RKL Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 194 distinct positions held by the firm, which is based in Lancaster, Pennsylvania.
The report, signed by Chief Compliance Officer Julie A. Englert on October 16, 2026, details the firm's portfolio composition. The filing indicates that the firm holds shares in a mix of large-cap technology companies, industrial manufacturers, and exchange-traded funds (ETFs).
Among the largest individual stock positions disclosed in the filing are shares of Apple Inc., with 119,769 shares; Microsoft Corporation, with 49,966 shares; and NVIDIA Corporation, with 88,888 shares. The portfolio also includes significant positions in Alphabet Inc. Class A and Class C shares, as well as shares of JPMorgan Chase & Co., Amazon.com Inc., and Eli Lilly & Co.
In addition to individual equities, the filing reveals substantial exposure to ETFs. The firm holds shares in the iShares Core S&P 500 ETF, with 310,042 shares, and the iShares Core S&P 500 ETF Trust, with 1,098,947 shares. Other notable ETF holdings include the iShares Core S&P Total Stock Market ETF, the iShares Core S&P 500 Growth ETF, and the Schwab Strategic Trust US Large Cap Growth ETF.
The filing provides a comprehensive list of all 194 holdings, ranging from major industrial conglomerates like Chevron Corporation and Caterpillar Inc. to consumer staples companies such as Procter & Gamble Co. and Coca-Cola Co.
