Latest RKL Wealth Management LLC Stock Portfolio

RKL Wealth Management LLC Performance:

2026 Q1: -1.68%YTD: -1.68%2025: 13.77%

Performance for 2026 Q1 is -1.68%, and YTD is -1.68%, and 2025 is 13.77%.

About RKL Wealth Management LLC and 13F Hedge Fund Stock Holdings

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, RKL Wealth Management LLC reported an equity portfolio of $1.1 Billions as of 31 Mar, 2026.

The top stock holdings of RKL Wealth Management LLC are IJR, IBCE, IJR. The fund has invested 19% of it's portfolio in ISHARES TR and 9.7% of portfolio in ISHARES TR.

The fund managers got completely rid off PALANTIR TECHNOLOGIES INC (PLTR), APPLIED MATLS INC (AMAT) and AMERICAN EXPRESS CO (AXP) stocks. They significantly reduced their stock positions in INVESCO QQQ TR (QQQ), VANGUARD TAX-MANAGED FDS (VEA) and WELLS FARGO & CO (WFC). RKL Wealth Management LLC opened new stock positions in VANGUARD BD INDEX FDS (BIV), NORFOLK SOUTHN CORP (NSC) and MARATHON PETE CORP (MPC). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN CHASE & CO (JPM), ACNB CORP (ACNB) and CORNING INC (GLW).

RKL Wealth Management LLC Annual Return Estimates Vs S&P 500

Our best estimate is that RKL Wealth Management LLC made a return of -1.68% in the last quarter. In trailing 12 months, it's portfolio return was 15.6%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard bd index fds	517,837
norfolk southn corp	302,211
marathon pete corp	262,171
valero energy corp	227,310
ge vernova inc	221,723
huntington bancshares inc	167,815

New stocks bought by RKL Wealth Management LLC

Additions

Ticker	% Inc.
jpmorgan chase & co	98.91
acnb corp	32.75
corning inc	25.7
ge aerospace	17.05
ishares silver tr	14.87
pnc finl svcs group inc	9.9
ishares tr	9.25
exxon mobil corp	9.23

Additions to existing portfolio by RKL Wealth Management LLC

Reductions

Ticker	% Reduced
invesco qqq tr	-71.2
vanguard tax-managed fds	-59.4
wells fargo & co	-54.6
broadcom inc	-44.58
goldman sachs group inc	-22.26
marriott intl inc new	-17.8
firstenergy corp	-16.59
walmart inc	-14.98

RKL Wealth Management LLC reduced stake in above stock

Sold off

Ticker	$ Sold
schwab strategic tr	-223,804
palantir technologies inc	-738,196
netflix inc	-245,464
select sector spdr tr	-212,043
applied matls inc	-366,842
veeva sys inc	-232,606
american express co	-314,640
accenture plc ireland	-210,348

RKL Wealth Management LLC got rid off the above stocks

Sector Distribution

RKL Wealth Management LLC has about 74.3% of it's holdings in Others sector.

Sector	%
Others	74.3
Technology	7.6
Financial Services	3.7
Consumer Defensive	2.7
Industrials	2.6
Communication Services	2.5
Consumer Cyclical	2.3
Healthcare	2
Energy	1.5

Market Cap. Distribution

RKL Wealth Management LLC has about 24.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	74.3
MEGA-CAP	18.6
LARGE-CAP	6.3

Stocks belong to which Index?

About 24.4% of the stocks held by RKL Wealth Management LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.9
S&P 500	24.4

Top 5 Winners (%)		%
GLW	corning inc	47.0 %
XOM	exxon mobil corp	38.6 %
SFL	sfl corporation ltd	38.2 %
EOG	eog res inc	35.9 %
CVX	chevron corporation	35.5 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	1.8 M
IJR	ishares tr	1.8 M
CVX	chevron corporation	1.6 M
IJR	ishares tr	1.6 M
IBCE	ishares tr	1.3 M

Top 5 Losers (%)		%
ANVS	annovis bio inc	-35.5 %
NOW	servicenow inc	-31.2 %
NVO	novo-nordisk a s	-27.3 %
BX	blackstone inc	-24.9 %
ORCL	oracle corp	-24.0 %

Top 5 Losers ($)		$
IJR	ishares tr	-11.0 M
MSFT	microsoft corp	-5.8 M
FNDA	schwab strategic tr	-2.5 M
FNDA	schwab strategic tr	-2.3 M
AAPL	apple inc	-2.2 M

RKL Wealth Management LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RKL Wealth Management LLC

RKL Wealth Management LLC has 179 stocks in it's portfolio. About 57.6% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. COST was the most profitable stock for RKL Wealth Management LLC last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.74	119,881	30,424,500	reduced	-4.59

AAXJ	ishares tr	1.63	190,282	18,067,300	reduced	-7.3

AAXJ	ishares tr	0.75	76,180	8,357,720	reduced	-5.49

AAXJ	ishares tr	0.17	16,001	1,897,770	reduced	-6.41

ABBV	abbvie inc	0.33	16,991	3,695,350	reduced	-4.27

ABT	abbott laboratories	0.04	3,857	395,999	reduced	-2.43

ACN	accenture plc ireland	0.00	0.00	0.00	sold off	-100

ACNB	acnb corp	0.06	13,405	641,698	added	32.75

ADI	analog devices inc	0.02	815	259,431	added	0.37

ADP	automatic data processing in	0.10	5,343	1,085,540	reduced	-7.78

AEM	agnico eagle mines ltd	0.11	6,000	1,217,880	unchanged	0.00

AGT	ishares tr	0.04	3,438	486,259	added	0.23

AMAT	applied matls inc	0.00	0.00	0.00	sold off	-100

AMD	advanced micro devices inc	0.03	1,414	287,651	reduced	-2.95

AMPS	ishares tr	0.16	38,525	1,833,400	reduced	-8.55

AMZN	amazon com inc	1.22	64,943	13,525,700	reduced	-2.09

ANVS	annovis bio inc	0.00	10,000	22,300	unchanged	0.00

AVGO	broadcom inc	0.07	2,628	813,380	reduced	-44.58

AXP	american express co	0.00	0.00	0.00	sold off	-100

BAC	bank america corp	0.04	8,152	397,424	reduced	-2.27