Rf&L Wealth Management
Rf&L Wealth Management reported 51 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional U S Targeted (12.8%), Dimensional ETF Trust (8.4%) and DFUS (8.1%). Compared with Q2 2026, the fund opened new positions in IVE, FMDE and IVW, added to BSV, DFIV and VOO, trimmed DFUS, DFUV and FNDC and sold out of BIL and TSLA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL U S TARGETED | $19M | 12.8% | 286K | −3,231 (−1%) | 8 of 8 | |
| 2 | DIMENSIONAL ETF TRUST | $12.6M | 8.4% | 283K | No change | 8 of 8 | |
| 3 |  DFUS Dimensional US Equity Market ETF | $12M | 8.1% | 145K | −930 (−1%) | 8 of 8 | |
| 4 |  DFUV Dimensional US Marketwide Value ETF | $10.9M | 7.3% | 198K | −204 (−0%) | 8 of 8 | |
| 5 |  BSV Vanguard Short-Term Bond ETF | $9.8M | 6.6% | 128K | +4,155 (+3%) | 8 of 8 | |
| 6 |  DFIV Dimensional ETF Trust | $7.1M | 4.8% | 127K | +490 (+0%) | 8 of 8 | |
| 7 | DIMENSIONAL U S SMALL CAP ETF | $7.1M | 4.8% | 91K | +400 (+0%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $6.7M | 4.5% | 9,505 | +283 (+3%) | 8 of 8 | |
| 9 |  VTI Vanguard Total Stock Market ETF | $5.4M | 3.6% | 14K | No change | 8 of 8 | |
| 10 |  FNDC Schwab Fundamental International Small Equity ETF | $5.2M | 3.5% | 105K | −770 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 20, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rf&L Wealth Management 13F FAQ
What does Rf&L Wealth Management own?
Rf&L Wealth Management reported 51 stocks worth $149M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are Dimensional U S Targeted (12.8%), Dimensional ETF Trust (8.4%) and DFUS (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Rf&L Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 19 added to, 11 trimmed and 2 sold out. New positions include IVE, FMDE and IVW. It sold all of BIL and TSLA.
When will Rf&L Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Rf&L Wealth Management's portfolio worth?
The Q3 2026 filing reports $149M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.