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Filers›Asset Manager›NFP Retirement, Inc.
DOSSIER · 13F-HR · Q1 2026

NFP Retirement, Inc.

NFP Retirement's asset manager based in Stamford, CT — $1.7B in tracked AUM across 310 positions as of Q1 2026.

NR
NFP Retirement·Stamford, CT·Asset Manager
CIK 0002040084 · last filed Mar 31, 2026
Total AUM
$1.7B
▼ 5.7%
vs prior
Holdings
310
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

NFP Retirement, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$303M463K18.1%
02
SHV
ISHARES TR
$114M1.0M6.9%
03
IDEV
ISHARES TR
$64M763K3.8%
04
IGIB
ISHARES TR
$46M863K2.8%
05
AGG
ISHARES TR
$42M424K2.5%
06
ONEQ
FIDELITY COMWLTH TR
$40M468K2.4%
07
VONG
VANGUARD SCOTTSDALE FDS
$37M339K2.2%
08
SPYM
SPDR SERIES TRUST
$35M454K2.1%
09
VO
VANGUARD INDEX FDS
$33M116K2.0%
10
VTV
VANGUARD INDEX FDS
$33M167K2.0%

Filing history

Filing history loading…
AI Agent · grounded in NFP
haiku-4-5 · 310 positions indexed
Sector mix
  • Tech13%
  • Financials12%
  • Health Care5%
  • Cons. Disc.36%
  • Industrials7%
  • Energy25%
  • Other2%
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