Rf&L Wealth Management, LLC Purchases in Q4 2025

Rf&L Wealth Management, LLC

  • $178 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
6.32K
+ 438.89%
$148.9 - $157.72 $941K - $997K
7.76K $1.18B
NFLX
Netflix Inc

Communication Services
8.53K
New
$110.29 - $1241.35 $941K - $10.6M
8.53K $800M
META
Meta Platforms, Inc.

Communication Services
1.79K
+ 27.14%
$609.01 - $751.67 $1.09M - $1.35M
8.39K $5.53B
DFIV
Dimensional ETF Tr

ETFs
1.25K
+ 0.98%
$45.13 - $48.25 $56.5K - $60.4K
129K $6.44B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.66K
+ 0.57%
$55.75 - $58.83 $92.7K - $97.8K
292K $17.4B
PFE
Pfizer Inc

Healthcare
18.5K
New
$24.23 - $27.37 $448K - $506K
18.5K $461M
SO
Southern CO

Utilities
4.85K
New
$90.58 - $99.72 $439K - $484K
4.85K $423M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.75K
+ 4.47%
$78.65 - $79.19 $373K - $376K
111K $8.74B
AMZN
Amazon Com Inc

Consumer Cyclical
31
+ 0.12%
$213.04 - $254.0 $6.6K - $7.87K
25.8K $5.95B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.41K
+ 5.34%
$142.79 - $150.05 $201K - $211K
27.7K $4.12B
WMT
Walmart Inc.

Consumer Defensive
55
+ 0.19%
$101.18 - $109.03 $5.56K - $6K
29.5K $3.29B
Ea Series Trust
7.11K
+ 22.55%
N/A
38.6K $900M
GL
Globe Life Inc.

Financial Services
1.33K
+ 51.93%
$130.64 - $140.98 $174K - $188K
3.9K $546M
IDEV
Ishares Core Msci Intl Develop

ETFs
610
+ 2.0%
$79.1 - $82.39 $48.3K - $50.3K
31.1K $2.56B
IWD
Ishares Russell 1000 Val ETF

ETFs
232
+ 2.53%
$199.44 - $208.01 $46.3K - $48.3K
9.41K $1.98B
DISV
Dimensional ETF Tr Dimensional

ETFs
890
+ 2.79%
$35.06 - $36.3 $31.2K - $32.3K
32.8K $1.25B
VBR
Vanguard Small Cap Value ETF

ETFs
146
+ 0.64%
$201.42 - $211.15 $29.4K - $30.8K
22.8K $4.83B
OHI
Omega Healthcare Investors Inc

Real Estate
601
+ 1.99%
$39.41 - $44.12 $23.7K - $26.5K
30.8K $1.37B
IEMG
Ishares Inc

ETFs
135
+ 0.26%
N/A
51.5K $3.46B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
750
+ 2.68%
$31.28 - $33.46 $23.5K - $25.1K
28.7K $950M
VTV
Vanguard Value ETF

ETFs
60
+ 1.21%
$182.87 - $189.72 $11K - $11.4K
5.02K $958M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
150
+ 2.09%
$114.27 - $121.15 $17.1K - $18.2K
7.31K $879M
QCOM
Qualcomm Inc

Technology
2
+ 0.04%
$153.59 - $187.68 $307 - $375
4.91K $839M
SCHX
Schwab Strategic Tr Us Large C

ETFs
75
+ 0.38%
$25.85 - $27.19 $1.94K - $2.04K
20K $537M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
3
+ 0.03%
$75.19 - $77.98 $226 - $234
9.25K $717M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
143
+ 0.71%
$52.54 - $55.77 $7.51K - $7.98K
20.2K $1.09B
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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