§ 13F · FUND PROFILE
RF&L WEALTH MANAGEMENT, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155.2T (13F)Positions · 59Turnover · — · Q4Filed · Jan 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 292K | $17.4T | 9.8% | +1% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | 285K | $11.3T | 6.3% | −1% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | 146K | $10.8T | 6.1% | ±0% |
| 4 | DFUV | DIMENSIONAL ETF TRUST | 204K | $9.5T | 5.3% | −1% |
| 5 | BSV | VANGUARD BD INDEX FDS | 111K | $8.7T | 4.9% | +4% |
| 6 | AAPL | APPLE INC | 28K | $7.6T | 4.3% | −1% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 93K | $6.5T | 3.6% | ±0% |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 129K | $6.4T | 3.6% | +1% |
| 9 | AMZN | AMAZON COM INC | 26K | $5.9T | 3.3% | ±0% |
| 10 | META | META PLATFORMS INC | 8K | $5.5T | 3.1% | +27% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RF&L SIGNAL
AC read
RF&L WEALTH MANAGEMENT, LLC is a Other fund managing $155210.3 trillion in assets. The fund runs a portfolio of 59 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed