RKL Wealth Management LLC Q1 2026 Filing

Filed April 24, 2026

Portfolio Value

$536.2B

Holdings

179

Report Date

Q1 2026

Filing Type

13F-HR

All Holdings (179 positions)

StockValue
AQLTISHARES TR
$107.8B
IJHISHARES TR
$75.5B
SCHXSCHWAB STRATEGIC TR
$47.7B
SPMDSPDR SERIES TRUST
$40.2B
SPSMSPDR SERIES TRUST
$27.6B
VGITVANGUARD SCOTTSDALE FDS
$27.5B
IEMGISHARES INC
$25.5B
SCHMSCHWAB STRATEGIC TR
$21.5B
VCITVANGUARD SCOTTSDALE FDS
$21.2B
VMBSVANGUARD SCOTTSDALE FDS
$18.7B
SCHGSCHWAB STRATEGIC TR
$18.6B
MBBISHARES TR
$18.1B
SCHFSCHWAB STRATEGIC TR
$15.0B
SCHASCHWAB STRATEGIC TR
$14.1B
AGGISHARES TR
$6.4B
SCHESCHWAB STRATEGIC TR
$4.0B
SCHVSCHWAB STRATEGIC TR
$3.8B
SPYGSPDR SERIES TRUST
$3.2B
MOALTRIA GROUP INC
$2.4B
NVONOVO-NORDISK A S
$1.9B
QLTAISHARES TR
$1.8B
OKEONEOK INC NEW
$1.8B
MPBMID PENN BANCORP INC
$1.8B
SCHBSCHWAB STRATEGIC TR
$1.6B
VEAVANGUARD TAX-MANAGED FDS
$1.5B
DGRWWISDOMTREE TR
$1.2B
KOCOCA COLA CO
$1.2B
USXFISHARES TR
$1.2B
TAT&T INC
$1.1B
IXUSISHARES TR
$1.1B
FULTFULTON FINL CORP PA
$1.0B
IWRISHARES TR
$1.0B
EFAISHARES TR
$932.9M
VXUSVANGUARD STAR FDS
$901.9M
SPIBSPDR SERIES TRUST
$872.3M
SPYVSPDR SERIES TRUST
$855.4M
KMIKINDER MORGAN INC DEL
$835.8M
SPTISPDR SERIES TRUST
$771.4M
TFCTRUIST FINL CORP
$678.0M
PPLPPL CORP
$649.4M
ACNBACNB CORP
$641.7M
CSCOCISCO SYS INC
$617.5M
SCHZSCHWAB STRATEGIC TR
$589.4M
CSXCSX CORP
$554.8M
BIBLNORTHERN LTS FD TR IV
$537.0M
SLVISHARES SILVER TR
$525.3M
BNDVANGUARD BD INDEX FDS
$517.8M
DISDISNEY WALT CO
$481.8M
FRAFFRANKLIN FINL SVCS CORP
$471.4M
NKENIKE INC
$466.4M
ORRFORRSTOWN FINL SVCS INC
$454.4M
YORWYORK WTR CO
$422.0M
PFEPFIZER INC
$419.7M
FLXSFLEXSTEEL INDS INC
$409.5M
SCHDSCHWAB STRATEGIC TR
$402.3M
BACBANK AMERICA CORP
$397.4M
GSKGSK PLC
$390.9M
FFORD MTR CO
$390.2M
HSICSCHEIN HENRY INC
$353.8M
DFASDIMENSIONAL ETF TRUST
$316.7M
DFUVDIMENSIONAL ETF TRUST
$304.7M
FEFIRSTENERGY CORP
$293.8M
WFCWELLS FARGO & CO
$293.7M
SFLSFL CORPORATION LTD
$269.8M
GLPIGAMING & LEISURE P
$268.3M
BACVERIZON COMMUNICATIONS INC
$268.0M
VWOVANGUARD INTL EQUITY INDEX F
$249.2M
KMBKIMBERLY-CLARK CORP
$237.2M
SPABSPDR SERIES TRUST
$236.4M
DMXFISHARES TR
$213.7M
IVVISHARES TR
$210.7M
HBANHUNTINGTON BANCSHARES INC
$167.8M
GUTGABELLI UTIL TR
$151.3M
IJRISHARES TR
$47.5M
AAPLAPPLE INC
$30.4M
ANVSANNOVIS BIO INC
$22.3M
GOOGLALPHABET INC
$21.4M
MSFTMICROSOFT CORP
$18.3M
NVDANVIDIA CORPORATION
$15.3M
JPMJPMORGAN CHASE & CO
$14.7M
AMZNAMAZON COM INC
$13.5M
COSTCOSTCO WHOLESALE CORPORATION
$13.4M
AGZISHARES TR
$8.4M
MAMASTERCARD INCORPORATED
$7.8M
MUMICRON TECHNOLOGY INC
$7.4M
JNJJOHNSON & JOHNSON
$6.6M
CVXCHEVRON CORPORATION
$6.2M
IVWISHARES TR
$5.9M
VOVANGUARD INDEX FDS
$5.8M
TMOTHERMO FISHER SCIENTIFIC INC
$5.5M
VOOVANGUARD INDEX FDS
$5.0M
SPYSTATE STR SPDR S&P 500 ETF T
$4.4M
URIUNITED RENTALS INC
$4.3M
XOMEXXON MOBIL CORP
$3.9M
BRK/BBERKSHIRE HATHAWAY INC DEL
$3.8M
ABBVABBVIE INC
$3.7M
LHXL3HARRIS TECHNOLOGIES INC
$3.5M
UNPUNION PAC CORP
$3.5M
IVEISHARES TR
$3.5M
TTTRANE TECHNOLOGIES PLC
$3.4M
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