Rf&L Wealth Management, LLC Portfolio Holdings

Rf&L Wealth Management, LLC

  • $155 Billion
  • Q2 2025

Rf&L Wealth Management, LLC has filed its 13F form on July 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $155 Billion distributed in 59 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 $15.6B, Dimensional ETF Tr U S Core Eq with a value of $10.3B, Dimensional ETF Tr U S Equity with a value of $9.84B, Dimensional ETF Tr Us Marketwi with a value of $8.71B, and Vanguard Bd Index Fd Inc Short with a value of $7.95B.

Examining the 13F form we can see an increase of $15.4B in the current position value, from $140B to 155B.

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 $155 Billion
ETFs: $104 Billion
Technology: $18.2 Billion
Healthcare: $9.33 Billion
Consumer Cyclical: $5.97 Billion
Consumer Defensive: $5.93 Billion
Communication Services: $5.12 Billion
Financial Services: $3.04 Billion
Real Estate: $1.11 Billion
Other: $602 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$102B
$2.29 Billion 1.48% of portfolio
4,500
Q2 2025 Added 28.57%
$173B
$779 Million 0.5% of portfolio
4,894
Q2 2025 Added 25.68%
$11.8B
$341 Million 0.22% of portfolio
2,742
Q2 2025 Added 27.12%
$186B
$233 Million 0.15% of portfolio
2,500
Q2 2025 New
$149B
$215 Million 0.14% of portfolio
2,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $155 Billion
  • Prior Value $140 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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