Rf&L Wealth Management, LLC reported 50 holdings worth US$148M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
Rf&L Wealth Management, LLC reported 50 holdings worth US$148M as of Jun 30, 2026. Largest: Eli Lilly And Company, Nvidia Corporation and Abbvie Inc. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$148M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 3,269 | US$3.92M | 2.7% |
| Nvidia Corporation | 10,910 | US$2.18M | 1.5% |
| Abbvie Inc. | 8,470 | US$2.13M | 1.4% |
| Apple Inc | 5,105 | US$1.48M | 1.00% |
| Abbott Laboratories | 9,494 | US$861K | 0.58% |
| Costco Wholesale Corporation | 865 | US$809K | 0.55% |
| Globe Life Inc. | 3,413 | US$610K | 0.41% |
| Berkshire Hathaway Inc. | 1,112 | US$556K | 0.38% |
| Southern Company (the) | 4,852 | US$464K | 0.31% |
| Amazon.com, Inc. | 1,837 | US$438K | 0.30% |
| Microsoft Corp. | 1,087 | US$406K | 0.27% |
| Alphabet Inc (google) Class C | 1,016 | US$363K | 0.25% |
| Jp Morgan Chase & Co. | 938 | US$307K | 0.21% |
| Chevron Corporation | 1,760 | US$292K | 0.20% |
| Omega Healthcare Investors, Inc. | 6,024 | US$287K | 0.19% |
| Tesla, Inc. | 545 | US$229K | 0.16% |