13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001956564
Total reported value
$223.3M
$223.3M
92 檔
50.7%
In Q2 2025, RFP Financial Group LLC's U.S. equity holdings reached a combined market value of $223.3M, distributed across 92 disclosed stock positions.
During Q2 2025, RFP Financial Group LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQWL | Invesco S&p 100 Equal Weight | ETF-Other | 21.42% | -2.46% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.38% | — | -3.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.04% | -1.21% | -5.23% | |
| 4 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 5.27% | -0.01% | -2.04% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.62% | — | -1.58% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.17% | -0.59% | -45.34% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.38% | — | +0.70% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 2.88% | — | +1.01% | |
| 9 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 2.29% | -1.33% | +304.32% | |
| 10 | LDRT | Ishares Ibond 1-5 Trea Lad | ETF-Other | 2.15% | +0.16% | -14.94% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.00% | -0.48% | -17.04% | |
| 12 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.90% | -0.63% | -5.86% | |
| 13 | ICSH | Ishares Ultra Short Duration | ETF-Other | 1.78% | — | +5.18% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.77% | -0.05% | +10.23% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.63% | +0.21% | +292.20% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 1.53% | — | +1.98% | |
| 17 | REET | Ishares Global Reit ETF | ETF-Other | 1.43% | — | -2.16% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.03% | -0.91% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.29% | — | -3.64% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.12% | -0.28% | -10.61% | |
| 21 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | +0.79% | -9.81% | |
| 22 | LDRI | Ishrs Ib 1-5 Year Tips L ETF | ETF-Other | 0.84% | — | — | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | +0.57% | — | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.81% | +0.02% | — | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.76% | — | +0.63% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.74% | -0.20% | -6.89% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.73% | — | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-Other | 0.73% | — | -0.06% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.65% | -0.18% | -4.60% | |
| 30 | SO | Southern Co/the | Stock-Utilities | 0.65% | -0.67% | -4.23% | |
| 31 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.62% | — | -15.14% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.61% | — | — | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | — | +2.00% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.53% | +1.39% | -8.69% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.78% | +0.52% | |
| 36 | PM | Philip Morris International | Stock-Consumer Staples | 0.46% | -0.05% | — | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.46% | +1.86% | — | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.40% | -0.12% | -98.17% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.39% | -0.05% | -18.86% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.38% | -0.29% | — | |
| 41 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 0.38% | — | -6.20% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.16% | -5.48% | |
| 43 | AXP | American Express Co | Stock-Financials | 0.35% | -0.01% | -0.11% | |
| 44 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.58% | +0.93% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.35% | — | -7.15% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.17% | -13.94% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.23% | NEW | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.28% | +0.13% | NEW | |
| 49 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-Other | 0.27% | — | +11.12% | |
| 50 | CGSD | Cap Group Short Duration | ETF-Other | 0.27% | -0.33% | EXIT |
According to official SEC Form 13F filings, RFP Financial Group LLC reported a total U.S. public equity portfolio value of $223.3M across 92 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EQWL, IVV, AAPL) accounted for 50.7% of total reported equity market value during Q2 2025.
During Q2 2025, RFP Financial Group LLC's top holdings by market value included EQWL (21.4%)、IVV (9.4%)、AAPL (6.0%). The largest single position, EQWL, represented 21.4% of total portfolio value.
In Q2 2025, RFP Financial Group LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.