RF&L WEALTH MANAGEMENT, LLC - Portfolio Stock Holdings
RF&L WEALTH MANAGEMENT, LLC disclosed 54 stock positions in a recent SEC 13F filing. $147,784,033 of stock holdings were filed, with the largest holdings including DFAT, DFAC, and DFUS. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $381,085,305 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
54Est. Stock Holding Value:
$147,784,033Top Stock Holdings By Sector
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Portfolio Stock Holdings - RF&L WEALTH MANAGEMENT, LLC
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