Kuntz Lesher Capital
Latest statistics and disclosures from RKL Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IEFA, IJH, SCHX, IJR, and represent 45.60% of RKL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPMD (+$6.8M), IEFA (+$6.5M), SPSM, V, IEMG, DUK, VGIT, QQQ, BLK, VMBS.
- Started 9 new stock positions in QQQ, SPAB, ISRG, BLK, GUT, ADI, LRCX, ACN, ANVS.
- Reduced shares in these 10 stocks: IVV (-$6.3M), NVO, EMN, SCHG, NVDA, SPY, SCHX, IJH, LLY, IJR.
- Sold out of its positions in AMGN, EMN, MPC, VLO.
- RKL Wealth Management was a net buyer of stock by $21M.
- RKL Wealth Management has $1.2B in assets under management (AUM), dropping by 3.84%.
- Central Index Key (CIK): 0001604723
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Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 183 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.8 | $254M | -2% | 371k | 684.94 |
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| Ishares Tr Core Msci Eafe (IEFA) | 9.3 | $113M | +6% | 1.3M | 89.46 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.7 | $82M | 1.2M | 66.00 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.7 | $58M | 2.1M | 26.91 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $50M | 412k | 120.18 |
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| Spdr Series Trust State Street Spd (SPMD) | 3.4 | $41M | +19% | 712k | 57.91 |
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| Apple (AAPL) | 2.8 | $34M | 126k | 271.86 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.4 | $29M | +4% | 480k | 59.93 |
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| Spdr Series Trust State Street Spd (SPSM) | 2.4 | $29M | +18% | 612k | 46.86 |
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| Ishares Core Msci Emkt (IEMG) | 2.2 | $27M | +5% | 397k | 67.22 |
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| Microsoft Corporation (MSFT) | 2.1 | $25M | 53k | 483.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $25M | 79k | 313.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $23M | 761k | 30.07 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $23M | 268k | 83.75 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $22M | -4% | 667k | 32.62 |
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| Ishares Tr Mbs Etf (MBB) | 1.6 | $20M | 205k | 95.22 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $19M | +3% | 410k | 47.08 |
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| NVIDIA Corporation (NVDA) | 1.5 | $18M | -4% | 98k | 186.50 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $16M | +2% | 660k | 24.04 |
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| Amazon (AMZN) | 1.3 | $15M | 66k | 230.82 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $15M | 534k | 28.48 |
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| Costco Wholesale Corporation (COST) | 1.0 | $12M | 14k | 862.37 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $9.2M | 16k | 570.88 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $8.9M | 81k | 110.25 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $8.1M | +3% | 25k | 322.22 |
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| Micron Technology (MU) | 0.6 | $7.0M | -2% | 25k | 285.41 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $6.9M | 12k | 579.45 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $6.7M | -2% | 55k | 123.26 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $6.7M | 67k | 99.88 |
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| Johnson & Johnson (JNJ) | 0.5 | $5.8M | +3% | 28k | 206.95 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $5.8M | -2% | 20k | 290.22 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.4M | +12% | 8.6k | 627.16 |
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| United Rentals (URI) | 0.4 | $5.0M | 6.2k | 809.26 |
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| Tesla Motors (TSLA) | 0.4 | $4.7M | +6% | 11k | 449.72 |
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| Chevron Corporation (CVX) | 0.4 | $4.6M | +8% | 30k | 152.41 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.6M | -12% | 6.7k | 681.89 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $4.5M | 137k | 32.75 |
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| International Business Machines (IBM) | 0.3 | $4.2M | +4% | 14k | 296.21 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.2M | 8.3k | 502.65 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.1M | +4% | 27k | 154.14 |
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| Abbvie (ABBV) | 0.3 | $4.1M | +8% | 18k | 228.49 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $3.9M | -4% | 133k | 29.61 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.9M | +3% | 8.2k | 468.76 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.7M | -2% | 17k | 212.07 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $3.7M | 34k | 106.70 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.5M | 56k | 62.47 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.5M | +9% | 31k | 111.41 |
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| Intercontinental Exchange (ICE) | 0.3 | $3.4M | +10% | 21k | 161.96 |
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| Union Pacific Corporation (UNP) | 0.3 | $3.4M | 15k | 231.33 |
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| Meta Platforms Cl A (META) | 0.3 | $3.3M | +2% | 5.0k | 660.10 |
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| Trane Technologies SHS (TT) | 0.3 | $3.3M | +5% | 8.4k | 389.20 |
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| L3harris Technologies (LHX) | 0.3 | $3.2M | +10% | 11k | 293.56 |
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| Procter & Gamble Company (PG) | 0.3 | $3.0M | +11% | 21k | 143.31 |
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| General Dynamics Corporation (GD) | 0.2 | $2.9M | +11% | 8.5k | 336.67 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $2.8M | -31% | 54k | 50.88 |
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| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.8k | 305.62 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.6M | -10% | 11k | 246.15 |
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| Roper Industries (ROP) | 0.2 | $2.6M | 5.9k | 445.11 |
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| EOG Resources (EOG) | 0.2 | $2.6M | +14% | 24k | 105.01 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.5M | 21k | 120.34 |
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| Caterpillar (CAT) | 0.2 | $2.5M | 4.4k | 572.88 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.4M | -12% | 2.3k | 1074.77 |
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| Philip Morris International (PM) | 0.2 | $2.4M | 15k | 160.40 |
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| Home Depot (HD) | 0.2 | $2.4M | +15% | 6.8k | 344.12 |
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| Pepsi (PEP) | 0.2 | $2.3M | +13% | 16k | 143.52 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.3M | 4.8k | 473.30 |
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| Illinois Tool Works (ITW) | 0.2 | $2.2M | +17% | 8.8k | 246.30 |
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| Altria (MO) | 0.2 | $2.1M | 36k | 57.66 |
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| Visa Com Cl A (V) | 0.2 | $2.1M | +277% | 5.9k | 350.72 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.0M | -2% | 17k | 119.35 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.2 | $2.0M | 42k | 48.09 |
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| Prologis (PLD) | 0.2 | $2.0M | +17% | 15k | 127.66 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | +21% | 6.2k | 313.82 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.7M | 8.3k | 210.34 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.7M | 66k | 26.23 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | +321% | 15k | 117.21 |
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| Mid Penn Ban (MPB) | 0.1 | $1.7M | 55k | 31.02 |
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| Markel Corporation (MKL) | 0.1 | $1.7M | 778.00 | 2149.65 |
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| Broadcom (AVGO) | 0.1 | $1.6M | +8% | 4.7k | 346.10 |
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| Merck & Co (MRK) | 0.1 | $1.5M | 15k | 105.26 |
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| Oneok (OKE) | 0.1 | $1.5M | +29% | 21k | 73.50 |
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| Automatic Data Processing (ADP) | 0.1 | $1.5M | 5.8k | 257.22 |
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| Hershey Company (HSY) | 0.1 | $1.3M | +5% | 7.4k | 181.98 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | -4% | 3.3k | 396.31 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.3M | 14k | 89.43 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.2M | 22k | 57.58 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | 2.4k | 487.79 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.1M | +6% | 13k | 84.64 |
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| Coca-Cola Company (KO) | 0.1 | $1.1M | 15k | 69.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | NEW | 1.7k | 614.31 |
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| Agnico (AEM) | 0.1 | $1.0M | 6.0k | 169.53 |
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| Constellation Energy (CEG) | 0.1 | $1.0M | 2.8k | 353.31 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $998k | 10k | 96.27 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $965k | 13k | 75.44 |
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| D.R. Horton (DHI) | 0.1 | $965k | 6.7k | 144.04 |
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| Fulton Financial (FULT) | 0.1 | $962k | -13% | 50k | 19.33 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $945k | +2% | 17k | 56.81 |
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| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $936k | 28k | 33.81 |
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| M&T Bank Corporation (MTB) | 0.1 | $929k | 4.6k | 201.48 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $922k | 9.6k | 96.03 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $919k | -9% | 9.5k | 96.88 |
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| PNC Financial Services (PNC) | 0.1 | $869k | 4.2k | 208.73 |
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| UnitedHealth (UNH) | 0.1 | $862k | +2% | 2.6k | 330.17 |
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| Nucor Corporation (NUE) | 0.1 | $860k | 5.3k | 163.11 |
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| At&t (T) | 0.1 | $855k | 34k | 24.84 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $837k | +2% | 7.2k | 116.09 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $834k | +4% | 29k | 28.84 |
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| Truist Financial Corp equities (TFC) | 0.1 | $824k | +60% | 17k | 49.21 |
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| Wells Fargo & Company (WFC) | 0.1 | $757k | 8.1k | 93.19 |
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| Blackrock (BLK) | 0.1 | $757k | NEW | 707.00 | 1071.09 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $738k | +4% | 4.2k | 177.75 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $702k | 1.8k | 386.85 |
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| Kinder Morgan (KMI) | 0.1 | $689k | 25k | 27.49 |
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| Mid-America Apartment (MAA) | 0.1 | $687k | 4.9k | 138.91 |
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| Nike CL B (NKE) | 0.1 | $661k | -25% | 10k | 63.71 |
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| HEICO Corporation (HEI) | 0.1 | $624k | 1.9k | 323.55 |
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| Cisco Systems (CSCO) | 0.1 | $615k | +18% | 8.0k | 77.03 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $609k | +8% | 3.3k | 183.42 |
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| PPL Corporation (PPL) | 0.0 | $601k | 17k | 35.02 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $601k | -13% | 26k | 23.37 |
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| Oracle Corporation (ORCL) | 0.0 | $580k | +7% | 3.0k | 194.92 |
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| Walt Disney Company (DIS) | 0.0 | $560k | -9% | 4.9k | 113.78 |
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| Deere & Company (DE) | 0.0 | $558k | 1.2k | 465.51 |
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| Emerson Electric (EMR) | 0.0 | $557k | -7% | 4.2k | 132.72 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $545k | 1.8k | 302.05 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $536k | 5.4k | 99.53 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $525k | +20% | 12k | 45.13 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $511k | 3.4k | 148.97 |
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| CSX Corporation (CSX) | 0.0 | $496k | 14k | 36.25 |
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| Abbott Laboratories (ABT) | 0.0 | $495k | +3% | 4.0k | 125.30 |
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| Goldman Sachs (GS) | 0.0 | $490k | -27% | 557.00 | 878.81 |
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| Acnb Corp (ACNB) | 0.0 | $488k | 10k | 48.35 |
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| Danaher Corporation (DHR) | 0.0 | $484k | 2.1k | 228.92 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $475k | 982.00 | 483.77 |
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| Franklin Financial Services (FRAF) | 0.0 | $463k | 9.2k | 50.20 |
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| Bank of America Corporation (BAC) | 0.0 | $459k | +19% | 8.3k | 55.00 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $451k | 1.8k | 252.38 |
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| Orrstown Financial Services (ORRF) | 0.0 | $444k | 13k | 35.42 |
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| Ford Motor Company (F) | 0.0 | $441k | 34k | 13.12 |
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| York Water Company (YORW) | 0.0 | $438k | -4% | 14k | 31.84 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $432k | 6.7k | 64.42 |
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| Lowe's Companies (LOW) | 0.0 | $404k | -3% | 1.7k | 241.17 |
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| Honeywell International (HON) | 0.0 | $395k | -3% | 2.0k | 195.09 |
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| Morgan Stanley Com New (MS) | 0.0 | $382k | +10% | 2.1k | 177.54 |
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| 3M Company (MMM) | 0.0 | $377k | +4% | 2.4k | 160.10 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $375k | 1.1k | 335.34 |
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| TJX Companies (TJX) | 0.0 | $371k | +6% | 2.4k | 153.61 |
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| Applied Materials (AMAT) | 0.0 | $367k | +8% | 1.4k | 257.07 |
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| Pfizer (PFE) | 0.0 | $366k | 15k | 24.90 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $363k | 13k | 27.43 |
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| Henry Schein (HSIC) | 0.0 | $363k | 4.8k | 75.58 |
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| Flexsteel Industries (FLXS) | 0.0 | $360k | 9.1k | 39.49 |
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| GSK Sponsored Adr (GSK) | 0.0 | $347k | 7.1k | 49.04 |
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| Corning Incorporated (GLW) | 0.0 | $337k | 3.8k | 87.56 |
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| Citigroup Com New (C) | 0.0 | $327k | -3% | 2.8k | 116.69 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $323k | 2.2k | 148.71 |
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| American Express Company (AXP) | 0.0 | $315k | +2% | 850.00 | 370.16 |
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| Advanced Micro Devices (AMD) | 0.0 | $312k | +5% | 1.5k | 214.16 |
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| FirstEnergy (FE) | 0.0 | $311k | 7.0k | 44.77 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $310k | 4.5k | 69.67 |
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| Servicenow (NOW) | 0.0 | $305k | +425% | 2.0k | 153.19 |
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| Ge Aerospace Com New (GE) | 0.0 | $298k | -11% | 968.00 | 308.01 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $293k | 6.3k | 46.59 |
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| Marriott Intl Cl A (MAR) | 0.0 | $288k | 927.00 | 310.15 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $273k | +3% | 6.1k | 44.69 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $248k | 2.5k | 100.91 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $248k | 4.6k | 53.76 |
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| Netflix (NFLX) | 0.0 | $246k | +1123% | 2.6k | 93.76 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $238k | NEW | 1.4k | 171.18 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $236k | NEW | 9.2k | 25.75 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $233k | 1.0k | 223.23 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $230k | -6% | 305.00 | 753.21 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $224k | -48% | 8.9k | 25.08 |
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| Analog Devices (ADI) | 0.0 | $220k | NEW | 812.00 | 271.34 |
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| Crown Holdings (CCK) | 0.0 | $219k | 2.1k | 102.97 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $213k | +3% | 2.8k | 75.15 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $212k | +100% | 1.5k | 143.95 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $210k | NEW | 784.00 | 268.30 |
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| Verizon Communications (VZ) | 0.0 | $209k | -15% | 5.1k | 40.73 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $208k | NEW | 367.00 | 566.36 |
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| Sfl Corporation SHS (SFL) | 0.0 | $195k | 25k | 7.81 |
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| Gabelli Utility Trust (GUT) | 0.0 | $151k | NEW | 25k | 6.03 |
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| Annovis Bio (ANVS) | 0.0 | $35k | NEW | 10k | 3.46 |
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Past Filings by RKL Wealth Management
SEC 13F filings are viewable for RKL Wealth Management going back to 2014
- RKL Wealth Management 2025 Q4 filed Feb. 12, 2026
- RKL Wealth Management 2025 Q3 filed Nov. 12, 2025
- RKL Wealth Management 2025 Q2 filed July 18, 2025
- RKL Wealth Management 2025 Q1 filed April 28, 2025
- RKL Wealth Management 2024 Q4 filed Feb. 7, 2025
- RKL Wealth Management 2024 Q3 filed Nov. 1, 2024
- RKL Wealth Management 2024 Q2 filed July 18, 2024
- RKL Wealth Management 2024 Q1 filed May 8, 2024
- RKL Wealth Management 2023 Q4 filed Jan. 25, 2024
- RKL Wealth Management 2023 Q3 filed Nov. 6, 2023
- RKL Wealth Management 2023 Q2 filed Aug. 8, 2023
- RKL Wealth Management 2023 Q1 filed May 2, 2023
- RKL Wealth Management 2022 Q4 filed Feb. 7, 2023
- RKL Wealth Management 2022 Q3 filed Nov. 14, 2022
- RKL Wealth Management 2022 Q2 filed Aug. 1, 2022
- RKL Wealth Management 2022 Q1 filed May 10, 2022