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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 8 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SCCR SCHWAB STRATEGIC TR 7,893.0 $203K 0.00% NEW $25.72 -1.6%
142 BLOCK INC 3,362.0 $202K 0.00% NEW $60.18
143 FLRG FIDELITY COVINGTON TRUST 5,486.0 $202K 0.00% NEW $36.79 +10.3%
144 VLO VALERO ENERGY CORP Energy 811.0 $200K 0.00% NEW $247.09 -0.9%
145 GWW WW GRAINGER INC Industrials 184.0 $200K 0.00% NEW $1088.67 +18.0%
146 BSCU INVESCO EXCH TRD SLF IDX FD 10,765.0 $180K 0.00% NEW $16.72 -0.4%
147 XRP BITWISE XRP ETF Financial Services 11,908.0 $179K 0.00% NEW $15.03 +6.9%
148 WCMI FIRST TR EXCHANGE-TRADED FD 10,639.0 $178K 0.00% NEW $16.77 +9.8%
149 USAR USA RARE EARTH INC Basic Materials 10,702.0 $162K 0.00% NEW $15.14 +64.1%
150 BSOL BITWISE SOLANA STAKING ETF Financial Services 10,567.0 $117K 0.00% NEW $11.05 +9.1%
151 UXRP PROSHARES TR 15,739.0 $58K 0.00% NEW $3.69 +8.4%
152 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 20,000.0 $35K 0.00% NEW $1.76 +97.2%
153 PALISADE BIO INC 11,750.0 $21K NEW $1.75
Page 8 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%