RFP Financial Group LLC

CIK 0001956564 · Q2 2026

13F Equity AUM

$152.3M

+26.9% QoQ

Positions

+2 QoQ

AUM Rank

#9,151

Top 73%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,891 · Top 71%

vs S&P -7.7%/yr (unadj.)

Quarters Tracked

~3 years

Portfolio Concentration

Top 5: 51.4%Top 10: 68.0%Top 20: 85.2%

RSPT13.4%

EQWL13.3%

AAPL12.0%

VGUS6.5%

RSP6.2%

ACWV4.1%

VBIL3.6%

KO3.5%

WMT3.0%

JNJ2.5%

Others (54)32.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services60.9%

Technology16.2%

Consumer Defensive8.3%

Healthcare3.5%

Consumer Cyclical3.0%

Industrials2.9%

Communication Services2.7%

Other2.5%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 64Median: 0.44%Avg: 1.56%

0–0.5%

34(8.3%)

0.5–1%

12(8.2%)

1–3%

10(20.9%)

3–5%

3(11.2%)

5%+

5(51.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 64vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New14Increased26Decreased13Exited12

New Positions

RSPT13.4%

+316K

ACWV4.1%

+51K

VTIP2.1%

+63K

PNFP0.4%

+6K

XLK0.2%

+2K

XBI0.2%

+2K

XNTK0.2%

+906

FTLS0.2%

+4K

META0.2%

+501

NDQ0.2%

+346

Increased

SWVXX0.1%

+111K(+164%)

LDRT0.6%

+17K(+104%)

WMT3.0%

+16K(+66%)

MGK0.7%

+9K(+350%)

NVDA1.8%

+9K(+190%)

JNJ2.5%

+7K(+97%)

JPM2.2%

+4K(+75%)

CAT2.3%

+2K(+94%)

SPY0.8%

+698(+76%)

CSCO0.4%

+492(+10%)

Decreased

EQWL13.3%

-27,072(-15%)

VGUS6.5%

-9,400(-7%)

CGHM1.3%

-9,276(-11%)

VBIL3.6%

-3,255(-4%)

QQQM0.3%

-2,351(-57%)

RSP6.2%

-1,882(-4%)

MRK0.5%

-1,486(-21%)

AMZN0.8%

-584(-11%)

AAPL12.0%

-561(-1%)

IJR0.1%

-352(-18%)

Exited

-62,358

-25,446

-40,655

-23,612

-15,798

-3,855

-1,977

-869

-4,325

-1,411

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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