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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 7 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPYI NEOS ETF TRUST 82,994.0 $4.1M 0.07% +6K +7.7% $49.37 +8.3%
122 VGT VANGUARD WORLD FD 5,838.0 $4.1M 0.07% +2K +64.4% $697.70 -84.0%
123 FAAR FIRST TR EXCHANGE TRAD FD VI 120,564.0 $4.1M 0.07% +39K +47.9% $33.75 +2.1%
124 JPIE J P MORGAN EXCHANGE TRADED F 87,710.0 $4.0M 0.07% +7K +8.6% $46.07 -0.5%
125 JANT AIM ETF PRODUCTS TRUST 100,590.0 $4.0M 0.07% +1K +1.2% $40.12 +8.2%
126 FMF FIRST TR EXCHANGE-TRADED FD 78,413.0 $4.0M 0.07% +28K +56.0% $50.62 +3.3%
127 NET CLOUDFLARE INC Technology 19,229.0 $4.0M 0.07% +463.0 +2.5% $206.34 -2.1%
128 DGRO ISHARES TR 56,267.0 $3.9M 0.07% +2K +2.9% $70.18 +4.7%
129 INTC INTEL CORP Technology 88,699.0 $3.9M 0.07% +5K +6.0% $44.13 +141.3%
130 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 11,487.0 $3.9M 0.07% +5K +66.9% $337.95 +17.0%
131 KNG FIRST TR EXCHANGE-TRADED FD 79,302.0 $3.9M 0.07% +7K +9.9% $48.71 -0.5%
132 DGRW WISDOMTREE TR 41,372.0 $3.6M 0.07% +961.0 +2.4% $87.84 +8.8%
133 CSPF COHEN & STEERS ETF TRUST 139,998.0 $3.6M 0.07% +25K +21.9% $25.63 +1.2%
134 CRWV COREWEAVE INC Technology 46,286.0 $3.6M 0.07% +12K +35.3% $77.47 +29.0%
135 VNQ VANGUARD INDEX FDS 40,073.0 $3.6M 0.07% +479.0 +1.2% $88.70 +6.7%
136 AMD ADVANCED MICRO DEVICES INC Technology 17,253.0 $3.5M 0.06% +9K +105.0% $203.43 +106.0%
137 BCD ABRDN ETFS 97,266.0 $3.5M 0.06% +10K +11.7% $35.78 +6.6%
138 RTX RTX CORPORATION Industrials 18,037.0 $3.5M 0.06% +929.0 +5.4% $192.90 -9.9%
139 IOT SAMSARA INC Technology 109,365.0 $3.5M 0.06% +19K +21.3% $31.69 -5.6%
140 ANET ARISTA NETWORKS INC Technology 27,980.0 $3.4M 0.06% +1K +5.1% $122.78 +14.3%
Page 7 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%