0001085146-23-003132.txt : 20230808 0001085146-23-003132.hdr.sgml : 20230808 20230807213811 ACCESSION NUMBER: 0001085146-23-003132 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230808 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230808 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: 231149093 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 X0202 13F-HR LIVE false false false 0001604723 XXXXXXXX 06-30-2023 06-30-2023 false RKL Wealth Management LLC

1800 FRUITVILLE PIKE BOX 8408 LANCASTER PA 17604

13F HOLDINGS REPORT 028-16120 N Julie A. Englert 717-399-1700 /s/ Julie A. Englert Lancaster PA 08-07-2023 0 131 845117557 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 511107 4688 SH SOLE 0 0 4688 ABBVIE INC COM 00287Y109 741705 5505 SH SOLE 0 0 5505 ADOBE SYSTEMS INCORPORATED COM 00724F101 204887 419 SH SOLE 0 0 419 ALPHABET INC CAP STK CL A 02079K305 11493235 96017 SH SOLE 0 0 96017 ALPHABET INC CAP STK CL C 02079K107 588761 4867 SH SOLE 0 0 4867 ALTRIA GROUP INC COM 02209S103 231714 5115 SH SOLE 0 0 5115 AMAZON COM INC COM 023135106 10016341 76836 SH SOLE 0 0 76836 AMERICAN TOWER CORP NEW COM 03027X100 1243196 6410 SH SOLE 0 0 6410 APPLE INC COM 037833100 21508593 110886 SH SOLE 0 0 110886 ARBOR REALTY TRUST INC COM 038923108 203034 13700 SH SOLE 0 0 13700 AT&T INC COM 00206R102 286705 17975 SH SOLE 0 0 17975 AUTOMATIC DATA PROCESSING IN COM 053015103 2147116 9769 SH SOLE 0 0 9769 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2941807 8627 SH SOLE 0 0 8627 BLACKSTONE INC COM 09260D107 2287746 24607 SH SOLE 0 0 24607 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