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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 6 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYI NEOS ETF TRUST 95,913.0 $5.1M 0.08% +13K +15.6% $53.09 +1.9%
102 AMGN AMGEN INC Healthcare 14,031.0 $5.1M 0.08% +399.0 +2.9% $362.12 +15.8%
103 UMMA LISTED FDS TR 128,221.0 $5.1M 0.08% +13K +11.4% $39.48 -5.9%
104 VGT VANGUARD WORLD FD 42,249.0 $5.0M 0.08% +36K +623.7% $119.52 +0.5%
105 FREL FIDELITY COVINGTON TRUST 167,965.0 $4.9M 0.08% +7K +4.5% $29.30 +1.5%
106 PRFD PIMCO ETF TR 94,044.0 $4.8M 0.07% +79K +525.6% $51.35 -1.6%
107 CVX CHEVRON CORPORATION Energy 29,012.0 $4.8M 0.07% +2K +6.5% $165.76 +23.7%
108 NET CLOUDFLARE INC Technology 19,555.0 $4.8M 0.07% +326.0 +1.7% $245.28 +23.8%
109 KNG FIRST TR EXCHANGE-TRADED FD 94,344.0 $4.8M 0.07% +15K +19.0% $50.50 +2.8%
110 CRWV COREWEAVE INC Technology 47,438.0 $4.7M 0.07% +1K +2.5% $99.54 +1.9%
111 IEFA ISHARES TR 48,754.0 $4.7M 0.07% +960.0 +2.0% $96.58 +4.0%
112 XLV SELECT SECTOR SPDR TR 29,484.0 $4.7M 0.07% +6K +27.9% $158.66 +6.4%
113 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 25,688.0 $4.7M 0.07% +7K +37.1% $181.15 +9.4%
114 NEM NEWMONT CORP Basic Materials 49,624.0 $4.6M 0.07% +12K +31.9% $93.40 +28.8%
115 FIRST TR EXCHANGE TRADED FD 188,692.0 $4.5M 0.07% +74K +64.0% $23.85
116 JANT AIM ETF PRODUCTS TRUST 101,766.0 $4.5M 0.07% +1K +1.2% $44.01 +2.5%
117 VEU VANGUARD INTL EQUITY INDEX F 52,912.0 $4.4M 0.07% +18K +52.6% $83.75 +1.5%
118 DGRO ISHARES TR 58,285.0 $4.4M 0.07% +2K +3.6% $75.79 +5.1%
119 TLH ISHARES TR 43,849.0 $4.4M 0.07% +505.0 +1.2% $100.35 -4.4%
120 VZ VERIZON COMMUNICATIONS INC Communication Services 103,404.0 $4.4M 0.07% +5K +5.5% $42.34 +14.7%
Page 6 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%