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Portfolio (Quarterly) Guide ↗

RF&L WEALTH MANAGEMENT, LLC

· CIK 0001965915
13F Portfolio $134M AUM 52 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 Added 29 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSV VANGUARD BD INDEX FDS 115,903.0 $9.1M 6.80% +5K +4.5% $78.41 -0.7%
2 VOO VANGUARD INDEX FDS 8,919.0 $5.3M 3.99% +101.0 +1.1% $597.53 +14.3%
3 ITOT ISHARES TR 28,892.0 $4.1M 3.08% +1K +4.3% $142.43 +13.8%
4 IEMG ISHARES INC 52,072.0 $3.6M 2.72% +585.0 +1.1% $69.75 +15.5%
5 IWD ISHARES TR 9,477.0 $2.0M 1.52% +68.0 +0.7% $213.67 +9.8%
6 DISV DIMENSIONAL ETF TRUST 34,070.0 $1.3M 1.01% +1K +3.7% $39.44 +7.0%
7 BSVO EA SERIES TRUST 43,506.0 $1.1M 0.83% +5K +12.6% $25.37 +8.4%
8 IJR ISHARES TR 7,489.0 $931K 0.70% +175.0 +2.4% $124.31 +9.6%
9 BIV VANGUARD BD INDEX FDS 3,135.0 $242K 0.18% +200.0 +6.8% $77.18 -1.2%

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 44.2%
Technology 26.0%
Financial Services 8.8%
Consumer Defensive 6.4%
Consumer Cyclical 4.4%
Utilities 3.5%
Energy 2.7%
Communication Services 2.2%
Real Estate 2.0%