0001085146-21-003321.txt : 20211115 0001085146-21-003321.hdr.sgml : 20211115 20211115144841 ACCESSION NUMBER: 0001085146-21-003321 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211409340 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 09-30-2021 09-30-2021 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 11-15-2021 0 123 787507 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 419 3547 SH SOLE 0 0 3547 ABBVIE INC COM 00287Y109 471 4367 SH SOLE 0 0 4367 ADOBE SYSTEMS INCORPORATED COM 00724F101 292 508 SH SOLE 0 0 508 ALPHABET INC CAP STK CL A 02079K305 13092 4897 SH SOLE 0 0 4897 ALPHABET INC CAP STK CL C 02079K107 445 167 SH SOLE 0 0 167 AMAZON COM INC COM 023135106 12684 3861 SH SOLE 0 0 3861 AMERICAN TOWER CORP NEW COM 03027X100 1555 5858 SH SOLE 0 0 5858 APPLE INC COM 037833100 14676 103714 SH SOLE 0 0 103714 AUTOMATIC DATA PROCESSING IN COM 053015103 2084 10423 SH SOLE 0 0 10423 BANK NEW YORK MELLON CORP COM 064058100 245 4735 SH SOLE 0 0 4735 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2372 8691 SH SOLE 0 0 8691 BLACKSTONE INC COM 09260D107 3055 26255 SH SOLE 0 0 26255 BRISTOL-MYERS SQUIBB CO COM 110122108 1999 33775 SH SOLE 0 0 33775 CATERPILLAR INC COM 149123101 234 1218 SH SOLE 0 0 1218 CHEVRON CORP NEW COM 166764100 2283 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SOLE 0 0 627139 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 40153 523786 SH SOLE 0 0 523786 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 27512 274840 SH SOLE 0 0 274840 SERVICENOW INC COM 81762P102 277 445 SH SOLE 0 0 445 SPDR INDEX SHS FDS MSCI ACWI EXUS 78463X848 1505 51965 SH SOLE 0 0 51965 SPDR S&P 500 ETF TR TR UNIT 78462F103 3806 8870 SH SOLE 0 0 8870 TARGET CORP COM 87612E106 1934 8455 SH SOLE 0 0 8455 TESLA INC COM 88160R101 288 372 SH SOLE 0 0 372 THERMO FISHER SCIENTIFIC INC COM 883556102 11203 19608 SH SOLE 0 0 19608 TRANE TECHNOLOGIES PLC SHS G8994E103 1909 11056 SH SOLE 0 0 11056 TRUIST FINL CORP COM 89832Q109 3246 55348 SH SOLE 0 0 55348 UNION PAC CORP COM 907818108 4810 24537 SH SOLE 0 0 24537 UNITED RENTALS INC COM 911363109 2683 7644 SH SOLE 0 0 7644 UNITEDHEALTH GROUP INC COM 91324P102 1095 2801 SH SOLE 0 0 2801 US BANCORP DEL COM NEW 902973304 1376 23148 SH SOLE 0 0 23148 VANGUARD INDEX FDS GROWTH ETF 922908736 514 1772 SH SOLE 0 0 1772 VANGUARD INDEX FDS MCAP GR 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