RKL Wealth Management LLC

RKL Wealth Management LLC reported 189 holdings worth US$1.25B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

RKL Wealth Management LLC reported 189 holdings worth US$1.25B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Micron Technology, Inc. Filed Aug 11, 2026 (Form 13F).

Holdings
189
Value as reported
US$1.25B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc119KUS$34.5M2.7%
Alphabet Inc (google) Class C79,537US$28.4M2.3%
Micron Technology, Inc.18,655US$21.5M1.7%
Microsoft Corp.49,926US$18.6M1.5%
Nvidia Corporation84,023US$16.8M1.3%
Jp Morgan Chase & Co.49,728US$16.3M1.3%
Amazon.com, Inc.65,240US$15.5M1.2%
Costco Wholesale Corporation13,347US$12.5M1.00%
Mastercard Incorporated15,247US$7.83M0.62%
Johnson & Johnson27,368US$6.95M0.55%
United Rentals, Inc.5,554US$6.29M0.50%
Thermo Fisher Scientific Inc11,023US$5.53M0.44%
Crowdstrike Holdings, Inc.6,711US$5.12M0.41%
Chevron Corporation30,223US$5.01M0.40%
Caterpillar, Inc.4,521US$4.81M0.38%
Abbvie Inc.17,191US$4.33M0.34%
Berkshire Hathaway Inc.8,106US$4.06M0.32%
International Business Machines Corporation13,883US$3.9M0.31%
Union Pacific Corporation14,271US$3.88M0.31%
Tesla, Inc.9,079US$3.82M0.30%
Procter & Gamble Company (the)22,215US$3.26M0.26%
Exxon Mobil Corporation23,202US$3.17M0.25%
Walmart Inc.27,373US$3.1M0.25%
Blackstone Inc.25,272US$2.97M0.24%
General Dynamics Corporation8,258US$2.93M0.23%
Eli Lilly And Company2,374US$2.85M0.23%
L3harris Technologies, Inc.9,626US$2.8M0.22%
Eog Resources, Inc.21,412US$2.78M0.22%
Meta Platforms, Inc.4,923US$2.77M0.22%
Philip Morris International Inc14,664US$2.65M0.21%
Altria Group, Inc.36,196US$2.6M0.21%
Novo Nordisk A/s Class B51,012US$2.45M0.19%
Home Depot, Inc. (the)6,805US$2.4M0.19%
Intercontinental Exchange Inc.19,328US$2.38M0.19%
Illinois Tool Works Inc.8,776US$2.37M0.19%
Mcdonald's Corporation8,593US$2.32M0.19%
Pepsico, Inc.16,109US$2.18M0.17%
Prologis, Inc.14,963US$2.03M0.16%
Visa Inc.5,747US$1.97M0.16%
Mid Penn Bancorp55,230US$1.92M0.15%
Duke Energy Corporation (holding Company)14,714US$1.86M0.15%
Oneok, Inc.20,702US$1.8M0.14%
Merck & Company, Inc.13,762US$1.77M0.14%
Roper Technologies, Inc.4,912US$1.66M0.13%
Markel Group Inc.778US$1.52M0.12%
Broadcom Inc.3,684US$1.39M0.11%
Coca-cola Company (the)16,308US$1.33M0.11%
The Hershey Company7,423US$1.3M0.10%
Corning Incorporated4,955US$1.27M0.10%
Fulton Financial Corporation50,235US$1.22M0.10%
Nucor Corporation5,343US$1.19M0.09%
Deere & Company1,869US$1.19M0.09%
Pnc Financial Services Group, Inc. (the)4,631US$1.14M0.09%
Heico Corporation4,376US$1.13M0.09%
M&t Bank Corporation4,605US$1.1M0.09%
D.r. Horton, Inc.6,454US$1.05M0.08%
Automatic Data Processing, Inc.4,452US$997K0.08%
Cisco Systems, Inc.8,328US$978K0.08%
Advanced Micro Devices Inc1,666US$968K0.08%
Agnico Eagle Mines Limited6,000US$931K0.07%
Unitedhealth Group Incorporated1,971US$819K0.07%
Acnb Corporation13,441US$798K0.06%
Truist Financial Corporation14,955US$745K0.06%
Constellation Energy Corporation2,936US$729K0.06%
Kinder Morgan, Inc.22,296US$713K0.06%
Mid-america Apartment Communities, Inc.4,943US$687K0.05%
Flexsteel Industries, Inc.9,112US$679K0.05%
Rtx Corporation3,500US$664K0.05%
Csx Corporation13,802US$656K0.05%
Lam Research Corporation1,502US$651K0.05%
At&t Inc.29,194US$604K0.05%
Ppl Corporation16,534US$601K0.05%
Emerson Electric Company4,091US$586K0.05%
Blackrock, Inc.608US$585K0.05%
Franklin Financial Services Corporation9,246US$579K0.05%
Intel Corporation3,987US$557K0.04%
Bank Of America Corporation9,188US$524K0.04%
Orrstown Financial Services, Inc.12,666US$517K0.04%
Morgan Stanley2,454US$513K0.04%
Walt Disney Company (the)5,302US$510K0.04%
Goldman Sachs Group, Inc. (the)482US$488K0.04%
Ford Mtr Co Del34,510US$480K0.04%
Ge Aerospace1,270US$475K0.04%
Oracle Corporation3,120US$457K0.04%
Citigroup, Inc.3,259US$456K0.04%
Lockheed Martin Corporation890US$453K0.04%
Applied Materials, Inc.620US$449K0.04%
The York Water Company14,085US$432K0.03%
Danaher Corporation2,146US$409K0.03%
Henry Schein, Inc.4,577US$382K0.03%
Pfizer, Inc.15,850US$382K0.03%
3m Company2,350US$381K0.03%
Tjx Companies, Inc. (the)2,475US$375K0.03%
Gsk Plc7,083US$371K0.03%
Analog Devices, Inc.890US$353K0.03%
Lowe's Companies, Inc.1,540US$340K0.03%
Ge Vernova Inc.288US$338K0.03%
Kla Corporation1,108US$334K0.03%
Norfolk Southern Corporation982US$309K0.02%
Nike, Inc.7,451US$306K0.02%

Every holding of RKL Wealth Management LLC

Source

View original at SEC

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