Rfp Financial Group LLC Portfolio Holdings

Rfp Financial Group LLC

  • $228 Million
  • Q3 2025

Rfp Financial Group LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $228 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $39.8M, Ishares Core S&P 500 ETF with a value of $24.7M, Apple Inc. with a value of $18.2M, Ishares Tr with a value of $13.5M, and Invesco S&P 500 Equal Weight E with a value of $11.7M.

Examining the 13F form we can see an increase of $69K in the current position value, from $228M to 228M.

Rfp Financial Group LLC is based out at Atlanta, GA

Below you can find more details about Rfp Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Million
ETFs: $165 Million
Technology: $25.6 Million
Consumer Defensive: $11.2 Million
Financial Services: $6.65 Million
Consumer Cyclical: $5.95 Million
Communication Services: $4.66 Million
Healthcare: $3.56 Million
Industrials: $1.98 Million
Other: $3.27 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$203M
$11,000 0.0% of portfolio
44,371
Q3 2025 Added 0.14%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $228 Million
  • Prior Value $228 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
Track This Portfolio

Track Rfp Financial Group LLC Portfolio

Follow Rfp Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rfp Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rfp Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email