Nfp Retirement
$1.8B 13F equity value
334 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Nfp Retirement covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 389,343 | $295M | 16.2% |
| SHV | ISHARES TR | 1,478,117 | $163M | 8.9% |
| IDEV | ISHARES TR | 777,307 | $70M | 3.8% |
| ONEQ | FIDELITY COMWLTH TR | 452,346 | $47M | 2.6% |
| IGIB | ISHARES TR | 846,629 | $45M | 2.5% |
| VONG | VANGUARD SCOTTSDALE FDS | 352,091 | $45M | 2.5% |
| AGG | ISHARES TR | 435,405 | $43M | 2.4% |
| SPYM | SPDR SERIES TRUST | 485,208 | $43M | 2.3% |
| VEA | VANGUARD TAX-MANAGED FDS | 551,337 | $39M | 2.2% |
| QQQ | INVESCO QQQ TR | 52,154 | $38M | 2.1% |
Track Nfp Retirement's 13F portfolio: $1.8B in reported holdings, 334 positions. Top holdings and quarterly changes on SentiSense.
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