StockDriftsStockDriftsTop 50 Rfp Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 16.38% | 126.4K | $36.6M | -0.88%(-1.12K) | $204.56(+49.28%) | 2026-06-30 | |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 9.12% | 315.6K | $20.4M | new | $54.00(+22.62%) | 2026-06-30 | |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 9.09% | 157.3K | $20.3M | -14.68%(-27.07K) | $108.58(+24.47%) | 2026-06-30 | |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | 8.87% | 261.6K | $19.8M | -6.70%(-18.80K) | $75.56(+0.00%) | 2026-06-30 | |
| ACWV | ISHARES INCORPORATED MSCI GBL MIN VOL | 5.54% | 103.0K | $12.4M | new | $119.07(+6.46%) | 2026-06-30 | |
| VBIL | VANGUARD 0 3 MONTH TREASURY BILL ETF | 4.95% | 146.2K | $11.1M | -4.26%(-6.51K) | $75.52(+0.11%) | 2026-06-30 | |
| KO | COCA COLA COMPANY | 4.73% | 129.9K | $10.6M | +0.25%(+330) | $66.19(+32.36%) | 2026-06-30 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 4.21% | 44.1K | $9.4M | -4.09%(-1.88K) | $167.24(+32.60%) | 2026-06-30 | |
| WMT | WALMART INC | 4.04% | 79.6K | $9.0M | +65.53%(+31.50K) | $100.34(+14.52%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.42% | 30.0K | $7.6M | +96.67%(+14.76K) | $219.18(+18.84%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.74% | +43.30% | — | — | +51.67% |
| Top 20 Holdings Unweighted | +12.36% | +41.84% | — | — | +52.32% |
Rfp Financial Group LLC reports $223.26M in US-listed equity holdings across 64 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (16.4%), RSPT (9.1%) and EQWL (9.1%). The top 20 holdings account for 88.4% of reported assets. Its disclosed equity book has returned +43.30% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Rfp Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1956564). View Rfp Financial Group LLC’s 13F filings on SEC