Rf&L Wealth Management, LLC Portfolio Holdings

Rf&L Wealth Management, LLC

  • $140 Billion
  • Q1 2025

Rf&L Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $140 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $15.1B, Dimensional ETF Tr U S Core Eq with a value of $9.43B, Dimensional ETF Tr U S Equity with a value of $8.81B, Dimensional ETF Tr Us Marketwi with a value of $8.46B, and Vanguard Bd Index Fd Inc Short with a value of $7.82B.

Examining the 13F form we can see an decrease of $1.57B in the current position value, from $141B to 140B.

Rf&L Wealth Management, LLC is based out at Acton, MA

Below you can find more details about Rf&L Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $95.8 Billion
Technology: $14.2 Billion
Healthcare: $9.5 Billion
Consumer Defensive: $5.57 Billion
Consumer Cyclical: $5.17 Billion
Communication Services: $4.02 Billion
Financial Services: $2.71 Billion
Real Estate: $1.11 Billion
Other: $694 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$15.1 Billion 10.78% of portfolio
292,848
Q1 2025 Reduced 0.54%
$0
$9.43 Billion 6.74% of portfolio
285,793
Q1 2025 Reduced 0.6%
$0
$8.81 Billion 6.3% of portfolio
145,696
Q1 2025 Reduced 0.5%
$0
$8.46 Billion 6.05% of portfolio
205,316
Q1 2025 Reduced 1.88%
$0
$7.82 Billion 5.6% of portfolio
99,961
Q1 2025 Added 0.56%
$3.39T
$6.28 Billion 4.49% of portfolio
28,289
Q3 2024 Reduced 0.07%
$0
$5.76 Billion 4.12% of portfolio
96,405
Q1 2025 Added 2.32%
$1.91T
$4.87 Billion 3.48% of portfolio
25,612
Q1 2025 Reduced 0.04%
$0
$4.75 Billion 3.4% of portfolio
120,804
Q1 2025 Added 3.15%
$0
$4.33 Billion 3.09% of portfolio
15,740
Q1 2025 Added 0.1%
$0
$4.18 Billion 2.99% of portfolio
8,130
Q1 2025 Added 4.12%
$0
$3.97 Billion 2.84% of portfolio
109,780
Q1 2025 Added 1.73%
$0
$3.89 Billion 2.78% of portfolio
20,885
Q1 2025 Added 0.03%
$2.94T
$3.89 Billion 2.78% of portfolio
10,350
Q3 2024 Added 0.15%
$1.25T
$3.8 Billion 2.72% of portfolio
6,595
Q1 2025 Reduced 0.08%
$342B
$3.71 Billion 2.66% of portfolio
17,730
Q1 2025 Reduced 1.12%
$0
$2.83 Billion 2.03% of portfolio
52,482
Q1 2025 Added 7.64%
$0
$2.78 Billion 1.99% of portfolio
22,764
Q1 2025 Added 2.8%
$261B
$2.58 Billion 1.85% of portfolio
29,400
Q1 2024 Added 200.0%
$272B
$1.96 Billion 1.4% of portfolio
18,045
Q1 2025 Added 19.94%
$0
$1.91 Billion 1.37% of portfolio
27,779
Q1 2025 Added 8.04%
$718B
$1.77 Billion 1.27% of portfolio
7,227
Q1 2025 Reduced 0.69%
$439B
$1.76 Billion 1.26% of portfolio
1,865
Q4 2022 New
$0
$1.71 Billion 1.22% of portfolio
47,374
Q1 2025 Reduced 2.45%
$0
$1.64 Billion 1.17% of portfolio
8,705
Q1 2025 Added 1.46%
$229B
$1.32 Billion 0.94% of portfolio
9,944
Q1 2025 Reduced 0.7%
$313B
$1.23 Billion 0.88% of portfolio
17,130
Q3 2024 Reduced 0.41%
$92.6B
$1.23 Billion 0.88% of portfolio
3,500
Q3 2024 New
$383B
$1.2 Billion 0.86% of portfolio
2,300
Q1 2025 New
$0
$1.12 Billion 0.8% of portfolio
42,901
Q1 2025 Reduced 0.61%
$8.9B
$1.11 Billion 0.79% of portfolio
29,091
Q1 2024 Added 11.5%
$0
$866 Million 0.62% of portfolio
19,144
Q1 2025 Reduced 0.3%
$0
$820 Million 0.59% of portfolio
4,111
Q1 2025 Reduced 1.08%
$0
$784 Million 0.56% of portfolio
4,540
Q1 2025 Added 1.91%
$0
$735 Million 0.53% of portfolio
4,870
Q1 2024 Added 0.1%
$0
$720 Million 0.51% of portfolio
24,725
Q1 2025 Added 17.12%
$696B
$657 Million 0.47% of portfolio
1,233
Q3 2024 Added 21.72%
$0
$604 Million 0.43% of portfolio
9,503
Q1 2025 Added 1.06%
$165B
$598 Million 0.43% of portfolio
3,894
Q1 2024 Added 3.73%
$0
$506 Million 0.36% of portfolio
19,135
Q1 2025 Reduced 0.26%
$0
$481 Million 0.34% of portfolio
13,220
Q1 2025 Reduced 1.53%
$0
$437 Million 0.31% of portfolio
782
Q4 2024 Reduced 7.13%
$452B
$405 Million 0.29% of portfolio
3,405
Q4 2024 Reduced 35.56%
$0
$385 Million 0.28% of portfolio
17,436
Q1 2025 Added 0.03%
$0
$376 Million 0.27% of portfolio
2,922
Q3 2023 New
$0
$364 Million 0.26% of portfolio
3,484
Q1 2024 Reduced 2.11%
$0
$340 Million 0.24% of portfolio
2,108
Q3 2023 New
$273B
$289 Million 0.21% of portfolio
1,725
Q1 2024 Added 1.47%
$922B
$293 Million 0.21% of portfolio
1,130
Q1 2025 Reduced 1.74%

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $140 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
Track This Portfolio

Track Rf&L Wealth Management, LLC Portfolio

Follow Rf&L Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rf&L Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rf&L Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email