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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 9 of 26  ·  504 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIG VANGUARD SPECIALIZED FUNDS 13,292.0 $3.1M 0.05% +2K +14.8% $236.62 +3.3%
162 OAIM UNIFIED SER TR 62,356.0 $3.0M 0.05% +2K +2.8% $47.83 -0.5%
163 HLAL LISTED FDS TR 41,657.0 $3.0M 0.05% +11K +33.9% $71.39 +1.4%
164 SHY ISHARES TR 36,097.0 $3.0M 0.05% +1K +3.3% $82.11 -0.1%
165 MELI MERCADOLIBRE INC Consumer Cyclical 1,736.0 $2.9M 0.05% +423.0 +32.2% $1696.97 +4.8%
166 IAU ISHARES GOLD TR Financial Services 38,956.0 $2.9M 0.05% +10K +35.8% $75.51 +8.2%
167 BSTZ BLACKROCK SCIENCE & TECHNOLO Financial Services 97,792.0 $2.9M 0.05% +1K +1.6% $30.03 +3.5%
168 ISRG INTUITIVE SURGICAL INC Healthcare 7,345.0 $2.9M 0.05% +2K +42.1% $397.68 -1.6%
169 OACP UNIFIED SER TR 127,746.0 $2.9M 0.04% +13K +11.7% $22.71 -1.4%
170 MP MP MATERIALS CORP Basic Materials 51,742.0 $2.9M 0.04% +6K +12.2% $56.01 +1.2%
171 WEC WEC ENERGY GROUP INC Utilities 24,716.0 $2.9M 0.04% +776.0 +3.2% $116.77 -4.9%
172 IQDY FLEXSHARES TR 67,168.0 $2.9M 0.04% +497.0 +0.8% $42.73 +1.0%
173 ADBE ADOBE INC Technology 13,644.0 $2.8M 0.04% +10K +287.1% $205.02 +28.3%
174 FTEC FIDELITY COVINGTON TRUST 9,513.0 $2.7M 0.04% +666.0 +7.5% $285.57 +0.1%
175 AIQ GLOBAL X FDS 40,717.0 $2.7M 0.04% +9K +27.3% $65.61 -4.7%
176 FSMB FIRST TR EXCH TRADED FD III 133,263.0 $2.7M 0.04% +13K +11.1% $19.99 -0.3%
177 SPUS TIDAL TRUST I 46,304.0 $2.7M 0.04% +14K +41.3% $57.50 +1.9%
178 IVW ISHARES TR 19,351.0 $2.7M 0.04% +4K +26.0% $137.53 +1.6%
179 FGD FIRST TR EXCHANGE-TRADED FD 82,654.0 $2.6M 0.04% +71K +629.3% $31.99 +10.2%
180 QGRW WISDOMTREE TR 39,791.0 $2.6M 0.04% +2K +5.9% $66.03 +1.5%
Page 9 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%