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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
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFUV DIMENSIONAL ETF TRUST 198,014.0 $10.9M 7.37% -3K -1.4% $55.01 +4.0%
2 DFIV DIMENSIONAL ETF TRUST 126,816.0 $6.9M 4.64% -1K -1.1% $54.02 +7.3%
3 VTI VANGUARD INDEX FDS 14,427.0 $5.3M 3.61% -590.0 -3.9% $370.04 +2.5%
4 VBR VANGUARD INDEX FDS 21,211.0 $5.2M 3.49% -280.0 -1.3% $242.98 +1.6%
5 FNDC SCHWAB STRATEGIC TR 105,517.0 $5.1M 3.47% -791.0 -0.7% $48.56 +5.7%
6 IEMG ISHARES INC 51,614.0 $4.3M 2.89% -458.0 -0.9% $82.84 -1.2%
7 LLY ELI LILLY & CO Healthcare 3,269.0 $3.9M 2.65% -100.0 -3.0% $1199.43 -2.2%
8 FNDF SCHWAB STRATEGIC TR 42,205.0 $2.2M 1.51% -774.0 -1.8% $52.76 +5.1%
9 ABBV ABBVIE INC Healthcare 8,470.0 $2.1M 1.44% -250.0 -2.9% $251.64 +1.5%
10 DISV DIMENSIONAL ETF TRUST 33,735.0 $1.4M 0.92% -335.0 -1.0% $40.13 +11.1%
11 BSVO EA SERIES TRUST 41,776.0 $1.2M 0.82% -2K -4.0% $29.19 +0.8%
12 IWM ISHARES TR 3,901.0 $1.2M 0.79% -80.0 -2.0% $300.43 -1.6%
13 VWO VANGUARD INTL EQUITY INDEX F 18,859.0 $1.1M 0.76% -719.0 -3.7% $59.69 +1.8%
14 DFEM DIMENSIONAL ETF TRUST 27,447.0 $1.1M 0.76% -1K -3.8% $40.64 -0.8%
15 IJR ISHARES TR 7,240.0 $1.1M 0.73% -249.0 -3.3% $148.31 -1.8%
16 VTV VANGUARD INDEX FDS 4,863.0 $1.1M 0.72% -95.0 -1.9% $217.93 +3.4%
17 SPDW SPDR INDEX SHS FDS 12,473.0 $629K 0.42% -280.0 -2.2% $50.39 +2.9%
18 GL GLOBE LIFE INC Financial Services 3,413.0 $610K 0.41% -213.0 -5.9% $178.71 -3.3%
19 BERKSHIRE HATHAWAY INC DEL 1,112.0 $556K 0.38% -20.0 -1.8% $500.39
20 SPY STATE STR SPDR S&P 500 ETF T Financial Services 567.0 $423K 0.29% -40.0 -6.6% $746.77 +3.0%
Page 1 of 2  ·  24 positions

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%