Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NFP Retirement, Inc. (CIK 2040084) reported $1.67B across 310 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($302.5M, 18.15%), SHV ($114.2M, 6.85%), IDEV ($63.7M, 3.82%), IGIB ($45.9M, 2.76%), AGG ($42.1M, 2.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $302.5M | 18.15% | 463,174 | Added |
| 2 | SHV | ISHARES TR | $114.2M | 6.85% | 1.0M | Trimmed |
| 3 | IDEV | ISHARES TR | $63.7M | 3.82% | 762,690 | Added |
| 4 | IGIB | ISHARES TR | $45.9M | 2.76% | 863,357 | Added |
| 5 | AGG | ISHARES TR | $42.1M | 2.52% | 423,670 | Trimmed |
| 6 | ONEQ | FIDELITY COMWLTH TR | $39.8M | 2.38% | 468,223 | Added |
| 7 | VONG | VANGUARD SCOTTSDALE FDS | $37.2M | 2.23% | 339,365 | Added |
| 8 | SPLG | SPDR SERIES TRUST | $34.7M | 2.08% | 453,841 | Added |
| 9 | VO | VANGUARD INDEX FDS | $33.4M | 2.00% | 116,309 | Added |
| 10 | VTV | VANGUARD INDEX FDS | $32.7M | 1.96% | 166,576 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $30.9M | 1.85% | 677,767 | Added |
| 12 | QQQ | INVESCO QQQ TR | $30.0M | 1.80% | 51,995 | Added |
| 13 | IJH | ISHARES TR | $28.2M | 1.69% | 417,580 | Added |
| 14 | SPSB | SPDR SERIES TRUST | $26.8M | 1.61% | 892,159 | Added |
| 15 | FNDX | SCHWAB STRATEGIC TR | $26.6M | 1.60% | 954,774 | Added |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $23.6M | 1.41% | 367,887 | Added |
| 17 | IJR | ISHARES TR | $21.8M | 1.31% | 175,565 | Added |
| 18 | FLXR | TCW ETF TRUST | $21.1M | 1.26% | 536,243 | New |
| 19 | HSUN | HARTFORD FDS EXCHANGE TRADED | $20.9M | 1.25% | 601,079 | New |
| 20 | VB | VANGUARD INDEX FDS | $19.4M | 1.16% | 74,047 | Added |
| 21 | VCSH | VANGUARD SCOTTSDALE FDS | $18.7M | 1.12% | 235,450 | Added |
| 22 | IEMG | ISHARES INC | $18.7M | 1.12% | 268,119 | Trimmed |
| 23 | ITOT | ISHARES TR | $17.8M | 1.07% | 124,712 | Added |
| 24 | SHY | ISHARES TR | $17.5M | 1.05% | 211,813 | Added |
| 25 | PRFZ | INVESCO EXCHANGE TRADED FD T | $17.1M | 1.03% | 373,690 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31