RF&L Wealth Management, LLC has filed its 13F-HR report for the quarter ending September 30, 2026, revealing a total asset value of approximately $148.8 million. This filing is significant as it showcases the firm’s investment strategies and the sectors it is focusing on in a competitive financial services landscape.

Based in Acton, Massachusetts, RF&L Wealth Management specializes in managing assets for a variety of clients. The firm has been active in filing reports with the SEC, with its most recent filings indicating a commitment to transparency and regulatory compliance.

What the Filing Says

The 13F-HR filing, submitted on October 20, 2026, indicates that RF&L Wealth Management holds investments in a diverse range of companies. Some of the notable holdings include:

  • Apple Inc. - $1,416,447
  • Amazon.com Inc. - $458,436
  • Alphabet Inc. - $350,370
  • Abbott Laboratories - $938,252

These figures reflect the firm’s investment discretion, as it maintains sole control over these assets.

Impact

This filing may affect various stakeholders, including clients who rely on RF&L Wealth Management for their investment strategies. Additionally, the report highlights the competitive nature of the financial services industry, with firms like AQR Capital Management also mentioned in the context of asset management.

What's Next

The filing does not specify what actions RF&L Wealth Management will take next. However, the firm’s ongoing commitment to filing reports suggests a focus on maintaining transparency and adhering to regulatory requirements.

For further details, the filing can be accessed through the SEC's official archives under accession number 0001965915-26-000005.