Rf&L Wealth Management, Llc

13F Filings History

Latest 13F report
Q3 2025 - Oct 8, 2025
Value $
$170M
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 60 stock holdings with total value $170M as of Q3 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 $156B Greenwich, CT 028-10120
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 60 $170M +$4.58M -$616K +$3.96M DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 10/8/2025, 07:33 AM
Q2 2025 59 $155M +$5.63M -$1.13M +$4.5M DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 7/7/2025, 05:14 PM
Q1 2025 58 $140M +$3.14M -$861K +$2.28M DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 4/21/2025, 04:35 PM
Q4 2024 57 $141M +$1.67M -$1.16M +$507K DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 1/15/2025, 08:50 AM
Q3 2024 58 $141M +$2.64M -$1.08M +$1.56M DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 10/16/2024, 09:13 AM
Q2 2024 56 $131M +$2.75M -$2.14M +$600K DFAT, DFAC, DFUS, DFUV, BSV 13F-HR 7/19/2024, 04:17 PM
Q1 2024 56 $130M +$3.34M -$2.01M +$1.33M DFAT, DFAC, DFUV, DFUS, BSV 13F-HR 4/30/2024, 01:36 PM
Q4 2023 55 $120M +$2.06M -$1.01M +$1.06M DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 2/14/2024, 11:47 AM
Q3 2023 53 $108M +$1.92M -$765K +$1.15M DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 11/2/2023, 10:22 AM
Q2 2023 52 $110M +$1.33M -$1.32M +$17.6K DFAT, DFUV, DFAC, DFUS, AAPL 13F-HR 7/27/2023, 02:42 PM
Q1 2023 50 $103M +$1.92M -$951K +$967K DFAT, DFUV, DFAC, DFUS, BSV 13F-HR 5/3/2023, 06:09 PM
Q4 2022 47 $97.1M $0 $0 DFAT, DFUV, DFAC, DFUS, BSV 13F-HR 2/14/2023, 05:09 PM