13F Insight
DOSSIER · 13F-HR · Q2 2026

NFP Retirement, Inc.

$1.8B in tracked AUM across 321 positions as of Q2 2026.

NR
CIK 0002040084 · last filed Jun 30, 2026
Total AUM
$1.8B
as of Q2 2026
Holdings
321
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NFP Retirement, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$295M389K16.2%02
SHV
ISHARES TR
$163M1.5M8.9%03
IDEV
ISHARES TR
$70M777K3.8%04
ONEQ
FIDELITY COMWLTH TR
$47M452K2.6%05
IGIB
ISHARES TR
$45M847K2.5%06
VONG
VANGUARD SCOTTSDALE FDS
$45M352K2.5%07
AGG
ISHARES TR
$43M435K2.4%08
SPYM
SPDR SERIES TRUST
$43M485K2.3%09
VEA
VANGUARD TAX-MANAGED FDS
$39M551K2.2%10
QQQ
INVESCO QQQ TR
$38M52K2.1%

Filing history

2026Q2Jun 30
$1.8B▲ 9.4%
321 positionsView →2026Q1Mar 31
$1.7B▲ 1.3%
310 positionsView →2025Q4Dec 31
$1.6B▲ 5.0%
305 positionsView →2025Q3Sep 30
$1.6B▲ 3.5%
299 positionsView →2025Q2Jun 30
$1.5B▲ 20.0%
298 positionsLocked2025Q1Mar 31
$1.3B▼ 0.4%
277 positionsLocked2024Q4Dec 31
$1.3B▲ 2.5%
292 positionsLocked2024Q3Sep 30
$1.2B▲ 3.5%
284 positionsLocked2024Q2Jun 30
$1.2B▲ 2.9%
277 positionsLocked2024Q1Mar 31
$1.2B▲ 96.4%
279 positionsLocked2023Q4Dec 31
$591M▲ 12.8%
244 positionsLocked2023Q3Sep 30
$524M▼ 2.4%
226 positionsLocked
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