Rf&L Wealth Management, LLC Portfolio Holdings

Rf&L Wealth Management, LLC

  • $170 Billion
  • Q3 2025

Rf&L Wealth Management, LLC has filed its 13F form on October 08, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 60 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 $16.9B, Dimensional ETF Tr U S Core Eq with a value of $11B, Dimensional ETF Tr U S Equity with a value of $10.6B, Dimensional ETF Tr Us Marketwi with a value of $9.28B, and Vanguard Bd Index Fd Inc Short with a value of $8.38B.

Examining the 13F form we can see an increase of $15.2B in the current position value, from $155B to 170B.

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 $170 Billion
ETFs: $114 Billion
Technology: $20.6 Billion
Healthcare: $9.85 Billion
Consumer Defensive: $7.96 Billion
Consumer Cyclical: $6.17 Billion
Communication Services: $5.19 Billion
Financial Services: $3.2 Billion
Real Estate: $1.27 Billion
Other: $608 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $170 Billion
  • Prior Value $155 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 08, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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