Rf&L Wealth Management, LLC Portfolio Holdings

Rf&L Wealth Management, LLC

  • $141 Billion
  • Q3 2024

Rf&L Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 58 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 $16.3B, Dimensional ETF Tr U S Core Eq with a value of $9.98B, Dimensional ETF Tr U S Equity with a value of $9.11B, Dimensional ETF Tr Us Marketwi with a value of $8.83B, and Vanguard Bd Index Fd Inc Short with a value of $7.6B.

Examining the 13F form we can see an increase of $9.88B in the current position value, from $131B 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: $97.8 Billion
Technology: $15 Billion
Healthcare: $8.8 Billion
Consumer Defensive: $5.26 Billion
Consumer Cyclical: $5.08 Billion
Communication Services: $4.01 Billion
Financial Services: $2.1 Billion
Real Estate: $1.18 Billion
Other: $873 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$292 Million 0.21% of portfolio
3,725
Q3 2024 Reduced 6.29%
$0
$275 Million 0.19% of portfolio
855
Q4 2023 New
$212M
$249 Million 0.18% of portfolio
48,000
Q2 2024 Added 45.45%
$316B
$254 Million 0.18% of portfolio
1,725
Q1 2024 Added 1.47%
$0
$247 Million 0.17% of portfolio
4,697
Q4 2023 New
$1.03T
$236 Million 0.17% of portfolio
1,423
Q1 2024 New
$0
$225 Million 0.16% of portfolio
1,625
Q4 2023 New
$139B
$206 Million 0.15% of portfolio
7,120
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $141 Billion
  • Prior Value $131 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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