0001085146-22-003937.txt : 20221114
0001085146-22-003937.hdr.sgml : 20221114
20221110211627
ACCESSION NUMBER: 0001085146-22-003937
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221114
DATE AS OF CHANGE: 20221110
EFFECTIVENESS DATE: 20221114
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: RKL Wealth Management LLC
CENTRAL INDEX KEY: 0001604723
IRS NUMBER: 233016440
STATE OF INCORPORATION: PA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-16120
FILM NUMBER: 221379325
BUSINESS ADDRESS:
STREET 1: 1800 FRUITVILLE PIKE
STREET 2: BOX 8408
CITY: LANCASTER
STATE: PA
ZIP: 17604
BUSINESS PHONE: 717-399-1700
MAIL ADDRESS:
STREET 1: 1800 FRUITVILLE PIKE
STREET 2: BOX 8408
CITY: LANCASTER
STATE: PA
ZIP: 17604
FORMER COMPANY:
FORMER CONFORMED NAME: Kuntz Lesher Capital LLC
DATE OF NAME CHANGE: 20140403
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001604723
XXXXXXXX
09-30-2022
09-30-2022
false
RKL Wealth Management LLC
1800 FRUITVILLE PIKE
BOX 8408
LANCASTER
PA
17604
13F HOLDINGS REPORT
028-16120
N
Julie A. Englert
Director of Operations & Compliance
717-399-1700
/s/ Julie A. Englert
Lancaster
PA
11-10-2022
0
129
694098
false
INFORMATION TABLE
2
infotable.xml
INFORMATION TABLE
ABBOTT LABS
COM
002824100
418
4317
SH
SOLE
0
0
4317
ABBVIE INC
COM
00287Y109
718
5353
SH
SOLE
0
0
5353
ALPHABET INC
CAP STK CL A
02079K305
9271
96922
SH
SOLE
0
0
96922
ALPHABET INC
CAP STK CL C
02079K107
429
4463
SH
SOLE
0
0
4463
ALTRIA GROUP INC
COM
02209S103
210
5210
SH
SOLE
0
0
5210
AMAZON COM INC
COM
023135106
8896
78723
SH
SOLE
0
0
78723
AMERICAN TOWER CORP NEW
COM
03027X100
1392
6484
SH
SOLE
0
0
6484
APPLE INC
COM
037833100
15518
112287
SH
SOLE
0
0
112287
AUTOMATIC DATA PROCESSING IN
COM
053015103
2325
10280
SH
SOLE
0
0
10280
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
2346
8784
SH
SOLE
0
0
8784
BK OF AMERICA CORP
COM
060505104
250
8286
SH
SOLE
0
0
8286
BLACKSTONE INC
COM
09260D107
2085
24906
SH
SOLE
0
0
24906
BRISTOL-MYERS SQUIBB CO
COM
110122108
2548
35836
SH
SOLE
0
0
35836
CATERPILLAR INC
COM
149123101
250
1526
SH
SOLE
0
0
1526
CHEVRON CORP NEW
COM
166764100
3445
23982
SH
SOLE
0
0
23982
CISCO SYS INC
COM
17275R102
420
10502
SH
SOLE
0
0
10502
CITIZENS FINL GROUP INC
COM
174610105
1416
41206
SH
SOLE
0
0
41206
COCA COLA CO
COM
191216100
319
5701
SH
SOLE
0
0
5701
COLGATE PALMOLIVE CO
COM
194162103
471
6704
SH
SOLE
0
0
6704
COMCAST CORP NEW
CL A
20030N101
241
8220
SH
SOLE
0
0
8220
COSTCO WHSL CORP NEW
COM
22160K105
7236
15322
SH
SOLE
0
0
15322
D R HORTON INC
COM
23331A109
724
10751
SH
SOLE
0
0
10751
DANAHER CORPORATION
COM
235851102
1560
6039
SH
SOLE
0
0
6039
DEERE & CO
COM
244199105
398
1191
SH
SOLE
0
0
1191
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
216
4645
SH
SOLE
0
0
4645
EASTMAN CHEM CO
COM
277432100
947
13336
SH
SOLE
0
0
13336
EOG RES INC
COM
26875P101
1793
16047
SH
SOLE
0
0
16047
EXXON MOBIL CORP
COM
30231G102
926
10604
SH
SOLE
0
0
10604
F N B CORP
COM
302520101
330
28428
SH
SOLE
0
0
28428
FRANKLIN FINL SVCS CORP
COM
353525108
392
12422
SH
SOLE
0
0
12422
FULTON FINL CORP PA
COM
360271100
696
44036
SH
SOLE
0
0
44036
GAMING & LEISURE PPTYS INC
COM
36467J108
219
4943
SH
SOLE
0
0
4943
GENERAL DYNAMICS CORP
COM
369550108
450
2119
SH
SOLE
0
0
2119
HEICO CORP NEW
CL A
422806208
204
1780
SH
SOLE
0
0
1780
HEICO CORP NEW
COM
422806109
280
1942
SH
SOLE
0
0
1942
HENRY SCHEIN INC
COM
806407102
838
12741
SH
SOLE
0
0
12741
HERSHEY CO
COM
427866108
1704
7727
SH
SOLE
0
0
7727
HOME DEPOT INC
COM
437076102
1513
5484
SH
SOLE
0
0
5484
HONEYWELL INTL INC
COM
438516106
218
1308
SH
SOLE
0
0
1308
ILLINOIS TOOL WKS INC
COM
452308109
1283
7101
SH
SOLE
0
0
7101
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
1529
16923
SH
SOLE
0
0
16923
INTERNATIONAL BUSINESS MACHS
COM
459200101
1202
10115
SH
SOLE
0
0
10115
ISHARES INC
CORE MSCI EMKT
46434G103
11743
273212
SH
SOLE
0
0
273212
ISHARES TR
3 7 YR TREAS BD
464288661
9545
83521
SH
SOLE
0
0
83521
ISHARES TR
A RATE CP BD ETF
46429B291
4935
108776
SH
SOLE
0
0
108776
ISHARES TR
AGENCY BOND ETF
464288166
10290
96617
SH
SOLE
0
0
96617
ISHARES TR
CORE MSCI EAFE
46432F842
69381
1317285
SH
SOLE
0
0
1317285
ISHARES TR
CORE S&P MCP ETF
464287507
34876
159062
SH
SOLE
0
0
159062
ISHARES TR
CORE S&P SCP ETF
464287804
26208
300583
SH
SOLE
0
0
300583
ISHARES TR
CORE S&P500 ETF
464287200
87669
244442
SH
SOLE
0
0
244442
ISHARES TR
CORE US AGGBD ET
464287226
3605
37424
SH
SOLE
0
0
37424
ISHARES TR
ESG AWR MSCI USA
46435G425
351
4426
SH
SOLE
0
0
4426
ISHARES TR
ESG MSCI USA ETF
46436E767
539
19244
SH
SOLE
0
0
19244
ISHARES TR
MBS ETF
464288588
18395
200864
SH
SOLE
0
0
200864
ISHARES TR
NATIONAL MUN ETF
464288414
400
3898
SH
SOLE
0
0
3898
ISHARES TR
RUS MID CAP ETF
464287499
882
14195
SH
SOLE
0
0
14195
ISHARES TR
RUSSELL 2000 ETF
464287655
2453
14876
SH
SOLE
0
0
14876
ISHARES TR
RUSSELL 3000 ETF
464287689
359
1734
SH
SOLE
0
0
1734
ISHARES TR
S&P 500 GRWT ETF
464287309
6860
118590
SH
SOLE
0
0
118590
ISHARES TR
S&P 500 VAL ETF
464287408
5137
39974
SH
SOLE
0
0
39974
ISHARES TR
S&P MC 400GR ETF
464287606
844
13388
SH
SOLE
0
0
13388
JOHNSON & JOHNSON
COM
478160104
7957
48707
SH
SOLE
0
0
48707
JPMORGAN CHASE & CO
COM
46625H100
1942
18584
SH
SOLE
0
0
18584
L3HARRIS TECHNOLOGIES INC
COM
502431109
3596
17303
SH
SOLE
0
0
17303
LILLY ELI & CO
COM
532457108
334
1034
SH
SOLE
0
0
1034
LOCKHEED MARTIN CORP
COM
539830109
1011
2616
SH
SOLE
0
0
2616
LOWES COS INC
COM
548661107
306
1628
SH
SOLE
0
0
1628
M & T BK CORP
COM
55261F104
684
3878
SH
SOLE
0
0
3878
MARKEL CORP
COM
570535104
844
778
SH
SOLE
0
0
778
MARRIOTT INTL INC NEW
CL A
571903202
209
1489
SH
SOLE
0
0
1489
MARSH & MCLENNAN COS INC
COM
571748102
257
1723
SH
SOLE
0
0
1723
MASTERCARD INCORPORATED
CL A
57636Q104
6836
24042
SH
SOLE
0
0
24042
MCDONALDS CORP
COM
580135101
2259
9791
SH
SOLE
0
0
9791
MERCK & CO INC
COM
58933Y105
458
5322
SH
SOLE
0
0
5322
META PLATFORMS INC
CL A
30303M102
815
6005
SH
SOLE
0
0
6005
MICRON TECHNOLOGY INC
COM
595112103
970
19353
SH
SOLE
0
0
19353
MICROSOFT CORP
COM
594918104
14326
61510
SH
SOLE
0
0
61510
MID PENN BANCORP INC
COM
59540G107
1577
54896
SH
SOLE
0
0
54896
MID-AMER APT CMNTYS INC
COM
59522J103
1908
12307
SH
SOLE
0
0
12307
NIKE INC
CL B
654106103
1881
22624
SH
SOLE
0
0
22624
NOVO-NORDISK A S
ADR
670100205
4450
44662
SH
SOLE
0
0
44662
NVIDIA CORPORATION
COM
67066G104
2147
17690
SH
SOLE
0
0
17690
ORRSTOWN FINL SVCS INC
COM
687380105
235
9821
SH
SOLE
0
0
9821
PEPSICO INC
COM
713448108
2121
12991
SH
SOLE
0
0
12991
PFIZER INC
COM
717081103
622
14205
SH
SOLE
0
0
14205
PIONEER NAT RES CO
COM
723787107
1672
7721
SH
SOLE
0
0
7721
PPL CORP
COM
69351T106
332
13095
SH
SOLE
0
0
13095
PROCTER AND GAMBLE CO
COM
742718109
2355
18653
SH
SOLE
0
0
18653
PRUDENTIAL FINL INC
COM
744320102
1287
15008
SH
SOLE
0
0
15008
ROPER TECHNOLOGIES INC
COM
776696106
2984
8298
SH
SOLE
0
0
8298
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
10247
457435
SH
SOLE
0
0
457435
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
14576
518175
SH
SOLE
0
0
518175
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
4007
81549
SH
SOLE
0
0
81549
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
3405
75158
SH
SOLE
0
0
75158
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
3305
78720
SH
SOLE
0
0
78720
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
937
14099
SH
SOLE
0
0
14099
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
11342
203232
SH
SOLE
0
0
203232
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
5360
91610
SH
SOLE
0
0
91610
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
57945
1368243
SH
SOLE
0
0
1368243
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
33463
552841
SH
SOLE
0
0
552841
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
21647
572665
SH
SOLE
0
0
572665
SPDR INDEX SHS FDS
MSCI ACWI EXUS
78463X848
1076
50731
SH
SOLE
0
0
50731
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3177
8894
SH
SOLE
0
0
8894
TARGET CORP
COM
87612E106
1355
9134
SH
SOLE
0
0
9134
TESLA INC
COM
88160R101
356
1341
SH
SOLE
0
0
1341
THERMO FISHER SCIENTIFIC INC
COM
883556102
9374
18482
SH
SOLE
0
0
18482
TRANE TECHNOLOGIES PLC
SHS
G8994E103
1606
11091
SH
SOLE
0
0
11091
TRUIST FINL CORP
COM
89832Q109
1597
36685
SH
SOLE
0
0
36685
UNION PAC CORP
COM
907818108
4704
24143
SH
SOLE
0
0
24143
UNITED RENTALS INC
COM
911363109
2065
7646
SH
SOLE
0
0
7646
UNITEDHEALTH GROUP INC
COM
91324P102
1230
2435
SH
SOLE
0
0
2435
US BANCORP DEL
COM NEW
902973304
1025
25421
SH
SOLE
0
0
25421
VANGUARD INDEX FDS
GROWTH ETF
922908736
387
1809
SH
SOLE
0
0
1809
VANGUARD INDEX FDS
MID CAP ETF
922908629
7042
37462
SH
SOLE
0
0
37462
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
427
5332
SH
SOLE
0
0
5332
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2094
6377
SH
SOLE
0
0
6377
VANGUARD INDEX FDS
SML CP GRW ETF
922908595
411
2106
SH
SOLE
0
0
2106
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
225
4667
SH
SOLE
0
0
4667
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
10110
173381
SH
SOLE
0
0
173381
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
17831
235616
SH
SOLE
0
0
235616
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
19589
434446
SH
SOLE
0
0
434446
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
328
4920
SH
SOLE
0
0
4920
VANGUARD STAR FDS
VG TL INTL STK F
921909768
951
20776
SH
SOLE
0
0
20776
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
338
9291
SH
SOLE
0
0
9291
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
210
2214
SH
SOLE
0
0
2214
VEEVA SYS INC
CL A COM
922475108
202
1226
SH
SOLE
0
0
1226
VERIZON COMMUNICATIONS INC
COM
92343V104
404
10638
SH
SOLE
0
0
10638
VISA INC
COM CL A
92826C839
359
2022
SH
SOLE
0
0
2022
WHIRLPOOL CORP
COM
963320106
918
6813
SH
SOLE
0
0
6813