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
TSLATESLA INC
$3.3M
IBMINTERNATIONAL BUSINESS MACHS
$3.3M
WMTWALMART INC
$3.3M
EOGEOG RES INC
$3.2M
PGPROCTER & GAMBLE CO
$3.2M
ICEINTERCONTINENTAL EXCHANGE IN
$3.1M
CATCATERPILLAR INC
$3.1M
BXBLACKSTONE INC
$3.0M
CRWDCROWDSTRIKE HLDGS INC
$2.9M
GDGENERAL DYNAMICS CORP
$2.8M
METAMETA PLATFORMS INC
$2.7M
MCDMCDONALDS CORP
$2.7M
IWMISHARES TR
$2.5M
PEPPEPSICO INC
$2.4M
4I1PHILIP MORRIS INTL INC
$2.4M
ITWILLINOIS TOOL WKS INC
$2.2M
IWFISHARES TR
$2.2M
HDHOME DEPOT INC
$2.2M
LLYELI LILLY & CO
$2.1M
DUKDUKE ENERGY CORP NEW
$2.0M
ROPROPER TECHNOLOGIES INC
$2.0M
PLDPROLOGIS INC.
$1.9M
IEIISHARES TR
$1.9M
IWDISHARES TR
$1.8M
GOOGALPHABET INC
$1.8M
VVISA INC
$1.6M
MRKMERCK & CO INC
$1.6M
HSYHERSHEY CO
$1.5M
MKLMARKEL GROUP INC
$1.5M
GQ9SPDR GOLD TR
$1.4M
AEMAGNICO EAGLE MINES LTD
$1.2M
ADPAUTOMATIC DATA PROCESSING IN
$1.1M
VUGVANGUARD INDEX FDS
$1.1M
MTBM & T BK CORP
$956K
PNCPNC FINL SVCS GROUP INC
$952K
IJKISHARES TR
$940K
DHID R HORTON INC
$917K
NUENUCOR CORP
$899K
BKBANK NEW YORK MELLON CORP
$839K
AVGOBROADCOM INC
$813K
CEGCONSTELLATION ENERGY CORP
$806K
DEDEERE & CO
$697K
IWVISHARES TR
$674K
RTXRTX CORPORATION
$667K
BLKBLACKROCK INC
$661K
GLWCORNING INC
$657K
UNHUNITEDHEALTH GROUP INC
$615K
MAAMID-AMER APT CMNTYS INC
$609K
LMTLOCKHEED MARTIN CORP
$552K
VBKVANGUARD INDEX FDS
$542K
VTWOVANGUARD SCOTTSDALE FDS
$541K
EMREMERSON ELEC CO
$533K
HEIHEICO CORP NEW
$529K
ESGUISHARES TR
$486K
HONHONEYWELL INTL INC
$467K
ORCLORACLE CORP
$420K
ABTABBOTT LABORATORIES
$396K
DHRDANAHER CORP DEL
$389K
HEIHEICO CORP NEW
$377K
VTIVANGUARD INDEX FDS
$373K
DWDMORGAN STANLEY
$373K
TJXTJX COS INC NEW
$368K
GSGOLDMAN SACHS GROUP INC
$366K
LOWLOWES COS INC
$343K
MMM3M CO
$330K
GEGE AEROSPACE
$322K
TRVCCITIGROUP INC
$318K
ITOTISHARES TR
$309K
NSCNORFOLK SOUTHN CORP
$302K
AMDADVANCED MICRO DEVICES INC
$288K
LRCXLAM RESEARCH CORP
$279K
NDQINVESCO QQQ TR
$279K
MPCMARATHON PETE CORP
$262K
ADIANALOG DEVICES INC
$259K
MARMARRIOTT INTL INC NEW
$249K
VLOVALERO ENERGY CORP
$227K
GEVGE VERNOVA INC
$222K
CCKCROWN HLDGS INC
$214K
NOWSERVICENOW INC
$201K
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