0001085146-17-001847.txt : 20170814 0001085146-17-001847.hdr.sgml : 20170814 20170814114004 ACCESSION NUMBER: 0001085146-17-001847 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171028350 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 true false 0001604723 XXXXXXXX 06-30-2017 06-30-2017 RKL Wealth Management LLC

1800 FRUITVILLE PIKE BOX 8408 LANCASTER PA 17604

13F HOLDINGS REPORT 028-16120 N Theresa Muller 717 399-1700 /s/ Theresa Muller Lancaster PA 08-14-2017 0 138 315228 false INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y1012751321SHSOLE 001321ABBVIE INCCOM00287Y109141619554SHSOLE 0019554ACUITY BRANDS INCCOM00508Y1023421682SHSOLE 001682ALPHABET INCCAP STK CL C02079K107340374SHSOLE 00374ALPHABET INCCAP STK CL A02079K30569747477SHSOLE 007477ALTRIA GROUP INCCOM02209S103278537516SHSOLE 0037516AMAZON COM INCCOM02313510664006575SHSOLE 006575AMGEN INCCOM0311621003261896SHSOLE 001896APPLE INCCOM037833100312821724SHSOLE 0021724AT&T INCCOM00206R102231761200SHSOLE 0061200AUTOMATIC DATA PROCESSING INCOM053015103445943525SHSOLE 0043525BANK NEW YORK MELLON CORPCOM0640581002194272SHSOLE 004272BB&T CORPCOM054937107144931913SHSOLE 0031913BERKSHIRE HATHAWAY INC DELCL B NEW084670702525331033SHSOLE 0031033BLACKROCK INCCOM09247X1019632255SHSOLE 002255BOEING COCOM0970231052301160SHSOLE 001160BRISTOL MYERS SQUIBB COCOM110122108131423597SHSOLE 0023597BUCKEYE PARTNERS L PUNIT LTD PARTN1182301012083257SHSOLE 003257CELGENE CORPCOM151020104457135175SHSOLE 0035175CHEVRON CORP NEWCOM166764100519949861SHSOLE 0049861CISCO SYS INCCOM17275R102118737809SHSOLE 0037809CITIZENS FINL GROUP INCCOM17461010581022606SHSOLE 0022606CME GROUP INCCOM12572Q1052762199SHSOLE 002199COCA COLA COCOM19121610084918927SHSOLE 0018927COLGATE PALMOLIVE COCOM19416210386411629SHSOLE 0011629COMCAST CORP NEWCL A20030N1012757105SHSOLE 007105CONSOLIDATED EDISON INCCOM20911510488010865SHSOLE 0010865COSTCO WHSL CORP NEWCOM22160K105518932434SHSOLE 0032434D R HORTON INCCOM23331A109198957493SHSOLE 0057493DISNEY WALT COCOM DISNEY254687106532750052SHSOLE 0050052DOW CHEM COCOM26054310398315662SHSOLE 0015662DU PONT E I DE NEMOURS & COCOM2635341094335373SHSOLE 005373EASTMAN CHEM COCOM27743210087510482SHSOLE 0010482EDWARDS LIFESCIENCES CORPCOM28176E1089918388SHSOLE 008388EQUIFAX INCCOM2944291058806424SHSOLE 006424EXPEDIA INC DELCOM 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