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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 7 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HACK AMPLIFY ETF TR 2,084.0 $219K 0.00% NEW $104.94 +10.1%
122 HWM HOWMET AEROSPACE INC Industrials 810.0 $218K 0.00% NEW $269.02 +7.5%
123 FIDELITY GREENWOOD STREET TR 7,445.0 $215K 0.00% NEW $28.89
124 IWN ISHARES TR 971.0 $215K 0.00% NEW $221.20 +2.4%
125 DHI D R HORTON INC Consumer Cyclical 1,312.0 $214K 0.00% NEW $162.84 -8.9%
126 TSLA CALL TESLA INC Consumer Cyclical 500.0 $210K 0.00% NEW $420.60 -19.3%
127 SNDK SANDISK CORP Technology 91.0 $207K 0.00% NEW $2273.73 -21.4%
128 TECK TECK RESOURCES LTD Basic Materials 3,474.0 $207K 0.00% NEW $59.45 +9.1%
129 FDVV FIDELITY COVINGTON TRUST 3,415.0 $206K 0.00% NEW $60.29 +5.5%
130 PERSHING SQUARE USA LTD 5,500.0 $206K 0.00% NEW $37.38
131 TXT TEXTRON INC Industrials 2,238.0 $205K 0.00% NEW $91.73 -4.4%
132 KBE SPDR SERIES TRUST 3,000.0 $205K 0.00% NEW $68.22 +4.2%
133 ASTS CALL AST SPACEMOBILE INC Technology 2,300.0 $204K 0.00% NEW $88.86 -19.9%
134 UAUG INNOVATOR ETFS TRUST 4,835.0 $203K 0.00% NEW $42.08 +2.2%
135 MRSH MARSH & MCLENNAN COS INC Financial Services 1,219.0 $203K 0.00% NEW $166.69 +10.5%
136 UNM UNUM GROUP Financial Services 2,272.0 $203K 0.00% NEW $89.40 +2.4%
137 FNK FIRST TR EXCHANGE-TRADED ALP 3,297.0 $202K 0.00% NEW $61.32 +4.8%
138 DSU BLACKROCK DEBT STRATEGIES FD Financial Services 18,582.0 $180K 0.00% NEW $9.70 -3.0%
139 VALE VALE S A Basic Materials 11,833.0 $178K 0.00% NEW $15.04 -8.6%
140 SAN BANCO SANTANDER SA Financial Services 10,995.0 $152K 0.00% NEW $13.80 +5.7%
Page 7 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%