Holders — by stockHoldings — by fund
RKL Wealth Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001604723
$1.25B
disclosed book value
189
positions
18.9%
largest position share
Positions, as of 2026-06-30
top 100 of 189 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 316,312 | $236.9M | 18.9% |
| 2 | IEFAISHARES TR | 1.2M | $116.9M | 9.3% |
| 3 | IJHISHARES TR | 1.1M | $85.8M | 6.8% |
| 4 | IJRISHARES TR | 380,816 | $56.5M | 4.5% |
| 5 | SCHXSCHWAB STRATEGIC TR | 1.8M | $54.1M | 4.3% |
| 6 | SPMDSPDR SERIES TRUST | 720,231 | $48.7M | 3.9% |
| 7 | AAPLAPPLE INC | 119,147 | $34.5M | 2.7% |
| 8 | SPSMSPDR SERIES TRUST | 593,853 | $34.2M | 2.7% |
| 9 | IEMGISHARES INC | 364,138 | $30.2M | 2.4% |
| 10 | VGITVANGUARD SCOTTSDALE FDS | 473,445 | $27.9M | 2.2% |
| 11 | GOOGLALPHABET INC | 72,658 | $26.0M | 2.1% |
| 12 | SCHMSCHWAB STRATEGIC TR | 683,405 | $25.2M | 2% |
| 13 | MUMICRON TECHNOLOGY INC | 18,655 | $21.5M | 1.7% |
| 14 | VCITVANGUARD SCOTTSDALE FDS | 258,946 | $21.4M | 1.7% |
| 15 | SCHGSCHWAB STRATEGIC TR | 627,716 | $21.2M | 1.7% |
| 16 | VMBSVANGUARD SCOTTSDALE FDS | 412,846 | $19.3M | 1.5% |
| 17 | MSFTMICROSOFT CORP | 49,926 | $18.6M | 1.5% |
| 18 | MBBISHARES TR | 191,867 | $18.1M | 1.4% |
| 19 | SCHASCHWAB STRATEGIC TR | 480,896 | $17.4M | 1.4% |
| 20 | NVDANVIDIA CORPORATION | 84,023 | $16.8M | 1.3% |
| 21 | SCHFSCHWAB STRATEGIC TR | 592,672 | $16.4M | 1.3% |
| 22 | JPMJPMORGAN CHASE & CO | 49,728 | $16.3M | 1.3% |
| 23 | AMZNAMAZON COM INC | 65,240 | $15.5M | 1.2% |
| 24 | COSTCOSTCO WHOLESALE CORPORATION | 13,347 | $12.5M | 1% |
| 25 | AGZISHARES TR | 74,091 | $8.1M | 0.6% |
| 26 | MAMASTERCARD INCORPORATED | 15,247 | $7.8M | 0.6% |
| 27 | JNJJOHNSON & JOHNSON | 27,368 | $7.0M | 0.6% |
| 28 | IVWISHARES TR | 50,059 | $6.9M | 0.5% |
| 29 | VOVANGUARD INDEX FDS | 79,142 | $6.4M | 0.5% |
| 30 | URIUNITED RENTALS INC | 5,554 | $6.3M | 0.5% |
| 31 | AGGISHARES TR | 63,551 | $6.3M | 0.5% |
| 32 | VOOVANGUARD INDEX FDS | 8,068 | $5.5M | 0.4% |
| 33 | TMOTHERMO FISHER SCIENTIFIC INC | 11,023 | $5.5M | 0.4% |
| 34 | CRWDCROWDSTRIKE HLDGS INC | 6,711 | $5.1M | 0.4% |
| 35 | SPYSTATE STR SPDR S&P 500 ETF T | 6,812 | $5.1M | 0.4% |
| 36 | CVXCHEVRON CORPORATION | 30,223 | $5.0M | 0.4% |
| 37 | CATCATERPILLAR INC | 4,521 | $4.8M | 0.4% |
| 38 | SCHVSCHWAB STRATEGIC TR | 126,137 | $4.4M | 0.4% |
| 39 | ABBVABBVIE INC | 17,191 | $4.3M | 0.3% |
| 40 | SCHESCHWAB STRATEGIC TR | 118,673 | $4.3M | 0.3% |
| 41 | BRK/BBERKSHIRE HATHAWAY INC DEL | 8,106 | $4.1M | 0.3% |
| 42 | TTTRANE TECHNOLOGIES PLC | 8,068 | $4.0M | 0.3% |
| 43 | IBMINTERNATIONAL BUSINESS MACHS | 13,883 | $3.9M | 0.3% |
| 44 | UNPUNION PAC CORP | 14,271 | $3.9M | 0.3% |
| 45 | TSLATESLA INC | 9,079 | $3.8M | 0.3% |
| 46 | SPYGSPDR SERIES TRUST | 31,530 | $3.8M | 0.3% |
| 47 | IVEISHARES TR | 16,280 | $3.7M | 0.3% |
| 48 | PGPROCTER & GAMBLE CO | 22,215 | $3.3M | 0.3% |
| 49 | XOMEXXON MOBIL CORP | 23,202 | $3.2M | 0.3% |
| 50 | WMTWALMART INC | 27,373 | $3.1M | 0.2% |
| 51 | BXBLACKSTONE INC | 25,272 | $3.0M | 0.2% |
| 52 | GDGENERAL DYNAMICS CORP | 8,258 | $2.9M | 0.2% |
| 53 | IWMISHARES TR | 9,630 | $2.9M | 0.2% |
| 54 | LLYELI LILLY & CO | 2,374 | $2.8M | 0.2% |
| 55 | LHXL3HARRIS TECHNOLOGIES INC | 9,626 | $2.8M | 0.2% |
| 56 | EOGEOG RES INC | 21,412 | $2.8M | 0.2% |
| 57 | METAMETA PLATFORMS INC | 4,923 | $2.8M | 0.2% |
| 58 | PMPHILIP MORRIS INTL INC | 14,664 | $2.7M | 0.2% |
| 59 | MOALTRIA GROUP INC | 36,196 | $2.6M | 0.2% |
| 60 | IWFISHARES TR | 20,780 | $2.6M | 0.2% |
| 61 | GOOGALPHABET INC | 6,958 | $2.5M | 0.2% |
| 62 | NVONOVO-NORDISK A S | 51,012 | $2.4M | 0.2% |
| 63 | HDHOME DEPOT INC | 6,805 | $2.4M | 0.2% |
| 64 | ICEINTERCONTINENTAL EXCHANGE IN | 19,328 | $2.4M | 0.2% |
| 65 | ITWILLINOIS TOOL WKS INC | 8,776 | $2.4M | 0.2% |
| 66 | MCDMCDONALDS CORP | 8,593 | $2.3M | 0.2% |
| 67 | PEPPEPSICO INC | 16,109 | $2.2M | 0.2% |
| 68 | IWDISHARES TR | 8,471 | $2.1M | 0.2% |
| 69 | PLDPROLOGIS INC. | 14,963 | $2.0M | 0.2% |
| 70 | VVISA INC | 5,747 | $2.0M | 0.2% |
| 71 | MPBMID PENN BANCORP INC | 55,230 | $1.9M | 0.2% |
| 72 | DUKDUKE ENERGY CORP NEW | 14,714 | $1.9M | 0.1% |
| 73 | SCHBSCHWAB STRATEGIC TR | 62,777 | $1.8M | 0.1% |
| 74 | OKEONEOK INC NEW | 20,702 | $1.8M | 0.1% |
| 75 | IEIISHARES TR | 15,146 | $1.8M | 0.1% |
| 76 | MRKMERCK & CO INC | 13,762 | $1.8M | 0.1% |
| 77 | ROPROPER TECHNOLOGIES INC | 4,912 | $1.7M | 0.1% |
| 78 | QLTAISHARES TR | 34,880 | $1.7M | 0.1% |
| 79 | VEAVANGUARD TAX-MANAGED FDS | 22,658 | $1.6M | 0.1% |
| 80 | MKLMARKEL GROUP INC | 778 | $1.5M | 0.1% |
| 81 | AVGOBROADCOM INC | 3,684 | $1.4M | 0.1% |
| 82 | USXFISHARES TR | 19,754 | $1.4M | 0.1% |
| 83 | DGRWWISDOMTREE TR | 13,862 | $1.3M | 0.1% |
| 84 | KOCOCA COLA CO | 16,308 | $1.3M | 0.1% |
| 85 | HSYHERSHEY CO | 7,423 | $1.3M | 0.1% |
| 86 | GLWCORNING INC | 4,955 | $1.3M | 0.1% |
| 87 | VUGVANGUARD INDEX FDS | 14,625 | $1.3M | 0.1% |
| 88 | FULTFULTON FINL CORP PA | 50,235 | $1.2M | 0.1% |
| 89 | GLDSPDR GOLD TR | 3,275 | $1.2M | 0.1% |
| 90 | NUENUCOR CORP | 5,343 | $1.2M | 0.1% |
| 91 | DEDEERE & CO | 1,869 | $1.2M | 0.1% |
| 92 | IXUSISHARES TR | 12,353 | $1.2M | 0.1% |
| 93 | PNCPNC FINL SVCS GROUP INC | 4,631 | $1.1M | 0.1% |
| 94 | IJKISHARES TR | 9,352 | $1.1M | 0.1% |
| 95 | MTBM & T BK CORP | 4,605 | $1.1M | 0.1% |
| 96 | IWRISHARES TR | 9,876 | $1.1M | 0.1% |
| 97 | DHID R HORTON INC | 6,454 | $1.1M | 0.1% |
| 98 | ADPAUTOMATIC DATA PROCESSING IN | 4,452 | $997,133 | 0.1% |
| 99 | EFAISHARES TR | 9,498 | $986,670 | 0.1% |
| 100 | VXUSVANGUARD STAR FDS | 11,479 | $981,324 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.