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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 3 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFLV DIMENSIONAL ETF TRUST 340,059.0 $13.4M 0.21% +8K +2.5% $39.54 +6.2%
42 SPSB SPDR SERIES TRUST 441,147.0 $13.2M 0.21% +28K +6.7% $30.01 -0.3%
43 LLY ELI LILLY & CO Healthcare 10,775.0 $12.9M 0.20% +2K +19.2% $1199.45 -1.2%
44 SPY STATE STR SPDR S&P 500 ETF T Financial Services 16,727.0 $12.5M 0.20% +5K +40.0% $746.78 +3.5%
45 INTC INTEL CORP Technology 89,232.0 $12.5M 0.20% +533.0 +0.6% $139.63 -25.9%
46 DFIC DIMENSIONAL ETF TRUST 334,078.0 $12.4M 0.20% +17K +5.2% $37.26 +5.5%
47 SOXX ISHARES TR 19,219.0 $12.3M 0.19% +15K +319.1% $640.75 -12.7%
48 SIXJ AIM ETF PRODUCTS TRUST 336,319.0 $12.3M 0.19% +11K +3.5% $36.48 +2.2%
49 IJR ISHARES TR 82,128.0 $12.2M 0.19% +776.0 +0.9% $148.31 +1.0%
50 SIXO AIM ETF PRODUCTS TRUST 339,078.0 $12.2M 0.19% +17K +5.2% $35.87 +1.3%
51 JPM JPMORGAN CHASE & CO Financial Services 36,121.0 $11.8M 0.18% +3K +9.2% $327.33 +10.3%
52 TRFK PACER FDS TR 106,244.0 $11.3M 0.18% +6K +6.3% $106.70 -6.4%
53 SO SOUTHERN CO Utilities 112,668.0 $10.8M 0.17% +6K +5.4% $95.71 -3.6%
54 CORP PIMCO ETF TR 109,483.0 $10.6M 0.17% +74K +209.9% $96.90 -2.2%
55 CAT CATERPILLAR INC Industrials 9,930.0 $10.6M 0.17% +414.0 +4.3% $1064.94 -17.2%
56 XLF SELECT SECTOR SPDR TR 193,160.0 $10.4M 0.16% +67K +53.2% $53.61 +7.4%
57 IEMG ISHARES INC 124,392.0 $10.3M 0.16% +53K +73.1% $82.84 -1.1%
58 HEFA ISHARES TR 201,974.0 $9.5M 0.15% +13K +7.2% $46.92 +1.6%
59 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 642,216.0 $9.3M 0.15% +16K +2.6% $14.54 +0.5%
60 FIRST TR EXCHNG TRADED FD VI 257,086.0 $9.3M 0.15% +10K +4.2% $36.24
Page 3 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%