Nfp Retirement, Inc. Portfolio Holdings

Nfp Retirement, Inc.

  • $2.18 Trillion
  • Q3 2025

Nfp Retirement, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.18 Trillion distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $513B, Ishares Tr with a value of $276B, Ishares Core U.S. Aggregate Bo with a value of $103B, Ishares Core Msci Intl Develop with a value of $93.4B, and Fidelity Nasdaq Composite Inde with a value of $76.8B.

Examining the 13F form we can see an increase of $917B in the current position value, from $1.26T to 2.18T.

Nfp Retirement, Inc. is based out at Aliso Viejo, CA

Below you can find more details about Nfp Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.18 Trillion
Technology: $50.4 Billion
Healthcare: $34.3 Billion
Financial Services: $33.5 Billion
Consumer Cyclical: $16.1 Billion
ETFs: $8.41 Billion
Consumer Defensive: $6.33 Billion
Communication Services: $5.9 Billion
Basic Materials: $4.97 Billion
Other: $13.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$5.97 Billion 0.27% of portfolio
82,095
Q3 2025 New
$0
$5.83 Billion 0.27% of portfolio
26,601
Q3 2025 Added 0.71%
$0
$5.6 Billion 0.26% of portfolio
8,440
Q3 2025 Reduced 0.42%
$0
$5.37 Billion 0.25% of portfolio
79,947
Q3 2025 Added 4.08%
$0
$5.37 Billion 0.25% of portfolio
54,529
Q3 2025 Added 183.61%
$0
$5.53 Billion 0.25% of portfolio
114,808
Q3 2025 Reduced 0.43%
$0
$5.29 Billion 0.24% of portfolio
102,823
Q3 2025 Reduced 6.43%
$0
$5.11 Billion 0.23% of portfolio
8,233
Q3 2025 Added 34.33%
$156B
$4.96 Billion 0.23% of portfolio
44,683
Q3 2025 Added 51.91%
$971B
$4.75 Billion 0.22% of portfolio
6,121
Q3 2025 Added 33.62%
$0
$4.56 Billion 0.21% of portfolio
47,525
Q3 2025 Added 1.17%
$0
$4.4 Billion 0.2% of portfolio
71,743
Q3 2025 Added 515.4%
$183B
$4.29 Billion 0.2% of portfolio
15,297
Q3 2025 Added 51.65%
$72.4B
$4.05 Billion 0.19% of portfolio
11,343
Q3 2025 Reduced 1.13%
$0
$4.06 Billion 0.19% of portfolio
39,401
Q3 2025 Added 133.09%
$0
$4.14 Billion 0.19% of portfolio
141,649
Q3 2025 Reduced 10.42%
$0
$3.9 Billion 0.18% of portfolio
154,119
Q3 2025 Reduced 25.76%
$0
$3.8 Billion 0.17% of portfolio
33,943
Q3 2025 New
$0
$3.66 Billion 0.17% of portfolio
49,640
Q3 2025 Reduced 6.69%
$0
$3.54 Billion 0.16% of portfolio
37,274
Q3 2025 Reduced 1.93%
$0
$3.37 Billion 0.15% of portfolio
40,649
Q3 2025 Added 1.58%
$0
$3.27 Billion 0.15% of portfolio
36,827
Q3 2025 Added 171.89%
$130B
$3.17 Billion 0.15% of portfolio
10,397
Q3 2025 Added 102.08%
$0
$2.97 Billion 0.14% of portfolio
30,925
Q3 2025 Added 182.29%
$1.29T
$3.02 Billion 0.14% of portfolio
8,437
Q3 2025 Added 91.27%
$0
$3.09 Billion 0.14% of portfolio
44,724
Q3 2025 Added 0.89%
$0
$3.02 Billion 0.14% of portfolio
12,160
Q3 2025 Reduced 1.09%
$0
$3 Billion 0.14% of portfolio
22,525
Q3 2025 Reduced 14.56%
$367B
$2.75 Billion 0.13% of portfolio
7,490
Q3 2025 Reduced 8.33%
$86.1B
$2.89 Billion 0.13% of portfolio
8,396
Q3 2025 Added 83.76%
$0
$2.92 Billion 0.13% of portfolio
113,503
Q3 2025 Added 2.62%
$0
$2.86 Billion 0.13% of portfolio
13,958
Q3 2025 Reduced 2.06%
$0
$2.61 Billion 0.12% of portfolio
14,492
Q3 2025 Added 42.4%
$0
$2.57 Billion 0.12% of portfolio
116,258
Q3 2025 Reduced 1.08%
$0
$2.55 Billion 0.12% of portfolio
152,340
Q3 2025 Added 20.69%
$1.74T
$2.43 Billion 0.11% of portfolio
13,679
Q3 2025 Added 31.86%
$0
$2.47 Billion 0.11% of portfolio
41,387
Q3 2025 New
$0
$2.47 Billion 0.11% of portfolio
72,765
Q3 2025 Reduced 1.73%
$0
$2.49 Billion 0.11% of portfolio
104,411
Q3 2025 Reduced 0.15%
$0
$2.2 Billion 0.1% of portfolio
7,068
Q3 2025 Added 29.43%
$0
$2.22 Billion 0.1% of portfolio
8,756
Q3 2025 Added 22.82%
$0
$2.07 Billion 0.1% of portfolio
10,632
Q3 2025 Reduced 0.1%
$279B
$2.1 Billion 0.1% of portfolio
21,444
Q3 2025 Added 59.77%
$0
$2.23 Billion 0.1% of portfolio
58,527
Q3 2025 Reduced 1.91%
$0
$2 Billion 0.09% of portfolio
41,780
Q3 2025 Added 99.99%
$0
$1.96 Billion 0.09% of portfolio
26,899
Q3 2025 Reduced 3.88%
$0
$1.96 Billion 0.09% of portfolio
39,498
Q3 2025 Added 3.68%
$0
$1.96 Billion 0.09% of portfolio
37,552
Q3 2025 Reduced 0.85%
$490B
$1.96 Billion 0.09% of portfolio
18,210
Q3 2025 Added 1.52%

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $2.18 Trillion
  • Prior Value $1.26 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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