RKL Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 24, 2026), RKL Wealth Management LLC reported 179 stock positions worth $1.1 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.0% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.7%) and iShares Core S&P Midcap ETF (IJH, 6.8%). Compared with Q4 2025, it opened 6 new positions, sold out of 10, added to 41 and reduced 112. The biggest buy was JPMorgan Chase (JPM, shares +99%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LANCASTER, PA
- CIK
- 0001604723
- Portfolio Value
- $1.1B (Q1 2026)
- SEC Filing
- 0001604723-26-000002 ↗ filed Apr 24, 2026
Holdings Value
Holdings 179 stocks · $1.1B
| IVV iShares Core S&P 500 ETF | 18.96% | 322,614 | $210.7M | Reduce -13.0% |
| IEFA iShares Core MSCI Eafe ETF | 9.70% | 1,190,974 | $107.8M | Reduce -5.5% |
| IJH iShares Core S&P Midcap ETF | 6.79% | 1,117,499 | $75.5M | Reduce -9.6% |
| SCHX Schwab US Large-Cap ETF | 4.30% | 1,861,871 | $47.7M | Reduce -13.3% |
| IJR iShares Core S&P Small-Cap E | 4.28% | 382,199 | $47.5M | Reduce -7.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.62% | 679,439 | $40.2M | Reduce -4.6% |
| AAPL Apple Inc. | 2.74% | 119,881 | $30.4M | Reduce -4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.48% | 570,265 | $27.6M | Reduce -6.8% |
| VGIT Vanguard Intermediate-Term T | 2.47% | 461,865 | $27.5M | Reduce -3.8% |
| IEMG iShares Core MSCI Emerging | 2.29% | 365,386 | $25.5M | Reduce -8.0% |
| SCHM Schwab US Mid Cap ETF | 1.94% | 695,554 | $21.5M | Reduce -8.6% |
| GOOGL Alphabet Inc. Class A | 1.93% | 74,571 | $21.4M | Reduce -5.1% |
| VCIT Vanguard Int-Term Corporate | 1.90% | 255,681 | $21.2M | Reduce -4.7% |
| VMBS Vanguard Mortgage-Backed Sec | 1.68% | 397,350 | $18.7M | Reduce -3.0% |
| SCHG Schwab US Large-Cap Growth | 1.67% | 636,897 | $18.6M | Reduce -4.5% |
| MSFT Microsoft Corp. | 1.65% | 49,500 | $18.3M | Reduce -5.8% |
| MBB iShares MBS ETF | 1.63% | 190,282 | $18.1M | Reduce -7.3% |
| NVDA Nvidia Corp. | 1.38% | 87,693 | $15.3M | Reduce -10.4% |
| SCHF Schwab Intl Equity ETF | 1.35% | 604,280 | $15.0M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 1.32% | 49,904 | $14.7M | Add +98.9% |
| SCHA Schwab US Small-Cap ETF | 1.27% | 486,494 | $14.1M | Reduce -9.0% |
| AMZN Amazon.com Inc. | 1.22% | 64,943 | $13.5M | Reduce -2.1% |
| COST Costco Wholesale Corp. | 1.20% | 13,430 | $13.4M | Reduce -1.7% |
| AGZ iShares Agency Bond ETF | 0.75% | 76,180 | $8.4M | Reduce -5.5% |
| MA Mastercard Inc. Class A | 0.70% | 15,590 | $7.8M | Reduce -3.1% |
| MU Micron Technology Inc. | 0.66% | 21,788 | $7.4M | Reduce -11.7% |
| JNJ Johnson & Johnson | 0.59% | 26,997 | $6.6M | Reduce -4.4% |
| AGG iShares Core U.S. Aggregate | 0.58% | 64,426 | $6.4M | Reduce -3.3% |
| CVX Chevron Corp. | 0.56% | 29,929 | $6.2M | Reduce -1.5% |
| IVW iShares S&P 500 Growth ETF | 0.53% | 52,198 | $5.9M | Reduce -4.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.52% | 20,174 | $5.8M | Add +0.3% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 11,206 | $5.5M | Reduce -6.3% |
| VOO Vanguard S&P 500 ETF | 0.45% | 8,418 | $5.0M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.39% | 6,717 | $4.4M | Reduce -0.4% |
| URI United Rentals Inc. | 0.39% | 5,893 | $4.3M | Reduce -5.5% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.36% | 120,166 | $4.0M | Reduce -12.0% |
| XOM Exxon Mobil Corp. | 0.35% | 22,945 | $3.9M | Add +9.2% |
| SCHV Schwab US Large-Cap Value | 0.35% | 125,798 | $3.8M | Reduce -5.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 7,956 | $3.8M | Reduce -4.4% |
| ABBV Abbvie Inc. | 0.33% | 16,991 | $3.7M | Reduce -4.3% |
| LHX L3HARRIS Technologies Inc. | 0.32% | 10,175 | $3.5M | Reduce -7.8% |
| UNP Union Pacific Corp. | 0.32% | 14,437 | $3.5M | Reduce -1.4% |
| IVE iShares S&P 500 Value ETF | 0.31% | 16,533 | $3.5M | Reduce -4.9% |
| TT Trane Technologies PLC | 0.30% | 8,099 | $3.4M | Reduce -3.2% |
| TSLA Tesla Inc. | 0.30% | 9,007 | $3.3M | Reduce -14.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 13,708 | $3.3M | Reduce -3.7% |
| WMT Walmart Inc. | 0.30% | 26,712 | $3.3M | Reduce -15.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 32,863 | $3.2M | Reduce -4.4% |
| EOG EOG Resources Inc. | 0.29% | 22,175 | $3.2M | Reduce -9.2% |
| PG The Procter & Gamble Co. | 0.28% | 21,832 | $3.2M | Add +2.7% |
| ICE Intercontinental Exchange Inc. | 0.28% | 19,973 | $3.1M | Reduce -4.5% |
| CAT Caterpillar Inc. | 0.28% | 4,381 | $3.1M | Add +0.1% |
| BX Blackstone Inc. | 0.27% | 25,799 | $3.0M | Reduce -3.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 7,323 | $2.9M | Reduce -10.8% |
| GD General Dynamics Corp. | 0.25% | 8,181 | $2.8M | Reduce -4.0% |
| META Meta Platforms Inc. Class A | 0.24% | 4,758 | $2.7M | Reduce -4.9% |
| MCD McDonald's Corp. | 0.24% | 8,571 | $2.7M | Reduce -2.5% |
| IWM iShares Russell 2000 ETF | 0.23% | 10,133 | $2.5M | Reduce -5.6% |
| PEP Pepsico Inc. | 0.22% | 15,675 | $2.4M | Reduce -3.5% |
| PM Philip Morris International | 0.21% | 14,424 | $2.4M | Reduce -1.9% |
| MO Altria Group Inc. | 0.21% | 35,929 | $2.4M | Reduce -0.4% |
| ITW Illinois Tool Works | 0.20% | 8,610 | $2.2M | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 0.20% | 5,195 | $2.2M | Add +9.3% |
| HD Home Depot Inc. | 0.19% | 6,571 | $2.2M | Reduce -4.0% |
| LLY Eli Lilly & Co. | 0.19% | 2,286 | $2.1M | Add +0.4% |
| DUK Duke Energy Corp. | 0.18% | 15,259 | $2.0M | Add +3.9% |
| ROP Roper Technologies Inc. | 0.18% | 5,540 | $2.0M | Reduce -5.5% |
| PLD Prologis Inc. | 0.17% | 14,666 | $1.9M | Reduce -4.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.17% | 52,347 | $1.9M | Reduce -3.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 16,001 | $1.9M | Reduce -6.4% |
| QLTA iShares Aaa - A Rated Corpor | 0.17% | 38,525 | $1.8M | Reduce -8.6% |
| OKE Oneok Inc. | 0.16% | 20,235 | $1.8M | Reduce -1.1% |
| IWD iShares Russell 1000 Value E | 0.16% | 8,471 | $1.8M | Add +2.4% |
| GOOG Alphabet Inc. Class C | 0.16% | 6,208 | $1.8M | Reduce -0.3% |
| MPB Mid Penn Bancorp Inc. | 0.16% | 55,230 | $1.8M | No change |
| V Visa Inc. Class A | 0.15% | 5,441 | $1.6M | Reduce -8.2% |
| MRK Merck & Co. Inc. | 0.14% | 13,265 | $1.6M | Reduce -8.3% |
| SCHB Schwab US Broad Market ETF | 0.14% | 62,923 | $1.6M | Reduce -4.5% |
| HSY The Hershey Co. | 0.14% | 7,375 | $1.5M | Reduce -0.3% |
| MKL Markel Group Inc. | 0.13% | 778 | $1.5M | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 22,754 | $1.5M | Reduce -59.4% |
| GLD SPDR Gold Shares | 0.13% | 3,275 | $1.4M | No change |
| AEM Agnico Eagle Mines Ltd. | 0.11% | 6,000 | $1.2M | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.11% | 13,862 | $1.2M | Reduce -3.7% |
| KO The Coca-Cola Co. | 0.11% | 15,777 | $1.2M | Add +4.6% |
| USXF iShares ESG Advance MSCI USA | 0.11% | 21,690 | $1.2M | Add +0.2% |
| ADP Automatic Data Processing | 0.10% | 5,343 | $1.1M | Reduce -7.8% |
| T AT&T Inc. | 0.10% | 36,859 | $1.1M | Add +7.1% |
| IXUS iShares Core Intl Stock ETF | 0.10% | 12,307 | $1.1M | Reduce -6.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 2,438 | $1.1M | No change |
| FULT Fulton Financial Corp. | 0.09% | 50,005 | $1.0M | Add +0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 10,328 | $1.0M | Reduce -0.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.09% | 4,625 | $956K | Add +0.3% |
| PNC PNC Financial Services Group | 0.09% | 4,575 | $952K | Add +9.9% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.08% | 9,346 | $940K | Reduce -1.5% |
| EFA iShares MSCI Eafe ETF | 0.08% | 9,605 | $933K | No change |
| DHI D.R. Horton Inc. | 0.08% | 6,682 | $917K | Reduce -0.2% |
| VXUS Vanguard Total Intl Stock | 0.08% | 11,696 | $902K | Reduce -8.5% |
| NUE Nucor Corp. | 0.08% | 5,318 | $899K | Add +0.9% |
| SPIB SS SPDR P Int C Corp. ETF | 0.08% | 26,006 | $872K | Reduce -6.1% |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -13.0% | 18.96% | −1.88 |
| SCHX Schwab US Large-Cap ETF | Reduce -13.3% | 4.30% | −0.45 |
| MSFT Microsoft Corp. | Reduce -5.8% | 1.65% | −0.44 |
| VEA Vanguard Ftse Developed ETF | Reduce -59.4% | 0.13% | −0.16 |
| NVDA Nvidia Corp. | Reduce -10.4% | 1.38% | −0.12 |
| SCHG Schwab US Large-Cap Growth | Reduce -4.5% | 1.67% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -5.1% | 1.93% | −0.09 |
| TSLA Tesla Inc. | Reduce -14.2% | 0.30% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.3% | 0.50% | −0.07 |
| BX Blackstone Inc. | Reduce -3.7% | 0.27% | −0.07 |
| AAPL Apple Inc. | Reduce -4.6% | 2.74% | −0.07 |
| AVGO Broadcom Inc. | Reduce -44.6% | 0.07% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -71.2% | 0.03% | −0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -10.8% | 0.26% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -3.6% | 0.17% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -3.1% | 0.70% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -3.7% | 0.30% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -2.1% | 1.22% | −0.04 |
| ROP Roper Technologies Inc. | Reduce -5.5% | 0.18% | −0.04 |
| WFC Wells Fargo & Co. | Reduce -54.6% | 0.03% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.03 |
| URI United Rentals Inc. | Reduce -5.5% | 0.39% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -4.9% | 0.24% | −0.03 |
| AXP American Express Co. | Sold out | 0.00% | −0.03 |
| ADP Automatic Data Processing | Reduce -7.8% | 0.10% | −0.02 |
| V Visa Inc. Class A | Reduce -8.2% | 0.15% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.3% | 0.53% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.02 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Reduce -12.9% | 0.06% | −0.02 |
| NKE Nike Inc. Class B | Reduce -14.9% | 0.04% | −0.01 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -4.4% | 0.29% | −0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -12.0% | 0.36% | −0.01 |
| ORCL Oracle Corp. | Reduce -3.9% | 0.04% | −0.01 |
| GS Goldman Sachs Group Inc. | Reduce -22.3% | 0.03% | −0.01 |
| NOW ServiceNow Inc. | Reduce -3.5% | 0.02% | −0.01 |
| TFC Truist Financial Corp. | Reduce -11.9% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Reduce -2.4% | 0.04% | −0.01 |
| DHR Danaher Corp. | Reduce -2.9% | 0.04% | −0.00 |
| BLK BlackRock Inc. | Reduce -2.8% | 0.06% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -13.3% | 0.03% | −0.00 |
| BAC Bank of America Corp. | Reduce -2.3% | 0.04% | −0.00 |
| QLTA iShares Aaa - A Rated Corpor | Reduce -8.6% | 0.17% | −0.00 |
| MMM 3M Co. | Reduce -3.7% | 0.03% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Add +98.9% | 1.32% | +0.66 |
| XOM Exxon Mobil Corp. | Add +9.2% | 0.35% | +0.14 |
| CAT Caterpillar Inc. | Add +0.1% | 0.28% | +0.07 |
| BND Vanguard Total Bond Market | New | 0.05% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +0.3% | 0.52% | +0.04 |
| DUK Duke Energy Corp. | Add +3.9% | 0.18% | +0.04 |
| PG The Procter & Gamble Co. | Add +2.7% | 0.28% | +0.03 |
| GLW Corning Inc. | Add +25.7% | 0.06% | +0.03 |
| NSC Norfolk Southern Corp. | New | 0.03% | +0.03 |
| T AT&T Inc. | Add +7.1% | 0.10% | +0.03 |
| MPC Marathon Petroleum Corp. | New | 0.02% | +0.02 |
| KO The Coca-Cola Co. | Add +4.6% | 0.11% | +0.02 |
| VLO Valero Energy Corp. | New | 0.02% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +2.4% | 0.16% | +0.02 |
| GEV GE Vernova Inc. | New | 0.02% | +0.02 |
| ACNB Acnb Corp. | Add +32.8% | 0.06% | +0.02 |
| DE Deere & Co. | Add +3.3% | 0.06% | +0.02 |
| HBAN Huntington Bancshares Inc. | New | 0.02% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +9.3% | 0.20% | +0.01 |
| PNC PNC Financial Services Group | Add +9.9% | 0.09% | +0.01 |
| FULT Fulton Financial Corp. | Add +0.5% | 0.09% | +0.01 |
| SLV iShares Silver Trust | Add +14.9% | 0.05% | +0.01 |
| NUE Nucor Corp. | Add +0.9% | 0.08% | +0.01 |
| RTX RTX Corp. | Add +4.1% | 0.06% | +0.01 |
| MTB M & T Bank Corp. | Add +0.3% | 0.09% | +0.01 |
| HON Honeywell International Inc. | Add +1.9% | 0.04% | +0.01 |
| PFE Pfizer Inc. | Add +1.8% | 0.04% | +0.01 |
| VZ Verizon Communications Inc. | Add +4.3% | 0.02% | +0.01 |
| USXF iShares ESG Advance MSCI USA | Add +0.2% | 0.11% | +0.01 |
| ADI Analog Devices Inc. | Add +0.4% | 0.02% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.3% | 0.05% | +0.00 |
| GE General Electric | Add +17.1% | 0.03% | +0.00 |
| ORRF Orrstown Finl Services Inc. | Add +0.5% | 0.04% | +0.00 |
| FRAF Franklin Financial Services | Add +0.1% | 0.04% | +0.00 |
| IWV iShares Russell 3000 ETF | Add +0.2% | 0.06% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.0% | 0.03% | +0.00 |
| MS Morgan Stanley | Add +5.4% | 0.03% | +0.00 |
| YORW York Water Co. | Add +0.8% | 0.04% | +0.00 |
| SPAB SS SPDR P Agg Bond ETF | Add +0.6% | 0.02% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +0.2% | 0.04% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.1% | 0.03% | +0.00 |
| KMB Kimberly-Clark Corp. | Add +0.1% | 0.02% | +0.00 |
| F Ford Motor Co. | Add +0.6% | 0.04% | −0.00 |
| MAA Mid-America Apartment Comm | Add +0.8% | 0.05% | −0.00 |
| DIS The Walt Disney Co. | Add +1.6% | 0.04% | −0.00 |
| CEG Constellation Energy | Add +1.8% | 0.07% | −0.01 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.19% | −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 |