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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.1 Billion 0.74% of portfolio
77,178
Q3 2025 Added 7.36%
$147B
$15.8 Billion 0.73% of portfolio
152,918
Q3 2025 Added 70.04%
$26.8B
$10.5 Billion 0.48% of portfolio
36,432
Q3 2025 Reduced 28.33%
$22.2B
$10.4 Billion 0.48% of portfolio
572,437
Q1 2025 Reduced 0.62%
$2.39T
$8.81 Billion 0.4% of portfolio
40,161
Q3 2025 Added 7.84%
$465B
$8.38 Billion 0.38% of portfolio
52,271
Q3 2025 Added 93.78%
$3.78T
$6.42 Billion 0.29% of portfolio
12,911
Q3 2025 Added 0.06%
$156B
$4.96 Billion 0.23% of portfolio
44,683
Q3 2025 Added 51.91%
$971B
$4.75 Billion 0.22% of portfolio
6,121
Q3 2025 Added 33.62%
$183B
$4.29 Billion 0.2% of portfolio
15,297
Q3 2025 Added 51.65%
$72.4B
$4.05 Billion 0.19% of portfolio
11,343
Q3 2025 Reduced 1.13%
$0
$3.97 Billion 0.18% of portfolio
186,088
Q3 2025 Reduced 3.76%
$1.29T
$3.02 Billion 0.14% of portfolio
8,437
Q3 2025 Added 91.27%
$367B
$2.75 Billion 0.13% of portfolio
7,490
Q3 2025 Reduced 8.33%
$86.1B
$2.89 Billion 0.13% of portfolio
8,396
Q3 2025 Added 83.76%
$0
$2.92 Billion 0.13% of portfolio
113,503
Q3 2025 Added 2.62%
$279B
$2.1 Billion 0.1% of portfolio
21,444
Q3 2025 Added 59.77%
$0
$2.23 Billion 0.1% of portfolio
58,527
Q3 2025 Reduced 1.91%
$490B
$1.96 Billion 0.09% of portfolio
18,210
Q3 2025 Added 1.52%
$3.45B
$1.74 Billion 0.08% of portfolio
24,858
Q3 2025 Added 0.77%
$303B
$1.44 Billion 0.07% of portfolio
10,068
Q3 2025 Reduced 7.62%
$69.1B
$1.53 Billion 0.07% of portfolio
26,296
Q3 2025 Added 0.35%
$89.8B
$1.57 Billion 0.07% of portfolio
10,216
Q3 2025 Reduced 0.18%
$0
$1.62 Billion 0.07% of portfolio
44,510
Q3 2025 Reduced 21.53%
$1.65T
$1.36 Billion 0.06% of portfolio
7,692
Q3 2025 Added 37.23%
$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%
$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%
$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%
$317B
$905 Million 0.04% of portfolio
11,298
Q1 2025 Reduced 3.2%
$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%
$187B
$875 Million 0.04% of portfolio
5,494
Q3 2025 Added 182.47%
$7.63B
$844 Million 0.04% of portfolio
15,660
Q3 2025 Added 198.06%
$0
$765 Million 0.04% of portfolio
78,161
Q3 2025 Reduced 19.5%
$35.1B
$563 Million 0.03% of portfolio
9,769
Q3 2025 Reduced 3.89%
$414B
$751 Million 0.03% of portfolio
4,045
Q3 2025 Added 3.59%
$22.8B
$743 Million 0.03% of portfolio
6,703
Q3 2025 Added 0.34%
$132B
$578 Million 0.03% of portfolio
2,484
Q3 2025 Added 0.53%
$181B
$606 Million 0.03% of portfolio
20,944
Q3 2025 Reduced 0.1%
$235B
$572 Million 0.03% of portfolio
7,230
Q3 2025 Added 5.1%
$255B
$545 Million 0.03% of portfolio
1,708
Q3 2025 Added 0.77%
$61.4B
$558 Million 0.03% of portfolio
2,726
Q3 2025 Added 0.37%
$342B
$557 Million 0.03% of portfolio
4,089
Q3 2025 Reduced 1.92%
-
$683 Million 0.03% of portfolio
-
Q3 2025 Added 32.53%

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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