Nfp Retirement, Inc. Portfolio Holdings

Nfp Retirement, Inc.

  • $2.18 Trillion
  • Q3 2025

Nfp Retirement, Inc. has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.18 Trillion distributed in 321 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $513B, Ishares Tr with a value of $276B, Ishares Core U.S. Aggregate Bo with a value of $103B, Ishares Core Msci Intl Develop with a value of $93.4B, and Fidelity Nasdaq Composite Inde with a value of $76.8B.

Examining the 13F form we can see an increase of $917B in the current position value, from $1.26T to 2.18T.

Nfp Retirement, Inc. is based out at Aliso Viejo, CA

Below you can find more details about Nfp Retirement, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.18 Trillion
Technology: $50.4 Billion
Healthcare: $34.3 Billion
Financial Services: $33.5 Billion
Consumer Cyclical: $16.1 Billion
ETFs: $8.41 Billion
Consumer Defensive: $6.33 Billion
Communication Services: $5.9 Billion
Basic Materials: $4.97 Billion
Other: $13.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Pimco ETF Tr
-
$1.88 Billion 0.09% of portfolio
-
Q3 2025 Added 0.6%
$0
$1.85 Billion 0.09% of portfolio
66,013
Q3 2025 Reduced 12.6%
$0
$1.93 Billion 0.09% of portfolio
72,161
Q3 2025 Reduced 14.0%
$0
$1.83 Billion 0.08% of portfolio
18,164
Q3 2025 Reduced 14.69%
$0
$1.8 Billion 0.08% of portfolio
44,466
Q3 2025 Added 11.93%
$0
$1.79 Billion 0.08% of portfolio
6,446
Q3 2025 Reduced 3.01%
$0
$1.68 Billion 0.08% of portfolio
32,927
Q3 2025 New
$0
$1.76 Billion 0.08% of portfolio
45,769
Q3 2025 New
$3.45B
$1.74 Billion 0.08% of portfolio
24,858
Q3 2025 Added 0.77%
$0
$1.65 Billion 0.08% of portfolio
3,897
Q3 2025 Reduced 2.4%
$0
$1.45 Billion 0.07% of portfolio
10,751
Q3 2025 Added 45.76%
$303B
$1.44 Billion 0.07% of portfolio
10,068
Q3 2025 Reduced 7.62%
$0
$1.63 Billion 0.07% of portfolio
65,804
Q3 2025 Reduced 14.15%
$69.1B
$1.53 Billion 0.07% of portfolio
26,296
Q3 2025 Added 0.35%
$0
$1.47 Billion 0.07% of portfolio
12,515
Q1 2025 Reduced 1.57%
$89.8B
$1.57 Billion 0.07% of portfolio
10,216
Q3 2025 Reduced 0.18%
$0
$1.38 Billion 0.06% of portfolio
51,023
Q3 2025 Reduced 1.55%
$0
$1.24 Billion 0.06% of portfolio
44,947
Q3 2025 Added 1.33%
$1.65T
$1.36 Billion 0.06% of portfolio
7,692
Q3 2025 Added 37.23%
$0
$1.36 Billion 0.06% of portfolio
21,772
Q3 2025 New
$0
$1.28 Billion 0.06% of portfolio
51,988
Q3 2025 Added 28.38%
$0
$1.36 Billion 0.06% of portfolio
53,308
Q3 2025 Added 0.97%
$0
$1.32 Billion 0.06% of portfolio
41,436
Q3 2025 Reduced 13.46%
$266B
$1.37 Billion 0.06% of portfolio
4,691
Q3 2025 Added 33.27%
$346B
$1.01 Billion 0.05% of portfolio
6,313
Q3 2025 Reduced 33.3%
$404B
$1.09 Billion 0.05% of portfolio
1,103
Q3 2025 Added 11.98%
$0
$1.15 Billion 0.05% of portfolio
7,242
Q3 2025 New
$0
$1.07 Billion 0.05% of portfolio
45,879
Q3 2025 Added 3.4%
$63.4B
$1 Billion 0.05% of portfolio
2,390
Q3 2025 Added 0.38%
$881B
$1.15 Billion 0.05% of portfolio
3,962
Q3 2025 Reduced 6.64%
$522B
$1.18 Billion 0.05% of portfolio
7,702
Q3 2025 Reduced 0.09%
$0
$985 Million 0.05% of portfolio
40,391
Q3 2025 Added 2.02%
$0
$1 Billion 0.05% of portfolio
11,210
Q3 2025 Added 0.35%
$139B
$1.02 Billion 0.05% of portfolio
3,529
Q3 2025 Added 51.2%
$306B
$1.05 Billion 0.05% of portfolio
14,882
Q3 2025 Reduced 12.68%
$0
$994 Million 0.05% of portfolio
23,255
Q3 2025 Added 22.96%
$0
$985 Million 0.05% of portfolio
20,086
Q3 2025 Reduced 39.76%
$0
$1 Billion 0.05% of portfolio
39,971
Q3 2025 Added 1.17%
$0
$1.09 Billion 0.05% of portfolio
47,115
Q3 2025 Reduced 13.01%
$0
$1.02 Billion 0.05% of portfolio
44,095
Q3 2025 Reduced 3.22%
$0
$804 Million 0.04% of portfolio
10,042
Q3 2025 Added 0.41%
$317B
$905 Million 0.04% of portfolio
11,298
Q1 2025 Reduced 3.2%
$0
$815 Million 0.04% of portfolio
9,981
Q3 2025 Added 38.8%
$0
$852 Million 0.04% of portfolio
4,826
Q3 2025 Added 1.26%
$662B
$934 Million 0.04% of portfolio
1,923
Q3 2025 New
$1.37T
$947 Million 0.04% of portfolio
1,283
Q3 2025 Added 1.42%
$0
$872 Million 0.04% of portfolio
2,407
Q3 2025 Added 3.35%
$0
$915 Million 0.04% of portfolio
3,268
Q3 2025 Added 0.93%
$0
$774 Million 0.04% of portfolio
15,261
Q3 2025 Reduced 1.0%

Summary

  • Portfolio
  • No. of Stocks 321
  • Current Value $2.18 Trillion
  • Prior Value $1.26 Trillion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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