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 46.48% of RKL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SPMD, SPSM, VMBS, GLD, AEM, VGIT, GLW, SLV, AMD, MPC.
- Started 7 new stock positions in GLW, MPC, VLO, GLD, SLV, AMD, AEM.
- Reduced shares in these 10 stocks: IVV (-$7.9M), SCHX, MSFT, NVDA, GOOGL, AMZN, SCHM, COST, SCHG, AAPL.
- Sold out of its positions in VOOG, VOT, VTV, VLTO, ACN.
- RKL Wealth Management was a net seller of stock by $-44M.
- RKL Wealth Management has $1.2B in assets under management (AUM), dropping by 3.12%.
- Central Index Key (CIK): 0001604723
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Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 178 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.7 | $254M | -3% | 380k | 669.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 8.8 | $104M | 1.2M | 87.31 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.9 | $81M | 1.2M | 65.26 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.9 | $57M | -7% | 2.2M | 26.34 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.2 | $49M | 414k | 118.83 |
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| Spdr Series Trust Portfolio S&p400 (SPMD) | 2.9 | $34M | +7% | 595k | 57.19 |
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| Apple (AAPL) | 2.7 | $32M | -5% | 125k | 254.63 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.4 | $28M | +2% | 461k | 60.03 |
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| Microsoft Corporation (MSFT) | 2.3 | $27M | -10% | 52k | 517.95 |
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| Ishares Core Msci Emkt (IEMG) | 2.1 | $25M | 377k | 65.92 |
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| Spdr Series Trust Portfolio S&p600 (SPSM) | 2.0 | $24M | +8% | 518k | 46.32 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $23M | -8% | 762k | 29.64 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.9 | $22M | 265k | 84.11 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $22M | -7% | 697k | 31.91 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $19M | -10% | 79k | 243.10 |
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| NVIDIA Corporation (NVDA) | 1.6 | $19M | -13% | 103k | 186.58 |
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| Ishares Tr Mbs Etf (MBB) | 1.6 | $19M | 201k | 95.15 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $19M | +9% | 396k | 46.96 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $15M | -9% | 539k | 27.90 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $15M | -6% | 645k | 23.28 |
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| Amazon (AMZN) | 1.2 | $14M | -12% | 65k | 219.57 |
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| Costco Wholesale Corporation (COST) | 1.1 | $13M | -12% | 14k | 925.61 |
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| Mastercard Incorporated Cl A (MA) | 0.8 | $9.2M | -14% | 16k | 568.82 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $8.8M | 80k | 110.37 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $7.7M | -4% | 24k | 315.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $6.8M | -14% | 56k | 120.72 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $6.6M | 66k | 100.25 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $6.1M | -7% | 21k | 293.74 |
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| Thermo Fisher Scientific (TMO) | 0.5 | $5.9M | -14% | 12k | 485.00 |
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| United Rentals (URI) | 0.5 | $5.9M | -10% | 6.2k | 954.67 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $5.1M | -2% | 7.7k | 666.14 |
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| Johnson & Johnson (JNJ) | 0.4 | $5.1M | 27k | 185.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.7M | -9% | 7.6k | 612.37 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $4.5M | -10% | 136k | 33.37 |
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| Novo-nordisk A S Adr (NVO) | 0.4 | $4.4M | -5% | 80k | 55.49 |
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| Tesla Motors (TSLA) | 0.4 | $4.4M | -8% | 9.8k | 444.72 |
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| Blackstone Group Inc Com Cl A (BX) | 0.4 | $4.4M | -8% | 26k | 170.85 |
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| Chevron Corporation (CVX) | 0.4 | $4.3M | -4% | 28k | 155.29 |
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| Micron Technology (MU) | 0.4 | $4.2M | -2% | 25k | 167.32 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $4.2M | 8.3k | 502.74 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $4.1M | -5% | 139k | 29.11 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.9M | -3% | 7.9k | 490.38 |
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| International Business Machines (IBM) | 0.3 | $3.9M | -2% | 14k | 282.17 |
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| Abbvie (ABBV) | 0.3 | $3.8M | 16k | 231.54 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.7M | -6% | 18k | 206.51 |
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| Meta Platforms Cl A (META) | 0.3 | $3.6M | -14% | 4.9k | 734.40 |
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| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $3.5M | -6% | 34k | 104.51 |
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| Union Pacific Corporation (UNP) | 0.3 | $3.5M | -12% | 15k | 236.37 |
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| Trane Technologies SHS (TT) | 0.3 | $3.3M | -11% | 7.9k | 421.96 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.3M | 55k | 59.92 |
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| Intercontinental Exchange (ICE) | 0.3 | $3.2M | -3% | 19k | 168.48 |
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| L3harris Technologies (LHX) | 0.3 | $3.1M | -3% | 10k | 305.40 |
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| Wal-Mart Stores (WMT) | 0.3 | $3.0M | -5% | 29k | 103.06 |
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| Roper Industries (ROP) | 0.3 | $2.9M | -14% | 5.9k | 498.65 |
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| Procter & Gamble Company (PG) | 0.2 | $2.9M | -3% | 19k | 153.65 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.9M | -10% | 12k | 241.96 |
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| McDonald's Corporation (MCD) | 0.2 | $2.7M | -11% | 9.0k | 303.88 |
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| General Dynamics Corporation (GD) | 0.2 | $2.6M | 7.7k | 340.98 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.4M | -3% | 21k | 112.75 |
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| Altria (MO) | 0.2 | $2.4M | 37k | 66.06 |
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| Home Depot (HD) | 0.2 | $2.4M | 5.9k | 405.21 |
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| EOG Resources (EOG) | 0.2 | $2.4M | 21k | 112.12 |
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| Philip Morris International (PM) | 0.2 | $2.3M | 14k | 162.20 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.2M | 4.8k | 468.41 |
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| Caterpillar (CAT) | 0.2 | $2.1M | -2% | 4.4k | 477.16 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.1M | 18k | 119.51 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.2 | $2.0M | -4% | 42k | 48.47 |
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| Pepsi (PEP) | 0.2 | $2.0M | 14k | 140.44 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.0M | -6% | 2.6k | 763.09 |
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| Illinois Tool Works (ITW) | 0.2 | $2.0M | -2% | 7.5k | 260.75 |
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| Automatic Data Processing (ADP) | 0.1 | $1.7M | -20% | 5.8k | 293.52 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.7M | 8.3k | 203.59 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.7M | 65k | 25.71 |
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| Mid Penn Ban (MPB) | 0.1 | $1.6M | 55k | 28.64 |
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| Prologis (PLD) | 0.1 | $1.5M | 13k | 114.52 |
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| Markel Corporation (MKL) | 0.1 | $1.5M | 778.00 | 1911.36 |
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| Broadcom (AVGO) | 0.1 | $1.4M | +7% | 4.4k | 329.93 |
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| Hershey Company (HSY) | 0.1 | $1.3M | 7.0k | 187.06 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.3M | -9% | 14k | 88.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $1.2M | +2% | 5.1k | 243.56 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.2M | 22k | 57.31 |
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| Merck & Co (MRK) | 0.1 | $1.2M | +3% | 15k | 83.93 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | NEW | 3.4k | 355.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | 2.4k | 479.52 |
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| Oneok (OKE) | 0.1 | $1.2M | +7% | 16k | 72.97 |
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| D.R. Horton (DHI) | 0.1 | $1.1M | -23% | 6.7k | 169.48 |
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| Fulton Financial (FULT) | 0.1 | $1.1M | +16% | 58k | 18.63 |
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| Eastman Chemical Company (EMN) | 0.1 | $1.0M | +4% | 17k | 63.05 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.0M | 12k | 82.58 |
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| Agnico (AEM) | 0.1 | $1.0M | NEW | 6.0k | 168.56 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.0M | 11k | 95.89 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $998k | -28% | 10k | 96.55 |
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| Coca-Cola Company (KO) | 0.1 | $998k | 15k | 66.32 |
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| Nike CL B (NKE) | 0.1 | $976k | -6% | 14k | 69.73 |
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| At&t (T) | 0.1 | $955k | 34k | 28.24 |
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| Spdr Series Trust Portfolio Intrmd (SPIB) | 0.1 | $932k | -20% | 28k | 33.89 |
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| Constellation Energy (CEG) | 0.1 | $928k | 2.8k | 329.07 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $928k | -11% | 13k | 73.46 |
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| M&T Bank Corporation (MTB) | 0.1 | $909k | 4.6k | 197.64 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $907k | 9.7k | 93.37 |
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| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $896k | 16k | 55.33 |
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| UnitedHealth (UNH) | 0.1 | $877k | -9% | 2.5k | 345.31 |
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| PNC Financial Services (PNC) | 0.1 | $829k | 4.1k | 200.93 |
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| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.1 | $796k | -27% | 28k | 28.90 |
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| Oracle Corporation (ORCL) | 0.1 | $775k | +10% | 2.8k | 281.24 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $770k | 7.1k | 108.95 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $728k | 4.0k | 182.42 |
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| Nucor Corporation (NUE) | 0.1 | $714k | 5.3k | 135.43 |
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| Kinder Morgan (KMI) | 0.1 | $706k | 25k | 28.31 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $699k | 30k | 23.47 |
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| Mid-America Apartment (MAA) | 0.1 | $692k | -8% | 5.0k | 139.73 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $686k | 1.8k | 378.93 |
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| Wells Fargo & Company (WFC) | 0.1 | $669k | 8.0k | 83.83 |
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| PPL Corporation (PPL) | 0.1 | $631k | -7% | 17k | 37.16 |
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| Walt Disney Company (DIS) | 0.1 | $624k | 5.5k | 114.51 |
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| HEICO Corporation (HEI) | 0.1 | $623k | 1.9k | 322.78 |
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| Goldman Sachs (GS) | 0.1 | $611k | +8% | 768.00 | 796.12 |
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| Emerson Electric (EMR) | 0.1 | $593k | 4.5k | 131.17 |
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| Deere & Company (DE) | 0.0 | $543k | +4% | 1.2k | 457.41 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $542k | -4% | 1.8k | 297.56 |
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| Visa Com Cl A (V) | 0.0 | $536k | -23% | 1.6k | 341.40 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $525k | 5.4k | 97.82 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $511k | +12% | 3.1k | 167.34 |
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| Abbott Laboratories (ABT) | 0.0 | $511k | 3.8k | 133.95 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $498k | -8% | 3.4k | 145.62 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $494k | -34% | 990.00 | 499.02 |
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| CSX Corporation (CSX) | 0.0 | $482k | -10% | 14k | 35.51 |
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| Truist Financial Corp equities (TFC) | 0.0 | $477k | -17% | 10k | 45.72 |
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| Cisco Systems (CSCO) | 0.0 | $462k | 6.8k | 68.42 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $454k | 1.8k | 254.04 |
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| Acnb Corp (ACNB) | 0.0 | $445k | 10k | 44.04 |
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| Honeywell International (HON) | 0.0 | $440k | -27% | 2.1k | 210.50 |
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| York Water Company (YORW) | 0.0 | $440k | 15k | 30.42 |
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| Lowe's Companies (LOW) | 0.0 | $436k | +16% | 1.7k | 251.34 |
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| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $433k | -23% | 17k | 25.13 |
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| Duke Energy Corp Com New (DUK) | 0.0 | $432k | 3.5k | 123.75 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $431k | +28% | 9.7k | 44.43 |
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| Franklin Financial Services (FRAF) | 0.0 | $424k | 9.2k | 46.00 |
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| Orrstown Financial Services (ORRF) | 0.0 | $423k | 13k | 33.98 |
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| Flexsteel Industries (FLXS) | 0.0 | $422k | 9.1k | 46.35 |
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| Danaher Corporation (DHR) | 0.0 | $415k | -49% | 2.1k | 198.26 |
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| Ford Motor Company (F) | 0.0 | $406k | -3% | 34k | 11.96 |
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| Pfizer (PFE) | 0.0 | $374k | 15k | 25.48 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $366k | -67% | 1.1k | 328.17 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $361k | 13k | 27.30 |
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| Bank of America Corporation (BAC) | 0.0 | $359k | 7.0k | 51.59 |
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| 3M Company (MMM) | 0.0 | $351k | 2.3k | 155.18 |
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| Servicenow (NOW) | 0.0 | $349k | 379.00 | 920.28 |
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| TJX Companies (TJX) | 0.0 | $329k | 2.3k | 144.54 |
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| Ge Aerospace Com New (GE) | 0.0 | $328k | 1.1k | 300.78 |
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| FirstEnergy (FE) | 0.0 | $325k | -5% | 7.1k | 45.82 |
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| Henry Schein (HSIC) | 0.0 | $319k | -12% | 4.8k | 66.37 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $316k | 2.2k | 145.62 |
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| Corning Incorporated (GLW) | 0.0 | $312k | NEW | 3.8k | 82.03 |
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $310k | 1.0k | 297.91 |
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| Morgan Stanley Com New (MS) | 0.0 | $309k | 1.9k | 158.99 |
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| GSK Sponsored Adr (GSK) | 0.0 | $306k | 7.1k | 43.16 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $305k | 2.5k | 124.32 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $305k | 4.5k | 68.46 |
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| Citigroup Com New (C) | 0.0 | $295k | 2.9k | 101.50 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $284k | NEW | 6.7k | 42.37 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $281k | 6.3k | 44.69 |
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| American Express Company (AXP) | 0.0 | $276k | +9% | 830.00 | 331.97 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $275k | 5.9k | 46.61 |
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| Applied Materials (AMAT) | 0.0 | $270k | -6% | 1.3k | 204.73 |
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| Verizon Communications (VZ) | 0.0 | $267k | -5% | 6.1k | 43.95 |
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| Netflix (NFLX) | 0.0 | $257k | -26% | 214.00 | 1198.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $249k | 4.6k | 54.18 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $244k | +7% | 327.00 | 745.88 |
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| Marriott Intl Cl A (MAR) | 0.0 | $241k | -46% | 926.00 | 260.38 |
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| Advanced Micro Devices (AMD) | 0.0 | $224k | NEW | 1.4k | 161.79 |
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| Amgen (AMGN) | 0.0 | $217k | -18% | 768.00 | 282.30 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $208k | 2.7k | 75.75 |
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| Select Sector Spdr Tr Technology (XLK) | 0.0 | $208k | -8% | 736.00 | 282.01 |
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| Crown Holdings (CCK) | 0.0 | $206k | 2.1k | 96.59 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $203k | NEW | 1.1k | 192.72 |
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| Valero Energy Corporation (VLO) | 0.0 | $200k | NEW | 1.2k | 170.19 |
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| Sfl Corporation SHS (SFL) | 0.0 | $188k | 25k | 7.53 |
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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 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
- RKL Wealth Management 2021 Q4 filed Feb. 8, 2022