RF
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RFP Financial Group LLC13F | |
| RFP Financial Group LLC | |
| Last update 2026-05-13 | 59 Stocks (9 new) |
| Value $184.00 Mil | Turnover 33 % |
RFP Financial Group LLC Top Holdings of 2026-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 127,534 | 32,366.9 | -2.28% | 17.620 | -0.40% | 0.000 | +12.32% | +4.58% | 4,167,977.9 | Hardware | |
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 184,357 | 21,245.2 | -59.78% | 11.570 | -15.98% | 0.910 | +12.59% | +9.64% | 2,618.9 | ||
VGUS | Vanguard Ultra-Short Treasury ETF | 280,450 | 21,218.8 | New Holding | 11.550 | +11.55% | - | +0.92% | +1.68% | 1,011.4 | ||
VFMV |
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
| 124,716 | 16,616.0 | New Holding | 9.050 | +9.05% | 4.450 | +5.16% | +7.49% | 427.5 | ||
VBIL |
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
| 152,672 | 11,549.7 | +332.95% | 6.290 | +4.84% | - | +0.94% | +1.75% | 8,943.0 | ||
KO | Coca-Cola Co | 129,586 | 9,855.1 | -1.11% | 5.360 | -0.05% | 0.000 | +11.34% | +19.78% | 355,514.1 | Beverages - Non-Alcoholic | |
RSP | Invesco S&P 500 Equal Weight ETF | 46,015 | 8,831.2 | -55.23% | 4.810 | -5.37% | 0.010 | +10.49% | +10.69% | 91,748.3 | ||
WMT | Walmart Inc | 48,072 | 5,974.3 | +96.95% | 3.250 | +1.60% | 0.000 | -5.13% | +4.25% | 920,670.2 | Retail - Defensive | |
MSFT | Microsoft Corp | 14,986 | 5,547.2 | -1.41% | 3.020 | -0.05% | 0.000 | +2.13% | -22.54% | 2,770,583.3 | Software | |
HD | The Home Depot Inc | 14,556 | 4,787.5 | -1.07% | 2.610 | -0.03% | 0.000 | +7.02% | +2.83% | 347,854.1 | Retail - Cyclical |
RFP Financial Group LLC's Historical Top Holdings Breakdowns
RFP Financial Group LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EQWL |
Invesco Russell Top 200 Equal Weight ETF
Invesco Russell Top 200 Equal Weight ETF
| 2026-03-31 | Reduce Reduce | -15.98% | 112.69 ($119.74) 122.74 | $128.44 | 7.27% | Reduce -59.78% | 184,357 | -274,069 | |
VGUS | Vanguard Ultra-Short Treasury ETF | 2026-03-31 | New Buy New Buy | +11.55% | 75.47 ($75.56) 75.68 | $75.64 | 0.11% | New holding | 280,450 | 280,450 | |
CGSD |
Capital Group Short Duration Income ETF
Capital Group Short Duration Income ETF
| 2026-03-31 | Reduce Reduce | -9.93% | 25.75 ($26) 26.14 | $25.82 | -0.69% | Reduce -97.04% | 23,612 | -773,506 | |
VFMV |
Vanguard U.S. Minimum Volatility ETF
Vanguard U.S. Minimum Volatility ETF
| 2026-03-31 | New Buy New Buy | +9.05% | 130.34 ($135.13) 140.12 | $139.24 | 3.04% | New holding | 124,716 | 124,716 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2026-03-31 | Reduce Reduce | -5.37% | 188.07 ($198.17) 204.97 | $210.31 | 6.13% | Reduce -55.23% | 46,015 | -56,761 | |
VBIL |
Vanguard 0-3 Month Treasury Bill ETF
Vanguard 0-3 Month Treasury Bill ETF
| 2026-03-31 | Add Add | +4.84% | 75.43 ($75.53) 75.65 | $75.67 | 0.19% | Add 332.95% | 152,672 | 117,409 | |
VFVA | Vanguard U.S. Value Factor ETF | 2026-03-31 | Sold Out Sold Out | -2.30% | 132.15 ($138.22) 144.6 | $149.29 | 8.01% | Sold Out | 0 | -35,150 | |
WMT | Walmart Inc | 2026-03-31 | Add Add | +1.60% | 112.71 ($122.77) 133.89 | $115.69 | -5.77% | Add 96.95% | 48,072 | 23,664 | |
SPYM |
State Street SPDR Portfolio S&P 500 ETF
State Street SPDR Portfolio S&P 500 ETF
| 2026-03-31 | New Buy New Buy | +1.06% | 74.38 ($79.99) 81.85 | $85.76 | 7.21% | New holding | 25,446 | 25,446 | |
JNJ | Johnson & Johnson | 2026-03-31 | Add Add | +0.99% | 204.31 ($232.92) 248.56 | $254.66 | 9.33% | Add 95.42% | 15,266 | 7,454 |
RFP Financial Group LLC Total Holding History ($B)
RFP Financial Group LLC's Asset Allocation
RFP Financial Group LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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RFP Financial Group LLC's Hypothetical Growth since 2026-03-31
RFP Financial Group LLC's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
RFP Financial Group LLC's Holdings Heat Map
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RFP Financial Group LLC's Holdings Bubble Chart
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