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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $6.4B AUM 1,126 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 166 New 504 Added 381 Reduced 77 Exited
Page 10 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FMHI FIRST TR EXCH TRADED FD III 54,039.0 $2.6M 0.04% +11K +26.4% $48.49 -1.9%
182 FTCB FIRST TR EXCHANGE-TRADED FD 125,602.0 $2.6M 0.04% +64K +103.4% $20.85 -1.4%
183 DE DEERE & CO Industrials 4,114.0 $2.6M 0.04% +42.0 +1.0% $634.38 -6.6%
184 FTSL FIRST TR EXCHANGE-TRADED FD 56,871.0 $2.5M 0.04% +9K +19.2% $44.75 +0.4%
185 LDUR PIMCO ETF TR 26,457.0 $2.5M 0.04% +10K +60.6% $95.61 -0.2%
186 QQQH NEOS ETF TRUST 45,092.0 $2.5M 0.04% +7K +17.8% $55.84 -1.9%
187 WSO WATSCO INC Industrials 6,006.0 $2.5M 0.04% +228.0 +4.0% $416.72 -24.7%
188 ISHARES TR 49,073.0 $2.4M 0.04% +994.0 +2.1% $49.55
189 CGNG CAPITAL GROUP NEW GEOGRAPHY 63,039.0 $2.4M 0.04% +44K +232.3% $37.46 -3.3%
190 GLW CORNING INC Technology 9,226.0 $2.4M 0.04% +1K +18.0% $255.42 -37.4%
191 TT TRANE TECHNOLOGIES PLC Industrials 4,731.0 $2.3M 0.04% +548.0 +13.1% $491.20 -5.6%
192 RYLD GLOBAL X FDS 144,012.0 $2.3M 0.04% +2K +1.2% $15.99 +2.6%
193 FIRST TR EXCHANGE-TRADED FD 99,073.0 $2.3M 0.04% +30K +43.3% $23.09
194 AEM AGNICO EAGLE MINES LTD Basic Materials 14,578.0 $2.3M 0.04% +8K +112.2% $155.13 +21.0%
195 ILDR FIRST TR EXCHNG TRADED FD VI 57,415.0 $2.3M 0.04% +33K +133.0% $39.24 -0.9%
196 XLP SELECT SECTOR SPDR TR 27,116.0 $2.3M 0.04% +984.0 +3.8% $83.07 +3.3%
197 DIS DISNEY WALT CO Communication Services 23,277.0 $2.2M 0.04% +8K +54.0% $96.25 +8.6%
198 UPS UNITED PARCEL SVCS INC Industrials 20,739.0 $2.2M 0.04% +5K +29.4% $107.50 -5.0%
199 UNP UNION PAC CORP Industrials 8,154.0 $2.2M 0.04% +113.0 +1.4% $272.00 +10.1%
200 HYBI NEOS ETF TRUST 44,682.0 $2.2M 0.03% +9K +26.4% $49.25 -0.7%
Page 10 of 26  ·  504 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 32.3%
Financial Services 19.3%
Consumer Cyclical 10.0%
Communication Services 8.3%
Healthcare 7.7%
Industrials 7.2%
Consumer Defensive 4.5%
Basic Materials 3.3%
Energy 2.9%
Utilities 2.4%