RKL Wealth Management LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 11, 2026), RKL Wealth Management LLC reported 189 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.9% of the portfolio, followed by iShares Core MSCI Eafe ETF (IEFA, 9.3%) and iShares Core S&P Midcap ETF (IJH, 6.8%). Compared with Q1 2026, it opened 12 new positions, sold out of 2, added to 91 and reduced 67. The biggest buy was SS SPDR P S&P 400 Midcap ETF (SPMD, shares +6%) and the biggest sale Costco Wholesale (COST, shares −1%).

Most Recent 13F
Q2 2026
Location
LANCASTER, PA
CIK
0001604723
Portfolio Value
$1.3B (Q2 2026)
SEC Filing
0001604723-26-000003 ↗ filed Aug 11, 2026

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 Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B $1.3B Q2 2026

Holdings 189 stocks · $1.3B
IVV iShares Core S&P 500 ETF 18.88% 316,312 $236.9M Reduce -1.9%
IEFA iShares Core MSCI Eafe ETF 9.32% 1,210,097 $116.9M Add +1.6%
IJH iShares Core S&P Midcap ETF 6.84% 1,112,664 $85.8M Reduce -0.4%
IJR iShares Core S&P Small-Cap E 4.50% 380,816 $56.5M Reduce -0.4%
SCHX Schwab US Large-Cap ETF 4.31% 1,839,227 $54.1M Reduce -1.2%
SPMD SS SPDR P S&P 400 Midcap ETF 3.88% 720,231 $48.7M Add +6.0%
AAPL Apple Inc. 2.75% 119,147 $34.5M Reduce -0.6%
SPSM SS SPDR P S&P 600 Small Cap 2.73% 593,853 $34.2M Add +4.1%
IEMG iShares Core MSCI Emerging 2.40% 364,138 $30.2M Reduce -0.3%
VGIT Vanguard Intermediate-Term T 2.23% 473,445 $27.9M Add +2.5%
GOOGL Alphabet Inc. Class A 2.07% 72,658 $26.0M Reduce -2.6%
SCHM Schwab US Mid Cap ETF 2.01% 683,405 $25.2M Reduce -1.8%
MU Micron Technology Inc. 1.72% 18,655 $21.5M Reduce -14.4%
VCIT Vanguard Int-Term Corporate 1.71% 258,946 $21.4M Add +1.3%
SCHG Schwab US Large-Cap Growth 1.69% 627,716 $21.2M Reduce -1.4%
VMBS Vanguard Mortgage-Backed Sec 1.54% 412,846 $19.3M Add +3.9%
MSFT Microsoft Corp. 1.48% 49,926 $18.6M Add +0.9%
MBB iShares MBS ETF 1.45% 191,867 $18.1M Add +0.8%
SCHA Schwab US Small-Cap ETF 1.39% 480,896 $17.4M Reduce -1.1%
NVDA Nvidia Corp. 1.34% 84,023 $16.8M Reduce -4.2%
SCHF Schwab Intl Equity ETF 1.31% 592,672 $16.4M Reduce -1.9%
JPM JPMorgan Chase & Co. 1.30% 49,728 $16.3M Reduce -0.3%
AMZN Amazon.com Inc. 1.24% 65,240 $15.5M Add +0.5%
COST Costco Wholesale Corp. 1.00% 13,347 $12.5M Reduce -0.6%
AGZ iShares Agency Bond ETF 0.65% 74,091 $8.1M Reduce -2.7%
MA Mastercard Inc. Class A 0.62% 15,247 $7.8M Reduce -2.2%
JNJ Johnson & Johnson 0.55% 27,368 $7.0M Add +1.4%
IVW iShares S&P 500 Growth ETF 0.55% 50,059 $6.9M Reduce -4.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.51% 79,142 $6.4M Reduce -1.9%
URI United Rentals Inc. 0.50% 5,554 $6.3M Reduce -5.8%
AGG iShares Core U.S. Aggregate 0.50% 63,551 $6.3M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.44% 8,068 $5.5M Reduce -4.2%
TMO Thermo Fisher Scientific Inc. 0.44% 11,023 $5.5M Reduce -1.6%
CRWD CrowdStrike Holdings Inc. Class A 0.41% 6,711 $5.1M Reduce -8.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.41% 6,812 $5.1M Add +1.4%
CVX Chevron Corp. 0.40% 30,223 $5.0M Add +1.0%
CAT Caterpillar Inc. 0.38% 4,521 $4.8M Add +3.2%
SCHV Schwab US Large-Cap Value 0.35% 126,137 $4.4M Add +0.3%
ABBV Abbvie Inc. 0.34% 17,191 $4.3M Add +1.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.34% 118,673 $4.3M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.32% 8,106 $4.1M Add +1.9%
TT Trane Technologies PLC 0.32% 8,068 $4.0M Reduce -0.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.31% 13,883 $3.9M Add +1.3%
UNP Union Pacific Corp. 0.31% 14,271 $3.9M Reduce -1.1%
TSLA Tesla Inc. 0.30% 9,079 $3.8M Add +0.8%
SPYG SS SPDR P S&P 500 Growth ETF 0.30% 31,530 $3.8M Reduce -4.1%
IVE iShares S&P 500 Value ETF 0.29% 16,280 $3.7M Reduce -1.5%
PG The Procter & Gamble Co. 0.26% 22,215 $3.3M Add +1.8%
XOM Exxon Mobil Corp. 0.25% 23,202 $3.2M Add +1.1%
WMT Walmart Inc. 0.25% 27,373 $3.1M Add +2.5%
BX Blackstone Inc. 0.24% 25,272 $3.0M Reduce -2.0%
GD General Dynamics Corp. 0.23% 8,258 $2.9M Add +0.9%
IWM iShares Russell 2000 ETF 0.23% 9,630 $2.9M Reduce -5.0%
LLY Eli Lilly & Co. 0.23% 2,374 $2.8M Add +3.9%
LHX L3HARRIS Technologies Inc. 0.22% 9,626 $2.8M Reduce -5.4%
EOG EOG Resources Inc. 0.22% 21,412 $2.8M Reduce -3.4%
META Meta Platforms Inc. Class A 0.22% 4,923 $2.8M Add +3.5%
PM Philip Morris International 0.21% 14,664 $2.7M Add +1.7%
MO Altria Group Inc. 0.21% 36,196 $2.6M Add +0.7%
IWF iShares Russell 1000 Growth 0.21% 20,780 $2.6M No change
GOOG Alphabet Inc. Class C 0.20% 6,958 $2.5M Add +12.1%
NVO Novo-Nordisk A/S-Spons ADR 0.19% 51,012 $2.4M Reduce -2.5%
HD Home Depot Inc. 0.19% 6,805 $2.4M Add +3.6%
ICE Intercontinental Exchange Inc. 0.19% 19,328 $2.4M Reduce -3.2%
ITW Illinois Tool Works 0.19% 8,776 $2.4M Add +1.9%
MCD McDonald's Corp. 0.19% 8,593 $2.3M Add +0.3%
PEP Pepsico Inc. 0.17% 16,109 $2.2M Add +2.8%
IWD iShares Russell 1000 Value E 0.16% 8,471 $2.1M No change
PLD Prologis Inc. 0.16% 14,963 $2.0M Add +2.0%
V Visa Inc. Class A 0.16% 5,747 $2.0M Add +5.6%
MPB Mid Penn Bancorp Inc. 0.15% 55,230 $1.9M No change
DUK Duke Energy Corp. 0.15% 14,714 $1.9M Reduce -3.6%
SCHB Schwab US Broad Market ETF 0.14% 62,777 $1.8M Reduce -0.2%
OKE Oneok Inc. 0.14% 20,702 $1.8M Add +2.3%
IEI iShares 3-7 Year Treasury Bo 0.14% 15,146 $1.8M Reduce -5.3%
MRK Merck & Co. Inc. 0.14% 13,762 $1.8M Add +3.8%
ROP Roper Technologies Inc. 0.13% 4,912 $1.7M Reduce -11.3%
QLTA iShares Aaa - A Rated Corpor 0.13% 34,880 $1.7M Reduce -9.5%
VEA Vanguard Ftse Developed ETF 0.13% 22,658 $1.6M Reduce -0.4%
MKL Markel Group Inc. 0.12% 778 $1.5M No change
AVGO Broadcom Inc. 0.11% 3,684 $1.4M Add +40.2%
USXF iShares ESG Advance MSCI USA 0.11% 19,754 $1.4M Reduce -8.9%
DGRW Wisdomtree U.S. Quality Divi 0.11% 13,862 $1.3M No change
KO The Coca-Cola Co. 0.11% 16,308 $1.3M Add +3.4%
HSY The Hershey Co. 0.10% 7,423 $1.3M Add +0.7%
GLW Corning Inc. 0.10% 4,955 $1.3M Add +2.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 14,625 $1.3M No change
FULT Fulton Financial Corp. 0.10% 50,235 $1.2M Add +0.5%
GLD SPDR Gold Shares 0.10% 3,275 $1.2M No change
NUE Nucor Corp. 0.09% 5,343 $1.2M Add +0.5%
DE Deere & Co. 0.09% 1,869 $1.2M Add +51.0%
IXUS iShares Core Intl Stock ETF 0.09% 12,353 $1.2M Add +0.4%
PNC PNC Financial Services Group 0.09% 4,631 $1.1M Add +1.2%
IJK iShares S&P Mid-Cap 400 Grow 0.09% 9,352 $1.1M Add +0.1%
MTB M & T Bank Corp. filed as M & T BK CORP 0.09% 4,605 $1.1M Reduce -0.4%
IWR iShares Russell Mid-Cap ETF 0.09% 9,876 $1.1M Reduce -4.4%
DHI D.R. Horton Inc. 0.08% 6,454 $1.1M Reduce -3.4%
ADP Automatic Data Processing 0.08% 4,452 $997K Reduce -16.7%
EFA iShares MSCI Eafe ETF 0.08% 9,498 $987K Reduce -1.1%
VXUS Vanguard Total Intl Stock 0.08% 11,479 $981K Reduce -1.9%
CSCO Cisco Systems Inc. 0.08% 8,328 $978K Add +4.6%
AMD Advanced Micro Devices 0.08% 1,666 $968K Add +17.8%
AEM Agnico Eagle Mines Ltd. 0.07% 6,000 $931K No change
SPYV SS SPDR P S&P 500 Value ETF 0.07% 15,183 $923K Add +0.4%
SPIB SS SPDR P Int C Corp. ETF 0.07% 25,409 $850K Reduce -2.3%
USRT iShares Core US REIT ETF 0.07% 12,551 $834K New
UNH Unitedhealth Group Inc. 0.07% 1,971 $819K Reduce -13.3%
SPTI SS SPDR P Int Term TSY ETF 0.06% 28,666 $814K Add +6.5%
ACNB Acnb Corp. 0.06% 13,441 $798K Add +0.3%
IWV iShares Russell 3000 ETF 0.06% 1,823 $777K Add +0.2%
TFC Truist Financial Corp. 0.06% 14,955 $745K Add +1.4%
CEG Constellation Energy 0.06% 2,936 $729K Add +1.7%
KMI Kinder Morgan Inc. 0.06% 22,296 $713K Reduce -10.6%
MAA Mid-America Apartment Comm 0.05% 4,943 $687K Reduce -0.8%
FLXS Flexsteel Inds 0.05% 9,112 $679K No change
HEI Heico Corp. 0.05% 1,875 $668K Reduce -2.9%
RTX RTX Corp. 0.05% 3,500 $664K Add +1.3%
BIBL Inspire 100 ETF 0.05% 11,437 $662K Add +0.4%
VTWO Vanguard Russell 2000 ETF 0.05% 5,413 $657K Add +0.3%
CSX CSX Corp. 0.05% 13,802 $656K Add +2.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.05% 1,790 $654K Reduce -0.2%
LRCX Lam Research Corp. 0.05% 1,502 $651K Add +14.8%
T AT&T Inc. 0.05% 29,194 $604K Reduce -20.8%
PPL PPL Corp. 0.05% 16,534 $601K Reduce -2.7%
SCHZ Schwab US Aggregate Bond ETF 0.05% 25,641 $593K Add +1.0%
EMR Emerson Electric Co. 0.05% 4,091 $586K Add +0.6%
BLK BlackRock Inc. 0.05% 608 $585K Reduce -11.5%
FRAF Franklin Financial Services 0.05% 9,246 $579K Add +0.2%
INTC Intel Corp. 0.04% 3,987 $557K New
ESGU iShares ESG Aware MSCI USA 0.04% 3,303 $541K Reduce -3.9%
BAC Bank of America Corp. 0.04% 9,188 $524K Add +12.7%
ORRF Orrstown Finl Services Inc. 0.04% 12,666 $517K Add +0.6%
BND Vanguard Total Bond Market 0.04% 7,032 $516K No change
MS Morgan Stanley 0.04% 2,454 $513K Add +8.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.04% 5,302 $510K Add +6.1%
GS Goldman Sachs Group Inc. 0.04% 482 $488K Add +11.3%
F Ford Motor Co. filed as FORD MTR CO 0.04% 34,510 $480K Add +2.1%
GE General Electric filed as GE AEROSPACE 0.04% 1,270 $475K Add +12.1%
HEI.A Heico Corp. Class A 0.04% 1,787 $461K No change
ORCL Oracle Corp. 0.04% 3,120 $457K Add +9.2%
C Citigroup Inc. 0.04% 3,259 $456K Add +16.1%
LMT Lockheed Martin Corp. 0.04% 890 $453K Reduce -2.5%
AMAT Applied Materials Inc. 0.04% 620 $449K New
YORW York Water Co. filed as YORK WTR CO 0.03% 14,085 $432K Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.03% 1,166 $431K Add +0.2%
QQQ Invesco QQQ Trust Series 1 0.03% 584 $430K Add +20.9%
SCHD Schwab US DVD Equity ETF 0.03% 13,152 $417K Add +0.3%
SLV iShares Silver Trust 0.03% 7,709 $412K No change
DHR Danaher Corp. 0.03% 2,146 $409K Add +4.7%
HSIC Henry Schein Inc. filed as SCHEIN HENRY INC 0.03% 4,577 $382K Reduce -4.7%
PFE Pfizer Inc. 0.03% 15,850 $382K Add +6.0%
MMM 3M Co. 0.03% 2,350 $381K Add +3.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.03% 2,475 $375K Add +7.5%
GSK GSK PLC-Spon ADR 0.03% 7,083 $371K No change
XLK SS Technology Select Sector 0.03% 1,946 $371K New
DFAS Dimensional US Small Cap ETF 0.03% 4,453 $367K No change
ITOT iShares Core S&P Total U.S. 0.03% 2,171 $357K No change
ADI Analog Devices Inc. 0.03% 890 $353K Add +9.2%
DFUV Dimensional US Marketwide Va 0.03% 6,288 $346K No change
LOW Lowe's Cos Inc. 0.03% 1,540 $340K Add +6.2%
GEV GE Vernova Inc. 0.03% 288 $338K Add +13.4%
KLAC KLA Corp. 0.03% 1,108 $334K New
NSC Norfolk Southern Corp. 0.02% 982 $309K Reduce -6.7%
NKE Nike Inc. Class B 0.02% 7,451 $306K Reduce -15.6%
WFC Wells Fargo & Co. 0.02% 3,513 $290K Reduce -4.8%
MPC Marathon Petroleum Corp. 0.02% 1,118 $286K Add +4.1%
ABT Abbott Laboratories 0.02% 3,148 $286K Reduce -18.4%
KMB Kimberly-Clark Corp. 0.02% 2,563 $281K Add +4.2%
FE Firstenergy Corp. 0.02% 5,886 $280K Add +1.5%
MAR Marriott International Class A 0.02% 753 $279K Reduce -1.2%
VWO Vanguard Ftse Emerging Marke 0.02% 4,599 $275K Reduce -0.3%
GLPI Gaming and Leisure Propertie 0.02% 5,909 $263K Reduce -2.3%
SFL SFL Corp. Ltd. 0.02% 25,059 $256K Add +0.2%
CMI Cummins Inc. 0.02% 356 $254K New
VLO Valero Energy Corp. 0.02% 967 $252K Add +5.1%
SPAB SS SPDR P Agg Bond ETF 0.02% 9,576 $244K Add +3.8%
DMXF iShares ESG Advanc MSCI Eafe 0.02% 2,867 $243K Add +1.2%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 787 $239K New
CCK Crown Holdings Inc. 0.02% 2,131 $238K No change
VZ Verizon Communications Inc. 0.02% 5,609 $237K Add +5.1%
QCOM Qualcomm Inc. 0.02% 1,227 $227K New
ESML iShares ESG Aware MSCI USA S 0.02% 4,010 $224K New
AMGN Amgen Inc. 0.02% 608 $220K New
TRV The Travelers Cos Inc. 0.02% 664 $219K New
AXP American Express Co. 0.02% 624 $211K New
NOW ServiceNow Inc. 0.02% 2,082 $207K Add +8.4%
HBAN Huntington Bancshares Inc. 0.02% 11,037 $196K Add +2.9%
GUT Gabelli Utility Trust 0.01% 25,000 $165K No change
ANVS Annovis Bio 0.00% 10,000 $19K No change

Portfolio Sells Q1 2026 → Q2 2026
COST Costco Wholesale Corp. Reduce -0.6% 1.00% −0.21
AGZ iShares Agency Bond ETF Reduce -2.7% 0.65% −0.11
ICE Intercontinental Exchange Inc. Reduce -3.2% 0.19% −0.09
LHX L3HARRIS Technologies Inc. Reduce -5.4% 0.22% −0.09
IVV iShares Core S&P 500 ETF Reduce -1.9% 18.88% −0.08
MA Mastercard Inc. Class A Reduce -2.2% 0.62% −0.08
BNY Bank of New York Mellon Corp. Sold out 0.00% −0.08
AGG iShares Core U.S. Aggregate Reduce -1.4% 0.50% −0.07
EOG EOG Resources Inc. Reduce -3.4% 0.22% −0.07
TMO Thermo Fisher Scientific Inc. Reduce -1.6% 0.44% −0.06
T AT&T Inc. Reduce -20.8% 0.05% −0.05
ROP Roper Technologies Inc. Reduce -11.3% 0.13% −0.04
HON Honeywell International Inc. Sold out 0.00% −0.04
SCHF Schwab Intl Equity ETF Reduce -1.9% 1.31% −0.04
NVDA Nvidia Corp. Reduce -4.2% 1.34% −0.04
QLTA iShares Aaa - A Rated Corpor Reduce -9.5% 0.13% −0.03
DUK Duke Energy Corp. Reduce -3.6% 0.15% −0.03
BX Blackstone Inc. Reduce -2.0% 0.24% −0.03
IEI iShares 3-7 Year Treasury Bo Reduce -5.3% 0.14% −0.03
JPM JPMorgan Chase & Co. Reduce -0.3% 1.30% −0.02
IVE iShares S&P 500 Value ETF Reduce -1.5% 0.29% −0.02
KMI Kinder Morgan Inc. Reduce -10.6% 0.06% −0.02
ADP Automatic Data Processing Reduce -16.7% 0.08% −0.02
NKE Nike Inc. Class B Reduce -15.6% 0.02% −0.02
LMT Lockheed Martin Corp. Reduce -2.5% 0.04% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -1.2% 0.34% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.9% 0.51% −0.01
ABT Abbott Laboratories Reduce -18.4% 0.02% −0.01
BLK BlackRock Inc. Reduce -11.5% 0.05% −0.01
VOO Vanguard S&P 500 ETF Reduce -4.2% 0.44% −0.01
SPIB SS SPDR P Int C Corp. ETF Reduce -2.3% 0.07% −0.01
PPL PPL Corp. Reduce -2.7% 0.05% −0.01
UNP Union Pacific Corp. Reduce -1.1% 0.31% −0.01
EFA iShares MSCI Eafe ETF Reduce -1.1% 0.08% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -4.4% 0.09% −0.00
WFC Wells Fargo & Co. Reduce -4.8% 0.02% −0.00
GLPI Gaming and Leisure Propertie Reduce -2.3% 0.02% −0.00
VXUS Vanguard Total Intl Stock Reduce -1.9% 0.08% −0.00
NSC Norfolk Southern Corp. Reduce -6.7% 0.02% −0.00
VEA Vanguard Ftse Developed ETF Reduce -0.4% 0.13% −0.00
HSIC Henry Schein Inc. Reduce -4.7% 0.03% −0.00
ESGU iShares ESG Aware MSCI USA Reduce -3.9% 0.04% −0.00
VWO Vanguard Ftse Emerging Marke Reduce -0.3% 0.02% −0.00
MAR Marriott International Class A Reduce -1.2% 0.02% −0.00
MAA Mid-America Apartment Comm Reduce -0.8% 0.05% 0.00
DHI D.R. Horton Inc. Reduce -3.4% 0.08% +0.00
MTB M & T Bank Corp. Reduce -0.4% 0.09% +0.00
USXF iShares ESG Advance MSCI USA Reduce -8.9% 0.11% +0.00
SCHB Schwab US Broad Market ETF Reduce -0.2% 0.14% +0.00
VBK Van Morst SML-Cap Gro-Usd Inc. Reduce -0.2% 0.05% +0.00

Portfolio Buys Q1 2026 → Q2 2026
SPMD SS SPDR P S&P 400 Midcap ETF Add +6.0% 3.88% +0.26
SPSM SS SPDR P S&P 600 Small Cap Add +4.1% 2.73% +0.25
CAT Caterpillar Inc. Add +3.2% 0.38% +0.10
USRT iShares Core US REIT ETF New 0.07% +0.07
AMD Advanced Micro Devices Add +17.8% 0.08% +0.05
INTC Intel Corp. New 0.04% +0.04
GLW Corning Inc. Add +2.5% 0.10% +0.04
LLY Eli Lilly & Co. Add +3.9% 0.23% +0.04
AVGO Broadcom Inc. Add +40.2% 0.11% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04
GOOG Alphabet Inc. Class C Add +12.1% 0.20% +0.04
DE Deere & Co. Add +51.0% 0.09% +0.03
XLK SS Technology Select Sector New 0.03% +0.03
LRCX Lam Research Corp. Add +14.8% 0.05% +0.03
KLAC KLA Corp. New 0.03% +0.03
AMZN Amazon.com Inc. Add +0.5% 1.24% +0.02
CSCO Cisco Systems Inc. Add +4.6% 0.08% +0.02
CMI Cummins Inc. New 0.02% +0.02
VB Vanguard Most SM-Cap ETF-Usd New 0.02% +0.02
QCOM Qualcomm Inc. New 0.02% +0.02
ESML iShares ESG Aware MSCI USA S New 0.02% +0.02
AMGN Amgen Inc. New 0.02% +0.02
TRV The Travelers Cos Inc. New 0.02% +0.02
AXP American Express Co. New 0.02% +0.02
NUE Nucor Corp. Add +0.5% 0.09% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +1.4% 0.41% +0.01
ABBV Abbvie Inc. Add +1.2% 0.34% +0.01
IBM Intl Business Machines Corp. Add +1.3% 0.31% +0.01
QQQ Invesco QQQ Trust Series 1 Add +20.9% 0.03% +0.01
V Visa Inc. Class A Add +5.6% 0.16% +0.01
GE General Electric Add +12.1% 0.04% +0.01
C Citigroup Inc. Add +16.1% 0.04% +0.01
MS Morgan Stanley Add +8.3% 0.04% +0.01
GEV GE Vernova Inc. Add +13.4% 0.03% +0.01
BAC Bank of America Corp. Add +12.7% 0.04% +0.01
ACNB Acnb Corp. Add +0.3% 0.06% +0.01
GS Goldman Sachs Group Inc. Add +11.3% 0.04% +0.01
FULT Fulton Financial Corp. Add +0.5% 0.10% +0.01
PNC PNC Financial Services Group Add +1.2% 0.09% +0.01
ADI Analog Devices Inc. Add +9.2% 0.03% +0.00
SCHV Schwab US Large-Cap Value Add +0.3% 0.35% +0.00
BIBL Inspire 100 ETF Add +0.4% 0.05% +0.00
FRAF Franklin Financial Services Add +0.2% 0.05% +0.00
VTWO Vanguard Russell 2000 ETF Add +0.3% 0.05% +0.00
F Ford Motor Co. Add +2.1% 0.04% +0.00
TSLA Tesla Inc. Add +0.8% 0.30% +0.00
IJK iShares S&P Mid-Cap 400 Grow Add +0.1% 0.09% +0.00
CSX CSX Corp. Add +2.1% 0.05% +0.00
IWV iShares Russell 3000 ETF Add +0.2% 0.06% +0.00
KMB Kimberly-Clark Corp. Add +4.2% 0.02% +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