Titelia

Holdings of RKL Wealth Management LLC

171 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 59.1 % of the equity sleeve

Sector breakdown

  • Funds 33.6 %
  • Technology 7.5 %
  • Financials 3.7 %
  • Consumer staples 2.8 %
  • Industrials 2.6 %
  • Communication 2.6 %
  • Consumer discretionary 2.3 %
  • Health care 2.2 %
  • Energy 0.9 %
  • Utilities 0.3 %
  • Real estate 0.2 %
  • Materials 0.1 %
  • Unattributed 41.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.8 %
  • DK 0.2 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1691.1B $99.79 %
2DK11.9M $0.18 %
3GB1390.9K $0.04 %

Positions

RankCompanySharesValueWeight
101Constellation Energy Corp. 2,888806.4K $
102State Street SPDR Portfolio Intermediate Term Treasury ETF 26,914771.4K $
103Deere & Co 1,238697.4K $
104Truist Financial Corp 14,749678K $
105iShares Russell 3000 ETF 1,819674.1K $
106RTX Corp 3,456666.6K $
107Blackrock Inc 687661.2K $
108Corning Inc 4,833657.2K $
109PPL Corp 16,999649.4K $
110ACNB Corp 13,405641.7K $
111Cisco Systems, Inc. 7,959617.6K $
112UnitedHealth Group Inc 2,272614.8K $
113Mid-America Apartment Communities, Inc. 4,985608.8K $
114Schwab U.S. Aggregate Bond ETF 25,381589.4K $
115CSX Corp 13,514554.8K $
116Lockheed Martin Corp 913552.1K $
117Vanguard Index Funds 1,794542.1K $
118Vanguard Scottsdale Funds 5,399540.9K $
119Emerson Electric Co. 4,068533K $
120HEICO Corp 1,930529.3K $
121iShares Silver Trust 7,709525.3K $
122Vanguard Total Bond Market ETF 7,032517.8K $
123iShares ESG Aware MSCI USA ETF 3,438486.3K $
124Walt Disney Co/The 4,999481.8K $
125Franklin Financial Services Corp 9,229471.4K $
126Honeywell International Inc 2,064466.5K $
127NIKE Inc 8,830466.4K $
128Orrstown Financial Services Inc 12,594454.4K $
129York Water Co/The 13,859422K $
130Oracle Corp 2,858420.5K $
131Pfizer Inc 14,948419.7K $
132Flexsteel Industries Inc 9,112409.5K $
133Schwab US Dividend Equity ETF 13,114402.3K $
134Bank of America Corp 8,152397.4K $
135Abbott Laboratories 3,857396K $
136GSK PLC 7,083390.9K $
137Ford Motor Co 33,810390.2K $
138Danaher Corp 2,050388.7K $
139HEICO Corp 1,787377.3K $
140Vanguard Total Stock Market ETF 1,164373.5K $
141Morgan Stanley 2,266372.9K $
142TJX Cos Inc/The 2,303367.8K $
143Goldman Sachs Group Inc/The 433366.3K $
144Henry Schein Inc 4,801353.8K $
145Lowe's Cos Inc 1,450342.7K $
1463M Co 2,270329.7K $
147General Electric Co 1,133321.5K $
148Citigroup Inc 2,806318.2K $
149Dimensional U S Small Cap ETF 4,453316.7K $
150iShares Core S&P Total U.S. Stock Market ETF 2,171309.2K $
151DFA Dimensional US Marketwide Value ETF 6,288304.7K $
152Norfolk Southern Corp 1,053302.2K $
153FirstEnergy Corp 5,799293.8K $
154Wells Fargo & Co 3,689293.7K $
155Advanced Micro Devices Inc 1,414287.7K $
156Lam Research Corp 1,308279.5K $
157Invesco QQQ Trust Series 1 483278.8K $
158Gaming and Leisure Properties Inc 6,048268.3K $
159Verizon Communications Inc 5,338268K $
160Marathon Petroleum Corp 1,074262.2K $
161Analog Devices Inc 815259.4K $
162Vanguard International Equity Index Funds 4,611249.2K $
163Marriott International Inc/MD 762249.1K $
164Kimberly-Clark Corp 2,459237.2K $
165State Street SPDR Portfolio Ag 9,229236.4K $
166Valero Energy Corp 920227.3K $
167GE Vernova Inc 254221.7K $
168Crown Holdings Inc 2,131213.6K $
169ServiceNow Inc 1,920200.7K $
170Huntington Bancshares Inc/OH 10,723167.8K $
171Annovis Bio Inc 10,00022.3K $