0001956564-26-000002.txt : 20260513 0001956564-26-000002.hdr.sgml : 20260513 20260513101604 ACCESSION NUMBER: 0001956564-26-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260513 DATE AS OF CHANGE: 20260513 EFFECTIVENESS DATE: 20260513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: RFP Financial Group LLC CENTRAL INDEX KEY: 0001956564 ORGANIZATION NAME: EIN: 824438526 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22750 FILM NUMBER: 26971516 BUSINESS ADDRESS: STREET 1: 1380 WEST PACES FERRY ROAD, NW STREET 2: SUITE 2155 CITY: ATLANTA STATE: GA ZIP: 30327 BUSINESS PHONE: 4042337272 MAIL ADDRESS: STREET 1: 1380 WEST PACES FERRY ROAD, NW STREET 2: SUITE 2155 CITY: ATLANTA STATE: GA ZIP: 30327 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001956564 XXXXXXXX 03-31-2026 03-31-2026 RFP Financial Group LLC

1380 WEST PACES FERRY ROAD, NW SUITE 2155 ATLANTA GA 30327

13F HOLDINGS REPORT 028-22750 N Morgan Carter (404) 233-7272 MORGAN CARTER ATLANTA GA 05-13-2026 0 85 183977743 false INFORMATION TABLE 2 pwmquarter1_2026.xml APPLE INC AAPL 037833100 16183458 63767 SH SOLE 63767 0 0 BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B BRKB 084670702 256851 536 SH SOLE 536 0 0 CATERPILLAR INC COM CAT 149123101 1219260 1721 SH SOLE 1721 0 0 COCA-COLA CO KO 191216100 4927545 64793 SH SOLE 64793 0 0 FIDELITY MSCI ENERGY INDEX ETF FENY 316092402 1383084 40655 SH SOLE 40655 0 0 HOME DEPOT INC HD 437076102 2393747 7278 SH SOLE 7278 0 0 ISHARES CORE S&P SMALL-CAP E IJR 464287804 241066 1939 SH SOLE 1939 0 0 MICROSOFT CORP MSFT 594918104 2773624 7493 SH SOLE 7493 0 0 VANGUARD MEGA CAP GROWTH INDEX FUND MGK 921910816 947665 2579 SH SOLE 2579 0 0 VANGUARD WELLINGTON FUND U S MINIMUM VOLATILITY ETF VFMV 921935409 8307988 62358 SH SOLE 62358 0 0 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL VBIL 922040845 5774827 76336 SH SOLE 76336 0 0 VANGUARD INSTL INDEX FD ULTRA-SHORT TREA 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