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RKL Wealth Management LLC

Q2 2025 Holdings

Filed 2025-07-18 | 176 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard World FD(VGT)INF TECH ETF92204A702$202.0K3050.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$202.6K8000.0%
Vanguard Index FDS(VOT)MCAP GR IDXVIP922908538$203.9K7170.0%
Ishares TR(DMXF)ESG EAFE ETF46436E759$204.1K2,7410.0%
Veralto Corp(VLTO)COM SHS92338C103$204.5K2,0260.0%
SFL Corporation LTD(SFL)SHSG7738W106$208.3K25,0000.0%
Vanguard Index FDS(VTV)VALUE ETF922908744$217.2K1,2290.0%
Crown Hldgs Inc(CCK)COM228368106$219.5K2,1310.0%
Vanguard Intl Equity Index F(VWO)FTSE EMR MKT ETF922042858$229.2K4,6340.0%
American Express Co(AXP)COM025816109$242.3K7600.0%
Accenture PLC Ireland(ACN)SHS CLASS AG1151C101$242.4K8110.0%
Citigroup Inc(C)COM NEW172967424$247.4K2,9060.0%
Applied Matls Inc(AMAT)COM038222105$257.8K1,4080.0%
Amgen Inc(AMGN)COM031162100$263.3K9430.0%
Dimensional ETF Trust(DFUV)US MKTWIDE VALUE25434V724$265.9K6,2880.0%
Gaming & Leisure Pptys Inc(GLPI)COM36467J108$271.4K5,8150.0%
GSK PLC(GSK)SPONSORED ADR37733W204$272.0K7,0830.0%
Morgan Stanley(MS)COM NEW617446448$273.3K1,9400.0%
Verizon Communications Inc(VZ)COM92343V104$278.0K6,4250.0%
GE Aerospace(GE)COM NEW369604301$280.8K1,0910.0%
TJX COS Inc New(TJX)COM872540109$280.8K2,2740.0%
Dimensional ETF Trust(DFAS)US SMALL CAP ETF25434V500$283.7K4,4530.0%
Ishares TR(ITOT)CORE S&P TTL STK464287150$292.9K2,1690.0%
Veeva SYS Inc(VEEV)CL A COM922475108$300.1K1,0420.0%
Firstenergy Corp(FE)COM337932107$303.2K7,5300.0%
Northern LTS FD TR IV(BIBL)INSPIRE 100 ETF66538H534$312.2K7,5530.0%
Kimberly-Clark Corp(KMB)COM494368103$316.6K2,4560.0%
Franklin Finl Svcs Corp(FRAF)COM353525108$318.4K9,1950.0%
Flexsteel Inds Inc(FLXS)COM339382103$328.3K9,1120.0%
Bank America Corp(BAC)COM060505104$329.9K6,9710.0%
Lowes COS Inc(LOW)COM548661107$330.0K1,4880.0%
3M Co(MMM)COM88579Y101$344.5K2,2630.0%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$349.6K13,1930.0%
Pfizer Inc(PFE)COM717081103$355.9K14,6840.0%
Ford MTR Co(F)COM345370860$380.6K35,0810.0%
Servicenow Inc(NOW)COM81762P102$389.6K3790.0%
Netflix Inc(NFLX)COM64110L106$391.0K2920.0%
Orrstown Finl Svcs Inc(ORRF)COM687380105$394.4K12,3920.0%
RTX Corporation(RTX)COM75513E101$394.8K2,7040.0%
Henry Schein Inc(HSIC)COM806407102$399.3K5,4660.0%
Duke Energy Corp New(DUK)COM NEW26441C204$411.4K3,4870.0%
Acnb Corp(ACNB)COM000868109$432.6K10,0980.0%
York WTR Co(YORW)COM987184108$455.9K14,4270.0%
Heico Corp New(HEI/A)CL A422806208$462.1K1,7860.0%
Vanguard Scottsdale FDS(VTWO)VNG RUS2000IDX92206C664$466.2K5,3450.0%
Marriott Intl Inc New(MAR)CL A571903202$469.1K1,7170.0%
Cisco SYS Inc(CSCO)COM17275R102$472.0K6,8040.0%
CSX Corp(CSX)COM126408103$494.0K15,1380.0%
Goldman Sachs Group Inc(GS)COM38141G104$500.1K7070.0%
Ishares TR(ESGU)ESG AWR MSCI USA46435G425$505.0K3,7330.0%
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