MSCI USA 0.11% 21,575 $1.2M Add +0.2%
MRK Merck & Co. Inc. 0.10% 14,551 $1.2M Add +3.9%
GLD SPDR Gold Shares 0.10% 3,412 $1.2M New
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,422 $1.2M Add +0.0%
OKE Oneok Inc. 0.10% 15,810 $1.2M Add +7.2%
DHI D.R. Horton Inc. 0.10% 6,663 $1.1M Reduce -23.8%
FULT Fulton Financial Corp. 0.09% 57,500 $1.1M Add +16.9%
EMN Eastman Chemical Co. 0.09% 16,641 $1.0M Add +4.1%
IXUS iShares Core Intl Stock ETF 0.09% 12,354 $1.0M Reduce -0.2%
AEM Agnico Eagle Mines Ltd. 0.09% 6,000 $1.0M New
IJK iShares S&P Mid-Cap 400 Grow 0.09% 10,481 $1.0M Add +0.1%
IWR iShares Russell Mid-Cap ETF 0.09% 10,341 $998K Reduce -28.2%
KO The Coca-Cola Co. 0.09% 15,046 $998K Add +0.6%
NKE Nike Inc. Class B 0.08% 13,990 $976K Reduce -6.4%
T AT&T Inc. 0.08% 33,805 $955K Reduce -1.5%
SPIB SS SPDR P Int C Corp. ETF 0.08% 27,509 $932K Reduce -20.5%
CEG Constellation Energy 0.08% 2,819 $928K No change
VXUS Vanguard Total Intl Stock 0.08% 12,628 $928K Reduce -11.9%
MTB M & T Bank Corp. filed as M & T BK CORP 0.08% 4,598 $909K Add +0.3%
EFA iShares MSCI Eafe ETF 0.08% 9,714 $907K No change
SPYV SS SPDR P S&P 500 Value ETF 0.08% 16,193 $896K Add +0.5%
UNH Unitedhealth Group Inc. 0.07% 2,541 $877K Reduce -9.3%
PNC PNC Financial Services Group 0.07% 4,128 $829K No change
SPTI SS SPDR P Int Term TSY ETF 0.07% 27,553 $796K Reduce -27.1%
ORCL Oracle Corp. 0.07% 2,757 $775K Add +10.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.07% 7,063 $770K Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.06% 3,989 $728K No change
NUE Nucor Corp. 0.06% 5,270 $714K No change
KMI Kinder Morgan Inc. 0.06% 24,928 $706K No change
SCHZ Schwab US Aggregate Bond ETF 0.06% 29,779 $699K Reduce -0.9%
MAA Mid-America Apartment Comm 0.06% 4,950 $692K Reduce -8.1%
IWV iShares Russell 3000 ETF 0.06% 1,810 $686K Add +0.3%
WFC Wells Fargo & Co. 0.06% 7,978 $669K Reduce -0.5%
PPL PPL Corp. 0.05% 16,980 $631K Reduce -8.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 5,452 $624K No change
HEI Heico Corp. 0.05% 1,930 $623K Add +0.1%
GS Goldman Sachs Group Inc. 0.05% 768 $611K Add +8.6%
EMR Emerson Electric Co. 0.05% 4,524 $593K Add +0.1%
DE Deere & Co. 0.05% 1,186 $542K Add +4.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.05% 1,820 $542K Reduce -5.0%
V Visa Inc. Class A 0.05% 1,569 $536K Reduce -23.4%
VTWO Vanguard Russell 2000 ETF 0.04% 5,364 $525K Add +0.4%
RTX RTX Corp. 0.04% 3,054 $511K Add +12.9%
ABT Abbott Laboratories 0.04% 3,815 $511K Add +1.4%
ESGU iShares ESG Aware MSCI USA 0.04% 3,419 $498K Reduce -8.4%
LMT Lockheed Martin Corp. 0.04% 990 $494K Reduce -34.4%
CSX CSX Corp. 0.04% 13,581 $482K Reduce -10.3%
TFC Truist Financial Corp. 0.04% 10,438 $477K Reduce -17.8%
CSCO Cisco Systems Inc. 0.04% 6,755 $462K Reduce -0.7%
HEI.A Heico Corp. Class A 0.04% 1,787 $454K Add +0.1%
ACNB Acnb Corp. 0.04% 10,098 $445K No change
HON Honeywell International Inc. 0.04% 2,092 $440K Reduce -27.4%
YORW York Water Co. filed as YORK WTR CO 0.04% 14,469 $440K Add +0.3%
LOW Lowe's Cos Inc. 0.04% 1,736 $436K Add +16.7%
SCHR Schwab Intermediate-Term US 0.04% 17,230 $433K Reduce -23.3%
DUK Duke Energy Corp. 0.04% 3,488 $432K Add +0.0%
BIBL Inspire 100 ETF 0.04% 9,690 $431K Add +28.3%
FRAF Franklin Financial Services 0.04% 9,207 $424K Add +0.1%
ORRF Orrstown Finl Services Inc. 0.04% 12,461 $423K Add +0.6%
FLXS Flexsteel Inds 0.04% 9,112 $422K No change
DHR Danaher Corp. 0.04% 2,091 $415K Reduce -50.0%
F Ford Motor Co. filed as FORD MTR CO 0.03% 33,974 $406K Reduce -3.2%
PFE Pfizer Inc. 0.03% 14,684 $374K No change
VTI VG Morningstar TS MKT ETF-US 0.03% 1,116 $366K Reduce -67.7%
SCHD Schwab US DVD Equity ETF 0.03% 13,238 $361K Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.03% 6,952 $359K Reduce -0.3%
MMM 3M Co. 0.03% 2,263 $351K No change
NOW ServiceNow Inc. 0.03% 379 $349K No change
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 2,274 $329K No change
GE General Electric filed as GE AEROSPACE 0.03% 1,091 $328K No change
FE Firstenergy Corp. 0.03% 7,083 $325K Reduce -5.9%
HSIC Henry Schein Inc. 0.03% 4,801 $319K Reduce -12.2%
ITOT iShares Core S&P Total U.S. 0.03% 2,170 $316K Add +0.1%
GLW Corning Inc. 0.03% 3,800 $312K New
VEEV Veeva Systems Inc. Class A 0.03% 1,042 $310K No change
MS Morgan Stanley 0.03% 1,943 $309K Add +0.1%
GSK GSK PLC-Spon ADR 0.03% 7,083 $306K No change
KMB Kimberly-Clark Corp. 0.03% 2,457 $305K Add +0.0%
DFAS Dimensional US Small Cap ETF 0.03% 4,453 $305K No change
C Citigroup Inc. 0.03% 2,906 $295K No change
SLV iShares Silver Trust 0.02% 6,711 $284K New
DFUV Dimensional US Marketwide Va 0.02% 6,288 $281K No change
AXP American Express Co. 0.02% 830 $276K Add +9.2%
GLPI Gaming and Leisure Propertie 0.02% 5,901 $275K Add +1.5%
AMAT Applied Materials Inc. 0.02% 1,317 $270K Reduce -6.5%
VZ Verizon Communications Inc. 0.02% 6,084 $267K Reduce -5.3%
NFLX Netflix Inc. 0.02% 214 $257K Reduce -26.7%
VWO Vanguard Ftse Emerging Marke 0.02% 4,589 $249K Reduce -1.0%
VGT Vanguard Info Tech ETF 0.02% 327 $244K Add +7.2%
MAR Marriott International Class A 0.02% 926 $241K Reduce -46.1%
AMD Advanced Micro Devices 0.02% 1,383 $224K New
AMGN Amgen Inc. 0.02% 768 $217K Reduce -18.6%
DMXF iShares ESG Advanc MSCI Eafe 0.02% 2,741 $208K No change
XLK SS Technology Select Sector 0.02% 736 $208K Reduce -8.0%
CCK Crown Holdings Inc. 0.02% 2,131 $206K No change
MPC Marathon Petroleum Corp. 0.02% 1,054 $203K New
VLO Valero Energy Corp. 0.02% 1,176 $200K New
SFL SFL Corp. Ltd. 0.02% 25,000 $188K No change

Portfolio Sells Q2 2025 → Q3 2025
COST Costco Wholesale Corp. Reduce -13.0% 1.06% −0.28
MSFT Microsoft Corp. Reduce -10.7% 2.29% −0.25
AMZN Amazon.com Inc. Reduce -13.0% 1.22% −0.22
SCHX Schwab US Large-Cap ETF Reduce -7.2% 4.87% −0.15
MA Mastercard Inc. Class A Reduce -14.0% 0.78% −0.14
NVO Novo-Nordisk A/S-Spons ADR Reduce -5.3% 0.38% −0.13
SCHM Schwab US Mid Cap ETF Reduce -8.4% 1.92% −0.13
ROP Roper Technologies Inc. Reduce -14.5% 0.25% −0.09
VOOG Vanguard S&P 500 Growth ETF Sold out 0.00% −0.07
META Meta Platforms Inc. Class A Reduce -14.2% 0.31% −0.06
VTI VG Morningstar TS MKT ETF-US Reduce -67.7% 0.03% −0.06
TT Trane Technologies PLC Reduce -11.9% 0.29% −0.06
SCHF Schwab Intl Equity ETF Reduce -6.2% 1.28% −0.06
IVW iShares S&P 500 Growth ETF Reduce -14.2% 0.58% −0.06
ADP Automatic Data Processing Reduce -20.4% 0.15% −0.05
MBB iShares MBS ETF Reduce -1.2% 1.63% −0.05
UNP Union Pacific Corp. Reduce -12.8% 0.30% −0.05
ICE Intercontinental Exchange Inc. Reduce -3.5% 0.27% −0.04
SCHA Schwab US Small-Cap ETF Reduce -9.3% 1.28% −0.04
DHR Danaher Corp. Reduce -50.0% 0.04% −0.04
IBM Intl Business Machines Corp. Reduce -2.7% 0.33% −0.04
CRWD CrowdStrike Holdings Inc. Class A Reduce -3.1% 0.33% −0.03
SCHG Schwab US Large-Cap Growth Reduce -7.2% 1.90% −0.03
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -7.5% 0.52% −0.03
IWR iShares Russell Mid-Cap ETF Reduce -28.2% 0.09% −0.03
MCD McDonald's Corp. Reduce -11.7% 0.23% −0.03
SPTI SS SPDR P Int Term TSY ETF Reduce -27.1% 0.07% −0.03
PG The Procter & Gamble Co. Reduce -3.3% 0.25% −0.03
SPIB SS SPDR P Int C Corp. ETF Reduce -20.5% 0.08% −0.02
VOO Vanguard S&P 500 ETF Reduce -9.3% 0.40% −0.02
HON Honeywell International Inc. Reduce -27.4% 0.04% −0.02
ACN Accenture PLC Class A Sold out 0.00% −0.02
LLY Eli Lilly & Co. Reduce -6.3% 0.17% −0.02
MAR Marriott International Class A Reduce -46.1% 0.02% −0.02
LMT Lockheed Martin Corp. Reduce -34.4% 0.04% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Sold out 0.00% −0.02
V Visa Inc. Class A Reduce -23.4% 0.05% −0.02
VLTO Veralto Corp. Sold out 0.00% −0.02
VOT Vngrd Mrngstr MC GRW ETF-Usd Sold out 0.00% −0.02
NVDA Nvidia Corp. Reduce -13.6% 1.63% −0.02
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -10.2% 0.39% −0.01
SCHV Schwab US Large-Cap Value Reduce -5.7% 0.35% −0.01
NFLX Netflix Inc. Reduce -26.7% 0.02% −0.01
SCHR Schwab Intermediate-Term US Reduce -23.3% 0.04% −0.01
IVE iShares S&P 500 Value ETF Reduce -6.1% 0.31% −0.01
MAA Mid-America Apartment Comm Reduce -8.1% 0.06% −0.01
QLTA iShares Aaa - A Rated Corpor Reduce -4.1% 0.17% −0.01
NKE Nike Inc. Class B Reduce -6.4% 0.08% −0.01
WMT Walmart Inc. Reduce -5.4% 0.25% −0.01
DGRW Wisdomtree U.S. Quality Divi Reduce -9.9% 0.11% −0.01

Portfolio Buys Q2 2025 → Q3 2025
SPSM SS SPDR P S&P 600 Small Cap Add +8.3% 2.04% +0.25
SPMD SS SPDR P S&P 400 Midcap ETF Add +7.3% 2.90% +0.25
VMBS Vanguard Mortgage-Backed Sec Add +9.3% 1.58% +0.11
GLD SPDR Gold Shares New 0.10% +0.10
AEM Agnico Eagle Mines Ltd. New 0.09% +0.09
ABBV Abbvie Inc. Add +1.1% 0.32% +0.06
GOOG Alphabet Inc. Class C Add +2.0% 0.11% +0.03
GLW Corning Inc. New 0.03% +0.03
AVGO Broadcom Inc. Add +7.4% 0.12% +0.02
SLV iShares Silver Trust New 0.02% +0.02
AMD Advanced Micro Devices New 0.02% +0.02
ORCL Oracle Corp. Add +10.6% 0.07% +0.02
MO Altria Group Inc. Add +0.0% 0.21% +0.02
MPC Marathon Petroleum Corp. New 0.02% +0.02
VLO Valero Energy Corp. New 0.02% +0.02
FULT Fulton Financial Corp. Add +16.9% 0.09% +0.01
HSY The Hershey Co. Add +0.7% 0.11% +0.01
BIBL Inspire 100 ETF Add +28.3% 0.04% +0.01
BNY Bank of New York Mellon Corp. Add +0.1% 0.07% +0.01
RTX RTX Corp. Add +12.9% 0.04% +0.01
GS Goldman Sachs Group Inc. Add +8.6% 0.05% +0.01
LOW Lowe's Cos Inc. Add +16.7% 0.04% +0.01
FRAF Franklin Financial Services Add +0.1% 0.04% +0.01
PLD Prologis Inc. Add +1.0% 0.13% +0.01
MRK Merck & Co. Inc. Add +3.9% 0.10% +0.01
VEA Vanguard Ftse Developed ETF Add +0.3% 0.28% +0.01
PEP Pepsico Inc. Add +0.4% 0.17% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +0.0% 0.10% +0.01
VTWO Vanguard Russell 2000 ETF Add +0.4% 0.04% +0.00
USXF iShares ESG Advance MSCI USA Add +0.2% 0.11% +0.00
VGT Vanguard Info Tech ETF Add +7.2% 0.02% +0.00
IWV iShares Russell 3000 ETF Add +0.3% 0.06% +0.00
MS Morgan Stanley Add +0.1% 0.03% +0.00
AXP American Express Co. Add +9.2% 0.02% +0.00
SPYV SS SPDR P S&P 500 Value ETF Add +0.5% 0.08% +0.00
IJK iShares S&P Mid-Cap 400 Grow Add +0.1% 0.09% +0.00
ORRF Orrstown Finl Services Inc. Add +0.6% 0.04% +0.00
ITOT iShares Core S&P Total U.S. Add +0.1% 0.03% +0.00
DUK Duke Energy Corp. Add +0.0% 0.04% +0.00
SCHD Schwab US DVD Equity ETF Add +0.3% 0.03% +0.00
GLPI Gaming and Leisure Propertie Add +1.5% 0.02% −0.00
MTB M & T Bank Corp. Add +0.3% 0.08% −0.00
AGG iShares Core U.S. Aggregate Add +1.9% 0.56% −0.00
ABT Abbott Laboratories Add +1.4% 0.04% −0.00
KMB Kimberly-Clark Corp. Add +0.0% 0.03% −0.00
HEI.A Heico Corp. Class A Add +0.1% 0.04% −0.00
EMR Emerson Electric Co. Add +0.1% 0.05% −0.00
HEI Heico Corp. Add +0.1% 0.05% −0.00
YORW York Water Co. Add +0.3% 0.04% −0.00
DE Deere & Co. Add +4.9% 0.05% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 189$1.3BIVV, IEFA, IJH, IJR, SCHX
Q1 2026 179$1.1BIVV, IEFA, IJH, SCHX, IJR
Q4 2025 183$1.2BIVV, IEFA, IJH, SCHX, IJR
Q3 2025 178$1.2BIVV, IEFA, IJH, SCHX, IJR
Q2 2025 176$1.1BIVV, IEFA, IJH, SCHX, IJR
Q1 2025 169$1.1BIVV, IEFA, IJH, SCHX, IJR
Q4 2024 172$1.1BIVV, SCHX, IEFA, IJH, IJR
Q3 2024 161$1.1BIVV, SCHX, IEFA, IJH, SCHM
Q2 2024 145$1.0BIVV, SCHX, IEFA, IJH, SCHM
Q1 2024 158$1.0BIVV, SCHX, IEFA, IJH, SCHM