0001604723-16-000007.txt : 20160426
0001604723-16-000007.hdr.sgml : 20160426
20160426112755
ACCESSION NUMBER: 0001604723-16-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160426
DATE AS OF CHANGE: 20160426
EFFECTIVENESS DATE: 20160426
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: 161590923
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
03-31-2016
03-31-2016
RKL Wealth Management LLC
1800 FRUITVILLE PIKE
BOX 8408
LANCASTER
PA
17604
13F HOLDINGS REPORT
028-16120
N
Lisa Griffiths
Operations Manager
717-399-1700
Lisa Griffiths
Lancaster
PA
04-26-2016
0
60
174146
false
INFORMATION TABLE
2
13F-HR.xml
AbbVie Inc
COM
00287Y109
946
16569
SH
SOLE
0
0
16569
Alphabet Inc Class A
CAP STK CL A
02079K305
6640
8703
SH
SOLE
0
0
8703
Altria Group Inc
COM
02209S103
2891
46130
SH
SOLE
0
0
46130
Amazon.com Inc
COM
23135106
4221
7111
SH
SOLE
0
0
7111
Apple Inc
COM
37833100
782
7174
SH
SOLE
0
0
7174
AT&T Inc
COM
00206R102
1084
27684
SH
SOLE
0
0
27684
Automatic Data Processing INC
COM
53015103
6401
71356
SH
SOLE
0
0
71356
Berkshire Hathaway B
CL B NEW
84670702
5808
40934
SH
SOLE
0
0
40934
Bristol - Myers Squibb Co
COM
110122108
319
4996
SH
SOLE
0
0
4996
Celgene Corp
COM
151020104
5311
53058
SH
SOLE
0
0
53058
Chevron Corp
COM
166764100
4968
52071
SH
SOLE
0
0
52071
Cisco Systems Inc
COM
17275R102
633
22241
SH
SOLE
0
0
22241
Coca Cola Co
COM
191216100
779
16790
SH
SOLE
0
0
16790
Colgate Palmolive Co
COM
194162103
522
7392
SH
SOLE
0
0
7392
Consolidated Edison Inc
COM
209115104
689
8998
SH
SOLE
0
0
8998
Costco Wholesale Corp
COM
22160K105
7041
44683
SH
SOLE
0
0
44683
Dentsply Intl Inc
COM
24906P109
410
6649
SH
SOLE
0
0
6649
Disney Walt Co
COM DISNEY
254687106
6718
67645
SH
SOLE
0
0
67645
Du Pont E I De Nemours & Co
COM
263534109
209
3300
SH
SOLE
0
0
3300
Exxon Mobil Corp
COM
30231G102
1779
21288
SH
SOLE
0
0
21288
Facebook Inc
CL A
30303M102
6169
54066
SH
SOLE
0
0
54066
Flexsteel Industries Inc
COM
339382103
537
12300
SH
SOLE
0
0
12300
Fulton Financial Corp
COM
360271100
396
29600
SH
SOLE
0
0
29600
General Dynamics Corp
COM
369550108
242
1840
SH
SOLE
0
0
1840
General Electric Co
COM
369604103
842
26498
SH
SOLE
0
0
26498
GlaxoSmithKline PLC
SPONSORED ADR
37733W105
522
12865
SH
SOLE
0
0
12865
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
1454
18513
SH
SOLE
0
0
18513
Henry Schein Inc
COM
806407102
7008
40597
SH
SOLE
0
0
40597
Hershey Co
COM
427866108
206
2237
SH
SOLE
0
0
2237
iShares Russell 2000 Index
RUSSELL 2000 ETF
464287655
220
1992
SH
SOLE
0
0
1992
Johnson & Johnson
COM
478160104
4074
37656
SH
SOLE
0
0
37656
Lockheed Martin Corp
COM
539830109
5063
22856
SH
SOLE
0
0
22856
M&T Bank Corp
COM
55261F104
256
2305
SH
SOLE
0
0
2305
Mastercard Inc
CL A
57636Q104
6472
68489
SH
SOLE
0
0
68489
McDonald's Corp
COM
580135101
5700
45357
SH
SOLE
0
0
45357
Microsoft Corp
COM
594918104
5873
106341
SH
SOLE
0
0
106341
Mid America Apartment Communit
COM
59522J103
6550
64087
SH
SOLE
0
0
64087
Nike Inc Class B
CL B
654106103
5394
87744
SH
SOLE
0
0
87744
Norfolk Southern Corp
COM
655844108
325
3900
SH
SOLE
0
0
3900
Novo Nordisk A/S ADR
ADR
670100205
7805
144031
SH
SOLE
0
0
144031
Oracle Corp
COM
68389X105
699
17075
SH
SOLE
0
0
17075
PepsiCo Inc
COM
713448108
319
3117
SH
SOLE
0
0
3117
Pfizer Inc
COM
717081103
882
29774
SH
SOLE
0
0
29774
Procter & Gamble Co
COM
742718109
779
9461
SH
SOLE
0
0
9461
Roper Industries Inc
COM
776696106
5519
30197
SH
SOLE
0
0
30197
Schwab International ETF
INTL EQTY ETF
808524805
1056
38939
SH
SOLE
0
0
38939
Schwab US Broad Market ETF
US BRD MKT ETF
808524102
227
4610
SH
SOLE
0
0
4610
Schwab US Dividend Equity ETF
US DIVIDEND EQ
808524797
1179
29409
SH
SOLE
0
0
29409
Schwab US Large-Cap ETF
US LRG CAP ETF
808524201
9911
202928
SH
SOLE
0
0
202928
Schwab US Mid-Cap ETF
US MID-CAP ETF
808524508
2822
69503
SH
SOLE
0
0
69503
Schwab US Small-Cap ETF
US SML CAP ETF
808524607
1082
20796
SH
SOLE
0
0
20796
SPDR S&P 500 ETF TR
TR UNIT
78462F103
334
1624
SH
SOLE
0
0
1624
Thermo Fisher Scientific Inc
COM
883556102
8032
56727
SH
SOLE
0
0
56727
Travelers Companies Inc
COM
89417E109
233
2000
SH
SOLE
0
0
2000
Under Armour Inc
CL A
904311107
4844
57099
SH
SOLE
0
0
57099
Union Pacific Corp
COM
907818108
5492
69037
SH
SOLE
0
0
69037
Unitedhealth Group Inc
COM
91324P102
592
4596
SH
SOLE
0
0
4596
Verizon Communications Inc
COM
92343V104
1174
21703
SH
SOLE
0
0
21703
Weingarten Realty Investors RE
SH BEN INT
948741103
512
13655
SH
SOLE
0
0
13655
Wells Fargo & Co
COM
949746101
5199
107505
SH
SOLE
0
0
107505