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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 19 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 CB CHUBB LIMITED Financial Services 2,037.0 $694K 0.01% +608.0 +42.5% $340.81 +1.3%
362 MET METLIFE INC Financial Services 8,077.0 $683K 0.01% +290.0 +3.7% $84.61 +14.3%
363 HDV ISHARES TR 24,715.0 $677K 0.01% +19K +366.5% $27.41 +7.8%
364 IWB ISHARES TR 1,626.0 $666K 0.01% +110.0 +7.3% $409.60 +2.6%
365 DMAR FIRST TR EXCHNG TRADED FD VI 14,853.0 $664K 0.01% +938.0 +6.7% $44.73 +1.4%
366 JCI JOHNSON CONTROLS INTERNATION Industrials 4,547.0 $664K 0.01% +439.0 +10.7% $146.11 +2.4%
367 ETHW BITWISE ETHEREUM ETF Financial Services 58,436.0 $659K 0.01% +22K +58.3% $11.28 +21.2%
368 AJG GALLAGHER ARTHUR J & CO Financial Services 2,869.0 $659K 0.01% +170.0 +6.3% $229.54 +8.2%
369 BWX SPDR SERIES TRUST 30,022.0 $651K 0.01% +7K +30.2% $21.68 +0.3%
370 CANADIAN PACIFIC KANSAS CITY 7,499.0 $650K 0.01% +168.0 +2.3% $86.64
371 SNDA SONIDA SENIOR LIVING INC Healthcare 15,902.0 $649K 0.01% +7K +83.7% $40.80 -0.8%
372 WSM WILLIAMS SONOMA INC Consumer Cyclical 2,771.0 $646K 0.01% +486.0 +21.3% $233.10 +3.6%
373 QTUM ETF SER SOLUTIONS 3,850.0 $637K 0.01% +111.0 +3.0% $165.37 -8.0%
374 XEL XCEL ENERGY INC Utilities 7,926.0 $636K 0.01% +575.0 +7.8% $80.30 -1.4%
375 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 52,498.0 $636K 0.01% +3K +5.1% $12.12 -3.5%
376 USMV ISHARES TR 6,538.0 $631K 0.01% +568.0 +9.5% $96.45 +4.2%
377 VCIT VANGUARD SCOTTSDALE FDS 7,582.0 $627K 0.01% +2K +45.4% $82.65 -1.9%
378 DDEC FIRST TR EXCHNG TRADED FD VI 13,147.0 $623K 0.01% +1K +8.8% $47.38 +1.8%
379 DFEB FIRST TR EXCHNG TRADED FD VI 12,311.0 $622K 0.01% +938.0 +8.2% $50.49 +1.6%
380 USHY ISHARES TR 16,660.0 $617K 0.01% +6K +50.9% $37.02 -0.6%
Page 19 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%