RFP Financial Group LLC

CIK 0001956564 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

RFP Financial Group LLC reported 64 positions worth $223.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (16.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$223.3M
2026 Q2
Positions
64
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.3%
Est. Net Flow (Q)
2026 Q2
10 / 64 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$36.6M16.38%126,412
2RSPTINVESCO EXCHANGE TRADED FD TR S&P500 EQL TECSH$20.4M9.12%315,619
3EQWLINVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGHSH$20.3M9.09%157,285
4VGUSVANGUARD INSTL INDEX FD ULTR SHOR TR ETFSH$19.8M8.87%261,650
5ACWVISHARES INC MSCI GBL MIN VOLSH$12.4M5.54%102,954
6VBILVANGUARD INSTL INDEX FD 0 3 MO TR BI ETFSH$11.1M4.95%146,162
7KOCOCA-COLA COSH$10.6M4.73%129,916
8RSPINVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTSH$9.4M4.21%44,133
9WMTWALMART INC COMSH$9.0M4.04%79,574
10JNJJOHNSON &JOHNSON COMSH$7.6M3.42%30,024

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does RFP Financial Group LLC hold as of Q2 2026?

RFP Financial Group LLC reported 64 positions worth $223.3M in its Q2 2026 13F filing. Largest positions: AAPL (16.4%), RSPT (9.1%), EQWL (9.1%), VGUS (8.9%) and ACWV (5.5%).

What did RFP Financial Group LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did RFP Financial Group LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.