RKL Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Lancaster, PA
CIK
0001604723
Alternate names
Kuntz Lesher Capital LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 161 1,105,136 IVV, SCHX, IEFA, IJH 13F-HR 11/1/2024 000108514624005308
Q2 2024 145 1,037,507 IVV, SCHX, IEFA, IJH 13F-HR 7/17/2024 000108514624003079
Q1 2024 158 1,009,276 IVV, SCHX, IEFA, IJH 13F-HR 5/8/2024 000108514624002314
Q4 2023 153 924,879 IVV, SCHX, IEFA, IJH 13F-HR 1/24/2024 000108514624000455
Q3 2023 130 817,439 IVV, SCHX, IEFA, IJH 13F-HR 11/6/2023 000108514623004087
Q2 2023 131 845,117 IVV, SCHX, IEFA, IJH 13F-HR 8/7/2023 000108514623003132
Q1 2023 131 791,860 IVV, IEFA, SCHX, IJH 13F-HR 5/1/2023 000108514623002003
Q4 2022 130 748,065 IVV, IEFA, SCHX, IJH 13F-HR 2/6/2023 000108514623000694
Q3 2022 129 694,098 IVV, IEFA, SCHX, IJH 13F-HR 11/14/2022 000108514622003937
Q2 2022 137 728,933 IVV, IEFA, SCHX, SCHM 13F-HR 8/1/2022 000108514622002672
Q1 2022 142 832,720 IVV, IEFA, SCHX, SCHM 13F-HR 5/9/2022 000108514622001910
Q4 2021 126 842,163 IEFA, IVV, SCHX, SCHM 13F-HR 2/7/2022 000108514622000582
Q3 2021 123 787,509 IEFA, IVV, SCHX, SCHM 13F-HR 11/15/2021 000108514621003321
Q2 2021 130 794,013 IEFA, IVV, SCHX, SCHM 13F-HR 8/13/2021 000108514621002456
Q1 2021 129 746,493 IEFA, IVV, SCHX, SCHM 13F-HR 5/10/2021 000108514621001533
Q4 2020 125 717,260 IEFA, IVV, SCHX, SCHM 13F-HR 2/11/2021 000108514621000629
Q3 2020 116 628,225 IEFA, IVV, SCHX, SCHM 13F-HR 11/9/2020 000108514620002778
Q2 2020 110 583,371 IEFA, IVV, SCHX, SCHM 13F-HR 8/7/2020 000108514620002063
Q1 2020 109 477,964 IEFA, IVV, SCHX, SCHM 13F-HR 4/28/2020 000108514620001227
Q4 2019 119 557,532 IEFA, SCHX, IVV, SCHM 13F-HR 2/4/2020 000108514620000395
Q3 2019 123 525,814 IEFA, SCHX, IVV, SCHM 13F-HR 10/31/2019 000108514619002683
Q2 2019 127 542,492 IEFA, SCHX, IVV, SCHM 13F-HR 8/2/2019 000108514619002041
Q1 2019 127 510,827 IEFA, SCHX, IVV, SCHM 13F-HR 4/26/2019 000108514619001256
Q4 2018 124 433,351 IEFA, SCHX, IVV, VMBS 13F-HR 2/8/2019 000108514619000400
Q3 2018 126 470,794 IEFA, SCHX, IVV, VMBS 13F-HR 11/7/2018 000108514618002526
Q2 2018 127 442,602 IEFA, SCHX, VMBS, IVV 13F-HR 8/3/2018 000108514618001840
Q1 2018 130 422,843 IEFA, SCHX, VMBS, IVV 13F-HR 4/26/2018 000108514618001155
Q4 2017 133 404,660 IEFA, SCHX, SCHM, IVV 13F-HR 2/2/2018 000108514618000306
Q3 2017 147 355,962 IEFA, SCHX, SCHM, IVV RESTATEMENT 12/14/2017 000108514617002530
Q2 2017 138 315,228 IEFA, SCHX, SCHM, VMBS 13F-HR 8/14/2017 000108514617001847
Q1 2017 112 248,557 IEFA, SCHX, SCHM, META 13F-HR 5/9/2017 000160472317000003
Q4 2016 97 207,409 SCHX, TMO, COST, UNP 13F-HR 2/2/2017 000160472317000001
Q3 2016 74 198,380 SCHX, TMO, COST, META 13F-HR 10/21/2016 000160472316000009
Q2 2016 72 192,314 SCHX, TMO, NVO, COST 13F-HR 7/25/2016 000160472316000008
Q1 2016 60 174,146 SCHX, TMO, NVO, COST 13F-HR 4/26/2016 000160472316000007
Q4 2015 52 215,567 WFC, SCHX, NVO, TMO 13F-HR 2/8/2016 000160472316000006
Q3 2015 52 158,641 SCHX, NVO, TMO, DIS 13F-HR 10/16/2015 000160472315000004
Q2 2015 51 166,756 SCHX, NVO, TMO, DIS 13F-HR 7/28/2015 000160472315000003
Q1 2015 53 165,182 SCHX, NVO, TMO, UNP 13F-HR 4/21/2015 000160472315000002
Q4 2014 57 153,438 SCHX, UNP, TMO, NVO 13F-HR 1/20/2015 000160472315000001
Q3 2014 60 143,251 SCHX, NVO, UNP, TMO 13F-HR 10/21/2014 000160472314000004
Q2 2014 57 136,600 SCHX, FMC, TMO, UNP 13F-HR 7/28/2014 000160472314000003
Q1 2014 59 132,146 SCHX, FMC, TMO, UNP 13F-HR 4/29/2014 000160472314000002
Additional filings from RKL Wealth Management LLC that have since been restated