Rf&L Wealth Management, LLC Portfolio Holdings

Rf&L Wealth Management, LLC

  • $178 Billion
  • Q4 2025

Rf&L Wealth Management, LLC has filed its 13F form on January 09, 2026 for Q4 2025 where it was disclosed a total value porftolio of $178 Billion distributed in 62 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 $17.4B, Dimensional ETF Tr U S Core Eq with a value of $11.3B, Dimensional ETF Tr U S Equity with a value of $10.8B, Dimensional ETF Tr Us Marketwi with a value of $9.53B, and Vanguard Bd Index Fd Inc Short with a value of $8.74B.

Examining the 13F form we can see an increase of $8.06B in the current position value, from $170B to 178B.

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 $178 Billion
ETFs: $117 Billion
Technology: $20.5 Billion
Healthcare: $11 Billion
Consumer Defensive: $7.82 Billion
Communication Services: $6.76 Billion
Consumer Cyclical: $6.46 Billion
Financial Services: $3.42 Billion
Energy: $1.59 Billion
Other: $1.79 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$7.62 Billion 4.27% of portfolio
28,019
Q4 2025 Reduced 0.92%
$2.39T
$5.95 Billion 3.33% of portfolio
25,759
Q4 2025 Added 0.12%
$1.37T
$5.53 Billion 3.1% of portfolio
8,385
Q4 2025 Added 27.14%
$3.78T
$5.02 Billion 2.81% of portfolio
10,371
Q4 2025 Reduced 0.23%
$465B
$4.72 Billion 2.64% of portfolio
25,283
Q4 2025 Reduced 0.12%
$414B
$3.89 Billion 2.18% of portfolio
17,006
Q4 2025 Reduced 0.84%
$971B
$3.79 Billion 2.13% of portfolio
3,530
Q4 2025 Reduced 4.05%
$404B
$3.33 Billion 1.87% of portfolio
3,865
Q4 2025 Reduced 0.15%
$279B
$3.29 Billion 1.84% of portfolio
29,509
Q4 2025 Added 0.19%
$881B
$2.26 Billion 1.26% of portfolio
7,000
Q4 2025 Reduced 0.01%
$300B
$1.69 Billion 0.95% of portfolio
5,114
Q4 2025 Reduced 2.12%
$306B
$1.2 Billion 0.67% of portfolio
17,130
Q3 2024 Reduced 0.41%
$228B
$1.19 Billion 0.67% of portfolio
9,494
Q3 2025 Reduced 2.06%
$303B
$1.18 Billion 0.66% of portfolio
7,760
Q4 2025 Added 438.89%
$662B
$619 Million 0.35% of portfolio
1,232
Q3 2025 Reduced 0.08%
$1.29T
$518 Million 0.29% of portfolio
1,152
Q4 2025 Reduced 0.78%
$490B
$410 Million 0.23% of portfolio
3,405
Q4 2024 Reduced 35.56%

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $178 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 09, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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