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