DOSSIER · 13F-HR · Q2 2026

RFP Financial Group LLC

$223M in tracked AUM across 90 positions as of Q2 2026.

RF
CIK 0001956564 · last filed Jun 30, 2026
Total AUM
$223M
as of Q2 2026
Holdings
90
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

RFP Financial Group LLC 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
AAPL
APPLE INCORPORATED
$37M126K16.4%
02
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$20M316K9.1%
03
EQWL
INVESCO S&P 100 EQUAL WEIGHT ETF
$20M157K9.1%
04
VGUS
VANGUARD ULTRA-SHORT TREASURY ETF
$20M262K8.9%
05
ACWV
ISHARES INCORPORATED MSCI GBL MIN VOL
$12M103K5.5%
06
VBIL
VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF
$11M146K5.0%
07
KO
COCA-COLA CO
$11M130K4.7%
08
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
$9M44K4.2%
09
WMT
WALMART INC COM
$9M80K4.0%
10
JNJ
JOHNSON &JOHNSON COM
$8M30K3.4%

Filing history

2026Q2Jun 30
$223M 21.4%
90 positionsView →
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
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