RFP Financial Group LLC 13F Holdings

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APPLE INCORPORATED	AAPL	COM	$18,289,424	63,206	SH	None

First displayed source row from Disclosed positions. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-06-30 and its public availability date is 2026-08-15. Subtracting those calendar dates gives 46 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

Read the amount together with its Unit and Option columns. A reported put or call position is not an option premium paid, and a quarterly holding is not a purchase made on its public filing date. Check every accession in the effective amendment lineage below: a retained holding can originate in an earlier filing rather than the latest linked amendment.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

Latest effective SEC 13F-HR: 0001956564-26-000003 ↗

Disclosed positions

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APPLE INCORPORATED	AAPL	COM	$18,289,424	63,206	SH	None
APPLE INC	AAPL	AAPL	$18,289,424	63,206	SH	None
INVESCO S&P 100 EQUAL WEIGHT ETF	EQWL	S&P 100 EQL WIGH	$17,119,806	132,691	SH	None
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF	RSPT	S&P500 EQL TEC	$16,850,563	261,249	SH	None
VANGUARD ULTRA-SHORT TREASURY ETF	VGUS	ULTR SHOR TR ETF	$9,898,226	130,825	SH	None
VANGUARD INSTL INDEX FD ULTR SHOR TR ETF	VGUS	VGUS	$9,898,226	130,825	SH	None
INVESCO S&P 500 EQUAL WEIGHT ETF	RSP	S&P500 EQL WGT	$9,144,436	42,978	SH	None
ISHARES INCORPORATED MSCI GBL MIN VOL	ACWV	MSCI GBL MIN VOL	$6,189,045	51,477	SH	None
ISHARES INC MSCI GBL MIN VOL	ACWV	ACWV	$6,189,045	51,477	SH	None
VANGUARD 0 3 MONTH TREASURY BILL ETF	VBIL	0 3 MO TR BI ETF	$5,530,786	73,081	SH	None
VANGUARD INSTL INDEX FD 0 3 MO TR BI ETF	VBIL	VBIL	$5,530,786	73,081	SH	None
COCA COLA COMPANY	KO	COM	$5,279,112	64,958	SH	None
COCA-COLA CO	KO	KO	$5,279,112	64,958	SH	None
WALMART INC COM	WMT	WMT	$4,506,235	39,787	SH	None
WALMART INC	WMT	COM	$4,506,235	39,787	SH	None
JOHNSON &JOHNSON COM	JNJ	JNJ	$3,812,470	15,012	SH	None
JOHNSON & JOHNSON	JNJ	COM	$3,812,470	15,012	SH	None
CATERPILLAR INCORPORATED	CAT	COM	$3,561,026	3,344	SH	None
CATERPILLAR INC COM	CAT	CAT	$3,561,026	3,344	SH	None
INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC	RSPT	RSPT	$3,506,882	54,370	SH	None
ALPHABET INCORPORATED CAP STK CLASS C	GOOG	CAP STK CL C	$3,359,248	9,507	SH	None
INVESCO EXCHANGE TRADED FD TR S&P 100 EQL WIGH	EQWL	EQWL	$3,173,122	24,594	SH	None
VANGUARD SHORT-TERM INFLATION PROTECTED SECURITIES INDEX FD	VTIP	STRM INFPROIDX	$3,172,326	63,156	SH	None
VANGUARD SHT-TERM INFLATION-PROTECTED SEC IDX	VTIP	VTIP	$3,172,326	63,156	SH	None
JPMORGAN CHASE & COMPANY	JPM	COM	$2,834,540	8,660	SH	None
MICROSOFT CORPORATION	MSFT	COM	$2,831,527	7,591	SH	None
MICROSOFT CORP	MSFT	MSFT	$2,831,527	7,591	SH	None
HOME DEPOT INCORPORATED	HD	COM	$2,586,805	7,335	SH	None
HOME DEPOT INC	HD	HD	$2,586,805	7,335	SH	None
NVIDIA CORPORATION	NVDA	COM	$2,210,498	11,048	SH	None
CAPITAL GROUP MUNI HIGH-INCOME ETF	CGHM	MUN HIGH ETF	$1,947,281	75,330	SH	None
COSTCO WHOLESALE CORPORATION	COST	COM	$1,396,657	1,493	SH	None
VANGUARD SMALL-CAP VALUE ETF	VBR	SM CP VAL ETF	$1,185,791	4,880	SH	None
AMAZON.COM INC	AMZN	AMZN	$1,185,361	4,973	SH	None
AMAZON COM INCORPORATED	AMZN	COM	$1,185,361	4,973	SH	None
VANGUARD INDEX FDS VANGUARD STK MKT ETF	VTI	VTI	$1,073,736	2,902	SH	None
VANGUARD TOTAL STOCK MARKET ETF	VTI	TOTAL STK MKT	$1,073,736	2,902	SH	None
PHILIP MORRIS INTERNATIONAL INCORPORATED	PM	COM	$1,039,871	5,748	SH	None
SOUTHERN COMPANY	SO	COM	$1,026,922	10,730	SH	None
VANGUARD MEGA CAP GROWTH INDEX FUND	MGK	MGK	$1,020,240	11,606	SH	None
VANGUARD MEGA CAP GROWTH ETF	MGK	MEGA GRWTH IND	$1,020,240	11,606	SH	None
AMERICAN EXPRESS COMPANY	AXP	COM	$904,560	2,674	SH	None
ISHARES TRUST IBONDS 1-5 YEAR TREASURY LADDER ETF	LDRT	LDRT	$842,457	33,367	SH	None
CHEVRON CORP NEW COM	CVX	CVX	$826,977	4,989	SH	None
CHEVRON CORPORATION	CVX	COM	$826,977	4,989	SH	None
EXXON MOBIL CORPORATION	XOM	COM	$787,781	5,762	SH	None
STATE STREET SPDR S&P 500 ETF UNITS	SPY	SPY	$735,059	984	SH	None
PEPSICO INC	PEP	COM	$729,002	5,384	SH	None
MERCK & COMPANY INCORPORATED	MRK	COM	$705,966	5,494	SH	None
CISCO SYSTEMS INCORPORATED	CSCO	COM	$620,541	5,283	SH	None

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.

The displayed holdings combine the effective filing versions listed here. The latest receipt linked below identifies the current projection version; it is not proof that every retained holding originated in that latest amendment. Inspect all effective accessions when verifying a position's source.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

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Effective SEC accession	Role in this view
0001956564-26-000003	Latest effective version

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.