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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 LEN LENNAR CORP Consumer Cyclical 2,625 $228K 0.00% SOLD
62 ENPH ENPHASE ENERGY INC Energy 5,981 $226K 0.00% SOLD
63 BTU PEABODY ENGR CORP Energy 6,803 $224K 0.00% SOLD
64 EMLP FIRST TR EXCHANGE-TRADED FD 5,132 $224K 0.00% SOLD
65 USTB VICTORY PORTFOLIOS II 4,318 $218K 0.00% SOLD
66 RSPN INVESCO EXCHANGE TRADED FD T 3,745 $216K 0.00% SOLD
67 REET ISHARES TR 8,350 $210K 0.00% SOLD
68 ARCC ARES CAPITAL CORP Financial Services 11,642 $210K 0.00% SOLD
69 UTWO RBB FD INC 4,306 $208K 0.00% SOLD
70 SCCR SCHWAB STRATEGIC TR 7,893 $203K 0.00% SOLD
71 FLRG FIDELITY COVINGTON TRUST 5,486 $202K 0.00% SOLD
72 BSCU INVESCO EXCH TRD SLF IDX FD 10,765 $180K 0.00% SOLD
73 WCMI FIRST TR EXCHANGE-TRADED FD 10,639 $178K 0.00% SOLD
74 PML PIMCO MUN INCOME FD II Financial Services 19,820 $150K 0.00% SOLD
75 PGZ PRINCIPAL REAL ESTATE INCOME Financial Services 13,774 $132K 0.00% SOLD
76 UXRP PROSHARES TR 15,739 $58K 0.00% SOLD
77 PALISADE BIO INC 11,750 $21K SOLD
Page 4 of 4  ·  77 positions
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%