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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 2 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VUG VANGUARD INDEX FDS 302,163.0 $26.0M 0.41% +253K +510.1% $86.14 +3.2%
22 DFGP DIMENSIONAL ETF TRUST 461,737.0 $25.1M 0.39% +23K +5.3% $54.46 -2.1%
23 VTV VANGUARD INDEX FDS 114,814.0 $25.0M 0.39% +6K +5.6% $217.93 +4.0%
24 ONDS ONDAS INC Technology 2,787,202.0 $23.0M 0.36% +1.0M +57.0% $8.24 +9.2%
25 DXUV DIMENSIONAL ETF TRUST 315,199.0 $21.0M 0.33% +11K +3.5% $66.50 +5.4%
26 CSNR COHEN & STEERS ETF TRUST 566,569.0 $18.9M 0.30% +341K +150.6% $33.40 +11.4%
27 FDL FIRST TR EXCHANGE-TRADED FD 384,975.0 $18.7M 0.29% +55K +16.6% $48.66 +7.5%
28 DYNF BLACKROCK ETF TRUST 271,192.0 $18.4M 0.29% +4K +1.5% $68.01 +3.2%
29 BUFD FIRST TR EXCHNG TRADED FD VI 574,494.0 $17.1M 0.27% +312K +119.0% $29.72 +1.9%
30 AVGO BROADCOM INC Technology 44,874.0 $17.0M 0.27% +7K +18.0% $377.75 +3.9%
31 META META PLATFORMS INC Communication Services 29,810.0 $16.8M 0.26% +3K +9.3% $563.29 +1.0%
32 TSLA TESLA INC Consumer Cyclical 37,690.0 $15.9M 0.25% +10K +34.5% $420.60 -19.3%
33 DGCB DIMENSIONAL ETF TRUST 285,441.0 $15.6M 0.24% +13K +4.9% $54.67 -2.5%
34 FLMI FRANKLIN TEMPLETON ETF TR 613,288.0 $15.4M 0.24% +44K +7.8% $25.17 -2.1%
35 VCSH VANGUARD SCOTTSDALE FDS 190,573.0 $15.1M 0.23% +3K +1.5% $79.03 -0.5%
36 NFLX NETFLIX INC. Communication Services 205,693.0 $14.7M 0.23% +56K +37.1% $71.40 +6.5%
37 GOOG ALPHABET INC Communication Services 41,211.0 $14.6M 0.23% +3K +6.7% $353.33 -3.4%
38 DFSV DIMENSIONAL ETF TRUST 373,465.0 $14.5M 0.23% +9K +2.4% $38.79 +4.9%
39 FLRN SPDR SERIES TRUST 454,959.0 $14.0M 0.22% +54K +13.6% $30.85 -0.2%
40 IWF ISHARES TR 110,571.0 $13.7M 0.21% +80K +263.2% $124.17 +0.7%
Page 2 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%