RFP Financial Group LLC
•CIK: 1956564•Filing: Q4 2025
**RFP Financial Group LLC** manages $209M across a diversified portfolio of 81 positions. The fund exhibits significant concentration in technology and consumer staples, notably holding EQWL at $54.2M and AAPL at $35.5M. Further top allocations include CGSD ($20.7M) and RSP ($19.7M), indicating a strategic focus on established market leaders. This positioning suggests a conviction-driven approach targeting large-cap stability and growth.
Total AUM
$208.8M
QoQ Performance
-14.9%
Positions
81
Top 10 Concentration
77.6%
Latest Filing
Q4 2025
Top Holdings Allocation
EQWL
AAPL
CGSD
RSP
EQWL25.9%
AAPL17.0%
CGSD9.9%
RSP9.4%
KO4.4%
MSFT3.5%
HD2.4%
VFVA2.2%
📈 Biggest Buys
AAPL
APPLE INC
+82.3%
17.0% of portfolio
EQWL
INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH
+32.0%
25.9% of portfolio
CGSD
CAPITAL GRP FIXED INCM ETF TR SHORT DURATION
+63.0%
9.9% of portfolio
RSP
INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT
+66.1%
9.4% of portfolio
VFVA
VANGUARD U.S. VALUE FACTOR ETF
NEW
2.2% of portfolio
📉 Biggest Sells
Sector Breakdown
Other60.4%
Technology23.0%
Consumer5.3%
Consumer Staples4.9%
Financial2.3%
Healthcare1.5%
Industrial1.2%
ETF0.7%
🚪 Exited Positionssold since Q3 2025
+32 more exited positions
Changes from Q3 2025
NEW16 new positions
↑15 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023