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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.4B AUM 1,037 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 153 New 474 Added 342 Reduced 96 Exited
Page 1 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BDBT EXCHANGE TRADED CONCEPTS TRU 16,530,661.0 $417.6M 7.67% +776K +4.9% $25.26 -1.0%
2 BLUX EXCHANGE TRADED CONCEPTS TRU 15,094,897.0 $415.4M 7.63% +596K +4.1% $27.52 +11.7%
3 BINT EXCHANGE TRADED CONCEPTS TRU 9,952,151.0 $284.5M 5.23% +219K +2.2% $28.59 +10.6%
4 BLUC EXCHANGE TRADED CONCEPTS TRU 9,111,647.0 $244.6M 4.50% +443K +5.1% $26.85 +15.4%
5 BVAL EXCHANGE TRADED CONCEPTS TRU 7,605,895.0 $212.7M 3.91% +276K +3.8% $27.97 +7.8%
6 BLGR EXCHANGE TRADED CONCEPTS TRU 7,441,102.0 $198.6M 3.65% +396K +5.6% $26.69 +18.6%
7 BLST EXCHANGE TRADED CONCEPTS TRU 5,778,730.0 $145.0M 2.67% +249K +4.5% $25.10 -0.6%
8 BLTD EXCHANGE TRADED CONCEPTS TRU 5,629,466.0 $142.0M 2.61% +269K +5.0% $25.23 -1.7%
9 BLUI EXCHANGE TRADED CONCEPTS TRU 3,762,047.0 $96.3M 1.77% +236K +6.7% $25.60 +0.4%
10 GSLC GOLDMAN SACHS ETF TR 369,331.0 $46.2M 0.85% +72K +24.1% $125.13 +11.9%
11 PVAL PUTNAM ETF TRUST 880,823.0 $40.9M 0.75% +122K +16.0% $46.40 +7.4%
12 SGOV ISHARES TR 400,709.0 $40.3M 0.74% +77K +23.7% $100.66 -0.1%
13 FENI FIDELITY COVINGTON TRUST 902,738.0 $33.6M 0.62% +135K +17.6% $37.20 +5.1%
14 FBCG FIDELITY COVINGTON TRUST 663,672.0 $33.3M 0.61% +130K +24.3% $50.12 +21.7%
15 IDMO INVESCO EXCH TRADED FD TR II 570,425.0 $31.3M 0.57% +13K +2.3% $54.84 +7.5%
16 SPYM SPDR SERIES TRUST 387,987.0 $29.7M 0.55% +43K +12.4% $76.54 +13.7%
17 MSFT MICROSOFT CORP Technology 76,721.0 $28.4M 0.52% +17K +27.7% $370.17 +10.6%
18 FFSM FIDELITY COVINGTON TRUST 843,183.0 $26.9M 0.49% +137K +19.4% $31.95 +10.5%
19 VOO VANGUARD INDEX FDS 44,576.0 $26.6M 0.49% +4K +9.3% $597.54 +13.7%
20 BOND PIMCO ETF TR 282,970.0 $26.1M 0.48% +91K +47.8% $92.28 -1.3%
Page 1 of 24  ·  474 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.9%
Financial Services 19.5%
Consumer Cyclical 10.8%
Healthcare 10.0%
Communication Services 8.4%
Industrials 7.5%
Consumer Defensive 5.2%
Energy 4.2%
Basic Materials 3.7%
Utilities 2.8%