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Portfolio (Quarterly) Guide ↗

RF&L WEALTH MANAGEMENT, LLC

· CIK 0001965915
13F Portfolio $178M AUM 62 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 62 New
Page 4 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIV VANGUARD BD INDEX FDS 2,935.0 $229K 0.13% NEW $77.88 -2.1%
62 UBER UBER TECHNOLOGIES INC Technology 2,500.0 $204K 0.11% NEW $81.71 -8.7%
Page 4 of 4  ·  62 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
Technology 34.7%
Healthcare 18.6%
Consumer Defensive 13.2%
Communication Services 11.4%
Consumer Cyclical 10.9%
Financial Services 5.4%
Energy 2.7%
Real Estate 2.3%
Utilities 0.7%