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.
RFP Financial Group LLC (CIK 1956564) reported $184.0M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($32.4M, 17.59%), EQWL ($21.2M, 11.55%), VGUS ($21.2M, 11.53%), VFMV ($16.6M, 9.03%), VBIL ($11.5M, 6.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $32.4M | 17.59% | 127,534 | Trimmed |
| 2 | EQWL | INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH | $21.2M | 11.55% | 184,357 | Trimmed |
| 3 | VGUS | VANGUARD INSTL INDEX FD ULTRA-SHORT TREA | $21.2M | 11.53% | 280,450 | New |
| 4 | VFMV | VANGUARD WELLINGTON FUND U S MINIMUM VOLATILITY ETF | $16.6M | 9.03% | 124,716 | New |
| 5 | VBIL | VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL | $11.5M | 6.28% | 152,672 | Added |
| 6 | KO | COCA-COLA CO | $9.9M | 5.36% | 129,586 | Trimmed |
| 7 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $8.8M | 4.80% | 46,015 | Trimmed |
| 8 | WMT | WALMART INC | $6.0M | 3.25% | 48,072 | Added |
| 9 | MSFT | MICROSOFT CORP | $5.5M | 3.02% | 14,986 | Trimmed |
| 10 | HD | HOME DEPOT INC | $4.8M | 2.60% | 14,556 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $3.7M | 2.03% | 15,266 | Added |
| 12 | GOOG | ALPHABET INCORPORATED CAP STK CLASS C | $2.7M | 1.48% | 9,501 | Trimmed |
| 13 | CAT | CATERPILLAR INC COM | $2.4M | 1.33% | 3,442 | Trimmed |
| 14 | AMZN | AMAZON.COM INC | $2.3M | 1.26% | 11,114 | Added |
| 15 | CGHM | CAPITAL GRP FIXED INCM ETF TR MUNICIPAL HIGH I | $2.1M | 1.16% | 84,606 | Added |
| 16 | SO | SOUTHERN CO | $2.1M | 1.13% | 21,460 | Added |
| 17 | CVX | CHEVRON CORP NEW | $2.0M | 1.07% | 9,520 | Added |
| 18 | SPLG | SPDR PORTFOLIO S&P 500 ETF | $1.9M | 1.06% | 25,446 | New |
| 19 | MGK | VANGUARD MEGA CAP GROWTH INDEX FUND | $1.9M | 1.03% | 5,158 | Hold |
| 20 | JPM | JPMORGAN CHASE & COMPANY | $1.7M | 0.94% | 5,889 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS VANGUARD STK MKT ETF | $1.7M | 0.93% | 5,330 | Trimmed |
| 22 | PEP | PEPSICO INC | $1.7M | 0.91% | 10,768 | Added |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.5M | 0.81% | 1,493 | Hold |
| 24 | FENY | FIDELITY MSCI ENERGY INDEX ETF | $1.4M | 0.75% | 40,655 | New |
| 25 | VBR | VANGUARD SMALL-CAP VALUE ETF | $1.1M | 0.58% | 4,880 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31