RKL Wealth Management LLC

CIK

1604723

Location

LANCASTER, PA

Portfolio Value

Small $295,678,862

Diversification

Diversified

Filing Date

Global Rank

#3,450 / 8,622 ▼ 30 · as of Mar 2026

Top Industry

Consumer Electronics 10.5%

3Y Alpha vs SPY

-0.6%

Period ended 4 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.9%

SPY

+67.9%

Annualised alpha

+1.4%

Max drawdown

−19.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

119 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.3%

−0.6 pts

Top 5

33.9%

−3.5 pts

Top 10

50.3%

−0.7 pts

HHI

352

Diversified−30

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	28.5%	$84,165,807	16
Financial Services	15.6%	$46,037,865	24
Consumer Defensive	10.2%	$30,015,470	9
Industrials	9.6%	$28,280,091	19
Communication Services	8.8%	$25,984,142	5
Consumer Cyclical	8.5%	$25,055,165	12
Healthcare	8.1%	$24,010,835	13
Energy	5.6%	$16,445,435	7
Unclassified	2.2%	$6,581,600	4
Utilities	1.4%	$4,169,631	5
Real Estate	1.0%	$2,815,668	3
Basic Materials	0.7%	$2,117,153	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPM	Jpmorgan Chase & Co	+24,815	49,904	$14,679,760
ACNB	Acnb Corp	+3,307	13,405	$641,697
T	At&T Inc.	+2,434	36,859	$1,068,542
XOM	ExxonMobil Holdings Corp	+1,939	22,945	$3,892,848
SLV	iShares Silver Trust	+998	7,709	$525,291
GLW	Corning Inc /Ny	+988	4,833	$657,143
KO	Coca Cola Co	+696	15,777	$1,199,840
DUK	Duke Energy CORP	+570	15,259	$1,998,013
PG	PROCTER & GAMBLE Co	+569	21,832	$3,153,414
PNC	Pnc Financial Services Group, Inc.	+412	4,575	$952,011
PFE	Pfizer Inc	+264	14,948	$419,739
FULT	Fulton Financial Corp	+237	50,005	$1,017,101
VZ	Verizon Communications Inc	+218	5,338	$267,967
F	Ford Motor Co	+196	33,810	$390,167
GE	General Electric Co	+165	1,133	$321,511
RTX	RTX Corp	+135	3,456	$666,662
MS	Morgan Stanley	+117	2,266	$372,915
YORW	York Water Co	+103	13,859	$422,006
DIS	Walt Disney Co	+81	4,999	$481,803
ORRF	Orrstown Financial Services Inc	+68	12,594	$454,391
CEG	Constellation Energy Corp	+52	2,888	$806,474
NUE	Nucor Corp	+48	5,318	$899,273
MAA	Mid America Apartment Communities Inc.	+41	4,985	$608,768
HON	Honeywell International Inc	+39	2,064	$466,525
DE	Deere & Co	+39	1,238	$697,365
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−10,191	87,693	$15,293,659
AAPL	Apple Inc.	−5,763	119,881	$30,424,598
WMT	Walmart Inc.	−4,707	26,712	$3,319,767
WFC	Wells Fargo & Company/Mn	−4,437	3,689	$293,681
GOOGL	Alphabet Inc.	−4,043	74,571	$21,443,636
MSFT	Microsoft Corp	−3,075	49,500	$18,323,415
MU	Micron Technology Inc	−2,898	21,788	$7,360,857
EOG	Eog Resources Inc	−2,244	22,175	$3,205,839
AVGO	Broadcom Inc.	−2,114	2,628	$813,392
TFC	Truist Financial Corp	−1,998	14,749	$678,011
NVO	Novo Nordisk A S	−1,964	52,347	$1,923,752
NKE	NIKE, Inc.	−1,544	8,830	$466,400
TSLA	Tesla, Inc.	−1,493	9,007	$3,348,352
AMZN	Amazon Com Inc	−1,383	64,943	$13,525,678
JNJ	Johnson & Johnson	−1,243	26,997	$6,599,146
MRK	Merck & Co., Inc.	−1,198	13,265	$1,595,646
QQQ	Invesco Qqq Trust, Series 1	−1,194	483	$278,777
FE	Firstenergy Corp	−1,153	5,799	$293,777
BX	Blackstone Inc.	−991	25,799	$2,966,627
ICE	Intercontinental Exchange, Inc.	−940	19,973	$3,141,353
CRWD	CrowdStrike Holdings, Inc.	−891	7,323	$2,858,972
LHX	L3harris Technologies, Inc. /De/	−859	10,175	$3,511,901
TMO	Thermo Fisher Scientific Inc.	−759	11,206	$5,508,085
ABBV	AbbVie Inc.	−757	16,991	$3,695,372
PLD	Prologis, Inc.	−729	14,666	$1,938,551
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
NSC	Norfolk Southern Corp	1,053	$302,211
MPC	Marathon Petroleum Corp	1,074	$262,249
VLO	Valero Energy Corp/Tx	920	$227,313
GEV	GE Vernova Inc.	254	$221,716
HBAN	Huntington Bancshares Inc /Md/	10,723	$167,814
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
PLTR	Palantir Technologies Inc.	4,153	$738,195
AMAT	Applied Materials Inc /De	1,427	$366,724
AXP	American Express Co	850	$314,457
NFLX	Netflix Inc	2,618	$245,463
VEEV	Veeva Systems Inc	1,042	$232,605
ACN	Accenture plc	784	$210,347
ISRG	Intuitive Surgical Inc	367	$207,854
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

119 tracked positions · $295,678,862 total · filing declares 179 positions · $1,111,367,385 · as of Mar 31, 2026

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

Showing 1–50 of 119 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	119,881	-5,763	$30,424,598	−10.9%	10.29%
GOOGL	Alphabet Inc. Communication Services	Reduced	74,571	-4,043	$21,443,636	−12.9%	7.25%
MSFT	Microsoft Corp Technology	Reduced	49,500	-3,075	$18,323,415	−27.9%	6.20%
NVDA	Nvidia Corp Technology	Reduced	87,693	-10,191	$15,293,659	−16.2%	5.17%
JPM	Jpmorgan Chase & Co Financial Services	Added	49,904	+24,815	$14,679,760	+81.6%	4.96%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	64,943	-1,383	$13,525,678	−11.7%	4.57%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	13,430	-234	$13,382,054	+13.6%	4.53%
MA	Mastercard Inc Financial Services	Reduced	15,590	-504	$7,789,699	−15.2%	2.63%
MU	Micron Technology Inc Technology	Reduced	21,788	-2,898	$7,360,857	+4.5%	2.49%
JNJ	Johnson & Johnson Healthcare	Reduced	26,997	-1,243	$6,599,146	+12.9%	2.23%
CVX	Chevron Corp Energy	Reduced	29,929	-459	$6,192,310	+33.7%	2.09%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	11,206	-759	$5,508,085	−20.6%	1.86%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,717	-26	$4,368,333	−5.0%	1.48%
URI	United Rentals, Inc. Industrials	Reduced	5,893	-340	$4,293,404	−14.9%	1.45%
XOM	ExxonMobil Holdings Corp Energy	Added	22,945	+1,939	$3,892,848	+54.0%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,956	-363	$3,812,515	−8.8%	1.29%
ABBV	AbbVie Inc. Healthcare	Reduced	16,991	-757	$3,695,372	−8.9%	1.25%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	10,175	-859	$3,511,901	+8.4%	1.19%
UNP	Union Pacific Corp Industrials	Reduced	14,437	-199	$3,502,704	+3.5%	1.18%
TT	Trane Technologies plc Industrials	Reduced	8,099	-266	$3,375,177	+3.7%	1.14%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	9,007	-1,493	$3,348,352	−29.1%	1.13%
IBM	International Business Machines Corp Technology	Reduced	13,708	-527	$3,322,682	−21.2%	1.12%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,712	-4,707	$3,319,767	−5.2%	1.12%
EOG	Eog Resources Inc Energy	Reduced	22,175	-2,244	$3,205,839	+25.0%	1.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	21,832	+569	$3,153,414	+3.5%	1.07%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	19,973	-940	$3,141,353	−7.3%	1.06%
CAT	Caterpillar Inc Industrials	Added	4,381	+6	$3,103,763	+23.8%	1.05%
BX	Blackstone Inc. Financial Services	Reduced	25,799	-991	$2,966,627	−28.2%	1.00%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	7,323	-891	$2,858,972	−25.7%	0.97%
GD	General Dynamics Corp Industrials	Reduced	8,181	-336	$2,807,882	−2.1%	0.95%
META	Meta Platforms, Inc. Communication Services	Reduced	4,758	-246	$2,722,194	−17.6%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,571	-221	$2,663,781	−0.9%	0.90%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,675	-563	$2,434,170	+4.4%	0.82%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,424	-274	$2,384,864	+1.2%	0.81%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,929	-157	$2,370,954	+13.9%	0.80%
ITW	Illinois Tool Works Inc Industrials	Reduced	8,610	-236	$2,241,096	+2.9%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	6,571	-274	$2,161,136	−8.2%	0.73%
LLY	ELI LILLY & Co Healthcare	Added	2,286	+9	$2,102,594	−14.1%	0.71%
DUK	Duke Energy CORP Utilities	Added	15,259	+570	$1,998,013	+16.0%	0.68%
ROP	Roper Technologies Inc Technology	Reduced	5,540	-324	$1,960,384	−24.9%	0.66%
PLD	Prologis, Inc. Real Estate	Reduced	14,666	-729	$1,938,551	−1.4%	0.66%
NVO	Novo Nordisk A S Healthcare	Reduced	52,347	-1,964	$1,923,752	−30.4%	0.65%
OKE	Oneok Inc /New/ Energy	Reduced	20,235	-233	$1,829,041	+21.6%	0.62%
MPB	Mid Penn Bancorp Inc Financial Services	Held	55,230	0	$1,776,196	+3.7%	0.60%
V	Visa Inc. Financial Services	Reduced	5,441	-487	$1,644,487	−20.9%	0.56%
MRK	Merck & Co., Inc. Healthcare	Reduced	13,265	-1,198	$1,595,646	+4.8%	0.54%
HSY	Hershey Co Consumer Defensive	Reduced	7,375	-24	$1,533,188	+13.9%	0.52%
MKL	Markel Group Inc. Financial Services	Held	778	0	$1,489,146	−11.0%	0.50%
GLD	Spdr Gold Trust	Held	3,275	0	$1,409,199	+8.6%	0.48%
AEM	Agnico Eagle Mines Ltd Basic Materials	Held	6,000	0	$1,217,880	+19.7%	0.41%

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.