13F Insight
DOSSIER · 13F-HR · Q1 2026

NFP Retirement, Inc.

$1.7B in tracked AUM across 310 positions as of Q1 2026.

NR
CIK 0002040084 · last filed Mar 31, 2026
Total AUM
$1.7B
as of Q1 2026
Holdings
310
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$536M▲ 6.7%
230 positionsLocked
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