Kuntz Lesher Capital

RKL Wealth Management as of June 30, 2025

Portfolio Holdings for RKL Wealth Management

RKL Wealth Management holds 176 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.4 $243M 392k 620.90
Ishares Tr Core Msci Eafe (IEFA) 8.8 $100M 1.2M 83.48
Ishares Tr Core S&p Mcp Etf (IJH) 6.8 $78M 1.3M 62.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.0 $57M 2.3M 24.44
Ishares Tr Core S&p Scp Etf (IJR) 4.0 $46M 416k 109.29
Spdr Series Trust Portfolio S&p400 (SPMD) 2.7 $30M 555k 54.38
Microsoft Corporation (MSFT) 2.5 $29M 58k 497.41
Apple (AAPL) 2.4 $27M 132k 205.17
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.4 $27M 451k 59.81
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.1 $23M 832k 28.05
Ishares Core Msci Emkt (IEMG) 2.0 $23M 385k 60.03
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $22M 751k 29.21
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.9 $22M 263k 82.92
Spdr Series Trust Portfolio S&p600 (SPSM) 1.8 $20M 478k 42.60
Ishares Tr Mbs Etf (MBB) 1.7 $19M 204k 93.89
NVIDIA Corporation (NVDA) 1.6 $19M 119k 157.99
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 1.5 $17M 362k 46.34
Amazon (AMZN) 1.4 $16M 75k 219.39
Alphabet Cap Stk Cl A (GOOGL) 1.4 $16M 88k 176.23
Costco Wholesale Corporation (COST) 1.3 $15M 16k 989.95
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.3 $15M 688k 22.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $15M 595k 25.30
Mastercard Incorporated Cl A (MA) 0.9 $11M 19k 561.95
Ishares Tr Agency Bond Etf (AGZ) 0.8 $8.6M 78k 109.70
JPMorgan Chase & Co. (JPM) 0.6 $7.4M 26k 289.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $7.2M 66k 110.10
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $6.4M 65k 99.20
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $6.2M 22k 279.83
Novo-nordisk A S Adr (NVO) 0.5 $5.8M 84k 69.02
Thermo Fisher Scientific (TMO) 0.5 $5.8M 14k 405.46
United Rentals (URI) 0.5 $5.2M 6.9k 753.44
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $4.9M 7.9k 617.83
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $4.8M 8.4k 568.03
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $4.6M 151k 30.14
Johnson & Johnson (JNJ) 0.4 $4.2M 28k 152.75
Chevron Corporation (CVX) 0.4 $4.2M 29k 143.19
Meta Platforms Cl A (META) 0.4 $4.2M 5.7k 738.08
Blackstone Group Inc Com Cl A (BX) 0.4 $4.2M 28k 149.58
Crowdstrike Hldgs Cl A (CRWD) 0.4 $4.2M 8.2k 509.31
International Business Machines (IBM) 0.4 $4.1M 14k 294.78
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $4.1M 8.5k 485.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $4.1M 148k 27.67
Trane Technologies SHS (TT) 0.3 $3.9M 9.0k 437.41
Union Pacific Corporation (UNP) 0.3 $3.9M 17k 230.08
Roper Industries (ROP) 0.3 $3.9M 6.9k 566.84
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $3.7M 19k 195.42
Intercontinental Exchange (ICE) 0.3 $3.6M 20k 183.47
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.3 $3.5M 36k 95.32
Tesla Motors (TSLA) 0.3 $3.4M 11k 317.66
Micron Technology (MU) 0.3 $3.2M 26k 123.25
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $3.1M 55k 57.01
Procter & Gamble Company (PG) 0.3 $3.1M 20k 159.32
Abbvie (ABBV) 0.3 $3.0M 16k 185.62
Wal-Mart Stores (WMT) 0.3 $3.0M 30k 97.78
McDonald's Corporation (MCD) 0.3 $3.0M 10k 292.18
Ishares Tr Russell 2000 Etf (IWM) 0.3 $2.9M 13k 215.80
Philip Morris International (PM) 0.2 $2.6M 14k 182.13
L3harris Technologies (LHX) 0.2 $2.6M 10k 250.84
EOG Resources (EOG) 0.2 $2.5M 21k 119.61
Exxon Mobil Corporation (XOM) 0.2 $2.4M 22k 107.80
Automatic Data Processing (ADP) 0.2 $2.3M 7.3k 308.38
General Dynamics Corporation (GD) 0.2 $2.2M 7.7k 291.67
Home Depot (HD) 0.2 $2.2M 6.0k 366.65
Eli Lilly & Co. (LLY) 0.2 $2.2M 2.8k 779.47
Altria (MO) 0.2 $2.1M 37k 58.63
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $2.1M 18k 119.09
Ishares Tr A Rate Cp Bd Etf (QLTA) 0.2 $2.1M 43k 47.84
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $2.0M 4.8k 424.58
Illinois Tool Works (ITW) 0.2 $1.9M 7.7k 247.25
Pepsi (PEP) 0.2 $1.9M 14k 132.04
Caterpillar (CAT) 0.2 $1.7M 4.5k 388.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $1.6M 8.3k 194.23
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $1.6M 66k 23.83
Mid Penn Ban (MPB) 0.1 $1.6M 55k 28.20
Markel Corporation (MKL) 0.1 $1.6M 778.00 1997.36
Prologis (PLD) 0.1 $1.4M 13k 105.12
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.1 $1.3M 16k 83.74
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $1.3M 14k 91.97
Oneok (OKE) 0.1 $1.2M 15k 81.63
Eastman Chemical Company (EMN) 0.1 $1.2M 16k 74.66
Spdr Series Trust Portfolio Intrmd (SPIB) 0.1 $1.2M 35k 33.58
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $1.2M 22k 53.93
Hershey Company (HSY) 0.1 $1.2M 7.0k 165.94
D.R. Horton (DHI) 0.1 $1.1M 8.7k 128.92
Broadcom (AVGO) 0.1 $1.1M 4.1k 275.62
Merck & Co (MRK) 0.1 $1.1M 14k 79.16
Spdr Series Trust Portfli Intrmdit (SPTI) 0.1 $1.1M 38k 28.77
Nike CL B (NKE) 0.1 $1.1M 15k 71.04
Vanguard Index Fds Growth Etf (VUG) 0.1 $1.1M 2.4k 438.49
Coca-Cola Company (KO) 0.1 $1.1M 15k 70.75
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M 3.5k 303.96
At&t (T) 0.1 $994k 34k 28.94
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $991k 14k 69.09
Ishares Tr Core Msci Total (IXUS) 0.1 $957k 12k 77.31
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $953k 11k 90.98
Constellation Energy (CEG) 0.1 $910k 2.8k 322.73
M&T Bank Corporation (MTB) 0.1 $889k 4.6k 193.98
Alphabet Cap Stk Cl C (GOOG) 0.1 $888k 5.0k 177.38
Fulton Financial (FULT) 0.1 $887k 49k 18.04
UnitedHealth (UNH) 0.1 $874k 2.8k 311.97
Ishares Tr Msci Eafe Etf (EFA) 0.1 $868k 9.7k 89.39
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $853k 2.2k 396.54
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 0.1 $844k 16k 52.34
Danaher Corporation (DHR) 0.1 $825k 4.2k 197.54
Mid-America Apartment (MAA) 0.1 $797k 5.4k 148.02
PNC Financial Services (PNC) 0.1 $770k 4.1k 186.42
Kinder Morgan (KMI) 0.1 $733k 25k 29.40
Visa Com Cl A (V) 0.1 $728k 2.0k 355.11
Lockheed Martin Corporation (LMT) 0.1 $699k 1.5k 463.17
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $698k 30k 23.24
Nucor Corporation (NUE) 0.1 $683k 5.3k 129.54
Walt Disney Company (DIS) 0.1 $676k 5.5k 124.00
Honeywell International (HON) 0.1 $671k 2.9k 232.88
Bank of New York Mellon Corporation (BK) 0.1 $643k 7.1k 91.11
Wells Fargo & Company (WFC) 0.1 $643k 8.0k 80.12
Ishares Tr Russell 3000 Etf (IWV) 0.1 $634k 1.8k 351.09
HEICO Corporation (HEI) 0.1 $633k 1.9k 328.01
PPL Corporation (PPL) 0.1 $625k 19k 33.89
Emerson Electric (EMR) 0.1 $603k 4.5k 133.32
Deere & Company (DE) 0.1 $575k 1.1k 508.59
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $562k 23k 25.03
Truist Financial Corp equities (TFC) 0.0 $546k 13k 42.99
Oracle Corporation (ORCL) 0.0 $545k 2.5k 218.63
Palantir Technologies Cl A (PLTR) 0.0 $544k 4.0k 136.32
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $530k 1.9k 276.88
Abbott Laboratories (ABT) 0.0 $512k 3.8k 136.00
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $505k 3.7k 135.29
Goldman Sachs (GS) 0.0 $500k 707.00 707.42
CSX Corporation (CSX) 0.0 $494k 15k 32.63
Cisco Systems (CSCO) 0.0 $472k 6.8k 69.38
Marriott Intl Cl A (MAR) 0.0 $469k 1.7k 273.23
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $466k 5.3k 87.22
Heico Corp Cl A (HEI.A) 0.0 $462k 1.8k 258.72
York Water Company (YORW) 0.0 $456k 14k 31.60
Acnb Corp (ACNB) 0.0 $433k 10k 42.84
Duke Energy Corp Com New (DUK) 0.0 $411k 3.5k 117.98
Henry Schein (HSIC) 0.0 $399k 5.5k 73.05
Raytheon Technologies Corp (RTX) 0.0 $395k 2.7k 146.02
Orrstown Financial Services (ORRF) 0.0 $394k 12k 31.83
Netflix (NFLX) 0.0 $391k 292.00 1339.13
Servicenow (NOW) 0.0 $390k 379.00 1028.08
Ford Motor Company (F) 0.0 $381k 35k 10.85
Pfizer (PFE) 0.0 $356k 15k 24.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $350k 13k 26.50
3M Company (MMM) 0.0 $345k 2.3k 152.24
Lowe's Companies (LOW) 0.0 $330k 1.5k 221.80
Bank of America Corporation (BAC) 0.0 $330k 7.0k 47.32
Flexsteel Industries (FLXS) 0.0 $328k 9.1k 36.03
Franklin Financial Services (FRAF) 0.0 $318k 9.2k 34.62
Kimberly-Clark Corporation (KMB) 0.0 $317k 2.5k 128.90
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.0 $312k 7.6k 41.33
FirstEnergy (FE) 0.0 $303k 7.5k 40.26
Veeva Sys Cl A Com (VEEV) 0.0 $300k 1.0k 287.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $293k 2.2k 135.03
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.0 $284k 4.5k 63.71
TJX Companies (TJX) 0.0 $281k 2.3k 123.49
Ge Aerospace Com New (GE) 0.0 $281k 1.1k 257.34
Verizon Communications (VZ) 0.0 $278k 6.4k 43.27
Morgan Stanley Com New (MS) 0.0 $273k 1.9k 140.87
GSK Sponsored Adr (GSK) 0.0 $272k 7.1k 38.40
Gaming & Leisure Pptys (GLPI) 0.0 $271k 5.8k 46.68
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.0 $266k 6.3k 42.28
Amgen (AMGN) 0.0 $263k 943.00 279.24
Applied Materials (AMAT) 0.0 $258k 1.4k 183.10
Citigroup Com New (C) 0.0 $247k 2.9k 85.12
Accenture Plc Ireland Shs Class A (ACN) 0.0 $242k 811.00 298.89
American Express Company (AXP) 0.0 $242k 760.00 318.79
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $229k 4.6k 49.46
Crown Holdings (CCK) 0.0 $219k 2.1k 102.98
Vanguard Index Fds Value Etf (VTV) 0.0 $217k 1.2k 176.73
Sfl Corporation SHS (SFL) 0.0 $208k 25k 8.33
Veralto Corp Com Shs (VLTO) 0.0 $205k 2.0k 100.95
Ishares Tr Esg Eafe Etf (DMXF) 0.0 $204k 2.7k 74.45
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $204k 717.00 284.32
Select Sector Spdr Tr Technology (XLK) 0.0 $203k 800.00 253.30
Vanguard World Inf Tech Etf (VGT) 0.0 $202k 305.00 662.33