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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 16 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 VCR VANGUARD WORLD FD 2,969.0 $1.1M 0.02% +460.0 +18.3% $358.99 +7.1%
302 VFH VANGUARD WORLD FD 8,803.0 $1.1M 0.02% +2K +36.1% $120.81 +4.9%
303 SCHX SCHWAB STRATEGIC TR 40,667.0 $1.0M 0.02% +23K +127.7% $25.64 +13.2%
304 HIO WESTERN ASSET HIGH INCOME OP Financial Services 287,063.0 $1.0M 0.02% +106K +58.8% $3.63 -0.6%
305 MBB ISHARES TR 10,791.0 $1.0M 0.02% +7K +170.5% $94.95 -1.5%
306 FPEI FIRST TR EXCH TRADED FD III 53,801.0 $1.0M 0.02% +22K +67.2% $19.00 +1.1%
307 OAEM UNIFIED SER TR 24,845.0 $1.0M 0.02% +1K +6.0% $40.32 +16.4%
308 FTGS FIRST TR EXCHANGE-TRADED FD 29,171.0 $993K 0.02% +5K +19.0% $34.05 +6.7%
309 MTN VAIL RESORTS INC Consumer Cyclical 7,690.0 $987K 0.02% +878.0 +12.9% $128.32 -5.3%
310 CELH CELSIUS HLDGS INC Consumer Defensive 27,585.0 $979K 0.02% +678.0 +2.5% $35.48 -17.3%
311 BOTZ GLOBAL X FDS 29,419.0 $977K 0.02% +1K +3.9% $33.22 +19.9%
312 SMH VANECK ETF TRUST 2,512.0 $963K 0.02% +705.0 +39.0% $383.34 +42.5%
313 CAH CARDINAL HEALTH INC Healthcare 4,540.0 $959K 0.02% +1K +37.4% $211.30 -5.5%
314 IUSV ISHARES TR 9,303.0 $951K 0.02% +6K +166.7% $102.25 +6.4%
315 VTWO VANGUARD SCOTTSDALE FDS 9,353.0 $937K 0.02% +140.0 +1.5% $100.18 +11.3%
316 SSRM SSR MINING IN Basic Materials 31,572.0 $928K 0.02% +4K +14.6% $29.38 +6.9%
317 EMHC SPDR SERIES TRUST 36,998.0 $918K 0.02% +549.0 +1.5% $24.80 +0.6%
318 PNC PNC FINL SVCS GROUP INC Financial Services 4,379.0 $911K 0.02% +3K +206.0% $208.08 +2.3%
319 BUFQ FIRST TR EXCHNG TRADED FD VI 25,678.0 $907K 0.02% +13K +100.5% $35.32 +9.9%
320 DKNG DRAFTKINGS INC NEW Consumer Cyclical 41,904.0 $906K 0.02% +12K +40.4% $21.62 +15.6%
Page 16 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%