13F Filings History of RF&L WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$178,429,209
Signature - Title
Andrew Hass - Chief Compliance Officer
Location
Acton, MA
Summary
This page shows a list of all the recent 13F filings made by RF&L WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RF&L WEALTH MANAGEMENT, LLC reported 62 stock holdings with total value $178,429,209 as of Q4 2025. Top holdings included DFAT, DFAC, DFUS, DFUV, and BSV.

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Holdings Value

List of Other Managers Reporting for RF&L WEALTH MANAGEMENT, LLC:

Name Holdings Value Location File Number
AQR CAPITAL MANAGEMENT LLC $190,628,430,516 Greenwich, CT 028-10120
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 62 $178,429,209 +$5,363,666 -$1,274,817 +$4,088,849 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 09 Jan 2026, 09:02
Q3 2025 60 $170,367,400 +$4,577,405 -$615,515 +$3,961,890 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 08 Oct 2025, 07:33
Q2 2025 59 $155,210,280 +$5,630,702 -$1,132,309 +$4,498,393 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 07 Jul 2025, 17:14
Q1 2025 58 $139,843,246 +$3,143,808 -$860,609 +$2,283,199 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 21 Apr 2025, 16:35
Q4 2024 57 $141,415,717 +$1,666,983 -$1,160,258 +$506,725 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 15 Jan 2025, 08:50
Q3 2024 58 $141,316,642 +$2,644,143 -$1,082,661 +$1,561,482 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 16 Oct 2024, 09:13
Q2 2024 56 $131,435,338 +$2,745,346 -$2,144,930 +$600,416 DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 19 Jul 2024, 16:17
Q1 2024 56 $129,847,499 +$3,343,215 -$2,008,693 +$1,334,522 DFAT, DFAC, DFUV, DFUS, BSV 13F-HR 30 Apr 2024, 13:36
Q4 2023 55 $120,307,297 +$2,064,044 -$1,007,028 +$1,057,016 DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 14 Feb 2024, 11:47
Q3 2023 53 $107,686,303 +$1,920,077 -$765,443 +$1,154,634 DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 02 Nov 2023, 10:22
Q2 2023 52 $109,556,872 +$1,333,835 -$1,316,220 +$17,615 DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 27 Jul 2023, 14:42
Q1 2023 50 $103,145,883 +$1,918,279 -$951,291 +$966,988 DFAT, DFUV, DFAC, DFUS, BSV 13F-HR 03 May 2023, 18:09
Q4 2022 47 $97,077,844 $0 $0 $0 DFAT, DFUV, DFAC, DFUS, BSV 13F-HR 14 Feb 2023, 17:09