Rf&L Wealth Management, LLC Reduced Holdings in Q4 2025

Rf&L Wealth Management, LLC

  • $178 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-24
- 0.23%
$496.82 - $542.07 $11.9K - $13K
10.4K $5.02B
COST
Costco Wholesale Corp

Consumer Defensive
-6
- 0.15%
$910.94 - $954.99 $5.47K - $5.73K
3.87K $3.33B
UNH
Unitedhealth Group Inc

Healthcare
-111
- 2.12%
$320.52 - $369.92 $35.6K - $41.1K
5.11K $1.69B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-1.15K
- 25.81%
$91.46 - $91.76 $105K - $106K
3.31K $302M
SPY
Spdr S&P 500 ETF Trust

ETFs
-150
- 19.82%
$653.02 - $687.39 $98K - $103K
607 $414M
ABBV
Abb Vie Inc.

Healthcare
-144
- 0.84%
$211.96 - $244.38 $30.5K - $35.2K
17K $3.89B
FNDC
Schwab Fundamental Intl Small

ETFs
-1.57K
- 1.43%
$43.41 - $45.12 $68.2K - $70.8K
108K $4.81B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-600
- 16.97%
$77.73 - $78.84 $46.6K - $47.3K
2.94K $229M
FNDF
Schwab Fundamental Intl Large

ETFs
-3.33K
- 7.07%
$42.35 - $45.18 $141K - $150K
43.7K $1.97B
UBER
Uber Technologies, Inc

Technology
-27
- 1.07%
$91.62 - $100.1 $2.47K - $2.7K
2.5K $204M
IWM
Ishares Russell 2000 ETF

ETFs
-87
- 2.1%
$236.79 - $250.33 $20.6K - $21.8K
4.06K $999M
TSLA
Tesla, Inc.

Consumer Cyclical
-9
- 0.78%
$401.99 - $468.37 $3.62K - $4.22K
1.15K $518M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-55
- 0.42%
$42.26 - $44.28 $2.32K - $2.44K
13.2K $585M
JPM
Jpmorgan Chase & CO

Financial Services
-1
- 0.01%
$294.11 - $320.41 $294 - $320
7K $2.26B
GOOGL
Alphabet Inc.

Communication Services
-50
- 3.51%
$236.57 - $291.31 $11.8K - $14.6K
1.37K $430M
VTI
Vanguard Total Stock Market Et

ETFs
-44
- 0.28%
$321.8 - $337.95 $14.2K - $14.9K
15.6K $5.23B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-95
- 0.1%
$66.04 - $69.67 $6.27K - $6.62K
93.1K $6.48B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.44K
- 0.5%
$37.61 - $39.41 $54.2K - $56.8K
285K $11.3B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-92
- 0.06%
$71.0 - $74.64 $6.53K - $6.87K
146K $10.8B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-3.1K
- 1.49%
$43.57 - $45.71 $135K - $141K
204K $9.53B
AAPL
Apple Inc.

Technology
-260
- 0.92%
$245.27 - $275.25 $63.8K - $71.6K
28K $7.62B
LLY
Eli Lilly & CO

Healthcare
-149
- 4.05%
$799.57 - $1025.28 $119K - $153K
3.53K $3.79B
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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