RKL Wealth Management LLC
All 13F Filings
- Location
- Lancaster, PA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,254,450
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 189 | 1,254,450 | 13F-HR | RKL Wealth Management LLC |
| Q1 2026 | 4/24/2026 | 179 | 1,111,367 | 13F-HR | RKL Wealth Management LLC |
| Q4 2025 | 2/12/2026 | 183 | 1,218,229 | 13F-HR | RKL Wealth Management LLC |
| Q3 2025 | 11/12/2025 | 178 | 1,173,146 | 13F-HR | RKL Wealth Management LLC |
| Q2 2025 | 7/18/2025 | 176 | 1,137,608 | 13F-HR | RKL Wealth Management LLC |
| Q2 2014 | 7/28/2014 | 57 | 136,600 | 13F-HR | Kuntz Lesher Capital LLC |
| Q1 2014 | 4/29/2014 | 59 | 132,146 | 13F-HR | Kuntz Lesher Capital LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 334 K | 26.6% | 41.57 K | 0 | 41.57 K |
| ETFs | 912.3 K | 72.7% | 101.8 K | 0 | 101.8 K |
| Debt | 8.096 K | 0.6% | 0 | 262 | -262 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,254,450
Holdings
189
QoQ value change ($000)
143,083
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.