13F Filings History of RFP Financial Group LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$208,811,845
Signature - Title
Morgan Carter - Client Relationship Manager
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by RFP Financial Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RFP Financial Group LLC reported 81 stock holdings with total value $208,811,845 as of Q4 2025. Top holdings included EQWL, AAPL, CGSD, RSP, and KO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 81 $208,811,845 +$68,385,108 -$115,356,411 -$46,971,303 EQWL, AAPL, CGSD, RSP, KO 13F-HR 13 Feb 2026, 10:35
Q3 2025 102 $245,500,475 +$30,895,069 -$31,772,404 -$877,335 EQWL, IVV, AAPL, CGSD, RSP 13F-HR 12 Nov 2025, 11:36
Q2 2025 92 $242,159,279 +$65,981,461 -$88,963,782 -$22,982,321 EQWL, IVV, AAPL, IXUS, AGG 13F-HR 13 Aug 2025, 16:59
Q1 2025 122 $248,623,432 +$28,755,681 -$28,823,605 -$67,924 MGK, IVV, RSP, AAPL, IXUS 13F-HR 22 Apr 2025, 10:52
Q4 2024 115 $257,158,386 +$17,849,513 -$67,364,144 -$49,514,631 MGK, RSP, IVV, AAPL, AGG 13F-HR 28 Jan 2025, 14:52
Q3 2024 106 $306,961,782 +$75,500,068 -$54,525,485 +$20,974,583 RSP, MGK, IVV, AAPL, IXUS 13F-HR 21 Oct 2024, 15:29
Q2 2024 909 $270,145,224 +$30,947,546 -$18,108,595 +$12,838,951 RSP, IVV, AAPL, IXUS, AGG 13F-HR 25 Jul 2024, 11:47
Q1 2024 861 $255,591,777 +$17,243,324 -$10,752,721 +$6,490,603 RSP, IVV, AAPL, SPTS, AGG 13F-HR 09 May 2024, 17:27
Q4 2023 881 $243,957,386 +$48,692,840 -$52,840,514 -$4,147,674 RSP, AAPL, IVV, SPTS, AGG 13F-HR 12 Feb 2024, 17:43
Q3 2023 905 $227,384,812 +$41,939,539 -$50,770,045 -$8,830,506 QQQE, RSP, AAPL, IVV, SPTI 13F-HR 30 Oct 2023, 15:22
Q2 2023 960 $244,892,144 +$158,465,924 -$3,013,004 +$155,452,920 QQQE, AAPL, IVV, AGG, IXUS Restatement 01 Aug 2023, 11:44
Q1 2023 745 $86,323,922 +$3,545,536 -$146,335,347 -$142,789,811 AGG, IVV, IXUS, MUB, IJH 13F-HR 26 Apr 2023, 11:09
Q4 2022 915 $223,129,733 $0 $0 $0 RPV, AAPL, AGG, IVV, SCHJ 13F-HR 24 Jan 2023, 10:12