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