RKL Wealth Management LLC

CIK

1604723

Location

LANCASTER, PA

Portfolio Value

Small $293,557,385

Diversification

Diversified

Filing Date

Global Rank

#3,457 / 8,605 ▼ 21 · as of Mar 2026

Top Industry

Consumer Electronics 10.6%

3Y Alpha vs SPY

-0.5%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+73.0%

SPY

+76.5%

Annualised alpha

-0.8%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.4%

−0.6 pts

Top 5

34.1%

−3.6 pts

Top 10

50.7%

−0.8 pts

HHI

356

Diversified−32

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	27.9%	$82,021,578	16
Financial Services	15.7%	$46,037,865	24
Consumer Defensive	10.2%	$30,015,470	9
Industrials	9.6%	$28,302,843	19
Communication Services	8.9%	$25,984,142	5
Consumer Cyclical	8.5%	$25,055,165	12
Healthcare	8.2%	$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	Exxon Mobil 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	$489,277
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	$714,743
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 positions · $293,557,385 total · 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%	10.36%
GOOGL	Alphabet Inc. Communication Services	Reduced	74,571	-4,043	$21,443,636	−12.9%	7.30%
MSFT	Microsoft Corp Technology	Reduced	49,500	-3,075	$18,323,415	−27.9%	6.24%
NVDA	Nvidia Corp Technology	Reduced	87,693	-10,191	$15,293,659	−16.2%	5.21%
JPM	Jpmorgan Chase & Co Financial Services	Added	49,904	+24,815	$14,679,760	+81.6%	5.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	64,943	-1,383	$13,525,678	−11.7%	4.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	13,430	-234	$13,382,054	+13.6%	4.56%
MA	Mastercard Inc Financial Services	Reduced	15,590	-504	$7,789,699	−15.2%	2.65%
MU	Micron Technology Inc Technology	Reduced	21,788	-2,898	$7,360,857	+4.5%	2.51%
JNJ	Johnson & Johnson Healthcare	Reduced	26,997	-1,243	$6,599,146	+12.9%	2.25%
CVX	Chevron Corp Energy	Reduced	29,929	-459	$6,192,310	+33.7%	2.11%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	11,206	-759	$5,508,085	−20.6%	1.88%
SPY	Spdr S&P 500 ETF Trust	Reduced	6,717	-26	$4,368,333	−5.0%	1.49%
URI	United Rentals, Inc. Industrials	Reduced	5,893	-340	$4,293,404	−14.9%	1.46%
XOM	Exxon Mobil Corp Energy	Added	22,945	+1,939	$3,892,848	+54.0%	1.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	7,956	-363	$3,812,515	−8.8%	1.30%
ABBV	AbbVie Inc. Healthcare	Reduced	16,991	-757	$3,695,372	−8.9%	1.26%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	10,175	-859	$3,511,901	+8.4%	1.20%
UNP	Union Pacific Corp Industrials	Reduced	14,437	-199	$3,502,704	+3.5%	1.19%
TT	Trane Technologies plc Industrials	Reduced	8,099	-266	$3,375,177	+3.7%	1.15%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	9,007	-1,493	$3,348,352	−29.1%	1.14%
IBM	International Business Machines Corp Technology	Reduced	13,708	-527	$3,322,682	−21.2%	1.13%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,712	-4,707	$3,319,767	−5.2%	1.13%
EOG	Eog Resources Inc Energy	Reduced	22,175	-2,244	$3,205,839	+25.0%	1.09%
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%	1.07%
CAT	Caterpillar Inc Industrials	Added	4,381	+6	$3,103,763	+23.8%	1.06%
BX	Blackstone Inc. Financial Services	Reduced	25,799	-991	$2,966,627	−28.2%	1.01%
GD	General Dynamics Corp Industrials	Reduced	8,181	-336	$2,807,882	−2.1%	0.96%
META	Meta Platforms, Inc. Communication Services	Reduced	4,758	-246	$2,722,194	−17.6%	0.93%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	8,571	-221	$2,663,781	−0.9%	0.91%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,675	-563	$2,434,170	+4.4%	0.83%
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%	0.81%
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%	0.74%
LLY	ELI LILLY & Co Healthcare	Added	2,286	+9	$2,102,594	−14.1%	0.72%
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%	0.67%
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%	0.66%
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%	0.61%
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%	0.51%
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%
KO	Coca Cola Co Consumer Defensive	Added	15,777	+696	$1,199,840	+13.8%	0.41%