Institutions / RFP Financial Group LLC
RFP Financial Group LLC
CIK 1956564 · Institution · as of Dec 31, 2025
Portfolio value
$208.81M
Positions
81
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 81 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco S&P 100 Equal Weight ETF | $54.17M | 25.9% |
| Apple Inc. | $35.48M | 17.0% |
| Capital Grp Fixed Incm ETF Tr Short Duration | $20.73M | 9.9% |
| Invesco S&P 500 Equal Weight ETF | $19.69M | 9.4% |
| Coca Cola Co | $9.16M | 4.4% |
| Microsoft Corp | $7.35M | 3.5% |
| Home Depot, Inc. | $5.06M | 2.4% |
| Vanguard U.S. Value Factor ETF | $4.67M | 2.2% |
| Alphabet Inc. | $2.98M | 1.4% |
| Walmart Inc. | $2.72M | 1.3% |
| Vanguard 0-3 Month Treasury Bill ETF | $2.66M | 1.3% |
| Capital Group Muni High-Income ETF | $2.13M | 1.0% |
| Vanguard Mega Cap Growth Index Fund | $2.13M | 1.0% |
| JPMorgan Chase & Co | $2.11M | 1.0% |
| Caterpillar Inc | $2.09M | 1.0% |
| Schwab US Treasury Money Ultra | $2.03M | 1.0% |
| Vanguard Total Stock Market ETF | $1.85M | 0.9% |
| Vanguard 500 Index Admiral | $1.62M | 0.8% |
| Johnson & Johnson | $1.62M | 0.8% |
| Amazon.com Inc | $1.32M | 0.6% |
| Costco Wholesale Corp /New | $1.29M | 0.6% |
| Fidelity MSCI Communication Services Index ETF | $1.04M | 0.5% |
| Invesco Nasdaq 100 ETF | $1.04M | 0.5% |
| Vanguard Small-Cap Value ETF | $1.03M | 0.5% |
| American Express Co | $975.6K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.