13F Insight
DOSSIER · 13F-HR · Q2 2026

RF&L WEALTH MANAGEMENT, LLC

$148M in tracked AUM across 50 positions as of Q2 2026.

RW
CIK 0001965915 · last filed Jun 30, 2026
Total AUM
$148M
as of Q2 2026
Holdings
50
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

RF&L WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAT
DIMENSIONAL ETF TRUST
$20M289K13.7%02
DFAC
DIMENSIONAL ETF TRUST
$13M283K8.5%03
DFUS
DIMENSIONAL ETF TRUST
$12M146K8.1%04
DFUV
DIMENSIONAL ETF TRUST
$11M198K7.4%05
BSV
VANGUARD BD INDEX FDS
$10M124K6.5%06
DFAS
DIMENSIONAL ETF TRUST
$7M91K5.1%07
DFIV
DIMENSIONAL ETF TRUST
$7M127K4.6%08
VOO
VANGUARD INDEX FDS
$6M9K4.3%09
VTI
VANGUARD INDEX FDS
$5M14K3.6%10
VBR
VANGUARD INDEX FDS
$5M21K3.5%

Filing history

2026Q2Jun 30
$148M▲ 10.7%
50 positionsView →2026Q1Mar 31
$134M▼ 25.1%
52 positionsView →2025Q4Dec 31
$178M▲ 4.7%
62 positionsView →2025Q3Sep 30
$170M▲ 9.8%
60 positionsView →2025Q2Jun 30
$155M▲ 11.0%
59 positionsLocked2025Q1Mar 31
$140M▼ 1.1%
58 positionsLocked2024Q4Dec 31
$141M▲ 0.1%
57 positionsLocked2024Q3Sep 30
$141M▲ 7.5%
58 positionsLocked2024Q2Jun 30
$131M▲ 1.2%
56 positionsLocked2024Q1Mar 31
$130M▲ 7.9%
56 positionsLocked2023Q4Dec 31
$120M▲ 11.7%
55 positionsLocked2023Q3Sep 30
$108M▼ 1.7%
53 positionsLocked
Showing 12 of 15