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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 17 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 CGCP CAPITAL GRP FIXED INCM ETF T 40,507.0 $905K 0.02% +6K +16.1% $22.34 -0.8%
322 VDC VANGUARD WORLD FD 4,005.0 $899K 0.02% +1K +35.4% $224.59 +4.3%
323 WM WASTE MGMT INC DEL Industrials 3,867.0 $889K 0.02% +1K +60.3% $229.79 -4.3%
324 SCHE SCHWAB STRATEGIC TR 26,860.0 $885K 0.02% +3K +12.6% $32.95 +7.7%
325 AFRM AFFIRM HLDGS INC Technology 19,171.0 $878K 0.02% +3K +21.2% $45.82 +40.6%
326 EAGG ISHARES TR 18,452.0 $877K 0.02% +3K +18.0% $47.55 -1.3%
327 FJUL FIRST TR EXCHNG TRADED FD VI 15,825.0 $866K 0.02% +1K +7.6% $54.72 +7.3%
328 GALAXY DIGITAL INC. 45,933.0 $847K 0.02% +1K +2.7% $18.45
329 INTU INTUIT Technology 1,923.0 $831K 0.01% +541.0 +39.1% $432.28 -9.1%
330 PAVE GLOBAL X FDS 16,118.0 $819K 0.01% +3K +21.9% $50.81 +7.7%
331 EPD ENTERPRISE PRODS PARTNERS L Energy 21,368.0 $809K 0.01% +2K +9.7% $37.84 +3.7%
332 ILMN ILLUMINA INC Healthcare 6,547.0 $807K 0.01% +386.0 +6.3% $123.26 +15.6%
333 PDBC INVESCO ACTVELY MNGD ETC FD 46,588.0 $807K 0.01% +10K +26.9% $17.32 +8.1%
334 COP CONOCOPHILLIPS Energy 6,102.0 $806K 0.01% +2K +57.3% $132.01 -7.3%
335 ROBT FIRST TR EXCHANGE TRADED FD 17,270.0 $797K 0.01% +2K +16.5% $46.16 +16.4%
336 SCHA SCHWAB STRATEGIC TR 27,222.0 $792K 0.01% +10K +59.3% $29.08 +11.2%
337 FMAR FIRST TR EXCHNG TRADED FD VI 16,104.0 $781K 0.01% +2K +10.7% $48.49 +6.7%
338 VIS VANGUARD WORLD FD 2,500.0 $780K 0.01% +261.0 +11.7% $312.18 +6.6%
339 FFEB FIRST TR EXCHNG TRADED FD VI 13,966.0 $780K 0.01% +1K +10.2% $55.85 +7.8%
340 FSEP FIRST TR EXCHNG TRADED FD VI 15,456.0 $778K 0.01% +1K +10.3% $50.33 +8.0%
Page 17 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%