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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 15 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TPSC TIMOTHY PLAN 29,781.0 $1.3M 0.02% +3K +12.7% $42.45 +5.0%
282 PGX INVESCO EXCH TRADED FD TR II 116,043.0 $1.3M 0.02% +5K +4.9% $10.88 +1.2%
283 VRT VERTIV HOLDINGS CO Industrials 5,033.0 $1.3M 0.02% +2K +64.2% $250.58 +48.0%
284 SKYY FIRST TR EXCHANGE-TRADED FD 11,439.0 $1.3M 0.02% +4K +59.6% $109.36 +18.2%
285 ETH GRAYSCALE ETHEREUM STAKING Financial Services 62,301.0 $1.2M 0.02% +21K +49.4% $19.86 +6.2%
286 VOX VANGUARD WORLD FD 6,815.0 $1.2M 0.02% +2K +50.5% $179.83 +9.6%
287 TFC TRUIST FINL CORP Financial Services 26,481.0 $1.2M 0.02% +6K +28.3% $45.97 +2.2%
288 CGMM CAPITAL GROUP EQUITY ETF TR 40,306.0 $1.2M 0.02% +2K +4.4% $29.36 +5.5%
289 VPU VANGUARD WORLD FD 5,933.0 $1.2M 0.02% +722.0 +13.9% $198.14 -3.9%
290 ENB ENBRIDGE INC Energy 21,679.0 $1.2M 0.02% +590.0 +2.8% $54.14 +2.2%
291 MBS ANGEL OAK FUNDS TRUST 135,472.0 $1.2M 0.02% +6K +5.0% $8.66 -0.8%
292 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,381.0 $1.2M 0.02% +593.0 +33.2% $491.50 -10.8%
293 XDTE ROUNDHILL ETF TRUST 31,201.0 $1.1M 0.02% +463.0 +1.5% $36.72 +7.6%
294 DDWM WISDOMTREE TR 25,870.0 $1.1M 0.02% +468.0 +1.8% $44.11 +4.5%
295 VOOV VANGUARD ADMIRAL FDS INC 5,503.0 $1.1M 0.02% +3K +115.0% $203.78 +6.6%
296 SMMU PIMCO ETF TR 22,067.0 $1.1M 0.02% +6K +35.3% $50.45 -0.3%
297 BIV VANGUARD BD INDEX FDS 14,266.0 $1.1M 0.02% +2K +19.3% $77.18 -1.5%
298 MARB FIRST TR EXCH TRADED FD III 52,285.0 $1.1M 0.02% +22K +74.8% $20.70 +0.9%
299 SRLN SSGA ACTIVE ETF TR 26,920.0 $1.1M 0.02% +6K +27.6% $40.14 +0.9%
300 ET ENERGY TRANSFER L P Energy 55,909.0 $1.1M 0.02% +3K +6.0% $19.30 +4.4%
Page 15 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%