RFP Financial Group LLC - Portfolio overview

RFP Financial Group LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 10.71%
2. EQWL - INVESCO S&P 100 EQUAL WEIGHT ETF, 8.42%
3. AAPL - APPLE INC, 7.96%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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