RKL Wealth Management LLC

13F filer · CIK 0001604723

Reported Aug 11, 2026

Net buyer this quarter

13F portfolio value$1.25BU.S. long equity reported on 13F

Positions1309 new · 2 closed

Net flow last quarter+$439KBuys minus sells

Top 10 positions weight17.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026130 positions
SPMDSupermedia Inc.	$48.7M	3.88%	Not reported	+6.0%	Q3 2024
AAPLApple Inc.	$34.5M	2.75%	0.00%	-0.6%	Q1 2014
GOOGLAlphabet Inc.	$26M	2.07%	0.00%	-2.6%	Q4 2015
MUMicron Technology Inc	$21.5M	1.72%	0.00%	-14.4%	Q3 2020
MSFTMicrosoft Corp	$18.6M	1.48%	0.00%	+0.9%	Q4 2015
NVDANvidia Corp	$16.8M	1.34%	0.00%	-4.2%	Q2 2020
JPMJPMorgan Chase & Co	$16.3M	1.30%	0.00%	-0.4%	Q4 2016
AMZNAmazon Com Inc	$15.5M	1.24%	0.00%	+0.5%	Q1 2014
COSTCostco Wholesale Corp	$12.5M	1.00%	0.00%	-0.6%	Q1 2014
MAMastercard Inc	$7.83M	0.62%	0.00%	-2.2%	Q1 2014
JNJJohnson & Johnson	$6.95M	0.55%	0.00%	+1.4%	Q1 2014
URIUnited Rentals, Inc.	$6.29M	0.50%	0.01%	-5.8%	Q4 2016
TMOThermo Fisher Scientific Inc.	$5.53M	0.44%	0.00%	-1.6%	Q1 2014
CRWDCrowdStrike Holdings, Inc.	$5.12M	0.41%	0.00%	-8.4%	Q3 2024
SPYSPDR S&P 500 ETF Trust	$5.09M	0.41%	Not reported	+1.4%	Q2 2014
CVXChevron Corp	$5.01M	0.40%	0.00%	+1.0%	Q1 2014
CATCaterpillar Inc	$4.81M	0.38%	0.00%	+3.2%	Q3 2020
ABBVAbbVie Inc.	$4.33M	0.34%	0.00%	+1.2%	Q1 2014
BRK.BBerkshire Hathaway Inc	$4.06M	0.32%	Not reported	+1.9%	Q1 2014
TTTrane Technologies plc	$3.96M	0.32%	0.00%	-0.4%	Q1 2020
IBMInternational Business Machines Corp	$3.9M	0.31%	0.00%	+1.3%	Q1 2014
UNPUnion Pacific Corp	$3.88M	0.31%	0.00%	-1.2%	Q1 2014
TSLATesla, Inc.	$3.82M	0.30%	0.00%	+0.8%	Q3 2021
PGPROCTER & GAMBLE Co	$3.26M	0.26%	0.00%	+1.8%	Q1 2014
XOMExxonMobil Holdings Corp	$3.17M	0.25%	0.00%	+1.1%	Q1 2014
WMTWalmart Inc.	$3.1M	0.25%	0.00%	+2.5%	Q3 2019
BXBlackstone Inc.	$2.97M	0.24%	0.00%	-2.0%	Q2 2020
GDGeneral Dynamics Corp	$2.93M	0.23%	0.00%	+0.9%	Q1 2014
LLYELI LILLY & Co	$2.85M	0.23%	0.00%	+3.9%	Q3 2017
LHXL3harris Technologies, Inc.	$2.8M	0.22%	0.01%	-5.4%	Q2 2022
EOGEog Resources Inc	$2.78M	0.22%	0.00%	-3.4%	Q1 2014
METAMeta Platforms, Inc.	$2.77M	0.22%	Not reported	+3.5%	Q4 2014
PMPhilip Morris International Inc.	$2.65M	0.21%	0.00%	+1.7%	Q1 2014
MOAltria Group, Inc.	$2.6M	0.21%	0.00%	+0.7%	Q1 2014
GOOGAlphabet Inc.	$2.46M	0.20%	Not reported	+12.1%	Q2 2017
NVONovo Nordisk A S	$2.45M	0.19%	Not reported	-2.6%	Q3 2014
HDHome Depot, Inc.	$2.4M	0.19%	0.00%	+3.6%	Q3 2020
ICEIntercontinental Exchange, Inc.	$2.38M	0.19%	0.00%	-3.2%	Q4 2016
ITWIllinois Tool Works Inc	$2.37M	0.19%	0.00%	+1.9%	Q1 2018
MCDMcdonalds Corp	$2.32M	0.19%	0.00%	+0.3%	Q1 2014
PEPPepsico Inc	$2.18M	0.17%	0.00%	+2.8%	Q4 2015
PLDPrologis, Inc.	$2.03M	0.16%	0.00%	+2.0%	Q1 2025
VVisa Inc.	$1.97M	0.16%	0.00%	+5.6%	Q2 2017
MPBMid Penn Bancorp Inc	$1.92M	0.15%	0.22%	Not reported	Q1 2022
DUKDuke Energy CORP	$1.86M	0.15%	0.00%	-3.6%	Q1 2025
OKEOneok Inc	$1.8M	0.14%	0.00%	+2.3%	Q2 2024
MRKMerck & Co., Inc.	$1.77M	0.14%	0.00%	+3.8%	Q2 2017
ROPRoper Technologies Inc	$1.66M	0.13%	0.01%	-11.3%	Q1 2014
MKLMarkel Group Inc.	$1.52M	0.12%	0.01%	Not reported	Q2 2017
AVGOBroadcom Inc.	$1.39M	0.11%	0.00%	+40.2%	Q4 2023

Q1 2026Reported Apr 24, 2026123 positions
SPMDSupermedia Inc.	$40.2M	3.62%	Not reported	-4.6%	Q3 2024
AAPLApple Inc.	$30.4M	2.74%	0.00%	-4.6%	Q1 2014
GOOGLAlphabet Inc.	$21.4M	1.93%	0.00%	-5.1%	Q4 2015
MSFTMicrosoft Corp	$18.3M	1.65%	0.00%	-5.9%	Q4 2015
NVDANvidia Corp	$15.3M	1.38%	0.00%	-10.4%	Q2 2020
JPMJPMorgan Chase & Co	$14.7M	1.32%	0.00%	+98.9%	Q4 2016
AMZNAmazon Com Inc	$13.5M	1.22%	0.00%	-2.1%	Q1 2014
COSTCostco Wholesale Corp	$13.4M	1.20%	0.00%	-1.7%	Q1 2014
MAMastercard Inc	$7.79M	0.70%	0.00%	-3.1%	Q1 2014
MUMicron Technology Inc	$7.36M	0.66%	0.00%	-11.7%	Q3 2020
JNJJohnson & Johnson	$6.6M	0.59%	0.00%	-4.4%	Q1 2014
CVXChevron Corp	$6.19M	0.56%	0.00%	-1.5%	Q1 2014
TMOThermo Fisher Scientific Inc.	$5.51M	0.50%	0.00%	-6.3%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$4.37M	0.39%	Not reported	-0.4%	Q2 2014
URIUnited Rentals, Inc.	$4.29M	0.39%	0.01%	-5.5%	Q4 2016
XOMExxonMobil Holdings Corp	$3.89M	0.35%	0.00%	+9.2%	Q1 2014
BRK.BBerkshire Hathaway Inc	$3.81M	0.34%	Not reported	-4.4%	Q1 2014
ABBVAbbVie Inc.	$3.7M	0.33%	0.00%	-4.3%	Q1 2014
LHXL3harris Technologies, Inc.	$3.51M	0.32%	0.01%	-7.8%	Q2 2022
UNPUnion Pacific Corp	$3.5M	0.32%	0.00%	-1.4%	Q1 2014
TTTrane Technologies plc	$3.38M	0.30%	0.00%	-3.2%	Q1 2020
TSLATesla, Inc.	$3.35M	0.30%	0.00%	-14.2%	Q3 2021
IBMInternational Business Machines Corp	$3.32M	0.30%	0.00%	-3.7%	Q1 2014
WMTWalmart Inc.	$3.32M	0.30%	0.00%	-15.0%	Q3 2019
EOGEog Resources Inc	$3.21M	0.29%	0.00%	-9.2%	Q1 2014
PGPROCTER & GAMBLE Co	$3.15M	0.28%	0.00%	+2.7%	Q1 2014
ICEIntercontinental Exchange, Inc.	$3.14M	0.28%	0.00%	-4.5%	Q4 2016
CATCaterpillar Inc	$3.1M	0.28%	0.00%	+0.1%	Q3 2020
BXBlackstone Inc.	$2.97M	0.27%	0.00%	-3.7%	Q2 2020
CRWDCrowdStrike Holdings, Inc.	$2.86M	0.26%	0.00%	-10.9%	Q3 2024
GDGeneral Dynamics Corp	$2.81M	0.25%	0.00%	-4.0%	Q1 2014
METAMeta Platforms, Inc.	$2.72M	0.24%	Not reported	-4.9%	Q4 2014
MCDMcdonalds Corp	$2.66M	0.24%	0.00%	-2.5%	Q1 2014
PEPPepsico Inc	$2.43M	0.22%	0.00%	-3.5%	Q4 2015
PMPhilip Morris International Inc.	$2.38M	0.21%	0.00%	-1.9%	Q1 2014
MOAltria Group, Inc.	$2.37M	0.21%	0.00%	-0.4%	Q1 2014
ITWIllinois Tool Works Inc	$2.24M	0.20%	0.00%	-2.7%	Q1 2018
HDHome Depot, Inc.	$2.16M	0.19%	0.00%	-4.0%	Q3 2020
LLYELI LILLY & Co	$2.1M	0.19%	0.00%	+0.4%	Q3 2017
DUKDuke Energy CORP	$2M	0.18%	0.00%	+3.9%	Q1 2025
ROPRoper Technologies Inc	$1.96M	0.18%	0.01%	-5.5%	Q1 2014
PLDPrologis, Inc.	$1.94M	0.17%	0.00%	-4.7%	Q1 2025
NVONovo Nordisk A S	$1.92M	0.17%	Not reported	-3.6%	Q3 2014
OKEOneok Inc	$1.83M	0.16%	0.00%	-1.1%	Q2 2024
GOOGAlphabet Inc.	$1.78M	0.16%	Not reported	-0.3%	Q2 2017
MPBMid Penn Bancorp Inc	$1.78M	0.16%	0.22%	Not reported	Q1 2022
VVisa Inc.	$1.64M	0.15%	0.00%	-8.2%	Q2 2017
MRKMerck & Co., Inc.	$1.6M	0.14%	0.00%	-8.3%	Q2 2017
HSYHershey Co	$1.53M	0.14%	0.00%	-0.3%	Q1 2014
MKLMarkel Group Inc.	$1.49M	0.13%	0.01%	Not reported	Q2 2017

Q4 2025Reported Feb 12, 2026125 positions
SPMDSupermedia Inc.	$41.2M	3.39%	Not reported	+19.7%	Q3 2024
AAPLApple Inc.	$34.2M	2.80%	0.00%	+0.5%	Q1 2014
MSFTMicrosoft Corp	$25.4M	2.09%	0.00%	+1.3%	Q4 2015
GOOGLAlphabet Inc.	$24.6M	2.02%	0.00%	-0.8%	Q4 2015
NVDANvidia Corp	$18.3M	1.50%	0.00%	-4.7%	Q2 2020
AMZNAmazon Com Inc	$15.3M	1.26%	0.00%	+1.7%	Q1 2014
COSTCostco Wholesale Corp	$11.8M	0.97%	0.00%	+1.3%	Q1 2014
MAMastercard Inc	$9.19M	0.75%	0.00%	0.0%	Q1 2014
JPMJPMorgan Chase & Co	$8.08M	0.66%	0.00%	+3.2%	Q4 2016
MUMicron Technology Inc	$7.05M	0.58%	0.00%	-2.3%	Q3 2020
TMOThermo Fisher Scientific Inc.	$6.93M	0.57%	0.00%	-2.0%	Q1 2014
JNJJohnson & Johnson	$5.84M	0.48%	0.00%	+3.3%	Q1 2014
URIUnited Rentals, Inc.	$5.04M	0.41%	0.01%	+1.0%	Q4 2016
TSLATesla, Inc.	$4.72M	0.39%	0.00%	+6.8%	Q3 2021
CVXChevron Corp	$4.63M	0.38%	0.00%	+8.7%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$4.6M	0.38%	Not reported	-12.2%	Q2 2014
IBMInternational Business Machines Corp	$4.22M	0.35%	0.00%	+4.3%	Q1 2014
BRK.BBerkshire Hathaway Inc	$4.18M	0.34%	Not reported	-0.1%	Q1 2014
BXBlackstone Inc.	$4.13M	0.34%	0.00%	+4.9%	Q2 2020
ABBVAbbVie Inc.	$4.06M	0.33%	0.00%	+8.1%	Q1 2014
CRWDCrowdStrike Holdings, Inc.	$3.85M	0.32%	0.00%	+3.9%	Q3 2024
WMTWalmart Inc.	$3.5M	0.29%	0.00%	+9.1%	Q3 2019
ICEIntercontinental Exchange, Inc.	$3.39M	0.28%	0.00%	+10.1%	Q4 2016
UNPUnion Pacific Corp	$3.39M	0.28%	0.00%	-1.7%	Q1 2014
METAMeta Platforms, Inc.	$3.3M	0.27%	Not reported	+2.7%	Q4 2014
TTTrane Technologies plc	$3.26M	0.27%	0.00%	+5.4%	Q1 2020
LHXL3harris Technologies, Inc.	$3.24M	0.27%	0.01%	+10.2%	Q2 2022
PGPROCTER & GAMBLE Co	$3.05M	0.25%	0.00%	+11.8%	Q1 2014
GDGeneral Dynamics Corp	$2.87M	0.24%	0.00%	+11.1%	Q1 2014
NVONovo Nordisk A S	$2.76M	0.23%	Not reported	-31.7%	Q3 2014
MCDMcdonalds Corp	$2.69M	0.22%	0.00%	-1.9%	Q1 2014
ROPRoper Technologies Inc	$2.61M	0.21%	0.01%	-0.8%	Q1 2014
EOGEog Resources Inc	$2.56M	0.21%	0.00%	+15.0%	Q1 2014
XOMExxonMobil Holdings Corp	$2.53M	0.21%	0.00%	-2.0%	Q1 2014
CATCaterpillar Inc	$2.51M	0.21%	0.00%	-0.2%	Q3 2020
LLYELI LILLY & Co	$2.45M	0.20%	0.00%	-12.7%	Q3 2017
PMPhilip Morris International Inc.	$2.36M	0.19%	0.00%	+1.9%	Q1 2014
HDHome Depot, Inc.	$2.36M	0.19%	0.00%	+16.0%	Q3 2020
PEPPepsico Inc	$2.33M	0.19%	0.00%	+13.5%	Q4 2015
ITWIllinois Tool Works Inc	$2.18M	0.18%	0.00%	+17.4%	Q1 2018
MOAltria Group, Inc.	$2.08M	0.17%	0.00%	-1.1%	Q1 2014
VVisa Inc.	$2.08M	0.17%	0.00%	+277.8%	Q2 2017
PLDPrologis, Inc.	$1.97M	0.16%	0.00%	+17.1%	Q1 2025
GOOGAlphabet Inc.	$1.95M	0.16%	Not reported	+22.0%	Q2 2017
DUKDuke Energy CORP	$1.72M	0.14%	0.00%	+321.1%	Q1 2025
MPBMid Penn Bancorp Inc	$1.71M	0.14%	0.24%	Not reported	Q1 2022
MKLMarkel Group Inc.	$1.67M	0.14%	0.01%	Not reported	Q2 2017
AVGOBroadcom Inc.	$1.64M	0.13%	0.00%	+8.3%	Q4 2023
MRKMerck & Co., Inc.	$1.52M	0.12%	0.00%	-0.6%	Q2 2017
OKEOneok Inc	$1.5M	0.12%	0.00%	+29.5%	Q2 2024

Q3 2025Reported Nov 12, 2025120 positions
SPMDSupermedia Inc.	$34M	2.90%	Not reported	+7.3%	Q3 2024
AAPLApple Inc.	$31.8M	2.71%	0.00%	-5.0%	Q1 2014
MSFTMicrosoft Corp	$26.9M	2.29%	0.00%	-10.7%	Q4 2015
GOOGLAlphabet Inc.	$19.3M	1.64%	0.00%	-10.2%	Q4 2015
NVDANvidia Corp	$19.2M	1.63%	0.00%	-13.6%	Q2 2020
AMZNAmazon Com Inc	$14.3M	1.22%	0.00%	-13.0%	Q1 2014
COSTCostco Wholesale Corp	$12.5M	1.06%	0.00%	-13.0%	Q1 2014
MAMastercard Inc	$9.15M	0.78%	0.00%	-14.0%	Q1 2014
JPMJPMorgan Chase & Co	$7.67M	0.65%	0.00%	-4.6%	Q4 2016
TMOThermo Fisher Scientific Inc.	$5.92M	0.50%	0.00%	-14.5%	Q1 2014
URIUnited Rentals, Inc.	$5.89M	0.50%	0.01%	-10.5%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$5.12M	0.44%	Not reported	-2.7%	Q2 2014
JNJJohnson & Johnson	$5.07M	0.43%	0.00%	-1.7%	Q1 2014
NVONovo Nordisk A S	$4.41M	0.38%	Not reported	-5.3%	Q3 2014
TSLATesla, Inc.	$4.37M	0.37%	0.00%	-8.7%	Q3 2021
BXBlackstone Inc.	$4.36M	0.37%	0.00%	-8.7%	Q2 2020
CVXChevron Corp	$4.34M	0.37%	0.00%	-5.0%	Q1 2014
MUMicron Technology Inc	$4.23M	0.36%	0.00%	-2.4%	Q3 2020
BRK.BBerkshire Hathaway Inc	$4.19M	0.36%	Not reported	-1.6%	Q1 2014
CRWDCrowdStrike Holdings, Inc.	$3.88M	0.33%	0.00%	-3.1%	Q3 2024
IBMInternational Business Machines Corp	$3.85M	0.33%	0.00%	-2.7%	Q1 2014
ABBVAbbVie Inc.	$3.8M	0.32%	0.00%	+1.1%	Q1 2014
METAMeta Platforms, Inc.	$3.58M	0.31%	Not reported	-14.2%	Q4 2014
UNPUnion Pacific Corp	$3.52M	0.30%	0.00%	-12.8%	Q1 2014
TTTrane Technologies plc	$3.35M	0.29%	0.00%	-12.0%	Q1 2020
ICEIntercontinental Exchange, Inc.	$3.2M	0.27%	0.00%	-3.5%	Q4 2016
LHXL3harris Technologies, Inc.	$3.06M	0.26%	0.01%	-3.7%	Q2 2022
WMTWalmart Inc.	$2.97M	0.25%	0.00%	-5.4%	Q3 2019
ROPRoper Technologies Inc	$2.95M	0.25%	0.01%	-14.5%	Q1 2014
PGPROCTER & GAMBLE Co	$2.92M	0.25%	0.00%	-3.3%	Q1 2014
MCDMcdonalds Corp	$2.72M	0.23%	0.00%	-11.7%	Q1 2014
GDGeneral Dynamics Corp	$2.61M	0.22%	0.00%	-0.3%	Q1 2014
XOMExxonMobil Holdings Corp	$2.42M	0.21%	0.00%	-3.5%	Q1 2014
MOAltria Group, Inc.	$2.41M	0.21%	0.00%	0.0%	Q1 2014
HDHome Depot, Inc.	$2.39M	0.20%	0.00%	-1.1%	Q3 2020
EOGEog Resources Inc	$2.38M	0.20%	0.00%	+0.5%	Q1 2014
PMPhilip Morris International Inc.	$2.34M	0.20%	0.00%	Not reported	Q1 2014
CATCaterpillar Inc	$2.09M	0.18%	0.00%	-2.2%	Q3 2020
PEPPepsico Inc	$2.01M	0.17%	0.00%	+0.4%	Q4 2015
LLYELI LILLY & Co	$1.99M	0.17%	0.00%	-6.3%	Q3 2017
ITWIllinois Tool Works Inc	$1.96M	0.17%	0.00%	-2.8%	Q1 2018
ADPAutomatic Data Processing Inc	$1.71M	0.15%	0.00%	-20.4%	Q1 2014
MPBMid Penn Bancorp Inc	$1.58M	0.13%	0.24%	Not reported	Q1 2022
PLDPrologis, Inc.	$1.51M	0.13%	0.00%	+1.0%	Q1 2025
MKLMarkel Group Inc.	$1.49M	0.13%	0.01%	Not reported	Q2 2017
AVGOBroadcom Inc.	$1.44M	0.12%	0.00%	+7.4%	Q4 2023
HSYHershey Co	$1.31M	0.11%	0.00%	+0.7%	Q1 2014
GOOGAlphabet Inc.	$1.24M	0.11%	Not reported	+2.0%	Q2 2017
MRKMerck & Co., Inc.	$1.22M	0.10%	0.00%	+3.9%	Q2 2017
GLDSPDR Gold Trust	$1.21M	0.10%	0.00%	New	Q3 2025

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