StockDriftsStockDriftsTop 50 Rf&l Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAT | DIMENSIONAL ETF TRUST | 13.67% | 289.0K | $20.2M | -0.29%(-849) | $41.76(+73.23%) | 2026-06-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 8.49% | 282.7K | $12.5M | -0.16%(-445) | $23.46(+96.26%) | 2026-06-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 8.08% | 145.7K | $11.9M | -0.14%(-197) | $40.50(+109.59%) | 2026-06-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 7.37% | 198.0K | $10.9M | -1.45%(-2.92K) | $31.67(+81.73%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 6.55% | 124.2K | $9.7M | +7.16%(+8.30K) | $76.10(+2.00%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 5.07% | 91.1K | $7.5M | +0.11%(+99) | $49.51(+69.99%) | 2026-06-30 | |
| DFIV | DIMENSIONAL ETF TRUST | 4.64% | 126.8K | $6.9M | -1.05%(-1.35K) | $30.43(+90.87%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 4.29% | 9.2K | $6.3M | +3.40%(+303) | $409.84(+73.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.61% | 14.4K | $5.3M | -3.93%(-590) | $185.72(+106.42%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 3.49% | 21.2K | $5.2M | -1.30%(-280) | $155.51(+61.08%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.70% | +58.95% | — | — | +75.89% |
| Top 20 Holdings Unweighted | +18.69% | +67.21% | — | — | +90.43% |
Rf&l Wealth Management LLC reports $147.78M in US-listed equity holdings across 50 positions in its most recent 13F filing. Its largest disclosed positions are DFAT (13.7%), DFAC (8.5%) and DFUS (8.1%). The top 20 holdings account for 86.51% of reported assets. Its disclosed equity book has returned +58.95% on a three-year cumulative basis. Figures reflect the Q2 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