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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 5 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTAS CINTAS CORP Industrials 2,401.0 $406K 0.01% NEW $169.17 -1.9%
82 FENY FIDELITY COVINGTON TRUST 11,831.0 $402K 0.01% NEW $34.02 -2.6%
83 XAR SPDR SERIES TRUST 1,578.0 $401K 0.01% NEW $253.98 +2.6%
84 IGF ISHARES TR 5,949.0 $399K 0.01% NEW $67.00 -1.4%
85 GMAR FIRST TR EXCHNG TRADED FD VI 9,300.0 $388K 0.01% NEW $41.69 +5.1%
86 FSMD FIDELITY COVINGTON TRUST 8,287.0 $371K 0.01% NEW $44.72 +8.7%
87 SAP SAP SE Technology 2,162.0 $370K 0.01% NEW $171.22 -4.1%
88 SLYV SPDR SERIES TRUST 3,846.0 $364K 0.01% NEW $94.57 +6.0%
89 BITWISE FUNDS TRUST 18,993.0 $358K 0.01% NEW $18.86
90 FDLO FIDELITY COVINGTON TRUST 5,480.0 $354K 0.01% NEW $64.59 +7.2%
91 SHRY FIRST TR EXCHANGE TRADED FD 8,057.0 $350K 0.01% NEW $43.46 -0.3%
92 DRIV GLOBAL X FDS 11,459.0 $350K 0.01% NEW $30.52 +28.8%
93 GARP ISHARES TR 5,363.0 $343K 0.01% NEW $63.96 +20.0%
94 FNDF SCHWAB STRATEGIC TR 6,888.0 $337K 0.01% NEW $48.93 +7.4%
95 CLX CLOROX CO DEL Consumer Defensive 3,186.0 $330K 0.01% NEW $103.62 -12.7%
96 AXON AXON ENTERPRISE INC Industrials 777.0 $330K 0.01% NEW $424.71 -7.7%
97 LST MANAGED PORTFOLIO SERIES 8,035.0 $325K 0.01% NEW $40.45 +10.9%
98 BLACKROCK ETF TRUST II 6,633.0 $318K 0.01% NEW $47.98
99 TFI SPDR SERIES TRUST 6,961.0 $316K 0.01% NEW $45.34 -0.4%
100 BIBL NORTHERN LTS FD TR IV 6,592.0 $311K 0.01% NEW $47.15 +11.5%
Page 5 of 8  ·  153 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%