RKL Wealth Management as of Dec. 31, 2025
Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 183 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 20.8 | $254M | 371k | 684.94 | |
| Ishares Tr Core Msci Eafe (IEFA) | 9.3 | $113M | 1.3M | 89.46 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.7 | $82M | 1.2M | 66.00 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.7 | $58M | 2.1M | 26.91 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.1 | $50M | 412k | 120.18 | |
| Spdr Series Trust State Street Spd (SPMD) | 3.4 | $41M | 712k | 57.91 | |
| Apple (AAPL) | 2.8 | $34M | 126k | 271.86 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.4 | $29M | 480k | 59.93 | |
| Spdr Series Trust State Street Spd (SPSM) | 2.4 | $29M | 612k | 46.86 | |
| Ishares Core Msci Emkt (IEMG) | 2.2 | $27M | 397k | 67.22 | |
| Microsoft Corporation (MSFT) | 2.1 | $25M | 53k | 483.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $25M | 79k | 313.00 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.9 | $23M | 761k | 30.07 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.8 | $23M | 268k | 83.75 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.8 | $22M | 667k | 32.62 | |
| Ishares Tr Mbs Etf (MBB) | 1.6 | $20M | 205k | 95.22 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.6 | $19M | 410k | 47.08 | |
| NVIDIA Corporation (NVDA) | 1.5 | $18M | 98k | 186.50 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $16M | 660k | 24.04 | |
| Amazon (AMZN) | 1.3 | $15M | 66k | 230.82 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.2 | $15M | 534k | 28.48 | |
| Costco Wholesale Corporation (COST) | 1.0 | $12M | 14k | 862.37 | |
| Mastercard Incorporated Cl A (MA) | 0.8 | $9.2M | 16k | 570.88 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.7 | $8.9M | 81k | 110.25 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $8.1M | 25k | 322.22 | |
| Micron Technology (MU) | 0.6 | $7.0M | 25k | 285.41 | |
| Thermo Fisher Scientific (TMO) | 0.6 | $6.9M | 12k | 579.45 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.6 | $6.7M | 55k | 123.26 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $6.7M | 67k | 99.88 | |
| Johnson & Johnson (JNJ) | 0.5 | $5.8M | 28k | 206.95 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $5.8M | 20k | 290.22 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.4M | 8.6k | 627.16 | |
| United Rentals (URI) | 0.4 | $5.0M | 6.2k | 809.26 | |
| Tesla Motors (TSLA) | 0.4 | $4.7M | 11k | 449.72 | |
| Chevron Corporation (CVX) | 0.4 | $4.6M | 30k | 152.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $4.6M | 6.7k | 681.89 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $4.5M | 137k | 32.75 | |
| International Business Machines (IBM) | 0.3 | $4.2M | 14k | 296.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.2M | 8.3k | 502.65 | |
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.1M | 27k | 154.14 | |
| Abbvie (ABBV) | 0.3 | $4.1M | 18k | 228.49 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $3.9M | 133k | 29.61 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $3.9M | 8.2k | 468.76 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.7M | 17k | 212.07 | |
| Spdr Series Trust State Street Spd (SPYG) | 0.3 | $3.7M | 34k | 106.70 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.5M | 56k | 62.47 | |
| Wal-Mart Stores (WMT) | 0.3 | $3.5M | 31k | 111.41 | |
| Intercontinental Exchange (ICE) | 0.3 | $3.4M | 21k | 161.96 | |
| Union Pacific Corporation (UNP) | 0.3 | $3.4M | 15k | 231.33 | |
| Meta Platforms Cl A (META) | 0.3 | $3.3M | 5.0k | 660.10 | |
| Trane Technologies SHS (TT) | 0.3 | $3.3M | 8.4k | 389.20 | |
| L3harris Technologies (LHX) | 0.3 | $3.2M | 11k | 293.56 | |
| Procter & Gamble Company (PG) | 0.3 | $3.0M | 21k | 143.31 | |
| General Dynamics Corporation (GD) | 0.2 | $2.9M | 8.5k | 336.67 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.8M | 54k | 50.88 | |
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.8k | 305.62 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.6M | 11k | 246.15 | |
| Roper Industries (ROP) | 0.2 | $2.6M | 5.9k | 445.11 | |
| EOG Resources (EOG) | 0.2 | $2.6M | 24k | 105.01 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.5M | 21k | 120.34 | |
| Caterpillar (CAT) | 0.2 | $2.5M | 4.4k | 572.88 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.4M | 2.3k | 1074.77 | |
| Philip Morris International (PM) | 0.2 | $2.4M | 15k | 160.40 | |
| Home Depot (HD) | 0.2 | $2.4M | 6.8k | 344.12 | |
| Pepsi (PEP) | 0.2 | $2.3M | 16k | 143.52 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.3M | 4.8k | 473.30 | |
| Illinois Tool Works (ITW) | 0.2 | $2.2M | 8.8k | 246.30 | |
| Altria (MO) | 0.2 | $2.1M | 36k | 57.66 | |
| Visa Com Cl A (V) | 0.2 | $2.1M | 5.9k | 350.72 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.2 | $2.0M | 17k | 119.35 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.2 | $2.0M | 42k | 48.09 | |
| Prologis (PLD) | 0.2 | $2.0M | 15k | 127.66 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.0M | 6.2k | 313.82 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.7M | 8.3k | 210.34 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.7M | 66k | 26.23 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.7M | 15k | 117.21 | |
| Mid Penn Ban (MPB) | 0.1 | $1.7M | 55k | 31.02 | |
| Markel Corporation (MKL) | 0.1 | $1.7M | 778.00 | 2149.65 | |
| Broadcom (AVGO) | 0.1 | $1.6M | 4.7k | 346.10 | |
| Merck & Co (MRK) | 0.1 | $1.5M | 15k | 105.26 | |
| Oneok (OKE) | 0.1 | $1.5M | 21k | 73.50 | |
| Automatic Data Processing (ADP) | 0.1 | $1.5M | 5.8k | 257.22 | |
| Hershey Company (HSY) | 0.1 | $1.3M | 7.4k | 181.98 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.3M | 3.3k | 396.31 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.3M | 14k | 89.43 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.2M | 22k | 57.58 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.2M | 2.4k | 487.79 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.1M | 13k | 84.64 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 15k | 69.91 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.0M | 1.7k | 614.31 | |
| Agnico (AEM) | 0.1 | $1.0M | 6.0k | 169.53 | |
| Constellation Energy (CEG) | 0.1 | $1.0M | 2.8k | 353.31 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $998k | 10k | 96.27 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $965k | 13k | 75.44 | |
| D.R. Horton (DHI) | 0.1 | $965k | 6.7k | 144.04 | |
| Fulton Financial (FULT) | 0.1 | $962k | 50k | 19.33 | |
| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $945k | 17k | 56.81 | |
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $936k | 28k | 33.81 | |
| M&T Bank Corporation (MTB) | 0.1 | $929k | 4.6k | 201.48 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $922k | 9.6k | 96.03 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $919k | 9.5k | 96.88 | |
| PNC Financial Services (PNC) | 0.1 | $869k | 4.2k | 208.73 | |
| UnitedHealth (UNH) | 0.1 | $862k | 2.6k | 330.17 | |
| Nucor Corporation (NUE) | 0.1 | $860k | 5.3k | 163.11 | |
| At&t (T) | 0.1 | $855k | 34k | 24.84 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $837k | 7.2k | 116.09 | |
| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $834k | 29k | 28.84 | |
| Truist Financial Corp equities (TFC) | 0.1 | $824k | 17k | 49.21 | |
| Wells Fargo & Company (WFC) | 0.1 | $757k | 8.1k | 93.19 | |
| Blackrock (BLK) | 0.1 | $757k | 707.00 | 1071.09 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $738k | 4.2k | 177.75 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $702k | 1.8k | 386.85 | |
| Kinder Morgan (KMI) | 0.1 | $689k | 25k | 27.49 | |
| Mid-America Apartment (MAA) | 0.1 | $687k | 4.9k | 138.91 | |
| Nike CL B (NKE) | 0.1 | $661k | 10k | 63.71 | |
| HEICO Corporation (HEI) | 0.1 | $624k | 1.9k | 323.55 | |
| Cisco Systems (CSCO) | 0.1 | $615k | 8.0k | 77.03 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $609k | 3.3k | 183.42 | |
| PPL Corporation (PPL) | 0.0 | $601k | 17k | 35.02 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $601k | 26k | 23.37 | |
| Oracle Corporation (ORCL) | 0.0 | $580k | 3.0k | 194.92 | |
| Walt Disney Company (DIS) | 0.0 | $560k | 4.9k | 113.78 | |
| Deere & Company (DE) | 0.0 | $558k | 1.2k | 465.51 | |
| Emerson Electric (EMR) | 0.0 | $557k | 4.2k | 132.72 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $545k | 1.8k | 302.05 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.0 | $536k | 5.4k | 99.53 | |
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.0 | $525k | 12k | 45.13 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $511k | 3.4k | 148.97 | |
| CSX Corporation (CSX) | 0.0 | $496k | 14k | 36.25 | |
| Abbott Laboratories (ABT) | 0.0 | $495k | 4.0k | 125.30 | |
| Goldman Sachs (GS) | 0.0 | $490k | 557.00 | 878.81 | |
| Acnb Corp (ACNB) | 0.0 | $488k | 10k | 48.35 | |
| Danaher Corporation (DHR) | 0.0 | $484k | 2.1k | 228.92 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $475k | 982.00 | 483.77 | |
| Franklin Financial Services (FRAF) | 0.0 | $463k | 9.2k | 50.20 | |
| Bank of America Corporation (BAC) | 0.0 | $459k | 8.3k | 55.00 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $451k | 1.8k | 252.38 | |
| Orrstown Financial Services (ORRF) | 0.0 | $444k | 13k | 35.42 | |
| Ford Motor Company (F) | 0.0 | $441k | 34k | 13.12 | |
| York Water Company (YORW) | 0.0 | $438k | 14k | 31.84 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $432k | 6.7k | 64.42 | |
| Lowe's Companies (LOW) | 0.0 | $404k | 1.7k | 241.17 | |
| Honeywell International (HON) | 0.0 | $395k | 2.0k | 195.09 | |
| Morgan Stanley Com New (MS) | 0.0 | $382k | 2.1k | 177.54 | |
| 3M Company (MMM) | 0.0 | $377k | 2.4k | 160.10 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $375k | 1.1k | 335.34 | |
| TJX Companies (TJX) | 0.0 | $371k | 2.4k | 153.61 | |
| Applied Materials (AMAT) | 0.0 | $367k | 1.4k | 257.07 | |
| Pfizer (PFE) | 0.0 | $366k | 15k | 24.90 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $363k | 13k | 27.43 | |
| Henry Schein (HSIC) | 0.0 | $363k | 4.8k | 75.58 | |
| Flexsteel Industries (FLXS) | 0.0 | $360k | 9.1k | 39.49 | |
| GSK Sponsored Adr (GSK) | 0.0 | $347k | 7.1k | 49.04 | |
| Corning Incorporated (GLW) | 0.0 | $337k | 3.8k | 87.56 | |
| Citigroup Com New (C) | 0.0 | $327k | 2.8k | 116.69 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $323k | 2.2k | 148.71 | |
| American Express Company (AXP) | 0.0 | $315k | 850.00 | 370.16 | |
| Advanced Micro Devices (AMD) | 0.0 | $312k | 1.5k | 214.16 | |
| FirstEnergy (FE) | 0.0 | $311k | 7.0k | 44.77 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $310k | 4.5k | 69.67 | |
| Servicenow (NOW) | 0.0 | $305k | 2.0k | 153.19 | |
| Ge Aerospace Com New (GE) | 0.0 | $298k | 968.00 | 308.01 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $293k | 6.3k | 46.59 | |
| Marriott Intl Cl A (MAR) | 0.0 | $288k | 927.00 | 310.15 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $273k | 6.1k | 44.69 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $248k | 2.5k | 100.91 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $248k | 4.6k | 53.76 | |
| Netflix (NFLX) | 0.0 | $246k | 2.6k | 93.76 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $238k | 1.4k | 171.18 | |
| Spdr Series Trust State Street Spd (SPAB) | 0.0 | $236k | 9.2k | 25.75 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $233k | 1.0k | 223.23 | |
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $230k | 305.00 | 753.21 | |
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.0 | $224k | 8.9k | 25.08 | |
| Analog Devices (ADI) | 0.0 | $220k | 812.00 | 271.34 | |
| Crown Holdings (CCK) | 0.0 | $219k | 2.1k | 102.97 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $213k | 2.8k | 75.15 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $212k | 1.5k | 143.95 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $210k | 784.00 | 268.30 | |
| Verizon Communications (VZ) | 0.0 | $209k | 5.1k | 40.73 | |
| Intuitive Surgical Com New (ISRG) | 0.0 | $208k | 367.00 | 566.36 | |
| Sfl Corporation SHS (SFL) | 0.0 | $195k | 25k | 7.81 | |
| Gabelli Utility Trust (GUT) | 0.0 | $151k | 25k | 6.03 | |
| Annovis Bio (ANVS) | 0.0 | $35k | 10k | 3.46 |
