RFP Financial Group LLC

All 13F Filings

Location
Atlanta, GA
Most recent 13F
Q2 2026
Holdings value ($000)
223,261
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/14/2026 90 223,261 13F-HR RFP Financial Group LLC
Q1 2026 5/13/2026 85 183,978 13F-HR RFP Financial Group LLC
Q4 2025 2/13/2026 95 208,812 13F-HR RFP Financial Group LLC
Q3 2025 11/12/2025 103 245,500 13F-HR RFP Financial Group LLC
Q2 2025 8/13/2025 92 242,159 13F-HR RFP Financial Group LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 110.1 K 49.3% 21.12 K 0 21.12 K
ETFs 113.1 K 50.7% 18.16 K 0 18.16 K
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Fund Snapshot

Q2 2026
Latest filed
8/14/2026
Total value ($000)
223,261
Holdings
90
QoQ value change ($000)
39,283 (21.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.