NFP Retirement, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040084
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.8B
Holdings
321
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
NFP Retirement, Inc. disclosed 321 positions worth $1.8B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 22 new positions and exited 12 and a full exit from $STT. The portfolio is most concentrated in Other (89.0% of disclosed assets). All figures are sourced directly from NFP Retirement, Inc.’s Form 13F-HR filing with the SEC under CIK 2040084.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
16.2% weight
Held 7 quarters
ISHARES TR - TRUST ISHARE
8.9% weight
Held 7 quarters
ISHARES TR - CORE MSCI INT
3.8% weight
Held 7 quarters
FIDELITY COMWLTH TR - NASD
2.6% weight
Held 7 quarters
ISHARES TR - ISHS 5-10YR I
2.5% weight
Held 5 quarters
VANGUARD SCOTTSDALE FDS -
6 quarters accumulating
$IVZ6 quarters accumulating
J P MORGAN EXCHANGE TRADED
6 quarters accumulating
ISHARES TR - 0-5 YR TIPS E
5 quarters accumulating
FIDELITY MERRIMACK STR TR
4 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$295.2M389,343 shISHARES TR - TRUST ISHARE 0-1
—Quality
$162.9M1,478,117 shISHARES TR - CORE MSCI INTL
—Quality
$69.7M777,307 shFIDELITY COMWLTH TR - NASDAQ COMPSIT
—Quality
$46.8M452,346 shISHARES TR - ISHS 5-10YR INVT
—Quality
$45.0M846,629 shVANGUARD SCOTTSDALE FDS - VNG RUS1000GRW
—Quality
$45.0M352,091 shISHARES TR - CORE US AGGBD ET
—Quality
$42.9M435,405 shSPDR SERIES TRUST - ST STR P500ETF
—Quality
$42.6M485,208 shVANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
—Quality
$39.3M551,337 sh- —
Quality
$38.4M52,154 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $295.2M | 389,343 |
| ISHARES TR - TRUST ISHARE 0-1 | — | $162.9M | 1,478,117 |
| ISHARES TR - CORE MSCI INTL | — | $69.7M | 777,307 |
| FIDELITY COMWLTH TR - NASDAQ COMPSIT | — | $46.8M | 452,346 |
| ISHARES TR - ISHS 5-10YR INVT | — | $45.0M | 846,629 |
| VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | — | $45.0M | 352,091 |
| ISHARES TR - CORE US AGGBD ET | — | $42.9M | 435,405 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $42.6M | 485,208 |
| VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $39.3M | 551,337 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $38.4M | 52,154 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NFP Retirement, Inc.'s 321 positions.
Showing top 10 of 321 holdings.
Sector Allocation
Other
$1.6B
Financials
$98.1M
Technology
$49.3M
Healthcare
$16.0M
Consumer Discretionary
$12.8M
Industrials
$6.9M
Real Estate
$5.0M
Materials
$4.3M
Top Holdings — NFP Retirement, Inc. (Q2 2026)
Top 150 of 321 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $295.2M | 16.2% | -16% | — |
| 2 | — | ISHARES TR - TRUST ISHARE 0-1 | $162.9M | 8.9% | +43% | — |
| 3 | — | ISHARES TR - CORE MSCI INTL | $69.7M | 3.8% | +2% | — |
| 4 | — | FIDELITY COMWLTH TR - NASDAQ COMPSIT | $46.8M | 2.6% | -3% | — |
| 5 | — | ISHARES TR - ISHS 5-10YR INVT | $45.0M | 2.5% | -2% | — |
| 6 | — | VANGUARD SCOTTSDALE FDS - VNG RUS1000GRW | $45.0M | 2.5% | +4% | — |
| 7 | — | ISHARES TR - CORE US AGGBD ET | $42.9M | 2.4% | +3% | — |
| 8 | — | SPDR SERIES TRUST - ST STR P500ETF | $42.6M | 2.3% | +7% | — |
| 9 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $39.3M | 2.1% | +50% | — |
| 10 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $38.4M | 2.1% | +0% | — |
| 11 | — | VANGUARD INDEX FDS - MID CAP ETF | $36.9M | 2.0% | +294% | — |
| 12 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $34.5M | 1.9% | +16% | — |
| 13 | — | VANGUARD INDEX FDS - VALUE ETF | $33.8M | 1.9% | -7% | — |
| 14 | — | FIDELITY MERRIMACK STR TR - TOTAL BD ETF | $32.0M | 1.8% | +4% | — |
| 15 | — | ISHARES TR - CORE S&P MCP ETF | $27.5M | 1.5% | -13% | — |
| 16 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $26.0M | 1.4% | -3% | — |
| 17 | — | ISHARES TR - CORE S&P SCP ETF | $22.4M | 1.2% | -13% | — |
| 18 | — | TCW ETF TRUST - FLEXIBLE INCOME | $21.6M | 1.2% | +3% | — |
| 19 | — | VANGUARD INDEX FDS - SMALL CP ETF | $21.4M | 1.2% | -5% | — |
| 20 | — | HARTFORD FDS EXCHANGE TRADED - STRAT INCOM ETF | $21.1M | 1.2% | -0% | — |
| 21 | — | ISHARES INC - CORE MSCI EMKT | $20.7M | 1.1% | -3% | — |
| 22 | — | ISHARES TR - CORE S&P TTL STK | $20.6M | 1.1% | -0% | — |
| 23 | — | INVESCO EXCHANGE TRADED FD T - RAFI US 1500 | $19.9M | 1.1% | -5% | — |
| 24 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | $19.7M | 1.1% | +6% | — |
| 25 | — | ISHARES TR - 1 3 YR TREAS BD | $18.5M | 1.0% | +6% | — |
| 26 | $IVZ | Invesco Ltd. | $18.3M | 1.0% | +8% | — |
| 27 | — | VANGUARD WORLD FD - MEGA GRWTH IND | $17.3M | 0.9% | +371% | — |
| 28 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $17.0M | 0.9% | +8% | — |
| 29 | $IVZ | Invesco Ltd. | $16.6M | 0.9% | -3% | — |
| 30 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $15.9M | 0.9% | +0% | — |
| 31 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $14.9M | 0.8% | +2% | — |
| 32 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $12.7M | 0.7% | -18% | — |
| 33 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $11.9M | 0.7% | +8% | — |
| 34 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $11.3M | 0.6% | NEW | — |
| 35 | — | VANGUARD INDEX FDS - GROWTH ETF | $10.7M | 0.6% | +515% | — |
| 36 | — | ISHARES TR - MSCI INTL QUALTY | $10.5M | 0.6% | -20% | — |
| 37 | — | VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US | $10.1M | 0.6% | +37% | — |
| 38 | $IVZ | Invesco Ltd. | $9.9M | 0.5% | -4% | — |
| 39 |  $AAPL | Apple Inc. | $9.9M | 0.5% | +3% | 76.4 |
| 40 | — | SPDR SERIES TRUST - ST STR SP DIV | $9.7M | 0.5% | -11% | — |
| 41 |  $WT | WisdomTree, Inc. | $9.7M | 0.5% | -4% | 59.9 |
| 42 | $IVZ | Invesco Ltd. | $9.1M | 0.5% | -0% | — |
| 43 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $8.9M | 0.5% | +12% | — |
| 44 |  $VRSN | VERISIGN INC/CA | $8.8M | 0.5% | +0% | 71.3 |
| 45 |  $NVDA | NVIDIA CORP | $8.6M | 0.5% | +1% | 85.9 |
| 46 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $8.4M | 0.5% | -1% | — |
| 47 | — | VANGUARD WORLD FD - INF TECH ETF | $7.7M | 0.4% | +689% | — |
| 48 | — | RBB FD INC - F/M US TREASURY | $7.5M | 0.4% | -7% | — |
| 49 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $7.3M | 0.4% | +15% | — |
| 50 | — | ISHARES TR - EAFE SML CP ETF | $7.1M | 0.4% | -6% | — |
| 51 | $WT | WisdomTree, Inc. | $6.4M | 0.3% | -2% | 59.9 |
| 52 | — | ISHARES TR - TIPS BD ETF | $6.4M | 0.3% | -1% | — |
| 53 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | $6.3M | 0.3% | +0% | — |
| 54 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $6.0M | 0.3% | -5% | — |
| 55 | — | VANGUARD WORLD FD - CONSUM STP ETF | $5.8M | 0.3% | -0% | — |
| 56 | — | ISHARES TR - 0-5 YR TIPS ETF | $5.7M | 0.3% | +8% | — |
| 57 | — | ISHARES TR - USD INV GRDE ETF | $5.5M | 0.3% | +0% | — |
| 58 |  $AMZN | AMAZON COM INC | $5.4M | 0.3% | -2% | 68.7 |
| 59 |  $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $5.4M | 0.3% | -3% | — |
| 60 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $5.3M | 0.3% | -1% | — |
| 61 | — | ISHARES TR - TRS FLT RT BD | $5.3M | 0.3% | +16% | — |
| 62 | — | ISHARES TR - CORE MSCI TOTAL | $5.2M | 0.3% | -4% | — |
| 63 | — | ISHARES TR - SELECT US REIT | $5.2M | 0.3% | -2% | — |
| 64 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $4.9M | 0.3% | -16% | — |
| 65 | — | SPDR SERIES TRUST - ST STR DOW REIT | $4.8M | 0.3% | +1% | — |
| 66 |  $MSFT | MICROSOFT CORP | $4.7M | 0.3% | +5% | 79.8 |
| 67 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 0.3% | +3% | — |
| 68 |  $LLY | ELI LILLY & Co | $4.5M | 0.3% | +1% | 87.5 |
| 69 | — | ISHARES TR - EAFE GRWTH ETF | $4.1M | 0.2% | -8% | — |
| 70 | — | VANGUARD STAR FDS - VG TL INTL STK F | $3.9M | 0.2% | +3% | — |
| 71 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $3.8M | 0.2% | +4% | — |
| 72 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $3.7M | 0.2% | +4% | — |
| 73 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $3.7M | 0.2% | +16% | — |
| 74 |  $AON | Aon plc | $3.6M | 0.2% | +0% | — |
| 75 |  $TSLA | Tesla, Inc. | $3.6M | 0.2% | +16% | 53.9 |
| 76 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $3.6M | 0.2% | +1% | — |
| 77 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $3.5M | 0.2% | -0% | — |
| 78 |  $BST | BlackRock Science & Technology Trust | $3.4M | 0.2% | +4% | — |
| 79 |  $GLD | SPDR GOLD TRUST | $3.4M | 0.2% | -4% | — |
| 80 | — | ISHARES TR - FLTG RATE NT ETF | $3.3M | 0.2% | +3% | — |
| 81 | — | FLEXSHARES TR - GLB QLT R/E IDX | $3.2M | 0.2% | -3% | — |
| 82 |  $GOOGL | Alphabet Inc. | $3.1M | 0.2% | -0% | 78.2 |
| 83 | — | PIMCO ETF TR - 0-5 HIGH YIELD | $3.0M | 0.2% | +0% | — |
| 84 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $2.9M | 0.2% | -2% | — |
| 85 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $2.8M | 0.1% | -10% | — |
| 86 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $2.8M | 0.1% | +1% | — |
| 87 |  $BSX | BOSTON SCIENTIFIC CORP | $2.7M | 0.1% | -2% | 77.5 |
| 88 | — | ISHARES TR - 7-10 YR TRSY BD | $2.7M | 0.1% | +10% | — |
| 89 | — | GLOBAL X FDS - NASDAQ 100 COVER | $2.7M | 0.1% | +3% | — |
| 90 | — | ISHARES TR - 20 YR TR BD ETF | $2.6M | 0.1% | +2% | — |
| 91 |  $GOOG | Alphabet Inc. | $2.5M | 0.1% | +11% | 78.2 |
| 92 | — | ISHARES TR - U.S. TECH ETF | $2.5M | 0.1% | -0% | — |
| 93 |  $HD | HOME DEPOT, INC. | $2.5M | 0.1% | -0% | 60.3 |
| 94 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $2.4M | 0.1% | -18% | — |
| 95 | — | PIMCO ETF TR - MULTISECTOR BD | $2.3M | 0.1% | -2% | — |
| 96 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $2.3M | 0.1% | -1% | — |
| 97 |  $WELL | WELLTOWER INC. | $2.3M | 0.1% | -0% | 59.8 |
| 98 |  $WMT | Walmart Inc. | $2.2M | 0.1% | +2% | 60.2 |
| 99 |  $BME | BlackRock Health Sciences Trust | $2.2M | 0.1% | -1% | — |
| 100 | — | J P MORGAN EXCHANGE TRADED F - MUNICIPAL ETF | $2.2M | 0.1% | +0% | — |
| 101 | — | INNOVATOR ETFS TRUST - LADDERED ALC BFR | $2.1M | 0.1% | -7% | — |
| 102 |  $AMGN | AMGEN INC | $2.1M | 0.1% | +3% | 79.2 |
| 103 |  $GILD | GILEAD SCIENCES, INC. | $2.1M | 0.1% | +1% | 57.4 |
| 104 | $IVZ | Invesco Ltd. | $2.1M | 0.1% | -4% | — |
| 105 | — | INVESCO EXCHANGE TRADED FD T - LARG CAP GRO ETF | $2.1M | 0.1% | +0% | — |
| 106 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $2.1M | 0.1% | +0% | — |
| 107 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $2.0M | 0.1% | -5% | — |
| 108 |  $NEM | NEWMONT Corp /DE/ | $2.0M | 0.1% | -2% | 86.8 |
| 109 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $2.0M | 0.1% | +17% | — |
| 110 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $2.0M | 0.1% | -1% | — |
| 111 |  $NHI | NATIONAL HEALTH INVESTORS INC | $1.9M | 0.1% | -4% | 71.6 |
| 112 | — | ISHARES TR - RUS 1000 GRW ETF | $1.8M | 0.1% | +298% | — |
| 113 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.8M | 0.1% | +2% | — |
| 114 |  $IAU | ISHARES GOLD TRUST | $1.8M | 0.1% | +8% | — |
| 115 | $IVZ | Invesco Ltd. | $1.7M | 0.1% | +61% | — |
| 116 |  $SLV | iShares Silver Trust | $1.7M | 0.1% | +7% | — |
| 117 | — | FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH | $1.7M | 0.1% | NEW | — |
| 118 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.1% | +0% | 69 |
| 119 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $1.6M | 0.1% | -47% | — |
| 120 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $1.6M | 0.1% | +28% | — |
| 121 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.5M | 0.1% | -1% | — |
| 122 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | -1% | — |
| 123 | — | ISHARES TR - GLOBAL REIT ETF | $1.5M | 0.1% | -9% | — |
| 124 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $1.4M | 0.1% | +1% | — |
| 125 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.4M | 0.1% | +1% | — |
| 126 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | NEW | — |
| 127 |  $DELL | Dell Technologies Inc. | $1.3M | 0.1% | +0% | 71.2 |
| 128 | — | SPDR SERIES TRUST - ST STR PFD ETF | $1.3M | 0.1% | +2% | — |
| 129 |  $AVGO | Broadcom Inc. | $1.2M | 0.1% | +24% | 84.5 |
| 130 |  $KO | COCA COLA CO | $1.2M | 0.1% | +2% | 69.5 |
| 131 | — | VANGUARD WORLD FD - INDUSTRIAL ETF | $1.2M | 0.1% | -0% | — |
| 132 | — | ISHARES TR - CRE U S REIT ETF | $1.2M | 0.1% | +32% | — |
| 133 |  $JPM | JPMORGAN CHASE & CO | $1.1M | 0.1% | +1% | 70.7 |
| 134 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $1.1M | 0.1% | -4% | — |
| 135 | — | ISHARES TR - FUTU EXPO TE ETF | $1.1M | 0.1% | +0% | — |
| 136 | — | ISHARES TR - MSCI EMG MKT ETF | $1.1M | 0.1% | +0% | — |
| 137 | — | SCHWAB STRATEGIC TR - INT-TRM U.S TRES | $1.1M | 0.1% | +1% | — |
| 138 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $1.1M | 0.1% | -11% | — |
| 139 | — | ISHARES TR - MSCI EAFE ETF | $1.1M | 0.1% | -6% | — |
| 140 |  $META | Meta Platforms, Inc. | $1.1M | 0.1% | -9% | 79.6 |
| 141 |  $CVX | CHEVRON CORP | $1.1M | 0.1% | -1% | 62.8 |
| 142 | — | GLOBAL X FDS - US INFR DEV ETF | $1.1M | 0.1% | -3% | — |
| 143 | — | MORGAN STANLEY ETF TRUST - EAT INC OPP ETF | $1.0M | 0.1% | +141% | — |
| 144 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $1.0M | 0.1% | -0% | — |
| 145 | — | VANGUARD WORLD FD - UTILITIES ETF | $1.0M | 0.1% | +1% | — |
| 146 | — | VANGUARD WORLD FD - CONSUM DIS ETF | $995,053 | 0.1% | +3% | — |
| 147 | — | ISHARES TR - ESG AWR US AGRGT | $982,475 | 0.1% | +0% | — |
| 148 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | $948,134 | 0.1% | -10% | — |
| 149 |  $BRK.B | BERKSHIRE HATHAWAY INC | $937,231 | 0.1% | -1% | 73.8 |
| 150 |  $ABBV | AbbVie Inc. | $936,137 | 0.1% | -0% | 72.6 |
New Positions (22)
FIRST TR EXCH TRADED FD III - PFD SECS INC ETF$11.3M
FIRST TR EXCHANGE-TRADED FD - NY ARCA BIOTECH$1.7M
BLACKROCK ETF TRUST II - ISHAR INTER ETF$597,017
$AMD ADVANCED MICRO DEVICES INC$558,232
$INTC INTEL CORP$418,548
$MU MICRON TECHNOLOGY INC$371,407
$AMAT APPLIED MATERIALS INC /DE$290,646
$GEV GE Vernova Inc.$273,799 FIDELITY COVINGTON TRUST - ENHANCED SML CAP$272,069
CAPITAL GROUP CORE BALANCED - SHS$269,073
$HONA Honeywell Aerospace Inc.$265,518 INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG$252,884
COLLABORATIVE INVESTMNT SER - SPA NEW ISS ETF$241,767
ISHARES TR - S&P 500 GRWT ETF$230,549
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF$218,412
Exited Positions (12)
$STT STATE STREET CORP FIRST TR EXCH TRADED FD III
FIRST TR EXCHANGE-TRADED FD
$HON HONEYWELL INTERNATIONAL INC
$PAAS PAN AMERICAN SILVER CORP INNOVATOR ETFS TRUST
$CRM Salesforce, Inc.
$PFE PFIZER INC
$COP CONOCOPHILLIPS
$MLM MARTIN MARIETTA MATERIALS INC FIRST TR EXCHNG TRADED FD VI
$KRO KRONOS WORLDWIDE INCBrowse Top Institutional Investors
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