RFP Financial Group LLC
Annual return '25
+22.9%
SPY '25
+17.7%
Alpha
+5.2ptsvs SPY
Invested
$119.9M
Holdings
65
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$EQWL
INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH
Held since at least Q1 2024
17.7%
02
$AAPL
APPLE INC
Q1 2026: New position (22.7k shares)
13.5%
03
$VGUS
VANGUARD INSTL INDEX FD ULTRA-SHORT TREA
Held since at least Q1 2024
8.9%
04
$RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
Held since at least Q1 2024
7.4%
05
$VFMV
VANGUARD WELLINGTON FUND U S MINIMUM VOLATILITY ETF
Held since at least Q1 2024
6.9%
06
$VBIL
VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL
Held since at least Q1 2024
4.8%
07
$LLY
ELI LILLY & CO
Q1 2026: New position (526 shares)
4.8%
08
$KO
COCA-COLA CO
Held since at least Q1 2024
4.1%
09
$WMT
WALMART INC
Q1 2026: New position (3.8k shares)
2.5%
10
$MSFT
MICROSOFT CORP
Q1 2026: New position (10.8k shares)
2.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:00 UTC.