RKL Wealth Management LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$1.2T
Holdings
178
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SPYVSPDR SERIES TRUST | 16,193 | $896.0M | 0.08% | |
| 102 | UNHUNITEDHEALTH GROUP INC | 2,541 | $877.4M | 0.07% | |
| 103 | PNCPNC FINL SVCS GROUP INC | 4,128 | $829.4M | 0.07% | |
| 104 | SPTISPDR SERIES TRUST | 27,553 | $796.3M | 0.07% | |
| 105 | ORCLORACLE CORP | 2,757 | $775.4M | 0.07% | |
| 106 | BKBANK NEW YORK MELLON CORP | 7,063 | $769.5M | 0.07% | |
| 107 | PLTRPALANTIR TECHNOLOGIES INC | 3,989 | $727.7M | 0.06% | |
| 108 | NUENUCOR CORP | 5,270 | $713.7M | 0.06% | |
| 109 | KMIKINDER MORGAN INC DEL | 24,928 | $705.7M | 0.06% | |
| 110 | SCHZSCHWAB STRATEGIC TR | 29,779 | $698.9M | 0.06% | |
| 111 | MAAMID-AMER APT CMNTYS INC | 4,950 | $691.6M | 0.06% | |
| 112 | IWVISHARES TR | 1,810 | $685.9M | 0.06% | |
| 113 | WFCWELLS FARGO CO NEW | 7,978 | $668.8M | 0.06% | |
| 114 | PPLPPL CORP | 16,980 | $631.0M | 0.05% | |
| 115 | DISDISNEY WALT CO | 5,452 | $624.3M | 0.05% | |
| 116 | HEIHEICO CORP NEW | 1,930 | $623.0M | 0.05% | |
| 117 | GSGOLDMAN SACHS GROUP INC | 768 | $611.4M | 0.05% | |
| 118 | EMREMERSON ELEC CO | 4,524 | $593.4M | 0.05% | |
| 119 | DEDEERE & CO | 1,186 | $542.5M | 0.05% | |
| 120 | VBKVANGUARD INDEX FDS | 1,820 | $541.6M | 0.05% | |
| 121 | VVISA INC | 1,569 | $535.7M | 0.05% | |
| 122 | VTWOVANGUARD SCOTTSDALE FDS | 5,364 | $524.7M | 0.04% | |
| 123 | RTXRTX CORPORATION | 3,054 | $511.1M | 0.04% | |
| 124 | ABTABBOTT LABS | 3,815 | $511.0M | 0.04% | |
| 125 | ESGUISHARES TR | 3,419 | $497.9M | 0.04% | |
| 126 | LMTLOCKHEED MARTIN CORP | 990 | $494.0M | 0.04% | |
| 127 | CSXCSX CORP | 13,581 | $482.3M | 0.04% | |
| 128 | TFCTRUIST FINL CORP | 10,438 | $477.2M | 0.04% | |
| 129 | CSCOCISCO SYS INC | 6,755 | $462.2M | 0.04% | |
| 130 | HEIHEICO CORP NEW | 1,787 | $454.0M | 0.04% | |
| 131 | ACNBACNB CORP | 10,098 | $444.7M | 0.04% | |
| 132 | HONHONEYWELL INTL INC | 2,092 | $440.4M | 0.04% | |
| 133 | YORWYORK WTR CO | 14,469 | $440.1M | 0.04% | |
| 134 | LOWLOWES COS INC | 1,736 | $436.3M | 0.04% | |
| 135 | SCHRSCHWAB STRATEGIC TR | 17,230 | $433.0M | 0.04% | |
| 136 | DUKDUKE ENERGY CORP NEW | 3,488 | $431.7M | 0.04% | |
| 137 | BIBLNORTHERN LTS FD TR IV | 9,690 | $430.5M | 0.04% | |
| 138 | FRAFFRANKLIN FINL SVCS CORP | 9,207 | $423.5M | 0.04% | |
| 139 | ORRFORRSTOWN FINL SVCS INC | 12,461 | $423.4M | 0.04% | |
| 140 | FLXSFLEXSTEEL INDS INC | 9,112 | $422.3M | 0.04% | |
| 141 | DHRDANAHER CORPORATION | 2,091 | $414.6M | 0.04% | |
| 142 | FFORD MTR CO | 33,974 | $406.3M | 0.03% | |
| 143 | PFEPFIZER INC | 14,684 | $374.1M | 0.03% | |
| 144 | VTIVANGUARD INDEX FDS | 1,116 | $366.2M | 0.03% | |
| 145 | SCHDSCHWAB STRATEGIC TR | 13,238 | $361.4M | 0.03% | |
| 146 | BACBANK AMERICA CORP | 6,952 | $358.6M | 0.03% | |
| 147 | MMM3M CO | 2,263 | $351.2M | 0.03% | |
| 148 | NOWSERVICENOW INC | 379 | $348.8M | 0.03% | |
| 149 | TJXTJX COS INC NEW | 2,274 | $328.7M | 0.03% | |
| 150 | GEGE AEROSPACE | 1,091 | $328.2M | 0.03% | |
| 151 | FEFIRSTENERGY CORP | 7,083 | $324.5M | 0.03% | |
| 152 | HSICHENRY SCHEIN INC | 4,801 | $318.6M | 0.03% | |
| 153 | ITOTISHARES TR | 2,170 | $316.0M | 0.03% | |
| 154 | GLWCORNING INC | 3,800 | $311.7M | 0.03% | |
| 155 | VEEVVEEVA SYS INC | 1,042 | $310.4M | 0.03% | |
| 156 | DWDMORGAN STANLEY | 1,943 | $308.9M | 0.03% | |
| 157 | GSKGSK PLC | 7,083 | $305.7M | 0.03% | |
| 158 | KMBKIMBERLY-CLARK CORP | 2,457 | $305.4M | 0.03% | |
| 159 | DFASDIMENSIONAL ETF TRUST | 4,453 | $304.9M | 0.03% | |
| 160 | TRVCCITIGROUP INC | 2,906 | $295.0M | 0.03% | |
| 161 | SLVISHARES SILVER TR | 6,711 | $284.3M | 0.02% | |
| 162 | DFUVDIMENSIONAL ETF TRUST | 6,288 | $281.0M | 0.02% | |
| 163 | AXPAMERICAN EXPRESS CO | 830 | $275.5M | 0.02% | |
| 164 | GLPIGAMING & LEISURE PPTYS INC | 5,901 | $275.0M | 0.02% | |
| 165 | AMATAPPLIED MATLS INC | 1,317 | $269.6M | 0.02% | |
| 166 | BACVERIZON COMMUNICATIONS INC | 6,084 | $267.4M | 0.02% | |
| 167 | NFLXNETFLIX INC | 214 | $256.6M | 0.02% | |
| 168 | VWOVANGUARD INTL EQUITY INDEX F | 4,589 | $248.6M | 0.02% | |
| 169 | VGTVANGUARD WORLD FD | 327 | $243.9M | 0.02% | |
| 170 | MARMARRIOTT INTL INC NEW | 926 | $241.1M | 0.02% | |
| 171 | AMDADVANCED MICRO DEVICES INC | 1,383 | $223.8M | 0.02% | |
| 172 | AMGNAMGEN INC | 768 | $216.8M | 0.02% | |
| 173 | DMXFISHARES TR | 2,741 | $207.6M | 0.02% | |
| 174 | XLKSELECT SECTOR SPDR TR | 736 | $207.6M | 0.02% | |
| 175 | CCKCROWN HLDGS INC | 2,131 | $205.8M | 0.02% | |
| 176 | MPCMARATHON PETE CORP | 1,054 | $203.1M | 0.02% | |
| 177 | VLOVALERO ENERGY CORP | 1,176 | $200.1M | 0.02% | |
| 178 | SFLSFL CORPORATION LTD | 25,000 | $188.3M | 0.02% |
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