RKL Wealth Management LLC

CIK

1604723

Location

LANCASTER, PA

Portfolio Value

Mid $1,195,910,456

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,163 / 8,818 ▲ 10 · as of Jun 2026

Top Industry

Semiconductors 12.4%

Period ended 28 days ago

Filed Oct 16, 2026 · 12d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 80.8% of the book (60%+)

Turnover

Low turnover

4.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.6 quarters (12+), a floor since 81.5% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 70.9%; sector active share 60.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

194 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

46.1%

−0.9 pts

Top 5

71.9%

+0.7 pts

Top 10

80.9%

+0.1 pts

HHI

2,358

Moderately concentrated−68

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	71.0%	$848,624,961	68
Technology	10.5%	$125,204,913	23
Financial Services	4.2%	$49,677,833	24
Communication Services	2.6%	$31,575,440	6
Industrials	2.5%	$30,433,456	21
Healthcare	2.5%	$30,395,881	14
Consumer Defensive	2.4%	$28,403,425	9
Consumer Cyclical	2.2%	$26,362,943	12
Energy	1.4%	$16,441,208	7
Utilities	0.3%	$3,691,671	5
Real Estate	0.2%	$2,798,319	3
Basic Materials	0.2%	$2,300,406	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+90,100	810,331	$51,083,266
—		+64,934	658,787	$0
IEFA	iShares Core MSCI EAFE ETF	+33,737	1,243,834	$120,502,637
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	+32,462	445,308	$19,776,128
USRT	iShares Core U.S. REIT ETF	+26,782	39,333	$2,422,126
CRWD	CrowdStrike Holdings, Inc.	+20,183	26,894	$7,120,186
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+9,518	482,963	$27,364,683
IEMG	iShares Trust	+6,109	370,247	$0
NVDA	Nvidia Corp	+4,865	88,888	$20,300,241
MBB	iShares MBS ETF	+4,842	196,709	$17,629,060
SPYV	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF	+4,626	19,809	$1,210,924
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+4,489	36,019	$4,433,218
VEA	Vanguard FTSE Developed Markets ETF	+3,836	26,494	$1,870,741
AGG	iShares Core U.S. Aggregate Bond ETF	+2,837	66,388	$6,276,321
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+1,946	6,545	$388,183
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+1,891	260,837	$20,426,145
F	Ford Motor Co	+1,539	36,049	$434,750
ABBV	AbbVie Inc.	+1,375	18,566	$4,856,679
OKE	Oneok Inc	+1,316	22,018	$1,877,474
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+1,270	2,436	$911,648
LLY	ELI LILLY & Co	+1,144	3,518	$4,070,607
DFAS	Dimensional U.S. Small Cap ETF	+1,028	5,481	$424,339
PFE	Pfizer Inc	+997	16,847	$480,476
PEP	Pepsico Inc	+852	16,961	$2,149,297
C	Citigroup Inc	+830	4,089	$529,443
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHX	Schwab U.S. Large-Cap ETF	−30,525	1,808,702	$54,261,060
SCHF	Schwab International Equity ETF	−17,116	575,556	$15,810,523
IJH	iShares Core S&P Mid-Cap ETF	−13,717	1,098,947	$79,069,236
SCHG	Schwab U.S. Large-Cap Growth ETF	−10,771	616,945	$22,166,833
IVV	iShares Core S&P 500 ETF	−6,270	310,042	$237,445,665
CSX	Csx Corp	−4,218	9,584	$445,751
IJR	iShares Core S&P Small-Cap ETF	−3,743	377,073	$51,297,010
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−3,095	3,937	$276,180
SCHM	Schwab U.S. Mid-Cap ETF	−2,661	680,744	$23,158,910
SCHA	Schwab U.S. Small-Cap ETF	−2,595	478,301	$15,606,961
GOOGL	Alphabet Inc.	−2,447	70,211	$24,158,200
SCHE	Schwab Emerging Markets Equity ETF	−2,131	116,542	$4,247,955
IVW	iShares S&P 500 Growth ETF	−1,970	48,089	$6,841,141
QLTA	iShares Aaa - A Rated Corporate Bond ETF	−1,877	33,003	$1,484,804
AGZ	iShares Agency Bond ETF	−1,738	72,353	$7,708,488
AMZN	Amazon Com Inc	−1,614	63,626	$15,852,417
SPTI	State Street(R) SPDR(R) Portfolio Intermediate Term Treasury ETF	−1,505	27,161	$740,952
SCHV	Schwab U.S. Large-Cap Value ETF	−1,337	124,800	$4,157,088
FE	Firstenergy Corp	−1,125	4,761	$206,294
NKE	NIKE, Inc.	−1,089	6,362	$225,214
MU	Micron Technology Inc	−1,022	17,633	$18,781,084
FLXS	Flexsteel Industries Inc	−1,000	8,112	$686,680
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−858	1,088	$212,976
DGRW	WisdomTree U.S. Quality Dividend Growth Fund	−847	13,015	$1,265,578
SCHD	Schwab U.S. Dividend Equity ETF	−831	12,321	$400,802
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
FLTR	VanEck IG Floating Rate ETF	22,906	$586,164
TSM	Taiwan Semiconductor Manufacturing Co Ltd	1,195	$545,147
PLTR	Palantir Technologies Inc.	1,819	$340,243
WM	Waste Management Inc	1,547	$315,464
HON	Honeywell International Inc	1,100	$232,034
TXN	Texas Instruments Inc	738	$206,706
IYW	iShares, Inc.	2,046	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
CMI	Cummins Inc	356	$253,902
AXP	American Express Co	624	$211,068
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

194 tracked positions · $1,195,910,456 total · filing declares 194 positions · $1,261,948,742 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 194 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Reduced	310,042	-6,270	$237,445,665	+0.2%	19.85%
IEFA	iShares Core MSCI EAFE ETF	Added	1,243,834	+33,737	$120,502,637	+3.1%	10.08%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	1,098,947	-13,717	$79,069,236	−7.8%	6.61%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	1,808,702	-30,525	$54,261,060	+0.2%	4.54%
IJR	iShares Core S&P Small-Cap ETF	Reduced	377,073	-3,743	$51,297,010	−9.2%	4.29%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	810,331	+90,100	$51,083,266	+5.0%	4.27%
AAPL	Apple Inc. Technology	Added	119,769	+622	$39,885,472	+15.7%	3.34%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	482,963	+9,518	$27,364,683	−2.0%	2.29%
MSFT	Microsoft Corp Technology	Added	49,966	+40	$25,627,561	+37.6%	2.14%
GOOGL	Alphabet Inc. Communication Services	Reduced	70,211	-2,447	$24,158,200	−7.0%	2.02%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	680,744	-2,661	$23,158,910	−8.1%	1.94%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	616,945	-10,771	$22,166,833	+4.4%	1.85%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	260,837	+1,891	$20,426,145	−4.6%	1.71%
NVDA	Nvidia Corp Technology	Added	88,888	+4,865	$20,300,241	+20.7%	1.70%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Added	445,308	+32,462	$19,776,128	+2.3%	1.65%
MU	Micron Technology Inc Technology	Reduced	17,633	-1,022	$18,781,084	−12.8%	1.57%
MBB	iShares MBS ETF	Added	196,709	+4,842	$17,629,060	−2.8%	1.47%
JPM	Jpmorgan Chase & Co Financial Services	Added	50,314	+586	$16,645,380	+2.3%	1.39%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	63,626	-1,614	$15,852,417	+1.9%	1.33%
SCHF	Schwab International Equity ETF	Reduced	575,556	-17,116	$15,810,523	−3.7%	1.32%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	478,301	-2,595	$15,606,961	−10.2%	1.31%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	13,179	-168	$11,997,370	−3.9%	1.00%
MA	Mastercard Inc Financial Services	Reduced	14,968	-279	$8,254,402	+5.4%	0.69%
AGZ	iShares Agency Bond ETF	Reduced	72,353	-1,738	$7,708,488	−4.8%	0.64%
JNJ	Johnson & Johnson Healthcare	Added	27,711	+343	$7,336,210	+5.5%	0.61%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	10,615	-408	$7,165,655	+29.7%	0.60%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	26,894	+20,183	$7,120,186	+39.0%	0.60%
IVW	iShares S&P 500 Growth ETF	Reduced	48,089	-1,970	$6,841,141	−0.6%	0.57%
AGG	iShares Core U.S. Aggregate Bond ETF	Added	66,388	+2,837	$6,276,321	−0.2%	0.52%
CVX	Chevron Corp Energy	Added	30,658	+435	$6,260,670	+25.0%	0.52%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	78,909	-233	$6,188,043	−3.0%	0.52%
VOO	VANGUARD 500 INDEX FUND	Added	8,106	+38	$5,681,171	+2.5%	0.48%
URI	United Rentals, Inc. Industrials	Reduced	5,448	-106	$5,452,249	−13.3%	0.46%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,778	-34	$5,169,106	+1.6%	0.43%
ABBV	AbbVie Inc. Healthcare	Added	18,566	+1,375	$4,856,679	+12.3%	0.41%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	36,019	+4,489	$4,433,218	+18.2%	0.37%
SCHE	Schwab Emerging Markets Equity ETF	Reduced	116,542	-2,131	$4,247,955	−1.3%	0.36%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	124,800	-1,337	$4,157,088	−5.3%	0.35%
LLY	ELI LILLY & Co Healthcare	Added	3,518	+1,144	$4,070,607	+43.0%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,962	-144	$3,964,677	−2.3%	0.33%
UNP	Union Pacific Corp Industrials	Added	14,277	+6	$3,885,200	+0.1%	0.32%
XOM	ExxonMobil Holdings Corp Energy	Added	23,524	+322	$3,828,531	+20.7%	0.32%
IVE	iShares S&P 500 Value ETF	Reduced	16,246	-34	$3,708,636	+0.3%	0.31%
CAT	Caterpillar Inc Industrials	Added	4,546	+25	$3,685,851	−23.4%	0.31%
TT	Trane Technologies plc Industrials	Added	8,145	+77	$3,681,377	−7.1%	0.31%
META	Meta Platforms, Inc. Communication Services	Added	4,987	+64	$3,616,472	+30.4%	0.30%
TSLA	Tesla, Inc. Consumer Cyclical	Added	9,399	+320	$3,334,859	−12.7%	0.28%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	22,834	+619	$3,317,323	+1.8%	0.28%
IBM	International Business Machines Corp Technology	Added	14,660	+777	$3,224,173	−17.4%	0.27%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	19,804	+476	$3,010,802	+26.5%	0.25%

Showing the top 50 of 194 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.