StockDriftsStockDriftsTop 50 Rf&l Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 12.76% | 285.7K | $19.0M | -1.12%(-3.23K) | $41.76(+62.00%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.45% | 282.8K | $12.6M | +0.02%(+59) | $23.47(+91.22%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.07% | 144.7K | $12.0M | -0.64%(-930) | $40.50(+105.86%) | 2026-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.31% | 197.8K | $10.9M | -0.10%(-204) | $31.67(+76.81%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 6.59% | 128.4K | $9.8M | +3.35%(+4.16K) | $76.13(+0.52%) | 2026-09-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.78% | 127.3K | $7.1M | +0.39%(+490) | $30.53(+83.40%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.76% | 91.5K | $7.1M | +0.44%(+400) | $49.64(+56.21%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 4.48% | 9.5K | $6.7M | +3.07%(+283) | $418.29(+68.45%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 3.63% | 14.4K | $5.4M | -0.03%(-5) | $185.72(+102.21%) | 2026-09-30 | |
| FNDC | SCHWAB STRATEGIC TR | 3.51% | 104.7K | $5.2M | -0.73%(-770) | $30.21(+63.40%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.79% | +59.31% | — | — | +74.78% |
| Top 20 Holdings Unweighted | +19.11% | +68.98% | — | — | +91.55% |
Rf&l Wealth Management LLC reports $148.81M in US-listed equity holdings across 51 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (12.8%), DFAC (8.4%) and DFUS (8.1%). The top 20 holdings account for 85.49% of reported assets. Its disclosed equity book has returned +59.31% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rf&l Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965915). View Rf&l Wealth Management LLC’s 13F filings on SEC