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 44.02% of RKL Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JPM (+$7.3M), BND, XOM, NSC, MPC, VLO, GEV, IWF, HBAN, ACNB.
- Started 6 new stock positions in MPC, VLO, GEV, BND, HBAN, NSC.
- Reduced shares in these 10 stocks: IVV (-$31M), IJH (-$8.0M), SCHX (-$7.3M), IEFA (-$6.3M), IJR, IEMG, VEA, SCHM, SPSM, SPMD.
- Sold out of its positions in AXP, AMAT, ISRG, NFLX, PLTR, SCHR, XLK, VGT, VEEV, ACN.
- RKL Wealth Management was a net seller of stock by $-85M.
- RKL Wealth Management has $1.1B in assets under management (AUM), dropping by -8.77%.
- Central Index Key (CIK): 0001604723
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Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 179 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 19.0 | $211M | -12% | 323k | 653.21 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 9.7 | $108M | -5% | 1.2M | 90.53 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.8 | $76M | -9% | 1.1M | 67.53 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.3 | $48M | -13% | 1.9M | 25.64 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 4.3 | $48M | -7% | 382k | 124.31 |
|
| Spdr Series Trust State Street Spd (SPMD) | 3.6 | $40M | -4% | 679k | 59.22 |
|
| Apple (AAPL) | 2.7 | $30M | -4% | 120k | 253.79 |
|
| Spdr Series Trust State Street Spd (SPSM) | 2.5 | $28M | -6% | 570k | 48.32 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.5 | $28M | -3% | 462k | 59.55 |
|
| Ishares Core Msci Emkt (IEMG) | 2.3 | $26M | -7% | 365k | 69.75 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $22M | -8% | 696k | 30.96 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.9 | $21M | -5% | 75k | 287.56 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.9 | $21M | -4% | 256k | 82.75 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.7 | $19M | -3% | 397k | 46.95 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $19M | -4% | 637k | 29.13 |
|
| Microsoft Corporation (MSFT) | 1.6 | $18M | -5% | 50k | 370.17 |
|
| Ishares Tr Mbs Etf (MBB) | 1.6 | $18M | -7% | 190k | 94.95 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $15M | -10% | 88k | 174.40 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $15M | -8% | 604k | 24.75 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $15M | +98% | 50k | 294.16 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.3 | $14M | -8% | 487k | 29.08 |
|
| Amazon (AMZN) | 1.2 | $14M | -2% | 65k | 208.27 |
|
| Costco Wholesale Corporation (COST) | 1.2 | $13M | 13k | 996.43 |
|
|
| Ishares Tr Agency Bond Etf (AGZ) | 0.8 | $8.4M | -5% | 76k | 109.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.7 | $7.8M | -3% | 16k | 499.65 |
|
| Micron Technology (MU) | 0.7 | $7.4M | -11% | 22k | 337.84 |
|
| Johnson & Johnson (JNJ) | 0.6 | $6.6M | -4% | 27k | 244.44 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $6.4M | -3% | 64k | 99.27 |
|
| Chevron Corporation (CVX) | 0.6 | $6.2M | 30k | 206.90 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $5.9M | -4% | 52k | 113.11 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $5.8M | 20k | 287.18 |
|
|
| Thermo Fisher Scientific (TMO) | 0.5 | $5.5M | -6% | 11k | 491.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $5.0M | 8.4k | 597.55 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $4.4M | 6.7k | 650.34 |
|
|
| United Rentals (URI) | 0.4 | $4.3M | -5% | 5.9k | 728.59 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $4.0M | -11% | 120k | 32.95 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $3.9M | +9% | 23k | 169.66 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $3.8M | -5% | 126k | 30.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $3.8M | -4% | 8.0k | 479.20 |
|
| Abbvie (ABBV) | 0.3 | $3.7M | -4% | 17k | 217.49 |
|
| L3harris Technologies (LHX) | 0.3 | $3.5M | -7% | 10k | 345.14 |
|
| Union Pacific Corporation (UNP) | 0.3 | $3.5M | 14k | 242.62 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.5M | -4% | 17k | 211.16 |
|
| Trane Technologies SHS (TT) | 0.3 | $3.4M | -3% | 8.1k | 416.74 |
|
| Tesla Motors (TSLA) | 0.3 | $3.3M | -14% | 9.0k | 371.75 |
|
| International Business Machines (IBM) | 0.3 | $3.3M | -3% | 14k | 242.39 |
|
| Wal-Mart Stores (WMT) | 0.3 | $3.3M | -14% | 27k | 124.28 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $3.2M | -4% | 33k | 97.91 |
|
| EOG Resources (EOG) | 0.3 | $3.2M | -9% | 22k | 144.57 |
|
| Procter & Gamble Company (PG) | 0.3 | $3.2M | +2% | 22k | 144.44 |
|
| Intercontinental Exchange (ICE) | 0.3 | $3.1M | -4% | 20k | 157.28 |
|
| Caterpillar (CAT) | 0.3 | $3.1M | 4.4k | 708.39 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.0M | -3% | 26k | 114.99 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $2.9M | -10% | 7.3k | 390.41 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.8M | -3% | 8.2k | 343.21 |
|
| Meta Platforms Cl A (META) | 0.2 | $2.7M | -4% | 4.8k | 572.15 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.7M | -2% | 8.6k | 310.79 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.5M | -5% | 10k | 248.00 |
|
| Pepsi (PEP) | 0.2 | $2.4M | -3% | 16k | 155.29 |
|
| Philip Morris International (PM) | 0.2 | $2.4M | 14k | 165.34 |
|
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| Altria (MO) | 0.2 | $2.4M | 36k | 65.99 |
|
|
| Illinois Tool Works (ITW) | 0.2 | $2.2M | -2% | 8.6k | 260.30 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.2M | +9% | 5.2k | 426.40 |
|
| Home Depot (HD) | 0.2 | $2.2M | -4% | 6.6k | 328.87 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $2.1M | 2.3k | 919.57 |
|
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.0M | +3% | 15k | 130.94 |
|
| Roper Industries (ROP) | 0.2 | $2.0M | -5% | 5.5k | 353.86 |
|
| Prologis (PLD) | 0.2 | $1.9M | -4% | 15k | 132.18 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $1.9M | -3% | 52k | 36.75 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $1.9M | -6% | 16k | 118.60 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.2 | $1.8M | -8% | 39k | 47.59 |
|
| Oneok (OKE) | 0.2 | $1.8M | 20k | 90.39 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $1.8M | +2% | 8.5k | 213.67 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $1.8M | 6.2k | 286.85 |
|
|
| Mid Penn Ban (MPB) | 0.2 | $1.8M | 55k | 32.16 |
|
|
| Visa Com Cl A (V) | 0.1 | $1.6M | -8% | 5.4k | 302.22 |
|
| Merck & Co (MRK) | 0.1 | $1.6M | -8% | 13k | 120.29 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.6M | -4% | 63k | 25.10 |
|
| Hershey Company (HSY) | 0.1 | $1.5M | 7.4k | 207.89 |
|
|
| Markel Corporation (MKL) | 0.1 | $1.5M | 778.00 | 1914.07 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.5M | -59% | 23k | 64.08 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.4M | 3.3k | 430.29 |
|
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| Agnico (AEM) | 0.1 | $1.2M | 6.0k | 202.98 |
|
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.2M | -3% | 14k | 87.84 |
|
| Coca-Cola Company (KO) | 0.1 | $1.2M | +4% | 16k | 76.05 |
|
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.2M | 22k | 55.20 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $1.1M | -7% | 5.3k | 203.17 |
|
| At&t (T) | 0.1 | $1.1M | +7% | 37k | 28.99 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.1M | -6% | 12k | 86.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.1M | 2.4k | 436.73 |
|
|
| Fulton Financial (FULT) | 0.1 | $1.0M | 50k | 20.34 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.0M | 10k | 97.23 |
|
|
| M&T Bank Corporation (MTB) | 0.1 | $956k | 4.6k | 206.73 |
|
|
| PNC Financial Services (PNC) | 0.1 | $952k | +9% | 4.6k | 208.09 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $940k | 9.3k | 100.62 |
|
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $933k | 9.6k | 97.13 |
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| D.R. Horton (DHI) | 0.1 | $917k | 6.7k | 137.22 |
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|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $902k | -8% | 12k | 77.11 |
|
| Nucor Corporation (NUE) | 0.1 | $899k | 5.3k | 169.10 |
|
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $872k | -6% | 26k | 33.54 |
|
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $855k | -9% | 15k | 56.58 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $839k | 7.1k | 118.62 |
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| Kinder Morgan (KMI) | 0.1 | $836k | 25k | 33.53 |
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| Broadcom (AVGO) | 0.1 | $813k | -44% | 2.6k | 309.51 |
|
| Constellation Energy (CEG) | 0.1 | $806k | 2.9k | 279.21 |
|
|
| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $771k | -6% | 27k | 28.66 |
|
| Deere & Company (DE) | 0.1 | $697k | +3% | 1.2k | 563.36 |
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| Truist Financial Corp equities (TFC) | 0.1 | $678k | -11% | 15k | 45.97 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $674k | 1.8k | 370.61 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $667k | +4% | 3.5k | 192.88 |
|
| Blackrock (BLK) | 0.1 | $661k | -2% | 687.00 | 962.40 |
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| Corning Incorporated (GLW) | 0.1 | $657k | +25% | 4.8k | 135.97 |
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| PPL Corporation (PPL) | 0.1 | $649k | 17k | 38.20 |
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| Acnb Corp (ACNB) | 0.1 | $642k | +32% | 13k | 47.87 |
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| Cisco Systems (CSCO) | 0.1 | $618k | 8.0k | 77.59 |
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| UnitedHealth (UNH) | 0.1 | $615k | -12% | 2.3k | 270.59 |
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| Mid-America Apartment (MAA) | 0.1 | $609k | 5.0k | 122.13 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $589k | 25k | 23.22 |
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| CSX Corporation (CSX) | 0.0 | $555k | 14k | 41.05 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $552k | -7% | 913.00 | 604.70 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $542k | 1.8k | 302.19 |
|
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $541k | 5.4k | 100.18 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $537k | -2% | 11k | 47.15 |
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| Emerson Electric (EMR) | 0.0 | $533k | -3% | 4.1k | 131.02 |
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| HEICO Corporation (HEI) | 0.0 | $529k | 1.9k | 274.26 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $525k | +14% | 7.7k | 68.14 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $518k | NEW | 7.0k | 73.64 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $486k | 3.4k | 141.44 |
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| Walt Disney Company (DIS) | 0.0 | $482k | 5.0k | 96.38 |
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| Franklin Financial Services (FRAF) | 0.0 | $471k | 9.2k | 51.08 |
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| Honeywell International (HON) | 0.0 | $467k | 2.1k | 226.03 |
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| Nike CL B (NKE) | 0.0 | $466k | -14% | 8.8k | 52.82 |
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| Orrstown Financial Services (ORRF) | 0.0 | $454k | 13k | 36.08 |
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| York Water Company (YORW) | 0.0 | $422k | 14k | 30.45 |
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| Oracle Corporation (ORCL) | 0.0 | $421k | -3% | 2.9k | 147.13 |
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| Pfizer (PFE) | 0.0 | $420k | 15k | 28.08 |
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| Flexsteel Industries (FLXS) | 0.0 | $410k | 9.1k | 44.94 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $402k | 13k | 30.68 |
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| Bank of America Corporation (BAC) | 0.0 | $397k | -2% | 8.2k | 48.75 |
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| Abbott Laboratories (ABT) | 0.0 | $396k | -2% | 3.9k | 102.67 |
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| GSK Sponsored Adr (GSK) | 0.0 | $391k | 7.1k | 55.19 |
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| Ford Motor Company (F) | 0.0 | $390k | 34k | 11.54 |
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| Danaher Corporation (DHR) | 0.0 | $389k | -2% | 2.1k | 189.60 |
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| Heico Corp Cl A (HEI.A) | 0.0 | $377k | 1.8k | 211.14 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $374k | +4% | 1.2k | 320.87 |
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| Morgan Stanley Com New (MS) | 0.0 | $373k | +5% | 2.3k | 164.56 |
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| TJX Companies (TJX) | 0.0 | $368k | -4% | 2.3k | 159.70 |
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| Goldman Sachs (GS) | 0.0 | $366k | -22% | 433.00 | 845.99 |
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| Henry Schein (HSIC) | 0.0 | $354k | 4.8k | 73.70 |
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| Lowe's Companies (LOW) | 0.0 | $343k | -13% | 1.5k | 236.32 |
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| 3M Company (MMM) | 0.0 | $330k | -3% | 2.3k | 145.23 |
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| Ge Aerospace Com New (GE) | 0.0 | $322k | +17% | 1.1k | 283.78 |
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| Citigroup Com New (C) | 0.0 | $318k | 2.8k | 113.41 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $317k | 4.5k | 71.13 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $309k | 2.2k | 142.42 |
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| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $305k | 6.3k | 48.46 |
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| Norfolk Southern (NSC) | 0.0 | $302k | NEW | 1.1k | 287.00 |
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| FirstEnergy (FE) | 0.0 | $294k | -16% | 5.8k | 50.66 |
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| Wells Fargo & Company (WFC) | 0.0 | $294k | -54% | 3.7k | 79.61 |
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| Advanced Micro Devices (AMD) | 0.0 | $288k | -2% | 1.4k | 203.43 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $280k | -5% | 1.3k | 213.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $279k | -71% | 483.00 | 577.18 |
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| Sfl Corporation SHS (SFL) | 0.0 | $270k | 25k | 10.79 |
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| Gaming & Leisure Pptys (GLPI) | 0.0 | $268k | 6.0k | 44.37 |
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| Verizon Communications (VZ) | 0.0 | $268k | +4% | 5.3k | 50.20 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $262k | NEW | 1.1k | 244.11 |
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| Analog Devices (ADI) | 0.0 | $259k | 815.00 | 318.32 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $249k | 4.6k | 54.05 |
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| Marriott Intl Cl A (MAR) | 0.0 | $249k | -17% | 762.00 | 326.91 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $237k | 2.5k | 96.45 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $236k | 9.2k | 25.62 |
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| Valero Energy Corporation (VLO) | 0.0 | $227k | NEW | 920.00 | 247.08 |
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| Ge Vernova (GEV) | 0.0 | $222k | NEW | 254.00 | 872.93 |
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| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $214k | 2.8k | 75.44 |
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| Crown Holdings (CCK) | 0.0 | $214k | 2.1k | 100.25 |
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| Servicenow (NOW) | 0.0 | $201k | -3% | 1.9k | 104.55 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $168k | NEW | 11k | 15.65 |
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| Gabelli Utility Trust (GUT) | 0.0 | $151k | 25k | 6.05 |
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| Annovis Bio (ANVS) | 0.0 | $22k | 10k | 2.23 |
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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 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
- RKL Wealth Management 2022 Q2 filed Aug. 1, 2022