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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 11 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FMB FIRST TR EXCH TRADED FD III 41,784.0 $2.1M 0.03% +10K +31.4% $51.37 -2.0%
202 FTGC FIRST TR EXCHANGE TRAD FD VI 79,217.0 $2.1M 0.03% +33K +71.0% $27.05 +10.7%
203 DTCR GLOBAL X FDS 70,120.0 $2.1M 0.03% +1K +1.6% $30.37 -6.3%
204 TTD THE TRADE DESK INC Technology 115,773.0 $2.1M 0.03% +32K +37.9% $18.08 -25.8%
205 MTGP WISDOMTREE TR 46,473.0 $2.1M 0.03% +1K +2.4% $44.16 -1.1%
206 BMY BRISTOL-MYERS SQUIBB CO Healthcare 35,462.0 $2.0M 0.03% +254.0 +0.7% $57.62 +14.6%
207 ADP AUTOMATIC DATA PROCESSING IN Industrials 9,072.0 $2.0M 0.03% +186.0 +2.1% $223.95 +20.3%
208 BAC BANK OF AMER CORP Financial Services 35,373.0 $2.0M 0.03% +2K +7.5% $56.98 +12.7%
209 NOW SERVICENOW INC Technology 20,284.0 $2.0M 0.03% +15K +272.2% $99.28 +20.4%
210 AMLP ALPS ETF TR 38,755.0 $2.0M 0.03% +1K +3.0% $51.85 +6.7%
211 EMR EMERSON ELEC CO Industrials 13,827.0 $2.0M 0.03% +878.0 +6.8% $143.15 +10.3%
212 SECU BLACKROCK ETF TRUST II 39,677.0 $2.0M 0.03% +973.0 +2.5% $49.86 -0.5%
213 SMH VANECK ETF TRUST 3,010.0 $2.0M 0.03% +498.0 +19.8% $655.92 -13.1%
214 ETN EATON CORP PLC Industrials 4,492.0 $1.9M 0.03% +210.0 +4.9% $426.15 +1.2%
215 BLCR BLACKROCK ETF TRUST 37,873.0 $1.9M 0.03% +487.0 +1.3% $50.37 -1.1%
216 SPRE TIDAL TRUST I 90,165.0 $1.9M 0.03% +30K +48.7% $21.15 +1.4%
217 STAG STAG INDUSTRIAL INC Real Estate 49,628.0 $1.9M 0.03% +5K +11.4% $38.06 -3.9%
218 BA BOEING CO Industrials 8,659.0 $1.9M 0.03% +577.0 +7.1% $216.46 +3.0%
219 CGDG CAPITAL GROUP DIVIDEND GROWE 49,316.0 $1.8M 0.03% +1K +3.0% $37.51 +3.0%
220 SMMU PIMCO ETF TR 36,522.0 $1.8M 0.03% +14K +65.5% $50.50 -0.4%
Page 11 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%