RF&L WEALTH MANAGEMENT, LLC
•CIK: 1965915•Filing: Q4 2025
**RF&L WEALTH MANAGEMENT, LLC** manages $178M across a portfolio of 62 positions. The strategy exhibits a notable concentration in the semiconductor and technology sectors, evidenced by top holdings including DFAT ($17.4M) and DFAC ($11.3M). Significant allocations are also maintained in major tech names such as AAPL ($7.6M), AMZN ($5.9M), and META ($5.5M). This positioning suggests a focused, growth-oriented mandate within high-beta technology names.
Total AUM
$178.4M
QoQ Performance
+4.7%
Positions
41
Top 10 Concentration
50.3%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAT
DFAC
DFUS
DFUV
DFAT9.8%
DFAC6.3%
DFUS6.1%
DFUV5.3%
BSV4.9%
AAPL4.3%
DFAS3.6%
DFIV3.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.0%
Technology13.5%
Consumer7.4%
Healthcare6.2%
ETF3.3%
Financial1.3%
Energy0.9%
Consumer Staples0.7%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑24 increased
↓23 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022