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, IJR, SCHX, and represent 43.86% of RKL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VO, SPMD, IWF, IEFA, SPSM, VUG, USRT, VMBS, VGIT, INTC.
- Started 12 new stock positions in ESML, AXP, TRV, AMAT, USRT, KLAC, AMGN, CMI, XLK, VB. QCOM, INTC.
- Reduced shares in these 10 stocks: IVV, MU, BNY, NVDA, GOOGL, SCHX, CRWD, Honeywell International, SCHM, URI.
- Sold out of its positions in BNY, Honeywell International.
- RKL Wealth Management was a net buyer of stock by $4.9M.
- RKL Wealth Management has $1.3B in assets under management (AUM), dropping by 12.87%.
- Central Index Key (CIK): 0001604723
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Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 189 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.9 | $237M | 316k | 748.89 |
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| Ishares Tr Core Msci Eafe (IEFA) | 9.3 | $117M | 1.2M | 96.58 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 6.8 | $86M | 1.1M | 77.11 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $57M | 381k | 148.31 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.3 | $54M | 1.8M | 29.43 |
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| Spdr Series Trust St Str P400mid (SPMD) | 3.9 | $49M | +6% | 720k | 67.56 |
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| Apple (AAPL) | 2.7 | $35M | 119k | 289.36 |
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.7 | $34M | +4% | 594k | 57.67 |
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| Ishares Core Msci Emkt (IEMG) | 2.4 | $30M | 364k | 82.84 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.2 | $28M | +2% | 473k | 58.98 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $26M | -2% | 73k | 357.37 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $25M | 683k | 36.87 |
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| Micron Technology (MU) | 1.7 | $22M | -14% | 19k | 1154.27 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $21M | 259k | 82.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $21M | 628k | 33.84 |
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| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.5 | $19M | +3% | 413k | 46.81 |
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| Microsoft Corporation (MSFT) | 1.5 | $19M | 50k | 373.02 |
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| Ishares Tr Mbs Etf (MBB) | 1.4 | $18M | 192k | 94.52 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.4 | $17M | 481k | 36.13 |
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| NVIDIA Corporation (NVDA) | 1.3 | $17M | -4% | 84k | 200.09 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $16M | 593k | 27.70 |
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| JPMorgan Chase & Co. (JPM) | 1.3 | $16M | 50k | 327.33 |
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| Amazon (AMZN) | 1.2 | $16M | 65k | 238.34 |
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| Costco Wholesale Corporation (COST) | 1.0 | $13M | 13k | 935.44 |
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| Ishares Tr Agency Bond Etf (AGZ) | 0.6 | $8.1M | -2% | 74k | 109.28 |
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| Mastercard Incorporated Cl A (MA) | 0.6 | $7.8M | -2% | 15k | 513.60 |
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| Johnson & Johnson (JNJ) | 0.6 | $7.0M | 27k | 253.97 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $6.9M | -4% | 50k | 137.53 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $6.4M | +292% | 79k | 80.57 |
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| United Rentals (URI) | 0.5 | $6.3M | -5% | 5.6k | 1132.99 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $6.3M | 64k | 98.98 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.5M | -4% | 8.1k | 686.79 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $5.5M | 11k | 501.38 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $5.1M | -8% | 6.7k | 763.14 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $5.1M | 6.8k | 746.79 |
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| Chevron Corporation (CVX) | 0.4 | $5.0M | 30k | 165.76 |
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| Caterpillar (CAT) | 0.4 | $4.8M | +3% | 4.5k | 1064.88 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $4.4M | 126k | 34.81 |
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| Abbvie (ABBV) | 0.3 | $4.3M | 17k | 251.64 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $4.3M | 119k | 36.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.1M | 8.1k | 500.39 |
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| Trane Technologies SHS (TT) | 0.3 | $4.0M | 8.1k | 491.16 |
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| International Business Machines (IBM) | 0.3 | $3.9M | 14k | 281.21 |
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| Union Pacific Corporation (UNP) | 0.3 | $3.9M | 14k | 272.00 |
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| Tesla Motors (TSLA) | 0.3 | $3.8M | 9.1k | 420.60 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $3.8M | -4% | 32k | 118.99 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.7M | 16k | 227.07 |
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| Procter & Gamble Company (PG) | 0.3 | $3.3M | 22k | 146.64 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $3.2M | 23k | 136.72 |
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| Wal-Mart Stores (WMT) | 0.2 | $3.1M | +2% | 27k | 113.26 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.0M | -2% | 25k | 117.67 |
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| General Dynamics Corporation (GD) | 0.2 | $2.9M | 8.3k | 354.24 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.9M | -4% | 9.6k | 300.47 |
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| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | +3% | 2.4k | 1199.54 |
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| L3harris Technologies (LHX) | 0.2 | $2.8M | -5% | 9.6k | 290.58 |
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| EOG Resources (EOG) | 0.2 | $2.8M | -3% | 21k | 129.73 |
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| Meta Platforms Cl A (META) | 0.2 | $2.8M | +3% | 4.9k | 563.29 |
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| Philip Morris International (PM) | 0.2 | $2.7M | 15k | 180.91 |
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| Altria (MO) | 0.2 | $2.6M | 36k | 71.95 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.6M | +300% | 21k | 124.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.5M | +12% | 7.0k | 353.32 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | -2% | 51k | 47.94 |
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| Home Depot (HD) | 0.2 | $2.4M | +3% | 6.8k | 352.68 |
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| Intercontinental Exchange (ICE) | 0.2 | $2.4M | -3% | 19k | 123.11 |
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| Illinois Tool Works (ITW) | 0.2 | $2.4M | 8.8k | 270.47 |
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| McDonald's Corporation (MCD) | 0.2 | $2.3M | 8.6k | 270.30 |
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| Pepsi (PEP) | 0.2 | $2.2M | +2% | 16k | 135.40 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.1M | 8.5k | 242.43 |
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| Prologis (PLD) | 0.2 | $2.0M | +2% | 15k | 135.47 |
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| Visa Com Cl A (V) | 0.2 | $2.0M | +5% | 5.7k | 343.11 |
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| Mid Penn Ban (MPB) | 0.2 | $1.9M | 55k | 34.84 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.9M | -3% | 15k | 126.58 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.8M | 63k | 28.96 |
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| Oneok (OKE) | 0.1 | $1.8M | +2% | 21k | 86.94 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.8M | -5% | 15k | 117.45 |
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| Merck & Co (MRK) | 0.1 | $1.8M | +3% | 14k | 128.50 |
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| Roper Industries (ROP) | 0.1 | $1.7M | -11% | 4.9k | 338.37 |
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| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $1.7M | -9% | 35k | 47.52 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | 23k | 71.25 |
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| Markel Corporation (MKL) | 0.1 | $1.5M | 778.00 | 1953.01 |
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| Broadcom (AVGO) | 0.1 | $1.4M | +40% | 3.7k | 377.72 |
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| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.4M | -8% | 20k | 69.45 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.3M | 14k | 95.62 |
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| Coca-Cola Company (KO) | 0.1 | $1.3M | +3% | 16k | 81.27 |
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| Hershey Company (HSY) | 0.1 | $1.3M | 7.4k | 175.44 |
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| Corning Incorporated (GLW) | 0.1 | $1.3M | +2% | 5.0k | 255.41 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | +499% | 15k | 86.14 |
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| Fulton Financial (FULT) | 0.1 | $1.2M | 50k | 24.19 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | 3.3k | 368.38 |
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| Nucor Corporation (NUE) | 0.1 | $1.2M | 5.3k | 222.75 |
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| Deere & Company (DE) | 0.1 | $1.2M | +50% | 1.9k | 634.30 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.2M | 12k | 95.44 |
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| PNC Financial Services (PNC) | 0.1 | $1.1M | 4.6k | 246.20 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.1M | 9.4k | 117.51 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.1M | 4.6k | 238.01 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | -4% | 9.9k | 110.32 |
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| D.R. Horton (DHI) | 0.1 | $1.1M | -3% | 6.5k | 162.87 |
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| Automatic Data Processing (ADP) | 0.1 | $997k | -16% | 4.5k | 223.97 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $987k | 9.5k | 103.88 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $981k | 12k | 85.49 |
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| Cisco Systems (CSCO) | 0.1 | $978k | +4% | 8.3k | 117.46 |
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| Advanced Micro Devices (AMD) | 0.1 | $968k | +17% | 1.7k | 580.91 |
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| Agnico (AEM) | 0.1 | $931k | 6.0k | 155.13 |
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| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $923k | 15k | 60.79 |
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| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.1 | $850k | -2% | 25k | 33.46 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $834k | NEW | 13k | 66.45 |
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| UnitedHealth (UNH) | 0.1 | $819k | -13% | 2.0k | 415.64 |
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| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $814k | +6% | 29k | 28.39 |
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| Acnb Corp (ACNB) | 0.1 | $798k | 13k | 59.38 |
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| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $777k | 1.8k | 426.35 |
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| Truist Financial Corp equities (TFC) | 0.1 | $745k | 15k | 49.82 |
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| Constellation Energy (CEG) | 0.1 | $729k | 2.9k | 248.37 |
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| Kinder Morgan (KMI) | 0.1 | $713k | -10% | 22k | 31.97 |
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| Mid-America Apartment (MAA) | 0.1 | $687k | 4.9k | 138.93 |
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| Flexsteel Industries (FLXS) | 0.1 | $679k | 9.1k | 74.48 |
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| HEICO Corporation (HEI) | 0.1 | $668k | -2% | 1.9k | 356.27 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $664k | 3.5k | 189.72 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $662k | 11k | 57.88 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $657k | 5.4k | 121.42 |
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| CSX Corporation (CSX) | 0.1 | $656k | +2% | 14k | 47.53 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $655k | 1.8k | 365.62 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $651k | +14% | 1.5k | 433.33 |
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| At&t (T) | 0.0 | $604k | -20% | 29k | 20.70 |
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| PPL Corporation (PPL) | 0.0 | $601k | -2% | 17k | 36.35 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $593k | 26k | 23.13 |
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| Emerson Electric (EMR) | 0.0 | $586k | 4.1k | 143.15 |
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| Blackrock (BLK) | 0.0 | $585k | -11% | 608.00 | 962.34 |
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| Franklin Financial Services (FRAF) | 0.0 | $579k | 9.2k | 62.60 |
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| Intel Corporation (INTC) | 0.0 | $557k | NEW | 4.0k | 139.63 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $541k | -3% | 3.3k | 163.68 |
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| Bank of America Corporation (BAC) | 0.0 | $524k | +12% | 9.2k | 56.98 |
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| Orrstown Financial Services (ORRF) | 0.0 | $517k | 13k | 40.83 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $516k | 7.0k | 73.41 |
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| Morgan Stanley Com New (MS) | 0.0 | $513k | +8% | 2.5k | 209.06 |
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| Walt Disney Company (DIS) | 0.0 | $510k | +6% | 5.3k | 96.25 |
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| Goldman Sachs (GS) | 0.0 | $488k | +11% | 482.00 | 1011.60 |
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| Ford Motor Company (F) | 0.0 | $480k | +2% | 35k | 13.90 |
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| Ge Aerospace Com New (GE) | 0.0 | $475k | +12% | 1.3k | 373.77 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $461k | 1.8k | 257.98 |
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| Oracle Corporation (ORCL) | 0.0 | $457k | +9% | 3.1k | 146.57 |
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| Citigroup Com New (C) | 0.0 | $456k | +16% | 3.3k | 139.95 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $453k | -2% | 890.00 | 509.47 |
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| Applied Materials (AMAT) | 0.0 | $449k | NEW | 620.00 | 723.45 |
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| York Water Company (YORW) | 0.0 | $432k | 14k | 30.65 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $432k | 1.2k | 370.04 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $430k | +20% | 584.00 | 736.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $417k | 13k | 31.71 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $412k | 7.7k | 53.47 |
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| Danaher Corporation (DHR) | 0.0 | $409k | +4% | 2.1k | 190.48 |
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| Henry Schein (HSIC) | 0.0 | $382k | -4% | 4.6k | 83.52 |
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| Pfizer (PFE) | 0.0 | $382k | +6% | 16k | 24.08 |
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| 3M Company (MMM) | 0.0 | $381k | +3% | 2.4k | 161.93 |
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| TJX Companies (TJX) | 0.0 | $375k | +7% | 2.5k | 151.50 |
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| GSK Sponsored Adr (GSK) | 0.0 | $371k | 7.1k | 52.42 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $371k | NEW | 1.9k | 190.47 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $367k | 4.5k | 82.34 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $357k | 2.2k | 164.30 |
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| Analog Devices (ADI) | 0.0 | $353k | +9% | 890.00 | 397.00 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $346k | 6.3k | 55.01 |
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| Lowe's Companies (LOW) | 0.0 | $340k | +6% | 1.5k | 220.51 |
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| Ge Vernova (GEV) | 0.0 | $338k | +13% | 288.00 | 1174.89 |
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| Kla Corp Com New (KLAC) | 0.0 | $334k | NEW | 1.1k | 301.68 |
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| Norfolk Southern (NSC) | 0.0 | $309k | -6% | 982.00 | 314.59 |
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| Nike CL B (NKE) | 0.0 | $306k | -15% | 7.5k | 41.05 |
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| Wells Fargo & Company (WFC) | 0.0 | $290k | -4% | 3.5k | 82.63 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $286k | +4% | 1.1k | 255.67 |
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| Abbott Laboratories (ABT) | 0.0 | $286k | -18% | 3.1k | 90.74 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $281k | +4% | 2.6k | 109.76 |
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| FirstEnergy (FE) | 0.0 | $280k | 5.9k | 47.54 |
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| Marriott Intl Cl A (MAR) | 0.0 | $279k | 753.00 | 370.83 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $275k | 4.6k | 59.70 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $263k | -2% | 5.9k | 44.53 |
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| Sfl Corporation SHS (SFL) | 0.0 | $256k | 25k | 10.20 |
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| Cummins (CMI) | 0.0 | $254k | NEW | 356.00 | 713.21 |
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| Valero Energy Corporation (VLO) | 0.0 | $252k | +5% | 967.00 | 260.49 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.0 | $244k | +3% | 9.6k | 25.52 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $243k | 2.9k | 84.60 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $239k | NEW | 787.00 | 303.10 |
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| Crown Holdings (CCK) | 0.0 | $238k | 2.1k | 111.82 |
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| Verizon Communications (VZ) | 0.0 | $238k | +5% | 5.6k | 42.34 |
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| Qualcomm (QCOM) | 0.0 | $227k | NEW | 1.2k | 184.86 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $224k | NEW | 4.0k | 55.94 |
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| Amgen (AMGN) | 0.0 | $220k | NEW | 608.00 | 362.09 |
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| Travelers Companies (TRV) | 0.0 | $219k | NEW | 664.00 | 330.12 |
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| American Express Company (AXP) | 0.0 | $211k | NEW | 624.00 | 338.39 |
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| Servicenow (NOW) | 0.0 | $207k | +8% | 2.1k | 99.28 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $196k | +2% | 11k | 17.73 |
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| Gabelli Utility Trust (GUT) | 0.0 | $165k | 25k | 6.59 |
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| Annovis Bio (ANVS) | 0.0 | $19k | 10k | 1.86 |
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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 2026 Q2 filed Aug. 11, 2026
- RKL Wealth Management 2026 Q1 filed April 24, 2026
- 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