RF&L WEALTH MANAGEMENT, LLC — 13F holdings

RF&L WEALTH MANAGEMENT, LLC reported 51 holdings worth $149M in its 13F filing for Q3 2026, filed October 20, 2026.

Largest positions

  1. DIMENSIONAL ETF TRUST — $19.0M (12.8%)
  2. DIMENSIONAL ETF TRUST — $12.6M (8.4%)
  3. DFUS DIMENSIONAL ETF TRUST — $12.0M (8.1%)
  4. DFUV DIMENSIONAL ETF TRUST — $10.9M (7.3%)
  5. BSV VANGUARD BD INDEX FDS — $9.81M (6.6%)
  6. DFIV DIMENSIONAL ETF TRUST — $7.11M (4.8%)
  7. DIMENSIONAL ETF TRUST — $7.08M (4.8%)
  8. VOO VANGUARD INDEX FDS — $6.66M (4.5%)
  9. VTI VANGUARD INDEX FDS — $5.40M (3.6%)
  10. FNDC SCHWAB STRATEGIC TR — $5.22M (3.5%)