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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 14 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SPTE SP FUNDS TRUST 29,661.0 $1.4M 0.02% +13K +79.1% $48.80 -3.7%
262 XLB SELECT SECTOR SPDR TR 27,846.0 $1.4M 0.02% +218.0 +0.8% $50.83 +1.9%
263 GFF GRIFFON CORP Industrials 14,035.0 $1.4M 0.02% +2K +20.1% $97.53 +3.8%
264 IUSV ISHARES TR 12,117.0 $1.3M 0.02% +3K +30.2% $110.15 +4.1%
265 WM WASTE MGMT INC DEL Industrials 5,955.0 $1.3M 0.02% +2K +54.0% $222.88 +0.3%
266 EAGG ISHARES TR 27,877.0 $1.3M 0.02% +9K +51.1% $47.41 -1.6%
267 PBDC PUTNAM ETF TRUST 48,155.0 $1.3M 0.02% +1K +2.2% $27.21 +2.6%
268 PGX INVESCO EXCH TRADED FD TR II 119,187.0 $1.3M 0.02% +3K +2.7% $10.84 -2.4%
269 USAR USA RARE EARTH INC Basic Materials 59,835.0 $1.3M 0.02% +49K +459.1% $21.58 -14.2%
270 PNC PNC FINL SVCS GROUP INC Financial Services 5,173.0 $1.3M 0.02% +794.0 +18.1% $246.23 +3.3%
271 MBS ANGEL OAK FUNDS TRUST 146,457.0 $1.3M 0.02% +11K +8.1% $8.63 -1.1%
272 SPMB SPDR SERIES TRUST 56,623.0 $1.3M 0.02% +4K +7.8% $22.31 -1.5%
273 XDTE ROUNDHILL ETF TRUST 31,951.0 $1.2M 0.02% +750.0 +2.4% $39.08 -0.2%
274 MGK VANGUARD WORLD FD 13,912.0 $1.2M 0.02% +10K +264.5% $87.91 +1.5%
275 DKNG DRAFTKINGS INC NEW Consumer Cyclical 47,834.0 $1.2M 0.02% +6K +14.2% $25.26 -4.8%
276 FBT FIRST TR EXCHANGE-TRADED FD 4,871.0 $1.2M 0.02% +3K +157.0% $247.89 +5.2%
277 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,630.0 $1.2M 0.02% +73.0 +2.9% $459.07 +12.5%
278 DDWM WISDOMTREE TR 26,132.0 $1.2M 0.02% +262.0 +1.0% $46.18 +2.1%
279 GEV GE VERNOVA INC Utilities 1,018.0 $1.2M 0.02% +259.0 +34.1% $1175.08 -14.5%
280 LUV SOUTHWEST AIRLS CO Industrials 22,992.0 $1.2M 0.02% +2K +8.7% $51.42 -17.4%
Page 14 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%