RKL Wealth Management LLC Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$1.1T
Holdings
176
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (176 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EFAISHARES TR | 9,714 | $868.3M | 0.08% | |
| 102 | VOOGVANGUARD ADMIRAL FDS INC | 2,150 | $852.6M | 0.07% | |
| 103 | SPYVSPDR SERIES TRUST | 16,119 | $843.7M | 0.07% | |
| 104 | DHRDANAHER CORPORATION | 4,178 | $825.3M | 0.07% | |
| 105 | MAAMID-AMER APT CMNTYS INC | 5,386 | $797.3M | 0.07% | |
| 106 | PNCPNC FINL SVCS GROUP INC | 4,128 | $769.5M | 0.07% | |
| 107 | KMIKINDER MORGAN INC DEL | 24,928 | $732.9M | 0.06% | |
| 108 | VVISA INC | 2,049 | $727.6M | 0.06% | |
| 109 | LMTLOCKHEED MARTIN CORP | 1,508 | $698.5M | 0.06% | |
| 110 | SCHZSCHWAB STRATEGIC TR | 30,037 | $698.1M | 0.06% | |
| 111 | NUENUCOR CORP | 5,270 | $682.7M | 0.06% | |
| 112 | DISDISNEY WALT CO | 5,452 | $676.1M | 0.06% | |
| 113 | HONHONEYWELL INTL INC | 2,881 | $670.9M | 0.06% | |
| 114 | BKBANK NEW YORK MELLON CORP | 7,057 | $643.0M | 0.06% | |
| 115 | WFCWELLS FARGO CO NEW | 8,019 | $642.5M | 0.06% | |
| 116 | IWVISHARES TR | 1,805 | $633.7M | 0.06% | |
| 117 | HEIHEICO CORP NEW | 1,929 | $632.7M | 0.06% | |
| 118 | PPLPPL CORP | 18,452 | $625.4M | 0.05% | |
| 119 | EMREMERSON ELEC CO | 4,520 | $602.6M | 0.05% | |
| 120 | DEDEERE & CO | 1,131 | $575.2M | 0.05% | |
| 121 | SCHRSCHWAB STRATEGIC TR | 22,453 | $562.0M | 0.05% | |
| 122 | TFCTRUIST FINL CORP | 12,705 | $546.2M | 0.05% | |
| 123 | ORCLORACLE CORP | 2,492 | $544.8M | 0.05% | |
| 124 | PLTRPALANTIR TECHNOLOGIES INC | 3,989 | $543.8M | 0.05% | |
| 125 | VBKVANGUARD INDEX FDS | 1,915 | $530.2M | 0.05% | |
| 126 | ABTABBOTT LABS | 3,761 | $511.5M | 0.04% | |
| 127 | ESGUISHARES TR | 3,733 | $505.0M | 0.04% | |
| 128 | GSGOLDMAN SACHS GROUP INC | 707 | $500.1M | 0.04% | |
| 129 | CSXCSX CORP | 15,138 | $494.0M | 0.04% | |
| 130 | CSCOCISCO SYS INC | 6,804 | $472.0M | 0.04% | |
| 131 | MARMARRIOTT INTL INC NEW | 1,717 | $469.1M | 0.04% | |
| 132 | VTWOVANGUARD SCOTTSDALE FDS | 5,345 | $466.2M | 0.04% | |
| 133 | HEIHEICO CORP NEW | 1,786 | $462.1M | 0.04% | |
| 134 | YORWYORK WTR CO | 14,427 | $455.9M | 0.04% | |
| 135 | ACNBACNB CORP | 10,098 | $432.6M | 0.04% | |
| 136 | DUKDUKE ENERGY CORP NEW | 3,487 | $411.4M | 0.04% | |
| 137 | HSICHENRY SCHEIN INC | 5,466 | $399.3M | 0.04% | |
| 138 | RTXRTX CORPORATION | 2,704 | $394.8M | 0.03% | |
| 139 | ORRFORRSTOWN FINL SVCS INC | 12,392 | $394.4M | 0.03% | |
| 140 | NFLXNETFLIX INC | 292 | $391.0M | 0.03% | |
| 141 | NOWSERVICENOW INC | 379 | $389.6M | 0.03% | |
| 142 | FFORD MTR CO | 35,081 | $380.6M | 0.03% | |
| 143 | PFEPFIZER INC | 14,684 | $355.9M | 0.03% | |
| 144 | SCHDSCHWAB STRATEGIC TR | 13,193 | $349.6M | 0.03% | |
| 145 | MMM3M CO | 2,263 | $344.5M | 0.03% | |
| 146 | LOWLOWES COS INC | 1,488 | $330.0M | 0.03% | |
| 147 | BACBANK AMERICA CORP | 6,971 | $329.9M | 0.03% | |
| 148 | FLXSFLEXSTEEL INDS INC | 9,112 | $328.3M | 0.03% | |
| 149 | FRAFFRANKLIN FINL SVCS CORP | 9,195 | $318.4M | 0.03% | |
| 150 | KMBKIMBERLY-CLARK CORP | 2,456 | $316.6M | 0.03% | |
| 151 | BIBLNORTHERN LTS FD TR IV | 7,553 | $312.2M | 0.03% | |
| 152 | FEFIRSTENERGY CORP | 7,530 | $303.2M | 0.03% | |
| 153 | VEEVVEEVA SYS INC | 1,042 | $300.1M | 0.03% | |
| 154 | ITOTISHARES TR | 2,169 | $292.9M | 0.03% | |
| 155 | DFASDIMENSIONAL ETF TRUST | 4,453 | $283.7M | 0.02% | |
| 156 | TJXTJX COS INC NEW | 2,274 | $280.8M | 0.02% | |
| 157 | GEGE AEROSPACE | 1,091 | $280.8M | 0.02% | |
| 158 | BACVERIZON COMMUNICATIONS INC | 6,425 | $278.0M | 0.02% | |
| 159 | DWDMORGAN STANLEY | 1,940 | $273.3M | 0.02% | |
| 160 | GSKGSK PLC | 7,083 | $272.0M | 0.02% | |
| 161 | GLPIGAMING & LEISURE PPTYS INC | 5,815 | $271.4M | 0.02% | |
| 162 | DFUVDIMENSIONAL ETF TRUST | 6,288 | $265.9M | 0.02% | |
| 163 | AMGNAMGEN INC | 943 | $263.3M | 0.02% | |
| 164 | AMATAPPLIED MATLS INC | 1,408 | $257.8M | 0.02% | |
| 165 | TRVCCITIGROUP INC | 2,906 | $247.4M | 0.02% | |
| 166 | ACNACCENTURE PLC IRELAND | 811 | $242.4M | 0.02% | |
| 167 | AXPAMERICAN EXPRESS CO | 760 | $242.3M | 0.02% | |
| 168 | VWOVANGUARD INTL EQUITY INDEX F | 4,634 | $229.2M | 0.02% | |
| 169 | CCKCROWN HLDGS INC | 2,131 | $219.4M | 0.02% | |
| 170 | VTVVANGUARD INDEX FDS | 1,229 | $217.2M | 0.02% | |
| 171 | SFLSFL CORPORATION LTD | 25,000 | $208.3M | 0.02% | |
| 172 | VLTOVERALTO CORP | 2,026 | $204.5M | 0.02% | |
| 173 | DMXFISHARES TR | 2,741 | $204.1M | 0.02% | |
| 174 | VOTVANGUARD INDEX FDS | 717 | $203.9M | 0.02% | |
| 175 | XLKSELECT SECTOR SPDR TR | 800 | $202.6M | 0.02% | |
| 176 | VGTVANGUARD WORLD FD | 305 | $202.0M | 0.02% |
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