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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 8 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WFC WELLS FARGO & CO Financial Services 41,719.0 $3.4M 0.05% +2K +4.4% $82.64 +5.4%
142 SNA SNAP ON INC Industrials 8,558.0 $3.4M 0.05% +78.0 +0.9% $402.41 -0.9%
143 O REALTY INCOME CORP Real Estate 55,505.0 $3.4M 0.05% +830.0 +1.5% $61.96 +0.7%
144 PFF ISHARES TR 112,527.0 $3.4M 0.05% +839.0 +0.8% $30.49 +0.0%
145 MINO PIMCO ETF TR 74,217.0 $3.4M 0.05% +42K +132.2% $45.76 -2.2%
146 BLACKROCK ETF TRUST 91,206.0 $3.3M 0.05% +10K +11.6% $36.60
147 AHR AMERICAN HEALTHCARE REIT INC Real Estate 63,934.0 $3.3M 0.05% +59K +1109.3% $52.15 +5.3%
148 FSIG FIRST TR EXCHANGE-TRADED FD 176,300.0 $3.3M 0.05% +40K +29.1% $18.86 -0.2%
149 USRT ISHARES TR 49,983.0 $3.3M 0.05% +17K +53.8% $66.45 +0.8%
150 AIRR FIRST TR EXCHANGE TRADED FD 24,802.0 $3.3M 0.05% +4K +20.0% $133.25 -9.0%
151 MUNI PIMCO ETF TR 62,387.0 $3.3M 0.05% +31K +97.3% $52.60 -1.7%
152 DFAE DIMENSIONAL ETF TRUST 81,428.0 $3.3M 0.05% +780.0 +1.0% $40.21 -3.7%
153 SUB ISHARES TR 30,623.0 $3.3M 0.05% +2K +7.3% $106.47 -0.2%
154 FIRST TR EXCHANGE TRADED FD 146,406.0 $3.2M 0.05% +25K +20.6% $22.09
155 IYRI NEOS ETF TRUST 65,399.0 $3.2M 0.05% +13K +24.9% $49.11 +1.4%
156 FDN FIRST TR EXCHANGE-TRADED FD 12,063.0 $3.2M 0.05% +5K +74.7% $264.72 +8.1%
157 KLAC KLA CORP Technology 10,526.0 $3.2M 0.05% +8K +396.5% $301.70 -35.4%
158 NVO NOVO-NORDISK A S Healthcare 66,135.0 $3.2M 0.05% +22K +49.7% $47.94 -4.3%
159 TEM TEMPUS AI INC Healthcare 54,526.0 $3.2M 0.05% +10K +23.2% $57.93 -14.1%
160 STWD STARWOOD PPTY TR INC Real Estate 192,408.0 $3.2M 0.05% +3K +1.5% $16.38 -1.5%
Page 8 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%