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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 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAT DIMENSIONAL ETF TRUST 288,960.0 $20.2M 13.67% $69.90 +1.8%
2 DFAC DIMENSIONAL ETF TRUST 282,692.0 $12.5M 8.48% $44.36 +2.8%
3 DFUS DIMENSIONAL ETF TRUST 145,653.0 $11.9M 8.08% $81.94 +2.4%
4 DFUV DIMENSIONAL ETF TRUST 198,014.0 $10.9M 7.37% -3K -1.4% $55.01 +4.0%
5 BSV VANGUARD BD INDEX FDS 124,199.0 $9.7M 6.55% +8K +7.2% $77.91 -0.5%
6 DFAS DIMENSIONAL ETF TRUST 91,061.0 $7.5M 5.07% $82.34 -0.3%
7 DFIV DIMENSIONAL ETF TRUST 126,816.0 $6.9M 4.64% -1K -1.1% $54.02 +7.3%
8 VOO VANGUARD INDEX FDS 9,222.0 $6.3M 4.29% +303.0 +3.4% $686.79 +3.0%
9 VTI VANGUARD INDEX FDS 14,427.0 $5.3M 3.61% -590.0 -3.9% $370.04 +2.5%
10 VBR VANGUARD INDEX FDS 21,211.0 $5.2M 3.49% -280.0 -1.3% $242.98 +1.6%
11 FNDC SCHWAB STRATEGIC TR 105,517.0 $5.1M 3.47% -791.0 -0.7% $48.56 +5.7%
12 ITOT ISHARES TR 30,006.0 $4.9M 3.33% +1K +3.9% $164.27 +2.6%
13 IEMG ISHARES INC 51,614.0 $4.3M 2.89% -458.0 -0.9% $82.84 -1.2%
14 LLY ELI LILLY & CO Healthcare 3,269.0 $3.9M 2.65% -100.0 -3.0% $1199.43 -2.2%
15 IDEV ISHARES TR 31,106.0 $2.8M 1.87% $89.01 +4.4%
16 IWD ISHARES TR 9,455.0 $2.3M 1.55% $242.43 +6.6%
17 FNDF SCHWAB STRATEGIC TR 42,205.0 $2.2M 1.51% -774.0 -1.8% $52.76 +5.1%
18 NVDA NVIDIA CORPORATION Technology 10,910.0 $2.2M 1.48% $200.09 +8.7%
19 ABBV ABBVIE INC Healthcare 8,470.0 $2.1M 1.44% -250.0 -2.9% $251.64 +1.5%
20 DFAX DIMENSIONAL ETF TRUST 42,216.0 $1.6M 1.05% $36.84 +4.0%
Page 1 of 3  ·  50 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%