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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 9 of 24  ·  474 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IJH ISHARES TR 45,478.0 $3.1M 0.06% +914.0 +2.0% $67.53 +6.8%
162 SCHV SCHWAB STRATEGIC TR 100,373.0 $3.1M 0.06% +47K +87.6% $30.50 +7.0%
163 CGBL CAPITAL GROUP CORE BALANCED 88,888.0 $3.1M 0.06% +729.0 +0.8% $34.41 +7.1%
164 SHOP SHOPIFY INC Technology 25,701.0 $3.0M 0.06% +7K +38.2% $118.62 -15.5%
165 SUB ISHARES TR 28,542.0 $3.0M 0.06% +2K +7.1% $106.50 -0.3%
166 SLV ISHARES SILVER TR Financial Services 42,984.0 $2.9M 0.05% +29K +208.8% $68.14 +2.6%
167 HELO J P MORGAN EXCHANGE TRADED F 45,524.0 $2.9M 0.05% +3K +6.5% $63.91 +6.1%
168 SHY ISHARES TR 34,957.0 $2.9M 0.05% +1K +3.8% $82.57 -0.6%
169 OALC UNIFIED SER TR 83,994.0 $2.9M 0.05% +6K +8.1% $34.27 +15.1%
170 IVE ISHARES TR 13,159.0 $2.8M 0.05% +6K +95.3% $211.15 +6.5%
171 WEC WEC ENERGY GROUP INC Utilities 23,940.0 $2.8M 0.05% +844.0 +3.6% $115.77 -5.7%
172 HON HONEYWELL INTL INC Industrials 12,039.0 $2.7M 0.05% +10K +487.6% $226.02 -5.7%
173 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 9,313.0 $2.7M 0.05% +129.0 +1.4% $290.48 +1.0%
174 PEP PEPSICO INC Consumer Defensive 17,007.0 $2.6M 0.05% +3K +17.8% $155.29 -4.0%
175 FIRST TR EXCHANGE TRADED FD 115,048.0 $2.6M 0.05% +42K +57.3% $22.95
176 OAIM UNIFIED SER TR 60,642.0 $2.6M 0.05% +4K +6.5% $43.06 +6.8%
177 OACP UNIFIED SER TR 114,356.0 $2.6M 0.05% +13K +12.5% $22.72 -0.8%
178 FSIG FIRST TR EXCHANGE-TRADED FD 136,561.0 $2.6M 0.05% +30K +28.2% $18.94 -0.2%
179 GRID FIRST TR EXCHANGE-TRADED FD 15,556.0 $2.5M 0.05% +5K +42.3% $163.58 +15.7%
180 PIMCO ETF TR 50,594.0 $2.5M 0.05% +36K +246.5% $49.60
Page 9 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%