RKL Wealth Management as of June 30, 2026
Portfolio Holdings for RKL Wealth Management
RKL Wealth Management holds 189 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 18.9 | $237M | 316k | 748.89 | |
| Ishares Tr Core Msci Eafe (IEFA) | 9.3 | $117M | 1.2M | 96.58 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 6.8 | $86M | 1.1M | 77.11 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 4.5 | $57M | 381k | 148.31 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 4.3 | $54M | 1.8M | 29.43 | |
| Spdr Series Trust St Str P400mid (SPMD) | 3.9 | $49M | 720k | 67.56 | |
| Apple (AAPL) | 2.7 | $35M | 119k | 289.36 | |
| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.7 | $34M | 594k | 57.67 | |
| Ishares Core Msci Emkt (IEMG) | 2.4 | $30M | 364k | 82.84 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.2 | $28M | 473k | 58.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $26M | 73k | 357.37 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 2.0 | $25M | 683k | 36.87 | |
| Micron Technology (MU) | 1.7 | $22M | 19k | 1154.27 | |
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $21M | 259k | 82.65 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.7 | $21M | 628k | 33.84 | |
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 1.5 | $19M | 413k | 46.81 | |
| Microsoft Corporation (MSFT) | 1.5 | $19M | 50k | 373.02 | |
| Ishares Tr Mbs Etf (MBB) | 1.4 | $18M | 192k | 94.52 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 1.4 | $17M | 481k | 36.13 | |
| NVIDIA Corporation (NVDA) | 1.3 | $17M | 84k | 200.09 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 1.3 | $16M | 593k | 27.70 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $16M | 50k | 327.33 | |
| Amazon (AMZN) | 1.2 | $16M | 65k | 238.34 | |
| Costco Wholesale Corporation (COST) | 1.0 | $13M | 13k | 935.44 | |
| Ishares Tr Agency Bond Etf (AGZ) | 0.6 | $8.1M | 74k | 109.28 | |
| Mastercard Incorporated Cl A (MA) | 0.6 | $7.8M | 15k | 513.60 | |
| Johnson & Johnson (JNJ) | 0.6 | $7.0M | 27k | 253.97 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.5 | $6.9M | 50k | 137.53 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $6.4M | 79k | 80.57 | |
| United Rentals (URI) | 0.5 | $6.3M | 5.6k | 1132.99 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $6.3M | 64k | 98.98 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $5.5M | 8.1k | 686.79 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $5.5M | 11k | 501.38 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $5.1M | 6.7k | 763.14 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $5.1M | 6.8k | 746.79 | |
| Chevron Corporation (CVX) | 0.4 | $5.0M | 30k | 165.76 | |
| Caterpillar (CAT) | 0.4 | $4.8M | 4.5k | 1064.88 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $4.4M | 126k | 34.81 | |
| Abbvie (ABBV) | 0.3 | $4.3M | 17k | 251.64 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $4.3M | 119k | 36.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $4.1M | 8.1k | 500.39 | |
| Trane Technologies SHS (TT) | 0.3 | $4.0M | 8.1k | 491.16 | |
| International Business Machines (IBM) | 0.3 | $3.9M | 14k | 281.21 | |
| Union Pacific Corporation (UNP) | 0.3 | $3.9M | 14k | 272.00 | |
| Tesla Motors (TSLA) | 0.3 | $3.8M | 9.1k | 420.60 | |
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.3 | $3.8M | 32k | 118.99 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $3.7M | 16k | 227.07 | |
| Procter & Gamble Company (PG) | 0.3 | $3.3M | 22k | 146.64 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $3.2M | 23k | 136.72 | |
| Wal-Mart Stores (WMT) | 0.2 | $3.1M | 27k | 113.26 | |
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $3.0M | 25k | 117.67 | |
| General Dynamics Corporation (GD) | 0.2 | $2.9M | 8.3k | 354.24 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.9M | 9.6k | 300.47 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.8M | 2.4k | 1199.54 | |
| L3harris Technologies (LHX) | 0.2 | $2.8M | 9.6k | 290.58 | |
| EOG Resources (EOG) | 0.2 | $2.8M | 21k | 129.73 | |
| Meta Platforms Cl A (META) | 0.2 | $2.8M | 4.9k | 563.29 | |
| Philip Morris International (PM) | 0.2 | $2.7M | 15k | 180.91 | |
| Altria (MO) | 0.2 | $2.6M | 36k | 71.95 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $2.6M | 21k | 124.17 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $2.5M | 7.0k | 353.32 | |
| Novo-nordisk A S Adr (NVO) | 0.2 | $2.4M | 51k | 47.94 | |
| Home Depot (HD) | 0.2 | $2.4M | 6.8k | 352.68 | |
| Intercontinental Exchange (ICE) | 0.2 | $2.4M | 19k | 123.11 | |
| Illinois Tool Works (ITW) | 0.2 | $2.4M | 8.8k | 270.47 | |
| McDonald's Corporation (MCD) | 0.2 | $2.3M | 8.6k | 270.30 | |
| Pepsi (PEP) | 0.2 | $2.2M | 16k | 135.40 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $2.1M | 8.5k | 242.43 | |
| Prologis (PLD) | 0.2 | $2.0M | 15k | 135.47 | |
| Visa Com Cl A (V) | 0.2 | $2.0M | 5.7k | 343.11 | |
| Mid Penn Ban (MPB) | 0.2 | $1.9M | 55k | 34.84 | |
| Duke Energy Corp Com New (DUK) | 0.1 | $1.9M | 15k | 126.58 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.1 | $1.8M | 63k | 28.96 | |
| Oneok (OKE) | 0.1 | $1.8M | 21k | 86.94 | |
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $1.8M | 15k | 117.45 | |
| Merck & Co (MRK) | 0.1 | $1.8M | 14k | 128.50 | |
| Roper Industries (ROP) | 0.1 | $1.7M | 4.9k | 338.37 | |
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 0.1 | $1.7M | 35k | 47.52 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $1.6M | 23k | 71.25 | |
| Markel Corporation (MKL) | 0.1 | $1.5M | 778.00 | 1953.01 | |
| Broadcom (AVGO) | 0.1 | $1.4M | 3.7k | 377.72 | |
| Ishares Tr Esg Msci Usa Etf (USXF) | 0.1 | $1.4M | 20k | 69.45 | |
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.3M | 14k | 95.62 | |
| Coca-Cola Company (KO) | 0.1 | $1.3M | 16k | 81.27 | |
| Hershey Company (HSY) | 0.1 | $1.3M | 7.4k | 175.44 | |
| Corning Incorporated (GLW) | 0.1 | $1.3M | 5.0k | 255.41 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $1.3M | 15k | 86.14 | |
| Fulton Financial (FULT) | 0.1 | $1.2M | 50k | 24.19 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | 3.3k | 368.38 | |
| Nucor Corporation (NUE) | 0.1 | $1.2M | 5.3k | 222.75 | |
| Deere & Company (DE) | 0.1 | $1.2M | 1.9k | 634.30 | |
| Ishares Tr Core Msci Total (IXUS) | 0.1 | $1.2M | 12k | 95.44 | |
| PNC Financial Services (PNC) | 0.1 | $1.1M | 4.6k | 246.20 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.1M | 9.4k | 117.51 | |
| M&T Bank Corporation (MTB) | 0.1 | $1.1M | 4.6k | 238.01 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.1M | 9.9k | 110.32 | |
| D.R. Horton (DHI) | 0.1 | $1.1M | 6.5k | 162.87 | |
| Automatic Data Processing (ADP) | 0.1 | $997k | 4.5k | 223.97 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $987k | 9.5k | 103.88 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $981k | 12k | 85.49 | |
| Cisco Systems (CSCO) | 0.1 | $978k | 8.3k | 117.46 | |
| Advanced Micro Devices (AMD) | 0.1 | $968k | 1.7k | 580.91 | |
| Agnico (AEM) | 0.1 | $931k | 6.0k | 155.13 | |
| Spdr Series Trust St Str P500val (SPYV) | 0.1 | $923k | 15k | 60.79 | |
| Spdr Series Trust St Inter Bd Etf (SPIB) | 0.1 | $850k | 25k | 33.46 | |
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $834k | 13k | 66.45 | |
| UnitedHealth (UNH) | 0.1 | $819k | 2.0k | 415.64 | |
| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $814k | 29k | 28.39 | |
| Acnb Corp (ACNB) | 0.1 | $798k | 13k | 59.38 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.1 | $777k | 1.8k | 426.35 | |
| Truist Financial Corp equities (TFC) | 0.1 | $745k | 15k | 49.82 | |
| Constellation Energy (CEG) | 0.1 | $729k | 2.9k | 248.37 | |
| Kinder Morgan (KMI) | 0.1 | $713k | 22k | 31.97 | |
| Mid-America Apartment (MAA) | 0.1 | $687k | 4.9k | 138.93 | |
| Flexsteel Industries (FLXS) | 0.1 | $679k | 9.1k | 74.48 | |
| HEICO Corporation (HEI) | 0.1 | $668k | 1.9k | 356.27 | |
| Raytheon Technologies Corp (RTX) | 0.1 | $664k | 3.5k | 189.72 | |
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.1 | $662k | 11k | 57.88 | |
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.1 | $657k | 5.4k | 121.42 | |
| CSX Corporation (CSX) | 0.1 | $656k | 14k | 47.53 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $655k | 1.8k | 365.62 | |
| Lam Research Corp Com New (LRCX) | 0.1 | $651k | 1.5k | 433.33 | |
| At&t (T) | 0.0 | $604k | 29k | 20.70 | |
| PPL Corporation (PPL) | 0.0 | $601k | 17k | 36.35 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $593k | 26k | 23.13 | |
| Emerson Electric (EMR) | 0.0 | $586k | 4.1k | 143.15 | |
| Blackrock (BLK) | 0.0 | $585k | 608.00 | 962.34 | |
| Franklin Financial Services (FRAF) | 0.0 | $579k | 9.2k | 62.60 | |
| Intel Corporation (INTC) | 0.0 | $557k | 4.0k | 139.63 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $541k | 3.3k | 163.68 | |
| Bank of America Corporation (BAC) | 0.0 | $524k | 9.2k | 56.98 | |
| Orrstown Financial Services (ORRF) | 0.0 | $517k | 13k | 40.83 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $516k | 7.0k | 73.41 | |
| Morgan Stanley Com New (MS) | 0.0 | $513k | 2.5k | 209.06 | |
| Walt Disney Company (DIS) | 0.0 | $510k | 5.3k | 96.25 | |
| Goldman Sachs (GS) | 0.0 | $488k | 482.00 | 1011.60 | |
| Ford Motor Company (F) | 0.0 | $480k | 35k | 13.90 | |
| Ge Aerospace Com New (GE) | 0.0 | $475k | 1.3k | 373.77 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $461k | 1.8k | 257.98 | |
| Oracle Corporation (ORCL) | 0.0 | $457k | 3.1k | 146.57 | |
| Citigroup Com New (C) | 0.0 | $456k | 3.3k | 139.95 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $453k | 890.00 | 509.47 | |
| Applied Materials (AMAT) | 0.0 | $449k | 620.00 | 723.45 | |
| York Water Company (YORW) | 0.0 | $432k | 14k | 30.65 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $432k | 1.2k | 370.04 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $430k | 584.00 | 736.40 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $417k | 13k | 31.71 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $412k | 7.7k | 53.47 | |
| Danaher Corporation (DHR) | 0.0 | $409k | 2.1k | 190.48 | |
| Henry Schein (HSIC) | 0.0 | $382k | 4.6k | 83.52 | |
| Pfizer (PFE) | 0.0 | $382k | 16k | 24.08 | |
| 3M Company (MMM) | 0.0 | $381k | 2.4k | 161.93 | |
| TJX Companies (TJX) | 0.0 | $375k | 2.5k | 151.50 | |
| GSK Sponsored Adr (GSK) | 0.0 | $371k | 7.1k | 52.42 | |
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $371k | 1.9k | 190.47 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $367k | 4.5k | 82.34 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $357k | 2.2k | 164.30 | |
| Analog Devices (ADI) | 0.0 | $353k | 890.00 | 397.00 | |
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.0 | $346k | 6.3k | 55.01 | |
| Lowe's Companies (LOW) | 0.0 | $340k | 1.5k | 220.51 | |
| Ge Vernova (GEV) | 0.0 | $338k | 288.00 | 1174.89 | |
| Kla Corp Com New (KLAC) | 0.0 | $334k | 1.1k | 301.68 | |
| Norfolk Southern (NSC) | 0.0 | $309k | 982.00 | 314.59 | |
| Nike CL B (NKE) | 0.0 | $306k | 7.5k | 41.05 | |
| Wells Fargo & Company (WFC) | 0.0 | $290k | 3.5k | 82.63 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $286k | 1.1k | 255.67 | |
| Abbott Laboratories (ABT) | 0.0 | $286k | 3.1k | 90.74 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $281k | 2.6k | 109.76 | |
| FirstEnergy (FE) | 0.0 | $280k | 5.9k | 47.54 | |
| Marriott Intl Cl A (MAR) | 0.0 | $279k | 753.00 | 370.83 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $275k | 4.6k | 59.70 | |
| Gaming & Leisure Pptys (GLPI) | 0.0 | $263k | 5.9k | 44.53 | |
| Sfl Corporation SHS (SFL) | 0.0 | $256k | 25k | 10.20 | |
| Cummins (CMI) | 0.0 | $254k | 356.00 | 713.21 | |
| Valero Energy Corporation (VLO) | 0.0 | $252k | 967.00 | 260.49 | |
| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.0 | $244k | 9.6k | 25.52 | |
| Ishares Tr Esg Eafe Etf (DMXF) | 0.0 | $243k | 2.9k | 84.60 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $239k | 787.00 | 303.10 | |
| Crown Holdings (CCK) | 0.0 | $238k | 2.1k | 111.82 | |
| Verizon Communications (VZ) | 0.0 | $238k | 5.6k | 42.34 | |
| Qualcomm (QCOM) | 0.0 | $227k | 1.2k | 184.86 | |
| Ishares Tr Esg Aware Msci (ESML) | 0.0 | $224k | 4.0k | 55.94 | |
| Amgen (AMGN) | 0.0 | $220k | 608.00 | 362.09 | |
| Travelers Companies (TRV) | 0.0 | $219k | 664.00 | 330.12 | |
| American Express Company (AXP) | 0.0 | $211k | 624.00 | 338.39 | |
| Servicenow (NOW) | 0.0 | $207k | 2.1k | 99.28 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $196k | 11k | 17.73 | |
| Gabelli Utility Trust (GUT) | 0.0 | $165k | 25k | 6.59 | |
| Annovis Bio (ANVS) | 0.0 | $19k | 10k | 1.86 |
