RF&L WEALTH MANAGEMENT, LLC: 13F holdings
CIK 19659152026Q2
| Positions | 50 |
|---|
| Reported value | $147.8m |
|---|
| Filed | 2026-07-22 |
|---|
Change since last quarter
| Positions | 50 (-2 vs prior quarter) |
|---|
| Reported value | $147.8m (+10.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 288,960 | $20.2m | 13.7% |
| DIMENSIONAL ETF TRUST | 282,692 | $12.5m | 8.5% |
| DFUS DIMENSIONAL ETF TRUST | 145,653 | $11.9m | 8.1% |
| YM=F DIMENSIONAL ETF TRUST | 198,014 | $10.9m | 7.4% |
| BSV VANGUARD BD INDEX FDS | 124,199 | $9.7m | 6.5% |
| DIMENSIONAL ETF TRUST | 91,061 | $7.5m | 5.1% |
| DFIV DIMENSIONAL ETF TRUST | 126,816 | $6.9m | 4.6% |
| VOO VANGUARD INDEX FDS | 9,222 | $6.3m | 4.3% |
| VTI VANGUARD INDEX FDS | 14,427 | $5.3m | 3.6% |
| VBR VANGUARD INDEX FDS | 21,211 | $5.2m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965915")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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