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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 3 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DGCB DIMENSIONAL ETF TRUST 271,993.0 $14.7M 0.27% +12K +4.5% $54.13 +0.2%
42 NFLX NETFLIX INC. Communication Services 150,015.0 $14.4M 0.27% +47K +45.3% $96.15 -9.6%
43 FLMI FRANKLIN TEMPLETON ETF TR 569,131.0 $14.1M 0.26% +24K +4.5% $24.79 -0.2%
44 SPEM SPDR INDEX SHS FDS 291,989.0 $13.7M 0.25% +2K +0.6% $46.91 +8.4%
45 DFSV DIMENSIONAL ETF TRUST 364,867.0 $12.8M 0.23% +14K +3.9% $35.04 +4.1%
46 BSV VANGUARD BD INDEX FDS 162,187.0 $12.7M 0.23% +2K +1.1% $78.41 -0.8%
47 IAUM ISHARES GOLD TR Financial Services 263,517.0 $12.3M 0.23% +132K +100.4% $46.70 -3.0%
48 DFLV DIMENSIONAL ETF TRUST 331,896.0 $11.9M 0.22% +7K +2.3% $35.71 +6.6%
49 SDVY FIRST TR EXCHANGE TRADED FD 300,293.0 $11.8M 0.22% +41K +15.7% $39.43 +3.5%
50 AVGO BROADCOM INC Technology 38,029.0 $11.8M 0.22% +1K +2.9% $309.51 +37.4%
51 BERKSHIRE HATHAWAY INC DEL 24,133.0 $11.6M 0.21% +1K +4.6% $479.19
52 GOOG ALPHABET INC Communication Services 38,626.0 $11.1M 0.20% +3K +8.9% $286.86 +38.5%
53 SIXJ AIM ETF PRODUCTS TRUST 324,859.0 $10.9M 0.20% +6K +1.8% $33.64 +6.8%
54 SIXO AIM ETF PRODUCTS TRUST 322,420.0 $10.9M 0.20% +8K +2.7% $33.78 +4.9%
55 TSLA TESLA INC Consumer Cyclical 28,020.0 $10.4M 0.19% +6K +29.4% $371.76 +19.2%
56 BNDX VANGUARD CHARLOTTE FDS 216,598.0 $10.4M 0.19% +61K +39.6% $48.05 -1.0%
57 IJR ISHARES TR 81,352.0 $10.1M 0.19% +10K +13.8% $124.31 +7.7%
58 XLU SELECT SECTOR SPDR TR 210,951.0 $9.7M 0.18% +34K +19.5% $45.89 -4.4%
59 XSMO INVESCO EXCHANGE TRADED FD T 123,107.0 $9.4M 0.17% +30K +32.1% $76.02 +11.5%
60 VBR VANGUARD INDEX FDS 42,375.0 $9.2M 0.17% +10K +32.8% $217.25 +4.6%
Page 3 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%