RKL Wealth Management LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 391,609 | 379,808 | -11,801 | 243,150,133 | 254,205,825 | 21.67% | +11,055,692 |
| APPLE INC(AAPL) | 131,585 | 124,968 | -6,617 | 26,997,323 | 31,820,639 | 2.71% | +4,823,316 |
| SPDR SERIES TRUST | 554,543 | 594,975 | +40,432 | 30,156,025 | 34,026,649 | 2.90% | +3,870,624 |
| ISHARES TR | 416,197 | 414,333 | -1,864 | 45,486,122 | 49,235,172 | 4.20% | +3,749,050 |
| ALPHABET INC(GOOG) | 88,296 | 79,268 | -9,028 | 15,560,405 | 19,269,994 | 1.64% | +3,709,589 |
| SPDR SERIES TRUST | 477,974 | 517,702 | +39,728 | 20,361,712 | 23,979,937 | 2.04% | +3,618,225 |
| ISHARES TR | 1,202,947 | 1,188,224 | -14,723 | 100,421,977 | 103,743,801 | 8.84% | +3,321,824 |
| ISHARES TR | 1,253,707 | 1,241,548 | -12,159 | 77,754,904 | 81,023,419 | 6.91% | +3,268,515 |
| VANGUARD SCOTTSDALE FDS | 361,806 | 395,522 | +33,716 | 16,766,085 | 18,573,704 | 1.58% | +1,807,619 |
| ISHARES INC | 384,796 | 377,278 | -7,518 | 23,099,314 | 24,870,197 | 2.12% | +1,770,883 |
| SPDR GOLD TR(GLD) | 0 | 3,412 | +3,412 | 0 | 1,212,864 | 0.10% | +1,212,864 |
| MICRON TECHNOLOGY INC(MU) | 25,869 | 25,253 | -616 | 3,188,369 | 4,225,385 | 0.36% | +1,037,016 |
| AGNICO EAGLE MINES LTD(AEM) | 0 | 6,000 | +6,000 | 0 | 1,011,360 | 0.09% | +1,011,360 |
| TESLA INC(TSLA) | 10,771 | 9,832 | -939 | 3,421,516 | 4,372,487 | 0.37% | +950,971 |
| JOHNSON & JOHNSON(JNJ) | 27,808 | 27,326 | -482 | 4,247,633 | 5,066,694 | 0.43% | +819,061 |
| ABBVIE INC(ABBV) | 16,243 | 16,420 | +177 | 3,015,051 | 3,801,935 | 0.32% | +786,884 |
| UNITED RENTALS INC(URI) | 6,900 | 6,174 | -726 | 5,198,755 | 5,894,120 | 0.50% | +695,365 |
| VANGUARD SCOTTSDALE FDS | 451,073 | 460,537 | +9,464 | 26,978,677 | 27,646,048 | 2.36% | +667,371 |
| VANGUARD SCOTTSDALE FDS | 263,288 | 265,337 | +2,049 | 21,831,860 | 22,317,471 | 1.90% | +485,611 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 10,394 | 10,013 | -381 | 2,607,254 | 3,057,948 | 0.26% | +450,694 |
| NVIDIA CORPORATION(NVDA) | 118,796 | 102,694 | -16,102 | 18,768,529 | 19,160,713 | 1.63% | +392,184 |
| GENERAL DYNAMICS CORP(GD) | 7,689 | 7,667 | -22 | 2,242,658 | 2,614,287 | 0.22% | +371,629 |
| ALPHABET INC(GOOG) | 5,005 | 5,106 | +101 | 887,812 | 1,243,612 | 0.11% | +355,800 |
| CATERPILLAR INC(CAT) | 4,481 | 4,384 | -97 | 1,739,699 | 2,091,878 | 0.18% | +352,179 |
| BROADCOM INC(AVGO) | 4,078 | 4,378 | +300 | 1,123,969 | 1,444,438 | 0.12% | +320,469 |
| CORNING INC(GLW) | 0 | 3,800 | +3,800 | 0 | 311,714 | 0.03% | +311,714 |
| SCHWAB STRATEGIC TR | 751,291 | 697,063 | -54,228 | 21,945,203 | 22,243,284 | 1.90% | +298,081 |
| ISHARES SILVER TR(SLV) | 0 | 6,711 | +6,711 | 0 | 284,345 | 0.02% | +284,345 |
| JPMORGAN CHASE & CO.(JPM) | 25,473 | 24,310 | -1,163 | 7,384,865 | 7,668,032 | 0.65% | +283,167 |
| ALTRIA GROUP INC(MO) | 36,481 | 36,489 | +8 | 2,138,870 | 2,410,432 | 0.21% | +271,562 |
| SPDR S&P 500 ETF TR(SPY) | 7,898 | 7,682 | -216 | 4,879,582 | 5,117,266 | 0.44% | +237,684 |
| ORACLE CORP(ORCL) | 2,492 | 2,757 | +265 | 544,826 | 775,379 | 0.07% | +230,553 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 1,383 | +1,383 | 0 | 223,756 | 0.02% | +223,756 |
| ISHARES TR | 4,755 | 4,755 | 0 | 2,018,878 | 2,227,290 | 0.19% | +208,412 |
| HOME DEPOT INC(HD) | 5,968 | 5,903 | -65 | 2,188,191 | 2,391,937 | 0.20% | +203,746 |
| MARATHON PETE CORP(MPC) | 0 | 1,054 | +1,054 | 0 | 203,124 | 0.02% | +203,124 |
| VALERO ENERGY CORP(VLO) | 0 | 1,176 | +1,176 | 0 | 200,143 | 0.02% | +200,143 |
| ISHARES TR | 64,855 | 66,088 | +1,233 | 6,433,627 | 6,625,329 | 0.56% | +191,702 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 3,989 | 3,989 | 0 | 543,780 | 727,673 | 0.06% | +183,893 |
| FULTON FINL CORP PA(FULT) | 49,193 | 57,500 | +8,307 | 887,438 | 1,071,234 | 0.09% | +183,796 |
| BLACKSTONE INC(BX) | 27,992 | 25,546 | -2,446 | 4,187,109 | 4,364,595 | 0.37% | +177,486 |
| ISHARES TR | 78,396 | 79,491 | +1,095 | 8,600,043 | 8,773,388 | 0.75% | +173,345 |
| VANGUARD TAX-MANAGED FDS | 55,245 | 55,389 | +144 | 3,149,525 | 3,318,881 | 0.28% | +169,356 |
| HERSHEY CO(HSY) | 6,958 | 7,007 | +49 | 1,154,630 | 1,310,746 | 0.11% | +156,116 |
| PROLOGIS INC.(PLD) | 13,019 | 13,150 | +131 | 1,368,512 | 1,505,935 | 0.13% | +137,423 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 14,273 | 12,205 | -2,068 | 5,787,082 | 5,919,466 | 0.50% | +132,384 |
| CHEVRON CORP NEW(CVX) | 29,423 | 27,960 | -1,463 | 4,213,107 | 4,341,954 | 0.37% | +128,847 |
| PEPSICO INC(PEP) | 14,250 | 14,310 | +60 | 1,881,567 | 2,009,665 | 0.17% | +128,098 |
| BANK NEW YORK MELLON CORP | 7,057 | 7,063 | +6 | 642,958 | 769,532 | 0.07% | +126,574 |
| NORTHERN LTS FD TR IV | 7,553 | 9,690 | +2,137 | 312,161 | 430,526 | 0.04% | +118,365 |
| RTX CORPORATION(RTX) | 2,704 | 3,054 | +350 | 394,842 | 511,066 | 0.04% | +116,224 |
| MERCK & CO INC(MRK) | 14,004 | 14,551 | +547 | 1,108,525 | 1,221,229 | 0.10% | +112,704 |
| GOLDMAN SACHS GROUP INC(GS) | 707 | 768 | +61 | 500,147 | 611,422 | 0.05% | +111,275 |
| LOWES COS INC(LOW) | 1,488 | 1,736 | +248 | 330,040 | 436,335 | 0.04% | +106,295 |
| FRANKLIN FINL SVCS CORP | 9,195 | 9,207 | +12 | 318,375 | 423,527 | 0.04% | +105,152 |
| SCHWAB STRATEGIC TR | 65,563 | 64,737 | -826 | 1,562,363 | 1,664,384 | 0.14% | +102,021 |
| VANGUARD INDEX FDS | 2,421 | 2,422 | +1 | 1,061,575 | 1,161,391 | 0.10% | +99,816 |
| FLEXSTEEL INDS INC | 9,112 | 9,112 | 0 | 328,305 | 422,341 | 0.04% | +94,036 |
| ISHARES TR | 8,270 | 8,270 | 0 | 1,606,282 | 1,683,689 | 0.14% | +77,407 |
| ISHARES TR | 21,527 | 21,575 | +48 | 1,160,964 | 1,236,443 | 0.11% | +75,479 |
| BERKSHIRE HATHAWAY INC DEL | 8,463 | 8,325 | -138 | 4,111,072 | 4,185,311 | 0.36% | +74,239 |
| SPDR SERIES TRUST | 36,258 | 33,725 | -2,533 | 3,456,108 | 3,524,604 | 0.30% | +68,496 |
| ISHARES TR | 12,377 | 12,354 | -23 | 956,872 | 1,020,223 | 0.09% | +63,351 |
| PNC FINL SVCS GROUP INC(PNC) | 4,128 | 4,128 | 0 | 769,542 | 829,439 | 0.07% | +59,897 |
| VANGUARD SCOTTSDALE FDS | 5,345 | 5,364 | +19 | 466,207 | 524,712 | 0.04% | +58,505 |
| ISHARES TR | 10,470 | 10,481 | +11 | 952,545 | 1,004,992 | 0.09% | +52,447 |
| SPDR SERIES TRUST | 16,119 | 16,193 | +74 | 843,665 | 895,980 | 0.08% | +52,315 |
| ISHARES TR | 1,805 | 1,810 | +5 | 633,715 | 685,862 | 0.06% | +52,147 |
| ILLINOIS TOOL WKS INC(ITW) | 7,747 | 7,533 | -214 | 1,915,470 | 1,964,204 | 0.17% | +48,734 |
| TJX COS INC NEW(TJX) | 2,274 | 2,274 | 0 | 280,816 | 328,684 | 0.03% | +47,868 |
| CITIGROUP INC(C) | 2,906 | 2,906 | 0 | 247,359 | 294,959 | 0.03% | +47,600 |
| GE AEROSPACE(GE) | 1,091 | 1,091 | 0 | 280,754 | 328,154 | 0.03% | +47,400 |
| VANGUARD WORLD FD | 305 | 327 | +22 | 202,010 | 243,904 | 0.02% | +41,894 |
| ISHARES TR | 9,714 | 9,714 | 0 | 868,305 | 906,966 | 0.08% | +38,661 |
| MORGAN STANLEY(MS) | 1,940 | 1,943 | +3 | 273,289 | 308,909 | 0.03% | +35,620 |
| GSK PLC(GSK) | 7,083 | 7,083 | 0 | 271,987 | 305,702 | 0.03% | +33,715 |
| AMERICAN EXPRESS CO(AXP) | 760 | 830 | +70 | 242,283 | 275,539 | 0.02% | +33,256 |
| NUCOR CORP(NUE) | 5,270 | 5,270 | 0 | 682,676 | 713,716 | 0.06% | +31,040 |
| ORRSTOWN FINL SVCS INC | 12,392 | 12,461 | +69 | 394,436 | 423,422 | 0.04% | +28,986 |
| BANK AMERICA CORP | 6,971 | 6,952 | -19 | 329,880 | 358,634 | 0.03% | +28,754 |
| ISHARES TR | 203,761 | 201,359 | -2,402 | 19,131,155 | 19,159,335 | 1.63% | +28,180 |
| WELLS FARGO CO NEW(WFC) | 8,019 | 7,978 | -41 | 642,500 | 668,757 | 0.06% | +26,257 |
| FORD MTR CO(F) | 35,081 | 33,974 | -1,107 | 380,626 | 406,329 | 0.03% | +25,703 |
| MID PENN BANCORP INC(MPB) | 55,230 | 55,230 | 0 | 1,557,482 | 1,581,783 | 0.13% | +24,301 |
| ISHARES TR | 2,169 | 2,170 | +1 | 292,890 | 315,995 | 0.03% | +23,105 |
| EXXON MOBIL CORP | 22,211 | 21,434 | -777 | 2,394,374 | 2,416,693 | 0.21% | +22,319 |
| FIRSTENERGY CORP(FE) | 7,530 | 7,083 | -447 | 303,173 | 324,530 | 0.03% | +21,357 |
| DIMENSIONAL ETF TRUST | 4,453 | 4,453 | 0 | 283,701 | 304,852 | 0.03% | +21,151 |
| DUKE ENERGY CORP NEW(DUK) | 3,487 | 3,488 | +1 | 411,411 | 431,651 | 0.04% | +20,240 |
| VANGUARD INTL EQUITY INDEX F | 4,634 | 4,589 | -45 | 229,195 | 248,622 | 0.02% | +19,427 |
| M & T BK CORP(MTB) | 4,585 | 4,598 | +13 | 889,413 | 908,749 | 0.08% | +19,336 |
| PFIZER INC(PFE) | 14,684 | 14,684 | 0 | 355,932 | 374,140 | 0.03% | +18,208 |
| CONSTELLATION ENERGY CORP(CEG) | 2,819 | 2,819 | 0 | 909,772 | 927,661 | 0.08% | +17,889 |
| ISHARES TR | 13,382 | 12,004 | -1,378 | 2,887,803 | 2,904,489 | 0.25% | +16,686 |
| DIMENSIONAL ETF TRUST | 6,288 | 6,288 | 0 | 265,857 | 281,011 | 0.02% | +15,154 |
| ACNB CORP | 10,098 | 10,098 | 0 | 432,598 | 444,716 | 0.04% | +12,118 |
| APPLIED MATLS INC | 1,408 | 1,317 | -91 | 257,798 | 269,635 | 0.02% | +11,837 |
| SCHWAB STRATEGIC TR | 13,193 | 13,238 | +45 | 349,616 | 361,401 | 0.03% | +11,785 |
| VANGUARD INDEX FDS | 1,915 | 1,820 | -95 | 530,234 | 541,555 | 0.05% | +11,321 |
| VEEVA SYS INC(VEEV) | 1,042 | 1,042 | 0 | 300,075 | 310,422 | 0.03% | +10,347 |