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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 20 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 CGXU CAPITAL GROUP INTL FOCUS EQT 17,788.0 $616K 0.01% +1K +6.1% $34.62 -0.1%
382 DNOV FIRST TR EXCHNG TRADED FD VI 11,959.0 $614K 0.01% +997.0 +9.1% $51.35 +1.6%
383 DJUL FIRST TR EXCHNG TRADED FD VI 12,243.0 $614K 0.01% +976.0 +8.7% $50.15 +2.0%
384 DAUG FIRST TR EXCHNG TRADED FD VI 13,061.0 $612K 0.01% +1K +8.5% $46.85 +1.4%
385 DOCT FIRST TR EXCHNG TRADED FD VI 13,106.0 $612K 0.01% +1K +8.6% $46.68 +1.8%
386 DMAY FIRST TR EXCHNG TRADED FD VI 12,954.0 $610K 0.01% +1K +9.3% $47.12 +1.7%
387 DJAN FIRST TR EXCHNG TRADED FD VI 13,385.0 $609K 0.01% +1K +9.1% $45.52 +1.8%
388 DSEP FIRST TR EXCHNG TRADED FD VI 12,834.0 $609K 0.01% +1K +8.8% $47.44 +1.9%
389 SMR NUSCALE PWR CORP Utilities 60,622.0 $608K 0.01% +15K +33.1% $10.03 -13.9%
390 DAPR FIRST TR EXCHNG TRADED FD VI 14,667.0 $600K 0.01% +1K +9.6% $40.88 +1.6%
391 D DOMINION ENERGY INC Utilities 8,737.0 $597K 0.01% +2K +35.7% $68.29 +0.5%
392 LIN LINDE PLC Basic Materials 1,141.0 $592K 0.01% +281.0 +32.7% $518.90 -7.7%
393 TCAF T ROWE PRICE EXCHANGE-TRADED 14,312.0 $588K 0.01% +8K +138.1% $41.10 +2.8%
394 FXF INVESCO CURRENCYSHARES SWISS Financial Services 5,370.0 $586K 0.01% +240.0 +4.7% $109.05 -0.6%
395 EVUS ISHARES TR 16,623.0 $584K 0.01% +412.0 +2.5% $35.11 +5.3%
396 EES WISDOMTREE TR 8,550.0 $580K 0.01% +52.0 +0.6% $67.79 +1.2%
397 SHYM BLACKROCK ETF TRUST II 25,799.0 $579K 0.01% +6K +32.8% $22.45 -1.6%
398 BUG GLOBAL X FDS 15,133.0 $578K 0.01% +2K +19.6% $38.19 +10.2%
399 CIFR CIPHER DIGITAL INC Financial Services 23,491.0 $576K 0.01% +2K +7.4% $24.50 -34.3%
400 RWL INVESCO EXCH TRADED FD TR II 4,501.0 $575K 0.01% +333.0 +8.0% $127.75 +5.3%
Page 20 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%