NFP Retirement, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2040084
Institutional-grade research for retail investors
13F Reported Value
ⓘ$1.7B
Holdings
310
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
NFP Retirement, Inc. disclosed 310 positions worth $1.7B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 15 new positions and exited 9 and a full exit from $MMM. The portfolio is most concentrated in Other (88.2% 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
DiversifyingISHARES TR
18.1% weight
Held 6 quarters
ISHARES TR
6.8% weight
Held 6 quarters
ISHARES TR
3.8% weight
Held 6 quarters
ISHARES TR
2.8% weight
Held 4 quarters
ISHARES TR
2.5% weight
Held 6 quarters
VANGUARD SCOTTSDALE FDS
5 quarters accumulating
$IVZ5 quarters accumulating
J P MORGAN EXCHANGE TRADED
5 quarters accumulating
ISHARES TR
4 quarters accumulating
FIDELITY MERRIMACK STR TR
3 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareConsumer DiscretionaryIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR
—Quality
$302.5M463,174 shISHARES TR
—Quality
$114.2M1,034,731 shISHARES TR
—Quality
$63.7M762,690 shISHARES TR
—Quality
$45.9M863,357 shISHARES TR
—Quality
$42.1M423,670 shFIDELITY COMWLTH TR
—Quality
$39.8M468,223 shVANGUARD SCOTTSDALE FDS
—Quality
$37.2M339,365 shSPDR SERIES TRUST
—Quality
$34.7M453,841 shVANGUARD INDEX FDS
—Quality
$33.4M116,309 shVANGUARD INDEX FDS
—Quality
$32.7M166,576 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $302.5M | 463,174 |
| ISHARES TR | — | $114.2M | 1,034,731 |
| ISHARES TR | — | $63.7M | 762,690 |
| ISHARES TR | — | $45.9M | 863,357 |
| ISHARES TR | — | $42.1M | 423,670 |
| FIDELITY COMWLTH TR | — | $39.8M | 468,223 |
| VANGUARD SCOTTSDALE FDS | — | $37.2M | 339,365 |
| SPDR SERIES TRUST | — | $34.7M | 453,841 |
| VANGUARD INDEX FDS | — | $33.4M | 116,309 |
| VANGUARD INDEX FDS | — | $32.7M | 166,576 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of NFP Retirement, Inc.'s 310 positions.
Showing top 10 of 310 holdings.
Sector Allocation
Other
$1.5B
Financials
$102.7M
Technology
$40.6M
Healthcare
$15.8M
Consumer Discretionary
$12.3M
Industrials
$6.5M
Materials
$5.9M
Real Estate
$4.9M
Full Holdings — NFP Retirement, Inc. (Q1 2026)
All 310 disclosed positions 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 | $302.5M | 18.1% | +15% | — |
| 2 | — | ISHARES TR | $114.2M | 6.8% | -27% | — |
| 3 | — | ISHARES TR | $63.7M | 3.8% | +3% | — |
| 4 | — | ISHARES TR | $45.9M | 2.8% | +17% | — |
| 5 | — | ISHARES TR | $42.1M | 2.5% | -40% | — |
| 6 | — | FIDELITY COMWLTH TR | $39.8M | 2.4% | +7% | — |
| 7 | — | VANGUARD SCOTTSDALE FDS | $37.2M | 2.2% | +3% | — |
| 8 | — | SPDR SERIES TRUST | $34.7M | 2.1% | +10% | — |
| 9 | — | VANGUARD INDEX FDS | $33.4M | 2.0% | +7% | — |
| 10 | — | VANGUARD INDEX FDS | $32.7M | 2.0% | +6% | — |
| 11 | — | FIDELITY MERRIMACK STR TR | $30.9M | 1.9% | +5% | — |
| 12 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $30.0M | 1.8% | +2% | — |
| 13 | — | ISHARES TR | $28.2M | 1.7% | +16% | — |
| 14 | — | SPDR SERIES TRUST | $26.8M | 1.6% | +18% | — |
| 15 | — | SCHWAB STRATEGIC TR | $26.6M | 1.6% | +22% | — |
| 16 | — | VANGUARD TAX-MANAGED FDS | $23.6M | 1.4% | +4% | — |
| 17 | — | ISHARES TR | $21.8M | 1.3% | +15% | — |
| 18 | — | TCW ETF TRUST | $21.1M | 1.3% | NEW | — |
| 19 | — | HARTFORD FDS EXCHANGE TRADED | $20.9M | 1.3% | NEW | — |
| 20 | — | VANGUARD INDEX FDS | $19.4M | 1.2% | +7% | — |
| 21 | — | ISHARES INC | $18.7M | 1.1% | -2% | — |
| 22 | — | VANGUARD SCOTTSDALE FDS | $18.7M | 1.1% | +9% | — |
| 23 | — | ISHARES TR | $17.8M | 1.1% | +1% | — |
| 24 | — | ISHARES TR | $17.5M | 1.1% | +12% | — |
| 25 | — | INVESCO EXCHANGE TRADED FD T | $17.1M | 1.0% | -2% | — |
| 26 | — | VANGUARD CHARLOTTE FDS | $15.5M | 0.9% | +17% | — |
| 27 | $IVZ | Invesco Ltd. | $15.5M | 0.9% | +5% | — |
| 28 | — | VANGUARD WORLD FD | $15.4M | 0.9% | +11% | — |
| 29 | $IVZ | Invesco Ltd. | $15.1M | 0.9% | +0% | — |
| 30 | — | SCHWAB STRATEGIC TR | $14.9M | 0.9% | -25% | — |
| 31 | — | VANGUARD INTL EQUITY INDEX F | $14.4M | 0.9% | +9% | — |
| 32 | — | VANGUARD INDEX FDS | $12.7M | 0.8% | -1% | — |
| 33 | — | ISHARES TR | $12.2M | 0.7% | -3% | — |
| 34 |  $STT | STATE STREET CORP | $11.7M | 0.7% | +14% | 61.5 |
| 35 | — | FIRST TR EXCH TRADED FD III | $11.4M | 0.7% | -2% | — |
| 36 | — | J P MORGAN EXCHANGE TRADED F | $11.2M | 0.7% | +4% | — |
| 37 | — | SPDR SERIES TRUST | $10.4M | 0.6% | +14% | — |
| 38 | $IVZ | Invesco Ltd. | $10.4M | 0.6% | +11% | — |
| 39 |  $WT | WisdomTree, Inc. | $9.2M | 0.6% | +9% | 62.9 |
| 40 | — | VANGUARD INDEX FDS | $8.8M | 0.5% | +1% | — |
| 41 |  $VRSN | VERISIGN INC/CA | $8.7M | 0.5% | +0% | 71.6 |
| 42 |  $AAPL | Apple Inc. | $8.3M | 0.5% | -3% | 76.1 |
| 43 | — | RBB FD INC | $8.1M | 0.5% | +2046% | — |
| 44 | $IVZ | Invesco Ltd. | $7.6M | 0.5% | +0% | — |
| 45 |  $NVDA | NVIDIA CORP | $7.4M | 0.4% | +2% | 90.2 |
| 46 | — | ISHARES TR | $7.2M | 0.4% | +5% | — |
| 47 | — | SCHWAB STRATEGIC TR | $7.2M | 0.4% | -4% | — |
| 48 | — | VANGUARD INTL EQUITY INDEX F | $6.6M | 0.4% | +8% | — |
| 49 | — | VANGUARD INDEX FDS | $6.6M | 0.4% | +15% | — |
| 50 | — | ISHARES TR | $6.5M | 0.4% | +21% | — |
| 51 | $WT | WisdomTree, Inc. | $6.3M | 0.4% | +8% | 62.9 |
| 52 | — | VANGUARD WHITEHALL FDS | $5.9M | 0.4% | +26% | — |
| 53 | — | INVESCO EXCHANGE TRADED FD T | $5.8M | 0.3% | -1% | — |
| 54 | — | VANGUARD WORLD FD | $5.8M | 0.3% | -0% | — |
| 55 | — | VANGUARD WORLD FD | $5.7M | 0.3% | -3% | — |
| 56 | — | ISHARES TR | $5.5M | 0.3% | +2% | — |
| 57 | — | SCHWAB STRATEGIC TR | $5.4M | 0.3% | -4% | — |
| 58 | — | ISHARES TR | $5.4M | 0.3% | +2% | — |
| 59 | — | SCHWAB STRATEGIC TR | $5.1M | 0.3% | -11% | — |
| 60 | — | ISHARES TR | $5.0M | 0.3% | -2% | — |
| 61 | — | ISHARES TR | $4.9M | 0.3% | +16% | — |
| 62 |  $AMZN | AMAZON COM INC | $4.8M | 0.3% | +4% | 74.6 |
| 63 | — | ISHARES TR | $4.6M | 0.3% | -85% | — |
| 64 |  $CII | BlackRock Enhanced Large Cap Core Fund, Inc. | $4.4M | 0.3% | +2% | — |
| 65 |  $MSFT | MICROSOFT CORP | $4.4M | 0.3% | -0% | 83.7 |
| 66 | — | SCHWAB STRATEGIC TR | $4.4M | 0.3% | +2% | — |
| 67 | — | SPDR SERIES TRUST | $4.2M | 0.3% | +10% | — |
| 68 |  $BSX | BOSTON SCIENTIFIC CORP | $4.1M | 0.3% | +1% | 79.9 |
| 69 |  $GLD | SPDR GOLD TRUST | $4.1M | 0.2% | -6% | — |
| 70 | — | ISHARES TR | $4.0M | 0.2% | +16% | — |
| 71 |  $SPY | SPDR S&P 500 ETF TRUST | $3.9M | 0.2% | -1% | — |
| 72 | — | VANGUARD SCOTTSDALE FDS | $3.6M | 0.2% | +2% | — |
| 73 |  $AON | Aon plc | $3.5M | 0.2% | -3% | — |
| 74 |  $LLY | ELI LILLY & Co | $3.5M | 0.2% | -0% | 89.3 |
| 75 | — | VANGUARD STAR FDS | $3.4M | 0.2% | -1% | — |
| 76 | — | VANGUARD SPECIALIZED FUNDS | $3.3M | 0.2% | +11% | — |
| 77 |  $BUI | BlackRock Utilities, Infrastructure & Power Opportunities Trust | $3.3M | 0.2% | +2% | — |
| 78 | — | SCHWAB STRATEGIC TR | $3.2M | 0.2% | +11% | — |
| 79 | — | ISHARES TR | $3.2M | 0.2% | +8% | — |
| 80 | — | FLEXSHARES TR | $3.1M | 0.2% | +18% | — |
| 81 | — | PIMCO ETF TR | $3.0M | 0.2% | -1% | — |
| 82 | — | PIMCO ETF TR | $3.0M | 0.2% | +153% | — |
| 83 | — | VANGUARD BD INDEX FDS | $2.9M | 0.2% | -0% | — |
| 84 | — | SCHWAB STRATEGIC TR | $2.8M | 0.2% | +6% | — |
| 85 |  $TSLA | Tesla, Inc. | $2.8M | 0.2% | +9% | 50.1 |
| 86 | — | ISHARES TR | $2.7M | 0.2% | +11% | — |
| 87 | — | ISHARES TR | $2.5M | 0.1% | +13% | — |
| 88 | — | SCHWAB STRATEGIC TR | $2.5M | 0.1% | +1% | — |
| 89 |  $GOOGL | Alphabet Inc. | $2.5M | 0.1% | -3% | 80.2 |
| 90 | — | VANGUARD INDEX FDS | $2.5M | 0.1% | -3% | — |
| 91 | — | SELECT SECTOR SPDR TR | $2.5M | 0.1% | +4% | — |
| 92 | — | GLOBAL X FDS | $2.4M | 0.1% | +5% | — |
| 93 |  $WMT | Walmart Inc. | $2.4M | 0.1% | -1% | 63.2 |
| 94 |  $NEM | NEWMONT Corp /DE/ | $2.4M | 0.1% | -7% | 88.3 |
| 95 |  $BST | BlackRock Science & Technology Trust | $2.4M | 0.1% | +7% | — |
| 96 | — | PIMCO ETF TR | $2.3M | 0.1% | +6% | — |
| 97 |  $HD | HOME DEPOT, INC. | $2.3M | 0.1% | -1% | 69.2 |
| 98 |  $GILD | GILEAD SCIENCES, INC. | $2.2M | 0.1% | +1% | 77.8 |
| 99 | — | SELECT SECTOR SPDR TR | $2.1M | 0.1% | -1% | — |
| 100 | — | J P MORGAN EXCHANGE TRADED F | $2.1M | 0.1% | +2% | — |
| 101 | — | INNOVATOR ETFS TRUST | $2.1M | 0.1% | -23% | — |
| 102 |  $SLV | iShares Silver Trust | $2.1M | 0.1% | -20% | — |
| 103 |  $NHI | NATIONAL HEALTH INVESTORS INC | $2.0M | 0.1% | +1% | 68.3 |
| 104 |  $AMGN | AMGEN INC | $2.0M | 0.1% | +2% | 79.5 |
| 105 |  $BME | BlackRock Health Sciences Trust | $2.0M | 0.1% | +12% | — |
| 106 |  $WELL | WELLTOWER INC. | $2.0M | 0.1% | -1% | 75.7 |
| 107 | $IVZ | Invesco Ltd. | $1.9M | 0.1% | -1% | — |
| 108 |  $IAU | ISHARES GOLD TRUST | $1.9M | 0.1% | +7% | — |
| 109 |  $GOOG | Alphabet Inc. | $1.8M | 0.1% | -4% | 80.2 |
| 110 | — | SPDR INDEX SHS FDS | $1.8M | 0.1% | -1% | — |
| 111 | — | ISHARES TR | $1.8M | 0.1% | -1% | — |
| 112 | — | SCHWAB STRATEGIC TR | $1.8M | 0.1% | -2% | — |
| 113 | — | DIMENSIONAL ETF TRUST | $1.8M | 0.1% | +0% | — |
| 114 | — | VANGUARD MUN BD FDS | $1.7M | 0.1% | +40% | — |
| 115 | — | VANGUARD WORLD FD | $1.6M | 0.1% | -1% | — |
| 116 | — | ISHARES TR | $1.6M | 0.1% | -0% | — |
| 117 | — | SELECT SECTOR SPDR TR | $1.6M | 0.1% | +4% | — |
| 118 |  $JNJ | JOHNSON & JOHNSON | $1.6M | 0.1% | -1% | 72.8 |
| 119 | — | INVESCO EXCHANGE TRADED FD T | $1.5M | 0.1% | +0% | — |
| 120 | $IVZ | Invesco Ltd. | $1.5M | 0.1% | -4% | — |
| 121 | — | ISHARES TR | $1.5M | 0.1% | -9% | — |
| 122 | — | SPDR SERIES TRUST | $1.4M | 0.1% | +1% | — |
| 123 | — | FIRST TR EXCHANGE-TRADED FD | $1.4M | 0.1% | +2% | — |
| 124 |  $CVX | CHEVRON CORP | $1.4M | 0.1% | +1% | 54.7 |
| 125 | $IVZ | Invesco Ltd. | $1.3M | 0.1% | NEW | — |
| 126 | — | SPDR INDEX SHS FDS | $1.3M | 0.1% | +3% | — |
| 127 | — | SPDR SERIES TRUST | $1.2M | 0.1% | +1% | — |
| 128 |  $META | Meta Platforms, Inc. | $1.2M | 0.1% | -12% | 80.9 |
| 129 | — | PUTNAM ETF TRUST | $1.1M | 0.1% | +66% | — |
| 130 |  $KO | COCA COLA CO | $1.1M | 0.1% | +1% | 74 |
| 131 | — | VANGUARD WHITEHALL FDS | $1.1M | 0.1% | +1% | — |
| 132 | — | INVESCO EXCH TRD SLF IDX FD | $1.1M | 0.1% | +1% | — |
| 133 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | +11% | — |
| 134 | — | ISHARES TR | $1.1M | 0.1% | +0% | — |
| 135 | — | SCHWAB STRATEGIC TR | $1.1M | 0.1% | -10% | — |
| 136 | — | VANGUARD WORLD FD | $1.0M | 0.1% | +0% | — |
| 137 |  $XOM | EXXON MOBIL CORP | $1.0M | 0.1% | -4% | 61.8 |
| 138 | — | SCHWAB STRATEGIC TR | $1.0M | 0.1% | -2% | — |
| 139 | — | VANGUARD WORLD FD | $1.0M | 0.1% | +6% | — |
| 140 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.1% | +1% | 35.6 |
| 141 | — | ISHARES TR | $993,338 | 0.1% | +0% | — |
| 142 | $IVZ | Invesco Ltd. | $966,487 | 0.1% | +0% | — |
| 143 | — | GLOBAL X FDS | $935,745 | 0.1% | -4% | — |
| 144 | — | ISHARES TR | $916,745 | 0.1% | -10% | — |
| 145 | — | ISHARES TR | $915,508 | 0.1% | -5% | — |
| 146 |  $BRK.B | BERKSHIRE HATHAWAY INC | $908,084 | 0.1% | -2% | 64.5 |
| 147 | — | SELECT SECTOR SPDR TR | $907,370 | 0.1% | -1% | — |
| 148 | — | ALPS ETF TR | $903,901 | 0.1% | +2% | — |
| 149 | — | CAPITAL GROUP INTL FOCUS EQT | $898,795 | 0.1% | +2% | — |
| 150 | — | VANGUARD WORLD FD | $877,527 | 0.1% | +0% | — |
| 151 |  $PG | PROCTER & GAMBLE Co | $876,958 | 0.1% | +1% | 72.9 |
| 152 | — | FRANKLIN TEMPLETON ETF TR | $848,885 | 0.1% | +4% | — |
| 153 |  $COST | COSTCO WHOLESALE CORP /NEW | $848,521 | 0.1% | +1% | 67 |
| 154 | — | VANGUARD INDEX FDS | $838,867 | 0.1% | +1% | — |
| 155 | — | ISHARES TR | $834,807 | 0.1% | -0% | — |
| 156 | — | VANGUARD WORLD FD | $812,417 | 0.1% | +0% | — |
| 157 |  $ABBV | AbbVie Inc. | $811,469 | 0.1% | -2% | 59.3 |
| 158 |  $AVGO | Broadcom Inc. | $797,752 | 0.1% | +7% | 86.4 |
| 159 | $WT | WisdomTree, Inc. | $789,331 | 0.1% | -1% | 62.9 |
| 160 | $IVZ | Invesco Ltd. | $788,769 | 0.1% | +0% | — |
| 161 | — | ISHARES TR | $781,824 | 0.1% | +28% | — |
| 162 | — | FIDELITY COVINGTON TRUST | $776,631 | 0.1% | -2% | — |
| 163 | — | ISHARES TR | $774,781 | 0.1% | -11% | — |
| 164 | — | ISHARES TR | $763,537 | 0.1% | -2% | — |
| 165 | — | VANGUARD WORLD FD | $759,735 | 0.1% | +0% | — |
| 166 |  $SHW | SHERWIN WILLIAMS CO | $720,965 | 0.0% | -17% | 65.3 |
| 167 | — | VANGUARD INDEX FDS | $708,264 | 0.0% | +1% | — |
| 168 | — | AMERICAN CENTY ETF TR | $700,309 | 0.0% | +13% | — |
| 169 |  $CAT | CATERPILLAR INC | $676,939 | 0.0% | +0% | 67.8 |
| 170 | — | SCHWAB STRATEGIC TR | $674,748 | 0.0% | -6% | — |
| 171 |  $CVE | CENOVUS ENERGY INC. | $663,250 | 0.0% | -33% | — |
| 172 | — | SCHWAB STRATEGIC TR | $653,991 | 0.0% | -18% | — |
| 173 | — | ISHARES TR | $648,079 | 0.0% | +0% | — |
| 174 |  $QCOM | QUALCOMM INC/DE | $633,736 | 0.0% | +6% | 81.9 |
| 175 | — | ISHARES TR | $623,770 | 0.0% | -0% | — |
| 176 | — | GLOBAL X FDS | $622,726 | 0.0% | +1% | — |
| 177 |  $MRK | Merck & Co., Inc. | $614,349 | 0.0% | -1% | 70.9 |
| 178 | — | DIMENSIONAL ETF TRUST | $612,747 | 0.0% | +0% | — |
| 179 | — | INVESCO EXCH TRD SLF IDX FD | $609,816 | 0.0% | +11% | — |
| 180 | — | VANGUARD WORLD FD | $596,820 | 0.0% | -1% | — |
| 181 | — | T ROWE PRICE ETF INC | $590,421 | 0.0% | +22% | — |
| 182 | — | ISHARES TR | $583,493 | 0.0% | -1% | — |
| 183 | — | ISHARES TR | $554,760 | 0.0% | -12% | — |
| 184 |  $NEE | NEXTERA ENERGY INC | $554,641 | 0.0% | -2% | 71.7 |
| 185 |  $HON | HONEYWELL INTERNATIONAL INC | $553,629 | 0.0% | +0% | 65.7 |
| 186 | — | J P MORGAN EXCHANGE TRADED F | $545,511 | 0.0% | +4% | — |
| 187 |  $AG | FIRST MAJESTIC SILVER CORP | $542,907 | 0.0% | -22% | — |
| 188 | — | AMERICAN CENTY ETF TR | $541,426 | 0.0% | -7% | — |
| 189 |  $RTX | RTX Corp | $538,586 | 0.0% | +0% | 70 |
| 190 |  $O | REALTY INCOME CORP | $536,205 | 0.0% | -11% | 74.6 |
| 191 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $527,708 | 0.0% | -10% | 66.7 |
| 192 | — | PACER FDS TR | $505,394 | 0.0% | -13% | — |
| 193 | — | JANUS DETROIT STR TR | $504,886 | 0.0% | +1% | — |
| 194 |  $AXP | AMERICAN EXPRESS CO | $500,907 | 0.0% | -0% | 73.2 |
| 195 |  $DELL | Dell Technologies Inc. | $500,415 | 0.0% | -20% | 76 |
| 196 | — | J P MORGAN EXCHANGE TRADED F | $497,556 | 0.0% | -8% | — |
| 197 | $META | Meta Platforms, Inc. | $488,520 | 0.0% | -3% | 80.9 |
| 198 | $IVZ | Invesco Ltd. | $481,822 | 0.0% | +0% | — |
| 199 | — | FIRST TR EXCHANGE-TRADED FD | $481,724 | 0.0% | +0% | — |
| 200 | $IVZ | Invesco Ltd. | $477,945 | 0.0% | -15% | — |
| 201 | $IVZ | Invesco Ltd. | $471,931 | 0.0% | +0% | — |
| 202 |  $CSCO | CISCO SYSTEMS, INC. | $467,385 | 0.0% | -1% | 72.3 |
| 203 | $IVZ | Invesco Ltd. | $465,251 | 0.0% | +15% | — |
| 204 | — | PACER FDS TR | $452,598 | 0.0% | -18% | — |
| 205 |  $PAAS | PAN AMERICAN SILVER CORP | $452,009 | 0.0% | +32% | — |
| 206 | — | CAPITAL GROUP DIVIDEND VALUE | $448,452 | 0.0% | +35% | — |
| 207 |  $T | AT&T INC. | $447,890 | 0.0% | +0% | 71.9 |
| 208 | — | SPDR SERIES TRUST | $444,103 | 0.0% | +22% | — |
| 209 | — | DIMENSIONAL ETF TRUST | $443,380 | 0.0% | -1% | — |
| 210 |  $PLTR | Palantir Technologies Inc. | $443,083 | 0.0% | +4% | 85.8 |
| 211 | — | SCHWAB STRATEGIC TR | $443,033 | 0.0% | -9% | — |
| 212 |  $BRO | BROWN & BROWN, INC. | $435,734 | 0.0% | -1% | 75.1 |
| 213 |  $USB | US BANCORP DE | $433,192 | 0.0% | -4% | 71.4 |
| 214 | — | INNOVATOR ETFS TRUST | $431,409 | 0.0% | -29% | — |
| 215 | — | VANGUARD WORLD FD | $421,147 | 0.0% | +0% | — |
| 216 | — | MORGAN STANLEY ETF TRUST | $419,297 | 0.0% | NEW | — |
| 217 |  $BA | BOEING CO | $414,779 | 0.0% | -0% | 51.8 |
| 218 |  $PANW | Palo Alto Networks Inc | $412,985 | 0.0% | -2% | 66.5 |
| 219 | — | ISHARES TR | $409,161 | 0.0% | -3% | — |
| 220 | — | ISHARES TR | $400,756 | 0.0% | +0% | — |
| 221 |  $PM | Philip Morris International Inc. | $398,017 | 0.0% | -2% | 80.5 |
| 222 |  $APH | AMPHENOL CORP /DE/ | $391,180 | 0.0% | +0% | 80.5 |
| 223 |  $HL | HECLA MINING CO/DE/ | $386,759 | 0.0% | +28% | 73.6 |
| 224 |  $TFC | TRUIST FINANCIAL CORP | $384,023 | 0.0% | -3% | — |
| 225 | — | ISHARES TR | $380,099 | 0.0% | +19% | — |
| 226 |  $MCD | MCDONALDS CORP | $379,012 | 0.0% | -31% | 73.9 |
| 227 | — | FIRST TR EXCHNG TRADED FD VI | $378,256 | 0.0% | +0% | — |
| 228 |  $ZION | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $376,249 | 0.0% | -1% | 57.8 |
| 229 |  $WM | WASTE MANAGEMENT INC | $375,574 | 0.0% | +0% | 70.7 |
| 230 |  $SO | SOUTHERN CO | $369,601 | 0.0% | -21% | 65.1 |
| 231 | — | PIMCO ETF TR | $366,444 | 0.0% | -13% | — |
| 232 | — | INNOVATOR ETFS TRUST | $362,546 | 0.0% | -22% | — |
| 233 | $IVZ | Invesco Ltd. | $360,115 | 0.0% | -3% | — |
| 234 |  $VZ | VERIZON COMMUNICATIONS INC | $360,061 | 0.0% | +4% | 71.6 |
| 235 | — | INNOVATOR ETFS TRUST | $358,404 | 0.0% | -11% | — |
| 236 |  $MO | ALTRIA GROUP, INC. | $352,561 | 0.0% | +5% | 72.1 |
| 237 |  $VRT | Vertiv Holdings Co | $344,799 | 0.0% | +0% | 82.7 |
| 238 |  $ACN | Accenture plc | $337,688 | 0.0% | +3% | — |
| 239 | — | VANGUARD INDEX FDS | $336,872 | 0.0% | +1% | — |
| 240 | — | SPDR SERIES TRUST | $336,811 | 0.0% | +46% | — |
| 241 |  $DNP | DNP SELECT INCOME FUND INC | $329,445 | 0.0% | +0% | — |
| 242 | — | INVESCO EXCH TRD SLF IDX FD | $328,154 | 0.0% | +20% | — |
| 243 | — | SELECT SECTOR SPDR TR | $326,613 | 0.0% | -10% | — |
| 244 | — | VANGUARD MALVERN FDS | $325,073 | 0.0% | +0% | — |
| 245 |  $V | VISA INC. | $320,818 | 0.0% | +8% | 83.5 |
| 246 |  $DNN | DENISON MINES CORP. | $319,465 | 0.0% | +0% | — |
| 247 | — | ISHARES TR | $318,335 | 0.0% | +0% | — |
| 248 |  $MELI | MERCADOLIBRE INC | $318,140 | 0.0% | +0% | 77.5 |
| 249 | — | ISHARES TR | $314,373 | 0.0% | -5% | — |
| 250 |  $ACM | AECOM | $313,834 | 0.0% | +0% | 58.2 |
| 251 | — | HARTFORD FDS EXCHANGE TRADED | $312,418 | 0.0% | NEW | — |
| 252 |  $LOW | LOWES COMPANIES INC | $311,072 | 0.0% | +0% | 63.5 |
| 253 |  $UNH | UNITEDHEALTH GROUP INC | $303,588 | 0.0% | +2% | 66.8 |
| 254 | — | VANGUARD ADMIRAL FDS INC | $300,261 | 0.0% | +2% | — |
| 255 |  $BAC | BANK OF AMERICA CORP /DE/ | $297,270 | 0.0% | -0% | 68.4 |
| 256 | — | DIMENSIONAL ETF TRUST | $295,617 | 0.0% | +37% | — |
| 257 |  $ISOU | IsoEnergy Ltd. | $293,012 | 0.0% | +20% | — |
| 258 |  $GE | GENERAL ELECTRIC CO | $292,455 | 0.0% | -15% | 74.8 |
| 259 |  $SHOP | SHOPIFY INC. | $291,213 | 0.0% | +0% | — |
| 260 | — | ISHARES TR | $290,783 | 0.0% | +7% | — |
| 261 | — | VANGUARD BD INDEX FDS | $281,286 | 0.0% | +1% | — |
| 262 | — | VANECK ETF TRUST | $280,113 | 0.0% | +0% | — |
| 263 | — | PACER FDS TR | $272,287 | 0.0% | -10% | — |
| 264 | — | DIMENSIONAL ETF TRUST | $270,479 | 0.0% | +0% | — |
| 265 | — | PACER FDS TR | $270,472 | 0.0% | -12% | — |
| 266 |  $MCK | MCKESSON CORP | $269,127 | 0.0% | +0% | 63.7 |
| 267 | — | ISHARES TR | $268,774 | 0.0% | +0% | — |
| 268 |  $ABT | ABBOTT LABORATORIES | $266,124 | 0.0% | +5% | 67 |
| 269 |  $UBER | Uber Technologies, Inc | $265,063 | 0.0% | -1% | 79.3 |
| 270 | — | PACER FDS TR | $262,878 | 0.0% | -14% | — |
| 271 | — | PACER FDS TR | $260,333 | 0.0% | -14% | — |
| 272 | — | VANGUARD INDEX FDS | $253,840 | 0.0% | -24% | — |
| 273 |  $SBSW | Sibanye Stillwater Ltd | $252,560 | 0.0% | +24% | — |
| 274 |  $PHYS | Sprott Physical Gold Trust | $249,285 | 0.0% | +7% | — |
| 275 | — | PRINCIPAL EXCHANGE TRADED FD | $244,458 | 0.0% | NEW | — |
| 276 |  $KKR | KKR & Co. Inc. | $242,620 | 0.0% | +0% | 49.8 |
| 277 |  $NXE | NexGen Energy Ltd. | $237,800 | 0.0% | +32% | — |
| 278 | — | INNOVATOR ETFS TRUST | $236,728 | 0.0% | -34% | — |
| 279 |  $TGT | TARGET CORP | $234,298 | 0.0% | NEW | 53.1 |
| 280 | — | VANGUARD ADMIRAL FDS INC | $231,217 | 0.0% | +3% | — |
| 281 |  $GS | GOLDMAN SACHS GROUP INC | $226,726 | 0.0% | +0% | — |
| 282 |  $CRM | Salesforce, Inc. | $224,526 | 0.0% | +4% | 75.2 |
| 283 | — | SPDR SERIES TRUST | $222,948 | 0.0% | +2% | — |
| 284 |  $PFE | PFIZER INC | $222,028 | 0.0% | NEW | 69 |
| 285 |  $FSCO | FS Credit Opportunities Corp. | $218,979 | 0.0% | -14% | — |
| 286 | $IVZ | Invesco Ltd. | $211,102 | 0.0% | NEW | — |
| 287 | — | VANGUARD SCOTTSDALE FDS | $210,898 | 0.0% | +1% | — |
| 288 |  $LIN | LINDE PLC | $209,978 | 0.0% | NEW | — |
| 289 |  $UUUU | ENERGY FUELS INC | $209,875 | 0.0% | -15% | 27 |
| 290 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $208,854 | 0.0% | NEW | — |
| 291 | — | ISHARES TR | $208,767 | 0.0% | +0% | — |
| 292 |  $MDT | Medtronic plc | $208,679 | 0.0% | -0% | — |
| 293 |  $COP | CONOCOPHILLIPS | $208,279 | 0.0% | NEW | 74.8 |
| 294 | — | INNOVATOR ETFS TRUST | $208,153 | 0.0% | -9% | — |
| 295 |  $MLM | MARTIN MARIETTA MATERIALS INC | $207,805 | 0.0% | -0% | 67.6 |
| 296 |  $AKAM | AKAMAI TECHNOLOGIES INC | $207,190 | 0.0% | NEW | 62 |
| 297 |  $EBAY | EBAY INC | $205,868 | 0.0% | NEW | 69.3 |
| 298 | — | FIRST TR EXCHNG TRADED FD VI | $205,268 | 0.0% | +0% | — |
| 299 |  $ORCL | ORACLE CORP | $204,973 | 0.0% | -0% | 67.2 |
| 300 |  $DIS | Walt Disney Co | $204,074 | 0.0% | -6% | 68.9 |
| 301 | — | FIDELITY COVINGTON TRUST | $203,446 | 0.0% | +0% | — |
| 302 |  $AEG | AEGON LTD. | $202,830 | 0.0% | +0% | — |
| 303 |  $DCI | DONALDSON Co INC | $200,723 | 0.0% | +0% | 64.7 |
| 304 |  $CDE | Coeur Mining, Inc. | $198,062 | 0.0% | +0% | 78.1 |
| 305 |  $MPT | MEDICAL PROPERTIES TRUST INC | $185,233 | 0.0% | +1% | 42 |
| 306 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $160,280 | 0.0% | NEW | — |
| 307 |  $EU | enCore Energy Corp. | $133,200 | 0.0% | +7% | 27.4 |
| 308 |  $ORC | Orchid Island Capital, Inc. | $117,303 | 0.0% | +0% | — |
| 309 |  $KRO | KRONOS WORLDWIDE INC | $65,700 | 0.0% | NEW | 41.4 |
| 310 |  $SABR | Sabre Corp | $25,313 | 0.0% | NEW | 56.2 |
New Positions (15)
TCW ETF TRUST$21.1M
HARTFORD FDS EXCHANGE TRADED$20.9M
MORGAN STANLEY ETF TRUST$419,297
HARTFORD FDS EXCHANGE TRADED$312,418
PRINCIPAL EXCHANGE TRADED FD$244,458
$TGT TARGET CORP$234,298$PFE PFIZER INC$222,028$LIN LINDE PLC$209,978$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$208,854$COP CONOCOPHILLIPS$208,279$AKAM AKAMAI TECHNOLOGIES INC$207,190$EBAY EBAY INC$205,868$BDJ BlackRock Enhanced Equity Dividend Trust$160,280$KRO KRONOS WORLDWIDE INC$65,700$SABR Sabre Corp$25,313
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for NFP Retirement, Inc. including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track NFP Retirement, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for NFP Retirement, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: NFP Retirement, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For NFP Retirement, Inc. (SEC CIK: 2040084), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in NFP Retirement, Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.