RKL Wealth Management LLC

13F filer, CIK 1604723, LANCASTER, PA

RKL Wealth Management LLC reported $1,123,608,844 across 172 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-07. Its ten largest share positions make up 59.04% of the portfolio.

Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001085146-25-000869

Period: 2024-12-31
Reported value: $1.12B
Holdings: 172
Top 10 weight: 59.04%
New: 21
Sold out: 10

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHXadded	+2,525,381	$58.5M
SCHMadded	+897,901	$24.9M
SCHGadded	+615,937	$17.2M
SCHAadded	+436,496	$11.3M
SPMDadded	+164,481	$9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
IEIreduced	-28,389	-$3.28M
IVWreduced	-23,622	-$2.4M
NVDAreduced	-14,481	-$1.94M
QLTAreduced	-36,872	-$1.73M
IVEreduced	-7,591	-$1.45M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001085146-25-000869, largest first. % of portfolio is the value over $1,123,608,844, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	381,870	$225M	20.01%	+6,317	Timeline
SCHXSCHWAB STRATEGIC TR	4,119,584	$95.5M	8.5%	+2,525,381	Timeline
IEFAISHARES TR	1,113,764	$78.3M	6.97%	+35,838	Timeline
IJHISHARES TR	1,160,849	$72.3M	6.44%	+30,756	Timeline
IJRISHARES TR	388,358	$44.7M	3.98%	+14,130	Timeline
SCHMSCHWAB STRATEGIC TR	1,470,840	$40.8M	3.63%	+897,901	Timeline
AAPLAPPLE INC	127,972	$32M	2.85%	+15,446	Timeline
SCHASCHWAB STRATEGIC TR	1,017,671	$26.3M	2.34%	+436,496	Timeline
MSFTMICROSOFT CORP	59,926	$25.3M	2.25%	+2,302	Timeline
SCHGSCHWAB STRATEGIC TR	837,117	$23.3M	2.08%	+615,937	Timeline
MBBISHARES TR	210,859	$19.3M	1.72%	-1,150	Timeline
VCITVANGUARD SCOTTSDALE FDS	234,318	$18.8M	1.67%	+13,864	Timeline
VGITVANGUARD SCOTTSDALE FDS	318,482	$18.5M	1.64%	+95,360	Timeline
GOOGLALPHABET INC	91,878	$17.4M	1.55%	-1,628	Timeline
NVDANVIDIA CORPORATION	127,434	$17.1M	1.52%	-14,481	Timeline
AMZNAMAZON COM INC	75,485	$16.6M	1.47%	-1,159	Timeline
IEMGISHARES INC	308,309	$16.1M	1.43%	+42,373	Timeline
VMBSVANGUARD SCOTTSDALE FDS	344,507	$15.6M	1.39%	+18,358	Timeline
SCHFSCHWAB STRATEGIC TR	825,170	$15.3M	1.36%	+399,869	Timeline
COSTCOSTCO WHOLESALE CORPORATION	16,303	$14.9M	1.33%	-339	Timeline
SPMDSPDR SERIES TRUST	204,818	$11.2M	1%	+164,481	Timeline
MAMASTERCARD INCORPORATED	19,589	$10.3M	0.92%	-415	Timeline
AGZISHARES TR	82,872	$8.95M	0.8%	-1,942	Timeline
IVWISHARES TR	78,314	$7.95M	0.71%	-23,622	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	15,013	$7.81M	0.7%	-123	Timeline
SCHESCHWAB STRATEGIC TR	290,237	$7.73M	0.69%	-31,548	Timeline
IEIISHARES TR	64,116	$7.41M	0.66%	-28,389	Timeline
VOVANGUARD INDEX FDS	28,043	$7.41M	0.66%	-2,823	Timeline
NVONOVO-NORDISK A S	83,710	$7.2M	0.64%	-760	Timeline
SPSMSPDR SERIES TRUST	151,830	$6.82M	0.61%	+129,190	Timeline
JPMJPMORGAN CHASE & CO	24,183	$5.8M	0.52%	+4,671	Timeline
QLTAISHARES TR	117,362	$5.49M	0.49%	-36,872	Timeline
URIUNITED RENTALS INC	7,216	$5.08M	0.45%	-186	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	8,598	$5.04M	0.45%	-66	Timeline
CVXCHEVRON CORPORATION	34,465	$4.99M	0.44%	+10,293	Timeline
SCHVSCHWAB STRATEGIC TR	189,019	$4.93M	0.44%	+113,981	Timeline
BXBLACKSTONE INC	28,536	$4.92M	0.44%	-46	Timeline
VOOVANGUARD INDEX FDS	8,967	$4.83M	0.43%	+675	Timeline
AGGISHARES TR	48,122	$4.66M	0.42%	+4,978	Timeline
JNJJOHNSON & JOHNSON	31,025	$4.49M	0.4%	+7,320	Timeline
IVEISHARES TR	23,117	$4.41M	0.39%	-7,591	Timeline
UNPUNION PAC CORP	18,361	$4.19M	0.37%	-1,684	Timeline
TSLATESLA INC	9,943	$4.02M	0.36%	+180	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	8,541	$3.87M	0.34%	-413	Timeline
ROPROPER TECHNOLOGIES INC	7,241	$3.76M	0.33%	-168	Timeline
SCHBSCHWAB STRATEGIC TR	162,680	$3.69M	0.33%	+92,323	Timeline
METAMETA PLATFORMS INC	6,079	$3.56M	0.32%	-181	Timeline
TTTRANE TECHNOLOGIES PLC	9,385	$3.47M	0.31%	-194	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	20,473	$3.05M	0.27%	+491	Timeline
IBMINTERNATIONAL BUSINESS MACHS	13,821	$3.04M	0.27%	+3,686	Timeline
XOMEXXON MOBIL CORP	28,113	$3.02M	0.27%	+10,067	Timeline
PGPROCTER & GAMBLE CO	17,836	$2.99M	0.27%	+450	Timeline
IWMISHARES TR	13,029	$2.88M	0.26%	+173	Timeline
CRWDCROWDSTRIKE HLDGS INC	8,402	$2.87M	0.26%	+211	Timeline
MCDMCDONALDS CORP	9,841	$2.85M	0.25%	-264	Timeline
ABBVABBVIE INC	15,655	$2.78M	0.25%	+244	Timeline
MOALTRIA GROUP INC	51,437	$2.69M	0.24%	+47,418	Timeline
WMTWALMART INC	29,524	$2.67M	0.24%	+142	Timeline
SPYGSPDR SERIES TRUST	29,412	$2.59M	0.23%	+16,150	Timeline
EOGEOG RES INC	20,921	$2.56M	0.23%	+913	Timeline
SCHZSCHWAB STRATEGIC TR	109,897	$2.49M	0.22%	+44,680	Timeline
LHXL3HARRIS TECHNOLOGIES INC	11,593	$2.44M	0.22%	-363	Timeline
ADPAUTOMATIC DATA PROCESSING IN	7,999	$2.34M	0.21%	-147	Timeline
SCHRSCHWAB STRATEGIC TR	96,308	$2.34M	0.21%	+26,733	Timeline
VEAVANGUARD TAX-MANAGED FDS	48,450	$2.32M	0.21%	+35,526	Timeline
HDHOME DEPOT INC	5,752	$2.24M	0.2%	+99	Timeline
PMPHILIP MORRIS INTL INC	17,538	$2.11M	0.19%	new	Timeline
LLYELI LILLY & CO	2,726	$2.1M	0.19%	-92	Timeline
MUMICRON TECHNOLOGY INC	24,804	$2.09M	0.19%	+1,188	Timeline
IWFISHARES TR	5,165	$2.07M	0.18%	new	Timeline
PEPPEPSICO INC	13,343	$2.03M	0.18%	+407	Timeline
GDGENERAL DYNAMICS CORP	7,409	$1.95M	0.17%	+105	Timeline
IWRISHARES TR	21,030	$1.86M	0.17%	+6,467	Timeline
ITWILLINOIS TOOL WKS INC	7,288	$1.85M	0.16%	+51	Timeline
UNHUNITEDHEALTH GROUP INC	3,526	$1.78M	0.16%	+1,060	Timeline
HONHONEYWELL INTL INC	7,217	$1.63M	0.15%	+5,726	Timeline
CATCATERPILLAR INC	4,460	$1.62M	0.14%	+2,903	Timeline
IWDISHARES TR	8,710	$1.61M	0.14%	+6,294	Timeline
MPBMID PENN BANCORP INC	55,230	$1.59M	0.14%	0	Timeline
IJKISHARES TR	15,216	$1.38M	0.12%	+3,032	Timeline
DHID R HORTON INC	9,653	$1.35M	0.12%	+11	Timeline
MKLMARKEL GROUP INC	778	$1.34M	0.12%	0	Timeline
USXFISHARES TR	26,788	$1.33M	0.12%	+91	Timeline
OKEONEOK INC NEW	13,064	$1.31M	0.12%	+823	Timeline
EMNEASTMAN CHEM CO	14,300	$1.31M	0.12%	+724	Timeline
DGRWWISDOMTREE TR	15,985	$1.29M	0.12%	new	Timeline
SPIBSPDR SERIES TRUST	37,539	$1.23M	0.11%	+29,704	Timeline
NKENIKE INC	16,052	$1.21M	0.11%	-1,924	Timeline
SPTISPDR SERIES TRUST	42,636	$1.19M	0.11%	+33,874	Timeline
AMTAMERICAN TOWER CORP	6,447	$1.18M	0.11%	+399	Timeline
HSYHERSHEY CO	6,877	$1.16M	0.1%	-317	Timeline
FULTFULTON FINL CORP PA	57,164	$1.1M	0.1%	+192	Timeline
MRKMERCK & CO INC	10,361	$1.03M	0.09%	0	Timeline
VUGVANGUARD INDEX FDS	2,466	$1.01M	0.09%	-483	Timeline
GOOGALPHABET INC	5,166	$984K	0.09%	-4	Timeline
AVGOBROADCOM INC	4,067	$943K	0.08%	-14	Timeline
DHRDANAHER CORP DEL	4,067	$934K	0.08%	-432	Timeline
COWZPACER FDS TR	15,709	$887K	0.08%	new	Timeline
MAAMID-AMER APT CMNTYS INC	5,722	$884K	0.08%	-889	Timeline
MTBM & T BK CORP	4,559	$857K	0.08%	+9	Timeline
KMBKIMBERLY-CLARK CORP	6,182	$810K	0.07%	new	Timeline
VXUSVANGUARD STAR FDS	13,722	$809K	0.07%	+104	Timeline
LMTLOCKHEED MARTIN CORP	1,595	$775K	0.07%	-161	Timeline
TAT&T INC	33,568	$764K	0.07%	+19,220	Timeline
KMIKINDER MORGAN INC DEL	26,243	$719K	0.06%	new	Timeline
SPYVSPDR SERIES TRUST	13,490	$690K	0.06%	+9,031	Timeline
PNCPNC FINL SVCS GROUP INC	3,559	$686K	0.06%	-400	Timeline
NUENUCOR CORP	5,550	$648K	0.06%	new	Timeline
PPLPPL CORP	19,913	$646K	0.06%	+13,348	Timeline
CEGCONSTELLATION ENERGY CORP	2,870	$642K	0.06%	new	Timeline
VVISA INC	2,030	$641K	0.06%	-12	Timeline
VTIVANGUARD INDEX FDS	2,205	$639K	0.06%	+791	Timeline
FLXSFLEXSTEEL INDS INC	11,112	$604K	0.05%	0	Timeline
IWVISHARES TR	1,796	$600K	0.05%	+5	Timeline
BNYBANK OF NY MELLON CORP	7,669	$589K	0.05%	+3,782	Timeline
EMREMERSON ELEC CO	4,651	$576K	0.05%	new	Timeline
PFEPFIZER INC	21,534	$571K	0.05%	+6,340	Timeline
EFAISHARES TR	7,496	$567K	0.05%	+139	Timeline
TFCTRUIST FINL CORP	12,904	$560K	0.05%	+4,456	Timeline
DEDEERE & CO	1,320	$559K	0.05%	-26	Timeline
VBKVANGUARD INDEX FDS	1,915	$536K	0.05%	0	Timeline
CWISPDR INDEX SHS FDS	18,101	$506K	0.05%	-8,149	Timeline
CSXCSX CORP	15,303	$494K	0.04%	new	Timeline
ESGUISHARES TR	3,714	$478K	0.04%	+11	Timeline
MARMARRIOTT INTL INC NEW	1,715	$478K	0.04%	+1	Timeline
VTWOVANGUARD SCOTTSDALE FDS	5,314	$475K	0.04%	+20	Timeline
KOCOCA COLA CO	7,584	$472K	0.04%	+2,303	Timeline
HEIHEICO CORP NEW	1,928	$458K	0.04%	-30	Timeline
ORRFORRSTOWN FINL SVCS INC	12,342	$452K	0.04%	+56	Timeline
PLTRPALANTIR TECHNOLOGIES INC	5,689	$430K	0.04%	+150	Timeline
ORCLORACLE CORP	2,573	$429K	0.04%	-46	Timeline
ABTABBOTT LABORATORIES	3,773	$427K	0.04%	-112	Timeline
IWOISHARES TR	1,477	$425K	0.04%	new	Timeline
LOWLOWES COS INC	1,698	$419K	0.04%	-196	Timeline
GSGOLDMAN SACHS GROUP INC	715	$410K	0.04%	-3	Timeline
FEFIRSTENERGY CORP	10,188	$405K	0.04%	new	Timeline
HSICSCHEIN HENRY INC	5,840	$404K	0.04%	-704	Timeline
NOWSERVICENOW INC	380	$403K	0.04%	+1	Timeline
IXUSISHARES TR	6,083	$402K	0.04%	new	Timeline
ACNBACNB CORP	10,098	$402K	0.04%	0	Timeline
SCHDSCHWAB STRATEGIC TR	13,106	$358K	0.03%	+8,507	Timeline
FFORD MTR CO	34,724	$344K	0.03%	-657	Timeline
HEI-AHEICO CORP NEW	1,785	$332K	0.03%	0	Timeline
RTXRTX CORPORATION	2,698	$312K	0.03%	new	Timeline
CSCOCISCO SYS INC	5,156	$305K	0.03%	-2,246	Timeline
DFASDIMENSIONAL ETF TRUST	4,453	$290K	0.03%	0	Timeline
ITOTISHARES TR	2,252	$290K	0.03%	+1	Timeline
ACNACCENTURE PLC IRELAND	795	$280K	0.02%	-15	Timeline
FRAFFRANKLIN FINL SVCS CORP	9,166	$274K	0.02%	+30	Timeline
GLPIGAMING & LEISURE P	5,654	$272K	0.02%	+79	Timeline
GSKGSK PLC	8,024	$271K	0.02%	+919	Timeline
TJXTJX COS INC NEW	2,236	$270K	0.02%	0	Timeline
BACBANK OF AMER CORP	6,102	$268K	0.02%	-17	Timeline
ADBEADOBE INC	588	$261K	0.02%	-63	Timeline
NFLXNETFLIX INC.	292	$260K	0.02%	0	Timeline
DFUVDIMENSIONAL ETF TRUST	6,288	$257K	0.02%	0	Timeline
SFLSFL CORPORATION LTD	25,000	$256K	0.02%	0	Timeline
DOWDOW HLDGS INC	6,316	$253K	0.02%	+481	Timeline
AMGNAMGEN INC	953	$249K	0.02%	-400	Timeline
DDDUPONT DE NEMOURS INC	3,225	$246K	0.02%	+819	Timeline
VZVERIZON COMMUNICATIONS INC	6,043	$242K	0.02%	+876	Timeline
CRMSALESFORCE INC	693	$232K	0.02%	new	Timeline
VGTVANGUARD WORLD FD	367	$228K	0.02%	new	Timeline
MSMORGAN STANLEY	1,767	$222K	0.02%	new	Timeline
CMCSACOMCAST CORP NEW	5,874	$220K	0.02%	new	Timeline
VEEVVEEVA SYS INC	1,042	$219K	0.02%	0	Timeline
WFCWELLS FARGO & CO	3,072	$216K	0.02%	new	Timeline
CCITIGROUP INC	2,962	$208K	0.02%	new	Timeline
VLTOVERALTO CORP	2,028	$207K	0.02%	-878	Timeline
MUBISHARES TR	1,933	$206K	0.02%	-28	Timeline
DMXFISHARES TR	3,138	$203K	0.02%	+42	Timeline
VBVANGUARD INDEX FDS	843	$203K	0.02%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
WMBWILLIAMS COS INC	5,841	$267K	shares
VWOVANGUARD INTL EQUITY INDEX F	5,394	$258K	shares
VTEBVANGUARD MUN BD FDS	5,022	$257K	shares
VLOVALERO ENERGY CORP	1,815	$245K	shares
AMATAPPLIED MATLS INC	1,179	$238K	shares
VOTVANGUARD INDEX FDS	967	$235K	shares
QCOMQUALCOMM INC	1,295	$220K	shares
CCKCROWN HLDGS INC	2,174	$208K	shares
NEENEXTERA ENERGY INC	2,411	$204K	shares
FDXFEDEX CORP	731	$200K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001085146-25-000869	base		2025-02-07	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC