RF&L WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Acton, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,784
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/22/2026 | 50 | 147,784 | 13F-HR | RF&L WEALTH MANAGEMENT, LLC |
| Q1 2026 | 4/14/2026 | 52 | 133,557 | 13F-HR | RF&L WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/9/2026 | 62 | 178,429 | 13F-HR | RF&L WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/8/2025 | 60 | 170,367 | 13F-HR | RF&L WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/7/2025 | 59 | 155,210 | 13F-HR | RF&L WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.33 K | 10.4% | 0 | 125 | -125 |
| ETFs | 122.8 K | 83.1% | 13.76 K | 0 | 13.76 K |
| Debt | 9.676 K | 6.5% | 588 | 0 | 588 |
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Fund Snapshot
Q2 2026
Latest filed
7/22/2026
Total value ($000)
147,784
Holdings
50
QoQ value change ($000)
14,227
(10.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.