Rf&L Wealth Management, LLC Portfolio Holdings

Rf&L Wealth Management, LLC

  • $141 Billion
  • Q4 2024

Rf&L Wealth Management, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 57 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 $16.4B, Dimensional ETF Tr U S Core Eq with a value of $9.94B, Dimensional ETF Tr U S Equity with a value of $9.33B, Dimensional ETF Tr Us Marketwi with a value of $8.56B, and Vanguard Bd Index Fd Inc Short with a value of $7.68B.

Examining the 13F form we can see an increase of $99.1M in the current position value, from $141B to 141B.

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 $141 Billion
ETFs: $97.5 Billion
Technology: $15.6 Billion
Healthcare: $7.55 Billion
Consumer Cyclical: $6.09 Billion
Consumer Defensive: $5.43 Billion
Communication Services: $4.13 Billion
Financial Services: $2.3 Billion
Real Estate: $1.1 Billion
Other: $616 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$16.4 Billion 11.59% of portfolio
294,438
Q4 2024 Added 0.37%
$0
$9.94 Billion 7.03% of portfolio
287,508
Q4 2024 Reduced 1.2%
$0
$9.33 Billion 6.6% of portfolio
146,431
Q4 2024 Reduced 0.06%
$0
$8.56 Billion 6.06% of portfolio
209,256
Q4 2024 Reduced 1.19%
$0
$7.68 Billion 5.43% of portfolio
99,401
Q4 2024 Added 2.86%
$3.57T
$7.08 Billion 5.01% of portfolio
28,289
Q3 2024 Reduced 0.07%
$0
$6.13 Billion 4.34% of portfolio
94,222
Q4 2024 Reduced 0.11%
$1.94T
$5.62 Billion 3.97% of portfolio
25,622
Q3 2023 Reduced 0.77%
$0
$4.56 Billion 3.22% of portfolio
15,724
Q4 2024 Reduced 1.53%
$2.8T
$4.36 Billion 3.08% of portfolio
10,350
Q3 2024 Added 0.15%
$0
$4.21 Billion 2.98% of portfolio
7,808
Q4 2024 Added 6.35%
$0
$4.16 Billion 2.94% of portfolio
117,112
Q4 2024 Added 4.91%
$0
$4.14 Billion 2.93% of portfolio
20,879
Q4 2024 Added 1.41%
$1.3T
$3.86 Billion 2.73% of portfolio
6,600
Q4 2022 New
$0
$3.68 Billion 2.61% of portfolio
107,915
Q4 2024 Added 3.5%
$370B
$3.19 Billion 2.25% of portfolio
17,930
Q4 2024 Reduced 1.38%
$0
$2.85 Billion 2.01% of portfolio
22,144
Q4 2024 Added 4.7%
$238B
$2.66 Billion 1.88% of portfolio
29,400
Q1 2024 Added 200.0%
$0
$2.55 Billion 1.8% of portfolio
48,759
Q4 2024 Added 4.94%
$270B
$2.02 Billion 1.43% of portfolio
15,045
Q3 2024 Added 16.54%
$720B
$1.74 Billion 1.23% of portfolio
7,277
Q3 2024 Reduced 0.49%
$419B
$1.71 Billion 1.21% of portfolio
1,865
Q4 2022 New
$0
$1.66 Billion 1.17% of portfolio
25,712
Q4 2024 Added 7.57%
$0
$1.61 Billion 1.14% of portfolio
48,563
Q4 2024 Reduced 0.21%
$0
$1.59 Billion 1.12% of portfolio
8,580
Q4 2024 Added 2.36%
$75.7B
$1.2 Billion 0.85% of portfolio
3,500
Q3 2024 New
$232B
$1.13 Billion 0.8% of portfolio
10,014
Q3 2024 Reduced 0.65%
$8.91B
$1.1 Billion 0.78% of portfolio
29,091
Q1 2024 Added 11.5%
$0
$1.07 Billion 0.76% of portfolio
43,163
Q4 2024 Reduced 0.09%
$310B
$1.07 Billion 0.75% of portfolio
17,130
Q3 2024 Reduced 0.41%
$0
$918 Million 0.65% of portfolio
4,156
Q3 2024 Reduced 1.93%
$0
$846 Million 0.6% of portfolio
19,201
Q4 2024 Added 0.08%
$0
$800 Million 0.57% of portfolio
4,870
Q1 2024 Added 0.1%
$0
$754 Million 0.53% of portfolio
4,455
Q3 2024 Reduced 4.85%
$173B
$598 Million 0.42% of portfolio
3,894
Q1 2024 Added 3.73%
$0
$561 Million 0.4% of portfolio
21,110
Q4 2024 Added 14.05%
$683B
$559 Million 0.4% of portfolio
1,233
Q3 2024 Added 21.72%
$0
$571 Million 0.4% of portfolio
9,403
Q4 2024 Added 0.03%
$0
$502 Million 0.36% of portfolio
19,185
Q4 2024 Added 5.07%
$818B
$464 Million 0.33% of portfolio
1,150
Q2 2024 Reduced 0.69%
$0
$458 Million 0.32% of portfolio
782
Q4 2024 Reduced 7.13%
$0
$458 Million 0.32% of portfolio
13,425
Q4 2024 Reduced 1.63%
$0
$404 Million 0.29% of portfolio
17,430
Q4 2024 Added 200.0%
$0
$401 Million 0.28% of portfolio
3,484
Q1 2024 Reduced 2.11%
$0
$390 Million 0.28% of portfolio
2,108
Q3 2023 New
$496B
$366 Million 0.26% of portfolio
3,405
Q4 2024 Reduced 35.56%
$0
$365 Million 0.26% of portfolio
2,922
Q3 2023 New
$30.3B
$340 Million 0.24% of portfolio
4,000
Q4 2024 Reduced 45.02%
$0
$294 Million 0.21% of portfolio
855
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $141 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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