SEC 13F Intelligence

Managers / Q1 2026

RF&L WEALTH MANAGEMENT, LLC

CIK 0001965915 · 525 MASSACHUSETTS AVENUE, SUITE 205, ACTON, MA, 01720 · 978-263-3435

Reported Value
$134M
Q1 2026
Positions
52
Filings on Record
14
2019–present window
Filed
Apr 14, 2026
original filing

Summary

Rf&L Wealth Management, LLC reported $134M in U.S.-listed holdings across 52 positions for Q1 2026.

Its largest position, Dimensional Etf, represents 13.6% of the portfolio.

Compared with Q4 2025, the fund opened 0 new positions and exited 10.

Portfolio Metrics

Turnover
+1.7%
vs prior filed quarter
Top-10 Concentration
+64.8%
share of reported value
Largest Position
+13.6%
Dimensional Etf

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’22: $97MQ4 ’22Q1 ’23: $103MQ2 ’23: $110MQ2 ’23Q3 ’23: $108MQ4 ’23: $120MQ4 ’23Q1 ’24: $130MQ2 ’24: $131MQ2 ’24Q3 ’24: $141MQ4 ’24: $141MQ4 ’24Q1 ’25: $140MQ2 ’25: $155MQ2 ’25Q3 ’25: $170MQ4 ’25: $178MQ4 ’25Q1 ’26: $134Mfilingsflow.com

Portfolio Composition

By security type
ETP: 89.8%Common Stock: 10.0%REIT: 0.2%
  • ETP · 89.8% · $120M
  • Common Stock · 10.0% · $13M
  • REIT · 0.2% · $263,971

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
METAMETA PLATFORMS INCSOLD OUT8.4K0$6M$0
WMTWALMART INCSOLD OUT29.5K0$3M$0
CRWDCROWDSTRIKE HLDGS INCSOLD OUT4.5K0$2M$0
UNHUNITEDHEALTH GROUP INCSOLD OUT5.1K0$2M$0
KOCOCA COLA COSOLD OUT17.1K0$1M$0
QCOMQUALCOMM INCSOLD OUT4.9K0$839,171$0
NFLXNETFLIX INCSOLD OUT8.5K0$799,960$0
PFEPFIZER INCSOLD OUT18.5K0$460,650$0

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

30 positions
#IssuerClass% PortfolioValueShares
1DFACDIMENSIONAL ETF TRUSTUS TARGETED VLU · US CORE EQUITY 2 · US EQUITY MARKET · US MKTWIDE VALUE · INTERNATNAL VAL · US SMALL CAP ETF · WORLD EX US CORE · INTL SMALL CAP V · EMERGING MKTS CO49.55%$66M1.24M
2VTVVANGUARD INDEX FDSS&P 500 ETF SHS · TOTAL STK MKT · SM CP VAL ETF · VALUE ETF11.82%$16M50.4K
3ISHARES TRCORE S&P TTL STK · CORE MSCI INTL · RUS 1000 VAL ETF · RUSSELL 2000 ETF · CORE S&P SCP ETF · RUS 2000 VAL ETF · EAFE SML CP ETF9.19%$12M94.9K
4VANGUARD BD INDEX FDSSHORT TRM BOND6.80%$9M115.9K
5SCHWAB STRATEGIC TRFUNDAMENTAL INTL · US LRG CAP ETF5.65%$8M169.3K
6ISHARES INCCORE MSCI EMKT2.72%$4M52.1K
7LLYELI LILLY & COhistory →COM2.32%$3M3.4K
8NVDANVIDIA CORPORATIONhistory →COM1.42%$2M10.9K
9ABBVABBVIE INChistory →COM1.42%$2M8.7K
10AAPLAPPLE INCCOM0.90%$1M4.7K
11EA SERIES TRUSTEA BRIDGEWAY OMN0.83%$1M43.5K
12VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF0.79%$1M19.6K
13ABTABBOTT LABORATORIESCOM0.73%$974,7089.5K
14COSTCOSTCO WHOLESALE CORPORATIONCOM0.65%$861,912865
15VANGUARD WORLD FDMEGA CAP VAL ETF · MEGA GRWTH IND0.55%$737,7053.8K
16SPDR INDEX SHS FDSSTATE STREET SPD0.44%$582,17412.8K
17BRK/BBERKSHIRE HATHAWAY INC DELCL B NEW0.41%$542,4541.1K
18GLGLOBE LIFE INCCOM0.38%$504,6993.6K
19SOSOUTHERN COCOM0.35%$468,2744.9K
20FIDELITY COVINGTON TRUSTMSCI INFO TECH I0.33%$438,5692.1K
21MSFTMICROSOFT CORPCOM0.31%$408,0271.1K
22STATE STR SPDR S&P 500 ETF TTR UNIT0.30%$394,756607
23AMZNAMAZON COM INCCOM0.29%$382,5921.8K
24CHVCHEVRON CORPORATIONCOM0.27%$364,1441.8K
25SPDR SERIES TRUSTSTATE STREET SPD0.22%$297,3723.2K
26GOOGLALPHABET INCCAP STK CL A0.22%$292,2411.0K
27JPMJPMORGAN CHASE & COCOM0.22%$287,522977
28DBX ETF TRXTRACKRS S&P 5000.21%$279,7064.7K
29OMEGA HEALTHCARE INVS INCCOM0.20%$263,9716.0K
30FIRST TR EXCHANGE-TRADED FDTECH ALPHADEX0.19%$258,1641.6K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$134M52Apr 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$178M62Jan 9, 202613F-HRchanges · EDGAR ↗
Q3 2025$170M60Oct 8, 202513F-HRchanges · EDGAR ↗
Q2 2025$155M59Jul 7, 202513F-HRchanges · EDGAR ↗
Q1 2025$140M58Apr 21, 202513F-HRchanges · EDGAR ↗
Q4 2024$141M57Jan 15, 202513F-HRchanges · EDGAR ↗
Q3 2024$141M58Oct 16, 202413F-HRchanges · EDGAR ↗
Q2 2024$131M56Jul 19, 202413F-HRchanges · EDGAR ↗
Q1 2024$130M56Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$120M55Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$108M53Nov 2, 202313F-HRchanges · EDGAR ↗
Q2 2023$110M52Jul 27, 202313F-HRchanges · EDGAR ↗
Q1 2023$103M50May 4, 202313F-HRchanges · EDGAR ↗
Q4 2022$97M47Feb 14, 202313F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • AQR CAPITAL MANAGEMENT LLC028-10120

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.