IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

RKL Wealth Management LLC

Q2 2022 Holdings

Filed 2022-08-01 | 137 holdings | $18.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Flexsteel Inds Inc(FLXS)COM339382103$20011,1120.0%
Marriott Intl Inc New(MAR)CL A571903202$2021,4880.0%
Ishares TR(SCZ)EAFE SML CP ETF464288273$2023,7010.0%
Vanguard World FDS(VHT)HEALTH CAR ETF92204A504$2078800.0%
AT&T Inc(T)COM00206R102$2089,9420.0%
Altria Group Inc(MO)COM02209S103$2175,1980.0%
Oracle Corp(ORCL)COM68389X105$2203,1530.0%
Honeywell Intl Inc(HON)COM438516106$2201,2660.0%
Vanguard Whitehall FDS(VYM)HIGH DIV YLD921946406$2232,1970.0%
Dimensional ETF Trust(DFAS)US SMALL CAP ETF25434V500$2234,6450.0%
Gaming & Leisure Pptys Inc(GLPI)COM36467J108$2274,9430.0%
Vanguard MUN BD FDS(VTEB)TAX EXEMPT BD922907746$2274,5450.0%
Orrstown Finl Svcs Inc(ORRF)COM687380105$2379,8210.0%
Qualcomm Inc(QCOM)COM747525103$2411,8840.0%
Veeva SYS Inc(VEEV)CL A COM922475108$2431,2260.0%
Heico Corp New(HEI)COM422806109$2541,9410.0%
Marsh & Mclennan COS Inc(MRSH)COM571748102$2651,7070.0%
Vanguard Index FDS(VTI)TOTAL STK MKT922908769$2651,4030.0%
Caterpillar Inc(CAT)COM149123101$2731,5260.0%
Lowes COS Inc(LOW)COM548661107$2841,6250.0%
Tesla Inc(TSLA)COM88160R101$3024480.0%
F N B Corp(FNB)COM302520101$30928,4280.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$3111,7730.0%
Comcast Corp New(CMCSA)CL A20030N101$3188,1140.0%
PPL Corp(PPL)COM69351T106$33012,1490.0%
Lilly ELI & Co(LLY)COM532457108$3311,0220.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$3364,9200.0%
Ishares TR(MUB)NATIONAL MUN ETF464288414$3533,3230.0%
Ishares TR(USXF)ESG MSCI USA ETF46436E767$35311,8180.0%
Deere & Co(DE)COM244199105$3561,1890.0%
Coca Cola Co(KO)COM191216100$3615,7330.0%
Ishares TR(ESGU)ESG AWR MSCI USA46435G425$3744,4580.0%
Franklin Finl Svcs Corp(FRAF)COM353525108$37512,4220.0%
Ishares TR(IWV)RUSSELL 3000 ETF464287689$3771,7340.0%
Vanguard Tax-Managed Intl FD(VEA)VAN FTSE DEV MKT921943858$3789,2640.0%
Vanguard Index FDS(VUG)GROWTH ETF922908736$4031,8090.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$4152,1060.0%
Visa Inc(V)COM CL A92826C839$4182,1220.0%
Merck & Co Inc(MRK)COM58933Y105$4374,7920.0%
General Dynamics Corp(GD)COM369550108$4662,1060.0%
Alphabet Inc(GOOG)CAP STK CL C02079K107$4682140.0%
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$4915,3910.0%
Verizon Communications Inc(VZ)COM92343V104$5059,9460.0%
Abbott Labs(ABT)COM002824100$5154,7400.0%
Colgate Palmolive Co(CL)COM194162103$5376,7030.0%
M & T BK Corp(MTB)COM55261F104$6163,8660.0%
Fulton Finl Corp PA(FULT)COM360271100$63443,9090.0%
Pfizer Inc(PFE)COM717081103$74914,2850.0%
Exxon Mobil Corp(XOM)COM30231G102$8569,9940.0%
Ishares TR(IJK)S&P MC 400GR ETF464287606$86013,4950.0%
Page 1 of 3Next