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 Market Cap. of Under $50 Millions

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

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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