13F HOLDINGS REPORT
RKL Wealth Management LLC
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001604723-25-000003
Total Value
$1.17B
Positions
178
Other Managers
0
Confidential Omitted
No
Holdings (178)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 379,808 | $254.2M | 21.67% |
| 2 | ISHARES TR | 46432F842 | 1,188,224 | $103.7M | 8.84% |
| 3 | ISHARES TR | 464287507 | 1,241,548 | $81.0M | 6.91% |
| 4 | SCHWAB STRATEGIC TR | 808524201 | 2,168,519 | $57.1M | 4.87% |
| 5 | ISHARES TR | 464287804 | 414,333 | $49.2M | 4.20% |
| 6 | SPDR SERIES TRUST | 78464A847 | 594,975 | $34.0M | 2.90% |
| 7 | APPLE INC | AAPL | 124,968 | $31.8M | 2.71% |
| 8 | VANGUARD SCOTTSDALE FDS | 92206C706 | 460,537 | $27.6M | 2.36% |
| 9 | MICROSOFT CORP | MSFT | 51,916 | $26.9M | 2.29% |
| 10 | ISHARES INC | 46434G103 | 377,278 | $24.9M | 2.12% |
| 11 | SPDR SERIES TRUST | 78468R853 | 517,702 | $24.0M | 2.04% |
| 12 | SCHWAB STRATEGIC TR | 808524508 | 761,764 | $22.6M | 1.92% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C870 | 265,337 | $22.3M | 1.90% |
| 14 | SCHWAB STRATEGIC TR | 808524300 | 697,063 | $22.2M | 1.90% |
| 15 | ALPHABET INC | GOOG | 79,268 | $19.3M | 1.64% |
| 16 | NVIDIA CORPORATION | NVDA | 102,694 | $19.2M | 1.63% |
| 17 | ISHARES TR | 464288588 | 201,359 | $19.2M | 1.63% |
| 18 | VANGUARD SCOTTSDALE FDS | 92206C771 | 395,522 | $18.6M | 1.58% |
| 19 | SCHWAB STRATEGIC TR | 808524607 | 539,057 | $15.0M | 1.28% |
| 20 | SCHWAB STRATEGIC TR | 808524805 | 644,996 | $15.0M | 1.28% |
| 21 | AMAZON COM INC | AMZN | 65,201 | $14.3M | 1.22% |
| 22 | COSTCO WHSL CORP NEW | 22160K105 | 13,486 | $12.5M | 1.06% |
| 23 | MASTERCARD INCORPORATED | MA | 16,091 | $9.2M | 0.78% |
| 24 | ISHARES TR | 464288166 | 79,491 | $8.8M | 0.75% |
| 25 | JPMORGAN CHASE & CO. | VYLD | 24,310 | $7.7M | 0.65% |
| 26 | ISHARES TR | 464287309 | 56,196 | $6.8M | 0.58% |
| 27 | ISHARES TR | 464287226 | 66,088 | $6.6M | 0.56% |
| 28 | VANGUARD INDEX FDS | 922908629 | 20,661 | $6.1M | 0.52% |
| 29 | THERMO FISHER SCIENTIFIC INC | TMO | 12,205 | $5.9M | 0.50% |
| 30 | UNITED RENTALS INC | URI | 6,174 | $5.9M | 0.50% |
| 31 | SPDR S&P 500 ETF TR | SPY | 7,682 | $5.1M | 0.44% |
| 32 | JOHNSON & JOHNSON | JNJ | 27,326 | $5.1M | 0.43% |
| 33 | VANGUARD INDEX FDS | 922908363 | 7,609 | $4.7M | 0.40% |
| 34 | SCHWAB STRATEGIC TR | 808524706 | 135,922 | $4.5M | 0.39% |
| 35 | NOVO-NORDISK A S | NONOF | 79,503 | $4.4M | 0.38% |
| 36 | TESLA INC | TSLA | 9,832 | $4.4M | 0.37% |
| 37 | BLACKSTONE INC | BX | 25,546 | $4.4M | 0.37% |
| 38 | CHEVRON CORP NEW | CVX | 27,960 | $4.3M | 0.37% |
| 39 | MICRON TECHNOLOGY INC | MU | 25,253 | $4.2M | 0.36% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 8,325 | $4.2M | 0.36% |
| 41 | SCHWAB STRATEGIC TR | 808524409 | 139,206 | $4.1M | 0.35% |
| 42 | CROWDSTRIKE HLDGS INC | CRWD | 7,908 | $3.9M | 0.33% |
| 43 | INTERNATIONAL BUSINESS MACHS | INTR | 13,647 | $3.9M | 0.33% |
| 44 | ABBVIE INC | ABBV | 16,420 | $3.8M | 0.32% |
| 45 | ISHARES TR | 464287408 | 17,861 | $3.7M | 0.31% |
| 46 | META PLATFORMS INC | META | 4,873 | $3.6M | 0.31% |
| 47 | SPDR SERIES TRUST | 78464A409 | 33,725 | $3.5M | 0.30% |
| 48 | UNION PAC CORP | UNP | 14,886 | $3.5M | 0.30% |
| 49 | TRANE TECHNOLOGIES PLC | TT | 7,936 | $3.3M | 0.29% |
| 50 | VANGUARD TAX-MANAGED FDS | 921943858 | 55,389 | $3.3M | 0.28% |
| 51 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 18,993 | $3.2M | 0.27% |
| 52 | L3HARRIS TECHNOLOGIES INC | LHX | 10,013 | $3.1M | 0.26% |
| 53 | WALMART INC | WMT | 28,797 | $3.0M | 0.25% |
| 54 | ROPER TECHNOLOGIES INC | ROP | 5,912 | $2.9M | 0.25% |
| 55 | PROCTER AND GAMBLE CO | 742718109 | 19,019 | $2.9M | 0.25% |
| 56 | ISHARES TR | 464287655 | 12,004 | $2.9M | 0.25% |
| 57 | MCDONALDS CORP | MCD | 8,962 | $2.7M | 0.23% |
| 58 | GENERAL DYNAMICS CORP | GD | 7,667 | $2.6M | 0.22% |
| 59 | EXXON MOBIL CORP | XOM | 21,434 | $2.4M | 0.21% |
| 60 | ALTRIA GROUP INC | MO | 36,489 | $2.4M | 0.21% |
| 61 | HOME DEPOT INC | HD | 5,903 | $2.4M | 0.20% |
| 62 | EOG RES INC | EOG | 21,235 | $2.4M | 0.20% |
| 63 | PHILIP MORRIS INTL INC | 718172109 | 14,428 | $2.3M | 0.20% |
| 64 | ISHARES TR | 464287614 | 4,755 | $2.2M | 0.19% |
| 65 | CATERPILLAR INC | CAT | 4,384 | $2.1M | 0.18% |
| 66 | ISHARES TR | 464288661 | 17,463 | $2.1M | 0.18% |
| 67 | ISHARES TR | 46429B291 | 41,654 | $2.0M | 0.17% |
| 68 | PEPSICO INC | PEP | 14,310 | $2.0M | 0.17% |
| 69 | ELI LILLY & CO | LLY | 2,608 | $2.0M | 0.17% |
| 70 | ILLINOIS TOOL WKS INC | 452308109 | 7,533 | $2.0M | 0.17% |
| 71 | AUTOMATIC DATA PROCESSING IN | ADP | 5,841 | $1.7M | 0.15% |
| 72 | ISHARES TR | 464287598 | 8,270 | $1.7M | 0.14% |
| 73 | SCHWAB STRATEGIC TR | 808524102 | 64,737 | $1.7M | 0.14% |
| 74 | MID PENN BANCORP INC | MPB | 55,230 | $1.6M | 0.13% |
| 75 | PROLOGIS INC. | PLDGP | 13,150 | $1.5M | 0.13% |
| 76 | MARKEL GROUP INC | MKL | 778 | $1.5M | 0.13% |
| 77 | BROADCOM INC | AVGO | 4,378 | $1.4M | 0.12% |
| 78 | HERSHEY CO | HSY | 7,007 | $1.3M | 0.11% |
| 79 | WISDOMTREE TR | WT | 14,400 | $1.3M | 0.11% |
| 80 | ALPHABET INC | GOOG | 5,106 | $1.2M | 0.11% |
| 81 | ISHARES TR | 46436E767 | 21,575 | $1.2M | 0.11% |
| 82 | MERCK & CO INC | MRK | 14,551 | $1.2M | 0.10% |
| 83 | SPDR GOLD TR | GLD | 3,412 | $1.2M | 0.10% |
| 84 | VANGUARD INDEX FDS | 922908736 | 2,422 | $1.2M | 0.10% |
| 85 | ONEOK INC NEW | OKE | 15,810 | $1.2M | 0.10% |
| 86 | D R HORTON INC | 23331A109 | 6,663 | $1.1M | 0.10% |
| 87 | FULTON FINL CORP PA | 360271100 | 57,500 | $1.1M | 0.09% |
| 88 | EASTMAN CHEM CO | EMN | 16,641 | $1.0M | 0.09% |
| 89 | ISHARES TR | 46432F834 | 12,354 | $1.0M | 0.09% |
| 90 | AGNICO EAGLE MINES LTD | AEM | 6,000 | $1.0M | 0.09% |
| 91 | ISHARES TR | 464287606 | 10,481 | $1.0M | 0.09% |
| 92 | ISHARES TR | 464287499 | 10,341 | $998,401 | 0.09% |
| 93 | COCA COLA CO | KO | 15,046 | $997,855 | 0.09% |
| 94 | NIKE INC | NKE | 13,990 | $975,550 | 0.08% |
| 95 | AT&T INC | T-PC | 33,805 | $954,642 | 0.08% |
| 96 | SPDR SERIES TRUST | 78464A375 | 27,509 | $932,269 | 0.08% |
| 97 | CONSTELLATION ENERGY CORP | CEG | 2,819 | $927,661 | 0.08% |
| 98 | VANGUARD STAR FDS | 921909768 | 12,628 | $927,624 | 0.08% |
| 99 | M & T BK CORP | 55261F104 | 4,598 | $908,749 | 0.08% |
| 100 | ISHARES TR | 464287465 | 9,714 | $906,966 | 0.08% |
| 101 | SPDR SERIES TRUST | 78464A508 | 16,193 | $895,980 | 0.08% |
| 102 | UNITEDHEALTH GROUP INC | UNH | 2,541 | $877,444 | 0.07% |
| 103 | PNC FINL SVCS GROUP INC | 693475105 | 4,128 | $829,439 | 0.07% |
| 104 | SPDR SERIES TRUST | 78464A672 | 27,553 | $796,272 | 0.07% |
| 105 | ORACLE CORP | ORCL-PD | 2,757 | $775,379 | 0.07% |
| 106 | BANK NEW YORK MELLON CORP | 064058100 | 7,063 | $769,532 | 0.07% |
| 107 | PALANTIR TECHNOLOGIES INC | PLTR | 3,989 | $727,673 | 0.06% |
| 108 | NUCOR CORP | NUE | 5,270 | $713,716 | 0.06% |
| 109 | KINDER MORGAN INC DEL | EP-PC | 24,928 | $705,712 | 0.06% |
| 110 | SCHWAB STRATEGIC TR | 808524839 | 29,779 | $698,902 | 0.06% |
| 111 | MID-AMER APT CMNTYS INC | 59522J103 | 4,950 | $691,642 | 0.06% |
| 112 | ISHARES TR | 464287689 | 1,810 | $685,862 | 0.06% |
| 113 | WELLS FARGO CO NEW | 949746101 | 7,978 | $668,757 | 0.06% |
| 114 | PPL CORP | PPLC | 16,980 | $630,970 | 0.05% |
| 115 | DISNEY WALT CO | 254687106 | 5,452 | $624,285 | 0.05% |
| 116 | HEICO CORP NEW | HEI-A | 1,930 | $622,963 | 0.05% |
| 117 | GOLDMAN SACHS GROUP INC | GSCE | 768 | $611,422 | 0.05% |
| 118 | EMERSON ELEC CO | EMR | 4,524 | $593,428 | 0.05% |
| 119 | DEERE & CO | DE | 1,186 | $542,494 | 0.05% |
| 120 | VANGUARD INDEX FDS | 922908595 | 1,820 | $541,555 | 0.05% |
| 121 | VISA INC | V | 1,569 | $535,664 | 0.05% |
| 122 | VANGUARD SCOTTSDALE FDS | 92206C664 | 5,364 | $524,712 | 0.04% |
| 123 | RTX CORPORATION | RTX | 3,054 | $511,066 | 0.04% |
| 124 | ABBOTT LABS | ABLZF | 3,815 | $511,014 | 0.04% |
| 125 | ISHARES TR | 46435G425 | 3,419 | $497,873 | 0.04% |
| 126 | LOCKHEED MARTIN CORP | LMT | 990 | $494,029 | 0.04% |
| 127 | CSX CORP | CSX | 13,581 | $482,274 | 0.04% |
| 128 | TRUIST FINL CORP | 89832Q109 | 10,438 | $477,214 | 0.04% |
| 129 | CISCO SYS INC | CSCO | 6,755 | $462,201 | 0.04% |
| 130 | HEICO CORP NEW | HEI-A | 1,787 | $453,971 | 0.04% |
| 131 | ACNB CORP | ACNB | 10,098 | $444,716 | 0.04% |
| 132 | HONEYWELL INTL INC | 438516106 | 2,092 | $440,366 | 0.04% |
| 133 | YORK WTR CO | 987184108 | 14,469 | $440,147 | 0.04% |
| 134 | LOWES COS INC | 548661107 | 1,736 | $436,335 | 0.04% |
| 135 | SCHWAB STRATEGIC TR | 808524854 | 17,230 | $432,977 | 0.04% |
| 136 | DUKE ENERGY CORP NEW | DUKB | 3,488 | $431,651 | 0.04% |
| 137 | NORTHERN LTS FD TR IV | NTRSO | 9,690 | $430,526 | 0.04% |
| 138 | FRANKLIN FINL SVCS CORP | 353525108 | 9,207 | $423,527 | 0.04% |
| 139 | ORRSTOWN FINL SVCS INC | 687380105 | 12,461 | $423,422 | 0.04% |
| 140 | FLEXSTEEL INDS INC | FLEX | 9,112 | $422,341 | 0.04% |
| 141 | DANAHER CORPORATION | 235851102 | 2,091 | $414,562 | 0.04% |
| 142 | FORD MTR CO | 345370860 | 33,974 | $406,329 | 0.03% |
| 143 | PFIZER INC | PFE | 14,684 | $374,140 | 0.03% |
| 144 | VANGUARD INDEX FDS | 922908769 | 1,116 | $366,242 | 0.03% |
| 145 | SCHWAB STRATEGIC TR | 808524797 | 13,238 | $361,401 | 0.03% |
| 146 | BANK AMERICA CORP | 060505104 | 6,952 | $358,634 | 0.03% |
| 147 | 3M CO | MMM | 2,263 | $351,172 | 0.03% |
| 148 | SERVICENOW INC | NOW | 379 | $348,786 | 0.03% |
| 149 | TJX COS INC NEW | 872540109 | 2,274 | $328,684 | 0.03% |
| 150 | GE AEROSPACE | 369604301 | 1,091 | $328,154 | 0.03% |
| 151 | FIRSTENERGY CORP | FE | 7,083 | $324,530 | 0.03% |
| 152 | HENRY SCHEIN INC | HSIC | 4,801 | $318,642 | 0.03% |
| 153 | ISHARES TR | 464287150 | 2,170 | $315,995 | 0.03% |
| 154 | CORNING INC | GLW | 3,800 | $311,714 | 0.03% |
| 155 | VEEVA SYS INC | VEEV | 1,042 | $310,422 | 0.03% |
| 156 | MORGAN STANLEY | MS-PQ | 1,943 | $308,909 | 0.03% |
| 157 | GSK PLC | GLAXF | 7,083 | $305,702 | 0.03% |
| 158 | KIMBERLY-CLARK CORP | KMB | 2,457 | $305,445 | 0.03% |
| 159 | DIMENSIONAL ETF TRUST | 25434V500 | 4,453 | $304,852 | 0.03% |
| 160 | CITIGROUP INC | C-PR | 2,906 | $294,959 | 0.03% |
| 161 | ISHARES SILVER TR | SLV | 6,711 | $284,345 | 0.02% |
| 162 | DIMENSIONAL ETF TRUST | 25434V724 | 6,288 | $281,011 | 0.02% |
| 163 | AMERICAN EXPRESS CO | AXP | 830 | $275,539 | 0.02% |
| 164 | GAMING & LEISURE PPTYS INC | 36467J108 | 5,901 | $275,031 | 0.02% |
| 165 | APPLIED MATLS INC | 038222105 | 1,317 | $269,635 | 0.02% |
| 166 | VERIZON COMMUNICATIONS INC | VZ | 6,084 | $267,394 | 0.02% |
| 167 | NETFLIX INC | NFLX | 214 | $256,569 | 0.02% |
| 168 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,589 | $248,622 | 0.02% |
| 169 | VANGUARD WORLD FD | 92204A702 | 327 | $243,904 | 0.02% |
| 170 | MARRIOTT INTL INC NEW | 571903202 | 926 | $241,113 | 0.02% |
| 171 | ADVANCED MICRO DEVICES INC | AMD | 1,383 | $223,756 | 0.02% |
| 172 | AMGEN INC | AMGN | 768 | $216,806 | 0.02% |
| 173 | ISHARES TR | 46436E759 | 2,741 | $207,626 | 0.02% |
| 174 | SELECT SECTOR SPDR TR | 81369Y803 | 736 | $207,560 | 0.02% |
| 175 | CROWN HLDGS INC | CCK | 2,131 | $205,833 | 0.02% |
| 176 | MARATHON PETE CORP | MARA | 1,054 | $203,124 | 0.02% |
| 177 | VALERO ENERGY CORP | VLO | 1,176 | $200,143 | 0.02% |
| 178 | SFL CORPORATION LTD | SFL | 25,000 | $188,250 | 0.02% |