DOSSIER · 13F-HR · Q1 2026

RFP Financial Group LLC

$184M in tracked AUM across 85 positions as of Q1 2026.

RF
CIK 0001956564 · last filed Mar 31, 2026
Total AUM
$184M
as of Q1 2026
Holdings
85
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

RFP Financial Group LLC 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
AAPL
APPLE INCORPORATED
$32M128K17.6%
02
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
$21M184K11.5%
03
VGUS
VANGUARD ULTRA-SHORT TREASURY ETF
$21M280K11.5%
04
VFMV
VANGUARD WELLINGTON FUND U S MINIMUM VOLATILITY ETF
$17M125K9.0%
05
VBIL
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL
$12M153K6.3%
06
KO
COCA-COLA CO
$10M130K5.4%
07
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$9M46K4.8%
08
WMT
WALMART INCORPORATED
$6M48K3.2%
09
MSFT
MICROSOFT CORPORATION
$6M15K3.0%
10
HD
HOME DEPOT INCORPORATED
$5M15K2.6%

Filing history

2026Q1Mar 31
$184M 11.9%
85 positionsView →
2025Q4Dec 31
$209M 14.9%
96 positionsView →
2025Q3Sep 30
$246M 1.4%
103 positionsView →
2025Q2Jun 30
$242M 2.6%
92 positionsLocked
2025Q1Mar 31
$249M 3.3%
123 positionsLocked
2024Q4Dec 31
$257M 16.2%
116 positionsLocked
2024Q3Sep 30
$307M 13.6%
127 positionsLocked
2024Q2Jun 30
$270M 5.4%
1,140 positionsLocked
2024Q1Mar 31
$256M 4.9%
1,090 positionsLocked
2023Q4Dec 31
$244M 7.4%
1,098 positionsLocked
2023Q3Sep 30
$227M 7.2%
1,109 positionsLocked
2023Q2Jun 30
$245M 182.0%
2,513 positionsLocked
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