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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 3 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLCO FRANKLIN TEMPLETON ETF TR 51,173.0 $1.1M 0.02% NEW $21.44 -2.5%
42 YGLD SIMPLIFY EXCHANGE TRADED FUN 32,378.0 $1.0M 0.02% NEW $31.46 +14.4%
43 FIRST TR EXCHANGE-TRADED FD 17,622.0 $959K 0.01% NEW $54.40
44 RA BROOKFIELD REAL ASSETS INCOM Financial Services 71,744.0 $924K 0.01% NEW $12.88 -1.7%
45 THOMSON REUTERS CORP 11,000.0 $898K 0.01% NEW $81.67
46 SPACE EXPLORATION TECHN CORP 5,197.0 $888K 0.01% NEW $170.87
47 JVAL J P MORGAN EXCHANGE TRADED F 14,164.0 $831K 0.01% NEW $58.64 +2.6%
48 SPBU AIM ETF PRODUCTS TRUST 26,888.0 $813K 0.01% NEW $30.24 +2.5%
49 SRE SEMPRA Utilities 8,358.0 $775K 0.01% NEW $92.71 -7.3%
50 FLHY FRANKLIN TEMPLETON ETF TR 31,713.0 $770K 0.01% NEW $24.29 -0.5%
51 BERKSHIRE HATHAWAY INC DEL 1.0 $749K 0.01% NEW $748850.00
52 SHYG ISHARES TR 17,047.0 $723K 0.01% NEW $42.41 -0.5%
53 MSC INCOME FUND INC 56,664.0 $656K 0.01% NEW $11.57
54 LAMR LAMAR ADVERTISING CO Real Estate 4,112.0 $641K 0.01% NEW $155.96 -2.3%
55 CSSD COHEN & STEERS ETF TRUST 23,415.0 $589K 0.01% NEW $25.16 +0.0%
56 DOGG FIRST TR EXCHANGE-TRADED FD 25,727.0 $548K 0.01% NEW $21.30 +3.7%
57 SILA SILA REALTY TRUST INC Real Estate 16,690.0 $507K 0.01% NEW $30.36 +0.0%
58 ACWX ISHARES TR 6,324.0 $481K 0.01% NEW $76.11 +2.6%
59 BLUEROCK PVT REAL ESTATE FD 36,395.0 $473K 0.01% NEW $13.01
60 DRAM ROUNDHILL ETF TRUST 6,325.0 $467K 0.01% NEW $73.86 -18.2%
Page 3 of 9  ·  166 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%