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NFP Retirement, Inc.

Q3 2025 13F Holdings

  • Location
    aliso viejo, CA
  • Num holdings

    301

  • Value ($000)

    $2,178,421

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0002040084
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$513.19M
24 %

795,829

S
SHV

ISHARES TR

SHORT TREAS BD
464288679
$276.13M
13 %

2,499,911

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$102.74M
5 %

1,030,954

I
IDEV

ISHARES TR

CORE MSCI INTL
46435G326
$93.4M
4 %

1,201,622

O
ONEQ

FIDELITY COMWLTH TR

NASDAQ COMPSIT
315912808
$76.82M
4 %

908,165

T
TFLO

ISHARES TR

TRS FLT RT BD
46434V860
$53.01M
2 %

1,047,196

I
IJH

ISHARES TR

CORE S&P MCP ETF
464287507
$42.92M
2 %

674,736

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$34.94M
2 %

1,318,503

V
VONG

VANGUARD SCOTTSDALE FDS

VNG RUS1000GRW
92206C680
$34.74M
2 %

318,089

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$34.56M
2 %

246,348

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