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RF&L WEALTH MANAGEMENT, LLC

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13F filer, CIK 1965915, ACTON, MA

RF&L WEALTH MANAGEMENT, LLC reported $133,556,910 across 52 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 64.83% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965915-26-000002

Period
2026-03-31
Reported value
$134M
Holdings
52
Top 10 weight
64.83%
New
0
Sold out
10

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BSVadded+4,998$392K
ITOTadded+1,188$169K
BSVOadded+4,865$123K
VOOadded+101$60.4K
DISVadded+1,225$48.3K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AAPLreduced-23,284-$5.91M
METAexited-8,385-$5.53M
AMZNreduced-23,922-$4.98M
MSFTreduced-9,269-$3.43M
WMTexited-29,509-$3.29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001965915-26-000002, largest first. % of portfolio is the value over $133,556,910, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFATDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,343 shares; 2024Q4: 294,438 shares; 2025Q1: 292,848 shares; 2025Q2: 289,875 shares; 2025Q3: 290,556 shares; 2025Q4: 292,219 shares; 2026Q1: 289,809 shares 289,809$18.1M13.55%-2,410Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290,998 shares; 2024Q4: 287,508 shares; 2025Q1: 285,793 shares; 2025Q2: 287,575 shares; 2025Q3: 286,245 shares; 2025Q4: 284,805 shares; 2026Q1: 283,137 shares 283,137$11M8.24%-1,668Timeline
DFUSDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,516 shares; 2024Q4: 146,431 shares; 2025Q1: 145,696 shares; 2025Q2: 146,748 shares; 2025Q3: 146,368 shares; 2025Q4: 146,276 shares; 2026Q1: 145,850 shares 145,850$10.3M7.74%-426Timeline
DFUVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,781 shares; 2024Q4: 209,256 shares; 2025Q1: 205,316 shares; 2025Q2: 205,996 shares; 2025Q3: 207,556 shares; 2025Q4: 204,461 shares; 2026Q1: 200,932 shares 200,932$9.74M7.29%-3,529Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,637 shares; 2024Q4: 99,401 shares; 2025Q1: 99,961 shares; 2025Q2: 100,955 shares; 2025Q3: 106,160 shares; 2025Q4: 110,905 shares; 2026Q1: 115,903 shares 115,903$9.09M6.8%+4,998Timeline
DFIVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,632 shares; 2024Q4: 117,112 shares; 2025Q1: 120,804 shares; 2025Q2: 122,654 shares; 2025Q3: 127,854 shares; 2025Q4: 129,106 shares; 2026Q1: 128,164 shares 128,164$6.76M5.06%-942Timeline
DFASDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,325 shares; 2024Q4: 94,222 shares; 2025Q1: 96,405 shares; 2025Q2: 91,725 shares; 2025Q3: 93,163 shares; 2025Q4: 93,068 shares; 2026Q1: 90,962 shares 90,962$6.47M4.84%-2,106Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,808 shares; 2025Q1: 8,130 shares; 2025Q2: 8,323 shares; 2025Q3: 8,561 shares; 2025Q4: 8,818 shares; 2026Q1: 8,919 shares 8,919$5.33M3.99%+101Timeline
FNDCSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,270 shares; 2024Q4: 107,915 shares; 2025Q1: 109,780 shares; 2025Q2: 109,207 shares; 2025Q3: 109,462 shares; 2025Q4: 107,892 shares; 2026Q1: 106,308 shares 106,308$4.93M3.69%-1,584Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,968 shares; 2024Q4: 15,724 shares; 2025Q1: 15,740 shares; 2025Q2: 15,615 shares; 2025Q3: 15,650 shares; 2025Q4: 15,606 shares; 2026Q1: 15,017 shares 15,017$4.82M3.61%-589Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,588 shares; 2024Q4: 20,879 shares; 2025Q1: 20,885 shares; 2025Q2: 22,797 shares; 2025Q3: 22,677 shares; 2025Q4: 22,823 shares; 2026Q1: 21,491 shares 21,491$4.67M3.5%-1,332Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,149 shares; 2024Q4: 22,144 shares; 2025Q1: 22,764 shares; 2025Q2: 24,724 shares; 2025Q3: 26,299 shares; 2025Q4: 27,704 shares; 2026Q1: 28,892 shares 28,892$4.12M3.08%+1,188Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,462 shares; 2024Q4: 48,759 shares; 2025Q1: 52,482 shares; 2025Q2: 49,607 shares; 2025Q3: 51,352 shares; 2025Q4: 51,487 shares; 2026Q1: 52,072 shares 52,072$3.63M2.72%+585Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 3,704 shares; 2025Q1: 3,704 shares; 2025Q2: 3,704 shares; 2025Q3: 3,679 shares; 2025Q4: 3,530 shares; 2026Q1: 3,369 shares 3,369$3.1M2.32%-161Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,902 shares; 2024Q4: 25,712 shares; 2025Q1: 27,779 shares; 2025Q2: 28,944 shares; 2025Q3: 30,469 shares; 2025Q4: 31,079 shares; 2026Q1: 31,107 shares 31,107$2.6M1.95%+28Timeline
FNDFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,663 shares; 2024Q4: 48,563 shares; 2025Q1: 47,374 shares; 2025Q2: 46,674 shares; 2025Q3: 46,999 shares; 2025Q4: 43,674 shares; 2026Q1: 42,979 shares 42,979$2.1M1.57%-695Timeline
IWDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,382 shares; 2024Q4: 8,580 shares; 2025Q1: 8,705 shares; 2025Q2: 8,571 shares; 2025Q3: 9,177 shares; 2025Q4: 9,409 shares; 2026Q1: 9,477 shares 9,477$2.02M1.52%+68Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,045 shares; 2024Q4: 15,045 shares; 2025Q1: 18,045 shares; 2025Q2: 25,040 shares; 2025Q3: 25,313 shares; 2025Q4: 25,283 shares; 2026Q1: 10,910 shares 10,910$1.9M1.42%-14,373Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,180 shares; 2024Q4: 17,930 shares; 2025Q1: 17,730 shares; 2025Q2: 17,560 shares; 2025Q3: 17,150 shares; 2025Q4: 17,006 shares; 2026Q1: 8,720 shares 8,720$1.9M1.42%-8,286Timeline
DFAXDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,203 shares; 2024Q4: 43,163 shares; 2025Q1: 42,901 shares; 2025Q2: 42,331 shares; 2025Q3: 42,331 shares; 2025Q4: 42,331 shares; 2026Q1: 42,331 shares 42,331$1.44M1.08%0Timeline
DISVDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 21,110 shares; 2025Q1: 24,725 shares; 2025Q2: 27,805 shares; 2025Q3: 31,955 shares; 2025Q4: 32,845 shares; 2026Q1: 34,070 shares 34,070$1.34M1.01%+1,225Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,289 shares; 2024Q4: 28,289 shares; 2025Q1: 28,289 shares; 2025Q2: 28,289 shares; 2025Q3: 28,279 shares; 2025Q4: 28,019 shares; 2026Q1: 4,735 shares 4,735$1.2M0.9%-23,284Timeline
BSVOEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,586 shares; 2025Q3: 31,531 shares; 2025Q4: 38,641 shares; 2026Q1: 43,506 shares 43,506$1.1M0.83%+4,865Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,185 shares; 2024Q4: 19,201 shares; 2025Q1: 19,144 shares; 2025Q2: 19,966 shares; 2025Q3: 20,070 shares; 2025Q4: 20,213 shares; 2026Q1: 19,578 shares 19,578$1.06M0.79%-635Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,156 shares; 2024Q4: 4,156 shares; 2025Q1: 4,111 shares; 2025Q2: 4,141 shares; 2025Q3: 4,146 shares; 2025Q4: 4,059 shares; 2026Q1: 3,981 shares 3,981$987K0.74%-78Timeline
DFEMDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,260 shares; 2024Q4: 19,185 shares; 2025Q1: 19,135 shares; 2025Q2: 27,825 shares; 2025Q3: 27,975 shares; 2025Q4: 28,725 shares; 2026Q1: 28,540 shares 28,540$986K0.74%-185Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 10,014 shares; 2025Q1: 9,944 shares; 2025Q2: 9,694 shares; 2025Q3: 9,494 shares; 2025Q4: 9,494 shares; 2026Q1: 9,494 shares 9,494$975K0.73%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,455 shares; 2024Q4: 4,455 shares; 2025Q1: 4,540 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 5,018 shares; 2026Q1: 4,958 shares 4,958$973K0.73%-60Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,484 shares; 2025Q1: 3,484 shares; 2025Q2: 7,119 shares; 2025Q3: 7,164 shares; 2025Q4: 7,314 shares; 2026Q1: 7,489 shares 7,489$931K0.7%+175Timeline
IWNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,870 shares; 2024Q4: 4,870 shares; 2025Q1: 4,870 shares; 2025Q2: 4,670 shares; 2025Q3: 4,690 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares 4,690$889K0.67%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,865 shares; 2024Q4: 1,865 shares; 2025Q1: 1,865 shares; 2025Q2: 1,865 shares; 2025Q3: 3,871 shares; 2025Q4: 3,865 shares; 2026Q1: 865 shares 865$862K0.65%-3,000Timeline
SCZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,400 shares; 2024Q4: 9,403 shares; 2025Q1: 9,503 shares; 2025Q2: 9,245 shares; 2025Q3: 9,245 shares; 2025Q4: 9,248 shares; 2026Q1: 9,248 shares 9,248$725K0.54%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,647 shares; 2024Q4: 13,425 shares; 2025Q1: 13,220 shares; 2025Q2: 13,225 shares; 2025Q3: 13,225 shares; 2025Q4: 13,170 shares; 2026Q1: 12,753 shares 12,753$582K0.44%-417Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,233 shares; 2025Q1: 1,233 shares; 2025Q2: 1,233 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,132 shares 1,132$542K0.41%-100Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,810 shares; 2024Q4: 17,430 shares; 2025Q1: 17,436 shares; 2025Q2: 19,886 shares; 2025Q3: 19,886 shares; 2025Q4: 19,961 shares; 2026Q1: 20,001 shares 20,001$513K0.38%+40Timeline
GLGLOBE LIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,157 shares; 2025Q2: 2,742 shares; 2025Q3: 2,569 shares; 2025Q4: 3,903 shares; 2026Q1: 3,626 shares 3,626$505K0.38%-277Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,852 shares; 2026Q1: 4,852 shares 4,852$468K0.35%0Timeline
FTECFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,108 shares; 2024Q4: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,108 shares; 2025Q4: 2,108 shares; 2026Q1: 2,108 shares 2,108$439K0.33%0Timeline
MGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,922 shares; 2024Q4: 2,922 shares; 2025Q1: 2,922 shares; 2025Q2: 2,922 shares; 2025Q3: 2,922 shares; 2025Q4: 2,922 shares; 2026Q1: 2,922 shares 2,922$424K0.32%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,350 shares; 2024Q4: 10,350 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,395 shares; 2025Q4: 10,371 shares; 2026Q1: 1,102 shares 1,102$408K0.31%-9,269Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 842 shares; 2024Q4: 782 shares; 2025Q1: 782 shares; 2025Q2: 757 shares; 2025Q3: 757 shares; 2025Q4: 607 shares; 2026Q1: 607 shares 607$395K0.3%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,622 shares; 2024Q4: 25,622 shares; 2025Q1: 25,612 shares; 2025Q2: 25,612 shares; 2025Q3: 25,728 shares; 2025Q4: 25,759 shares; 2026Q1: 1,837 shares 1,837$383K0.29%-23,922Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,640 shares; 2025Q3: 1,440 shares; 2025Q4: 7,760 shares; 2026Q1: 1,760 shares 1,760$364K0.27%-6,000Timeline
MGKVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 855 shares; 2024Q4: 855 shares; 2025Q1: 855 shares; 2025Q2: 855 shares; 2025Q3: 855 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855$314K0.24%0Timeline
BILSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,455 shares; 2025Q4: 3,305 shares; 2026Q1: 3,245 shares 3,245$297K0.22%-60Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,373 shares; 2026Q1: 1,016 shares 1,016$292K0.22%-357Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,277 shares; 2024Q4: 7,277 shares; 2025Q1: 7,227 shares; 2025Q2: 7,227 shares; 2025Q3: 7,001 shares; 2025Q4: 7,000 shares; 2026Q1: 977 shares 977$288K0.22%-6,023Timeline
SNPEDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,697 shares; 2026Q1: 4,697 shares 4,697$280K0.21%0Timeline
OHIOMEGA HEALTHCARE INVS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,091 shares; 2024Q4: 29,091 shares; 2025Q1: 29,091 shares; 2025Q2: 30,195 shares; 2025Q3: 30,195 shares; 2025Q4: 30,796 shares; 2026Q1: 6,024 shares 6,024$264K0.2%-24,772Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625$258K0.19%0Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 3,555 shares; 2025Q1: 3,570 shares; 2025Q2: 3,535 shares; 2025Q3: 3,535 shares; 2025Q4: 2,935 shares; 2026Q1: 3,135 shares 3,135$242K0.18%+200Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,130 shares; 2025Q2: 1,115 shares; 2025Q3: 1,161 shares; 2025Q4: 1,152 shares; 2026Q1: 555 shares 555$206K0.15%-597Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC8,385$5.53Mshares
WMTWALMART INC29,509$3.29Mshares
CRWDCROWDSTRIKE HLDGS INC4,500$2.11Mshares
UNHUNITEDHEALTH GROUP INC5,114$1.69Mshares
KOCOCA COLA CO17,130$1.2Mshares
QCOMQUALCOMM INC4,906$839Kshares
NFLXNETFLIX INC.8,532$800Kshares
PFEPFIZER INC18,500$461Kshares
XOMEXXON MOBIL CORP3,405$410Kshares
UBERUBER TECHNOLOGIES INC2,500$204Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965915-26-000002 base2026-04-14acceptance time not in the bulk data set