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Portfolio (Quarterly) Guide ↗

RF&L WEALTH MANAGEMENT, LLC

· CIK 0001965915
13F Portfolio $148M AUM 50 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 6 Added 24 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VUG VANGUARD INDEX FDS 2,670.0 $230K 0.16% NEW $86.14 +2.8%
2 VEU VANGUARD INTL EQUITY INDEX F 2,500.0 $209K 0.14% NEW $83.75 +2.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 45.5%
Technology 26.7%
Financial Services 8.8%
Consumer Defensive 5.3%
Consumer Cyclical 4.4%
Utilities 3.1%
Communication Services 2.4%
Energy 1.9%
Real Estate 1.9%