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REAP Financial Group, LLC

SEC Form 13F institutional filer · CIK 0002048581

13F-HR · 206 reported holdings · 2026-03-31

Reported long-US-equity value

$0.11B

Top-10 concentration

76.7%

REAP Financial Group, LLC — $110M AUM allocation strategy

REAP Financial Group, LLC files SEC Form 13F and reports $110M of long US equity value across 206 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 8.5%, followed by Communication Services 2.6% and Financials 1.6%.

The top 10 holdings account for 77% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

REAP Financial Group, LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$110M

total across 206 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

77% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$VTI$IVV$T

+$VTI +21K sh · +$4.45M+$IVV +5.03K sh · +$842K+$T +3.18K sh · +$110K

Biggest trims (shares)

$SCHW$F$SPGI

−$SCHW −5.65K sh · −$147K−$F −2.44K sh · −$32.7K−$SPGI −1.95K sh · −$76.5K

Added from nil (new positions)

$BALL$MS$HAL$STLD$JBHT

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$AMP$NSC$XLU$INTU$PNR

$AMP ($110K last qtr)$NSC ($88.8K last qtr)$XLU ($86K last qtr)$INTU ($82.9K last qtr)$PNR ($65.8K last qtr)

Sector allocation (share of reported value)

ETFs 66%Information Technology 8%Communication Services 3%Financials 2%Energy 2%Health Care 1%Industrials 1%Consumer Discretionary 1%Other holdings 18%SECTORS
  • ETFs65.7%
  • $XLKInformation Technology8.5%
  • $XLCCommunication Services2.6%
  • $XLFFinancials1.6%
  • $XLEEnergy1.6%
  • $XLVHealth Care0.7%
  • $XLIIndustrials0.7%
  • $XLYConsumer Discretionary0.6%
  • Other holdings18.1%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Technology Hardware, Storage & Peripherals 6%Interactive Media & Services 3%Semiconductors 2%Integrated Oil & Gas 2%Systems Software 1%Pharmaceuticals 1%Financial Exchanges & Data 1%Construction Machinery & Heavy Transportation Equipment 1%Other holdings 86%INDUSTRIES
  • Technology Hardware, Storage & Peripherals5.6%
  • Interactive Media & Services2.6%
  • Semiconductors1.6%
  • Integrated Oil & Gas1.6%
  • Systems Software0.8%
  • Pharmaceuticals0.7%
  • Financial Exchanges & Data0.7%
  • Construction Machinery & Heavy Transportation Equipment0.7%
  • Other holdings85.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

6 of 6 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$AAPLApple Inc24.1K$6.13M-975.6%
$XOMExxonMobil Holdings Corporation10K$1.7M+2351.5%
$NVDANVIDIA Corporation7.37K$1.29M-51.2%
$GOOGAlphabet Inc. Class C Capital Stock4.01K$1.15M+4141.1%
$MSFTMicrosoft Corporation2.43K$898K+1480.8%
$GOOGLAlphabet Inc3.05K$875K-3010.8%

…and 200 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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