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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 19 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 DBMF LITMAN GREGORY FDS TR 23,754.0 $716K 0.01% +13K +124.7% $30.15 +3.8%
362 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,075.0 $710K 0.01% +2K +223.3% $230.92 -5.7%
363 IGSB ISHARES TR 13,338.0 $701K 0.01% +183.0 +1.4% $52.56 -0.6%
364 TPHD TIMOTHY PLAN 16,828.0 $696K 0.01% +2K +13.6% $41.36 -0.0%
365 TJX TJX COS INC NEW Consumer Cyclical 4,354.0 $695K 0.01% +889.0 +25.7% $159.71 -7.7%
366 PBE INVESCO EXCHANGE TRADED FD T 8,510.0 $674K 0.01% +55.0 +0.7% $79.18 +1.5%
367 GEV GE VERNOVA INC Utilities 759.0 $662K 0.01% +125.0 +19.7% $872.36 +20.3%
368 UYLD ANGEL OAK FUNDS TRUST 12,614.0 $644K 0.01% +9K +219.8% $51.04 +0.2%
369 BX BLACKSTONE INC Financial Services 5,583.0 $642K 0.01% +2K +44.9% $114.98 +1.8%
370 FIIG FIRST TR EXCHANGE-TRADED FD 30,566.0 $634K 0.01% +5K +18.2% $20.75 -0.9%
371 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 8,508.0 $616K 0.01% +5K +175.2% $72.46 +20.2%
372 SPLV INVESCO EXCH TRADED FD TR II 8,273.0 $605K 0.01% +206.0 +2.5% $73.14 +0.2%
373 NXPI NXP SEMICONDUCTORS N V Technology 3,060.0 $602K 0.01% +90.0 +3.0% $196.86 +48.1%
374 CGNG CAPITAL GROUP NEW GEOGRAPHY 18,970.0 $599K 0.01% +836.0 +4.6% $31.57 +11.4%
375 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 31,556.0 $591K 0.01% +5K +17.2% $18.74 +3.6%
376 DMAR FIRST TR EXCHNG TRADED FD VI 13,915.0 $590K 0.01% +215.0 +1.6% $42.40 +4.5%
377 DMXF ISHARES TR 7,648.0 $577K 0.01% +5K +165.4% $75.45 +7.7%
378 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,965.0 $575K 0.01% +482.0 +32.5% $292.80 +34.1%
379 KR KROGER CO Consumer Defensive 7,915.0 $573K 0.01% +83.0 +1.1% $72.36 -8.8%
380 DVY ISHARES TR 3,701.0 $560K 0.01% +1K +44.9% $151.41 +0.7%
Page 19 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%