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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45B
$1.74 Billion 0.08% of portfolio
24,858
Q3 2025 Added 0.77%
$7.63B
$844 Million 0.04% of portfolio
15,660
Q3 2025 Added 198.06%
$8.69B
$165 Million 0.01% of portfolio
27,500
Q1 2025 Reduced 12.7%
$2.03B
$151 Million 0.01% of portfolio
83,000
Q3 2024 Reduced 10.27%
$2.96B
$310 Million 0.01% of portfolio
72,033
Q3 2025 Added 1.11%
$7.86B
$119 Million 0.01% of portfolio
16,500
Q3 2024 Added 13.79%
$3.16B
$265 Million 0.01% of portfolio
32,000
Q1 2025 Reduced 3.03%
$2.45B
$69 Million 0.0% of portfolio
12,000
Q4 2024 Added 9.09%
$2.03B
$107 Million 0.0% of portfolio
60,000
Q3 2025 Reduced 66.58%
$3B
$32.4 Million 0.0% of portfolio
12,500
Q3 2025 New

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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