RKL Wealth Management LLC

CIK

1604723

Location

LANCASTER, PA

Portfolio Value

Micro $30,015,470

Diversification

Diversified

Filing Date

Global Rank

#3,126 / 8,232 ▲ 72

Top Industry

Consumer Electronics 10.5%

3Y Alpha vs SPY

-1.1%

Period ended 2 months ago

Filed Apr 24, 2026 · 51d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+71.7%

SPY

+76.3%

Annualised alpha

-1.1%

Max drawdown

−19.5%

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

10.3%

−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	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
DE	Deere & Co	+39	1,238	$697,365
HON	Honeywell International Inc	+39	2,064	$466,525
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

9 positions · $30,015,470 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	13,430	-234	$13,382,054	+13.6%	44.58%
WMT	Walmart Inc. Consumer Defensive	Reduced	26,712	-4,707	$3,319,767	−5.2%	11.06%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	21,832	+569	$3,153,414	+3.5%	10.51%
PEP	Pepsico Inc Consumer Defensive	Reduced	15,675	-563	$2,434,170	+4.4%	8.11%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,424	-274	$2,384,864	+1.2%	7.95%
MO	Altria Group, Inc. Consumer Defensive	Reduced	35,929	-157	$2,370,954	+13.9%	7.90%
HSY	Hershey Co Consumer Defensive	Reduced	7,375	-24	$1,533,188	+13.9%	5.11%
KO	Coca Cola Co Consumer Defensive	Added	15,777	+696	$1,199,840	+13.8%	4.00%
KMB	Kimberly Clark Corp Consumer Defensive	Added	2,459	+2	$237,219	−4.3%	0.79%