0001604723-16-000008.txt : 20160725
0001604723-16-000008.hdr.sgml : 20160725
20160725085816
ACCESSION NUMBER: 0001604723-16-000008
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160725
DATE AS OF CHANGE: 20160725
EFFECTIVENESS DATE: 20160725
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: 161781122
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
06-30-2016
06-30-2016
RKL Wealth Management LLC
1800 FRUITVILLE PIKE
BOX 8408
LANCASTER
PA
17604
13F HOLDINGS REPORT
028-16120
N
Lisa Griffiths
Compliance Analyst
717-399-1700
Lisa Griffiths
Lancaster
PA
07-25-2016
0
73
192314
false
INFORMATION TABLE
2
13F-HR.xml
AbbVie Inc
COM
00287Y109
1409
22968
SH
SOLE
0
0
22968
Alphabet Inc Class A
CAP STK CL A
02079K305
6209
8685
SH
SOLE
0
0
8685
Altria Group Inc
COM
02209S103
4044
60919
SH
SOLE
0
0
60919
Amazon.com Inc
COM
23135106
5391
7466
SH
SOLE
0
0
7466
AMGEN INC
COM
31162100
269
1770
SH
SOLE
0
0
1770
Apple Inc
COM
37833100
1003
10438
SH
SOLE
0
0
10438
AT&T Inc
COM
00206R102
1677
39849
SH
SOLE
0
0
39849
Automatic Data Processing INC
COM
53015103
6070
67495
SH
SOLE
0
0
67495
BB&T CORPORATION
COM
54937107
1096
30662
SH
SOLE
0
0
30662
Berkshire Hathaway Inc. B
CL B NEW
84670702
6059
41504
SH
SOLE
0
0
41504
Bristol - Myers Squibb Co
COM
110122108
400
5496
SH
SOLE
0
0
5496
Celgene Corp
COM
151020104
5381
53458
SH
SOLE
0
0
53458
Chevron Corp New
COM
166764100
5817
55700
SH
SOLE
0
0
55700
Cisco Systems Inc
COM
17275R102
979
33503
SH
SOLE
0
0
33503
Coca Cola Co
COM
191216100
1254
27808
SH
SOLE
0
0
27808
Colgate Palmolive Co
COM
194162103
610
8392
SH
SOLE
0
0
8392
Consolidated Edison Inc
COM
209115104
1100
14318
SH
SOLE
0
0
14318
Constellation Brands Inc
CL A
21036P108
298
1801
SH
SOLE
0
0
1801
Costco Wholesale Corp
COM
22160K105
7206
45890
SH
SOLE
0
0
45890
DENTSPLY SIRONA INC
COM
24906P109
227
3574
SH
SOLE
0
0
3574
D R Horton Co
COM
23331A109
4673
149333
SH
SOLE
0
0
149333
Disney Walt Co
COM DISNEY
254687106
6617
66827
SH
SOLE
0
0
66827
E.I. du Pont de Nemours & Co
COM
263534109
228
3300
SH
SOLE
0
0
3300
Exxon Mobil Corp
COM
30231G102
2693
29217
SH
SOLE
0
0
29217
Facebook Inc
CL A
30303M102
6207
53938
SH
SOLE
0
0
53938
Flexsteel Industries Inc
COM
339382103
513
12300
SH
SOLE
0
0
12300
Fulton Financial Corp
COM
360271100
671
48337
SH
SOLE
0
0
48337
General Dynamics Corp
COM
369550108
262
1871
SH
SOLE
0
0
1871
General Electric Co
COM
369604103
1205
38621
SH
SOLE
0
0
38621
GlaxoSmithKline PLC ADR
SPONSORED ADR
37733W105
897
21067
SH
SOLE
0
0
21067
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
1238
15198
SH
SOLE
0
0
15198
Schein Henry Inc
COM
806407102
7150
40257
SH
SOLE
0
0
40257
Hershey Co
COM
427866108
686
6659
SH
SOLE
0
0
6659
iShares Russell 2000 Index
RUSSELL 2000 ETF
464287655
524
4486
SH
SOLE
0
0
4486
iShares Russell 3000
RUSSELL 3000 ETF
464287689
200
1604
SH
SOLE
0
0
1604
iShares Russell Midcap
RUS MID-CAP ETF
464287499
317
1861
SH
SOLE
0
0
1861
iShares S&P 500 Index
CORE S&P 500 ETF
464287200
571
2695
SH
SOLE
0
0
2695
Johnson & Johnson
COM
478160104
5167
43943
SH
SOLE
0
0
43943
Kayne Anderson Energy Ttl RT
COM
48660P104
317
29149
SH
SOLE
0
0
29149
Lockheed Martin Corp
COM
539830109
5743
23928
SH
SOLE
0
0
23928
M&T Bank Corp
COM
55261F104
531
4460
SH
SOLE
0
0
4460
MACQUARIE INFRASTRUC
COM
55608B105
203
2739
SH
SOLE
0
0
2739
Mastercard Inc
CL A
57636Q104
6541
68346
SH
SOLE
0
0
68346
McDonald's Corp
COM
580135101
5705
47064
SH
SOLE
0
0
47064
Microsoft Corp
COM
594918104
5696
109766
SH
SOLE
0
0
109766
Mid America Apartment Communit
COM
59522J103
6634
64827
SH
SOLE
0
0
64827
Nike Inc Class B
CL B
654106103
4884
115013
SH
SOLE
0
0
115013
Norfolk Southern Corp
COM
655844108
261
3000
SH
SOLE
0
0
3000
Novo Nordisk A/S ADR
ADR
670100205
7569
160910
SH
SOLE
0
0
160910
Nuveen PA Invt Quality Mun F
COM
670972108
293
19022
SH
SOLE
0
0
19022
Oracle Corp
COM
68389X105
1016
24875
SH
SOLE
0
0
24875
PepsiCo Inc
COM
713448108
651
6193
SH
SOLE
0
0
6193
Pfizer Inc
COM
717081103
1322
38204
SH
SOLE
0
0
38204
Philip Morris International In
COM
718172109
179
1755
SH
SOLE
0
0
1755
Procter & Gamble Co
COM
742718109
1234
14653
SH
SOLE
0
0
14653
Roper Industries Inc
COM
776696106
5317
30748
SH
SOLE
0
0
30748
Schwab International ETF
INTL EQTY ETF
808524805
1066
37592
SH
SOLE
0
0
37592
Schwab US Broad Market ETF
US BRD MKT ETF
808524102
649
12809
SH
SOLE
0
0
12809
Schwab US Dividend Equity ETF
US DIVIDEND EQ
808524797
1386
33510
SH
SOLE
0
0
33510
Schwab US Large-Cap ETF
US LRG CAP ETF
808524201
9686
193225
SH
SOLE
0
0
193225
Schwab US Mid-Cap ETF
US MID-CAP ETF
808524508
3024
71047
SH
SOLE
0
0
71047
Schwab US Small-Cap ETF
US SML CAP ETF
808524607
1033
18864
SH
SOLE
0
0
18864
SPDR S&P 500 ETF TR
TR UNIT
78462F103
733
3488
SH
SOLE
0
0
3488
Thermo Fisher Scientific Inc
COM
883556102
8398
55196
SH
SOLE
0
0
55196
Travelers Companies Inc
COM
89417E109
228
2000
SH
SOLE
0
0
2000
Under Armour Inc
CL A
904311107
4319
112709
SH
SOLE
0
0
112709
Union Pacific Corp
COM
907818108
6224
74367
SH
SOLE
0
0
74367
Unitedhealth Group Inc
COM
91324P102
977
7016
SH
SOLE
0
0
7016
Valero Energy Corp
COM
91913Y100
839
15615
SH
SOLE
0
0
15615
Verizon Communications Inc
COM
92343V104
1733
31653
SH
SOLE
0
0
31653
Weingarten Realty Investors RE
SH BEN INT
948741103
545
14054
SH
SOLE
0
0
14054
Wells Fargo & Co New
COM
949746101
1060
22123
SH
SOLE
0
0
22123