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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 8 of 9  ·  166 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRVL CALL MARVELL TECHNOLOGY INC Technology 500.0 $149K 0.00% NEW $297.89 -21.3%
142 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 11,949.0 $142K 0.00% NEW $11.90 -3.0%
143 SOLUNA HOLDINGS INC 100,000.0 $135K 0.00% NEW $1.35
144 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 11,165.0 $130K 0.00% NEW $11.60 -3.1%
145 META CALL META PLATFORMS INC Communication Services 200.0 $113K 0.00% NEW $563.29 +1.0%
146 CALL NEBIUS GROUP N.V. 400.0 $110K 0.00% NEW $276.17
147 BBDC BARINGS BDC INC Financial Services 12,738.0 $109K 0.00% NEW $8.52 +10.2%
148 APP CALL APPLOVIN CORP Technology 200.0 $103K 0.00% NEW $515.23 -39.4%
149 AMZN CALL AMAZON COM INC Consumer Cyclical 400.0 $95K 0.00% NEW $238.34 +9.6%
150 ABVX ABIVAX SA Healthcare 643.0 $86K 0.00% NEW $133.26 -9.4%
151 LYG LLOYDS BANKING GROUP PLC Financial Services 13,981.0 $82K 0.00% NEW $5.83 +5.5%
152 BRSP BRIGHTSPIRE CAPITAL INC Real Estate 13,169.0 $72K 0.00% NEW $5.45 -10.8%
153 PLTR CALL PALANTIR TECHNOLOGIES INC Technology 600.0 $70K 0.00% NEW $116.67 +47.9%
154 CION CION INVT CORP Financial Services 10,230.0 $64K 0.00% NEW $6.23 +15.7%
155 CRWV CALL COREWEAVE INC Technology 600.0 $60K 0.00% NEW $99.54 +6.5%
156 NKTR NEKTAR THERAPEUTICS Healthcare 592.0 $41K 0.00% NEW $69.81 +4.1%
157 ABVX PUT ABIVAX SA Healthcare 300.0 $40K 0.00% NEW $133.26 -9.4%
158 GOOGL CALL ALPHABET INC Communication Services 100.0 $36K 0.00% NEW $357.37 -3.7%
159 PURR CALL HYPERLIQUID STRATEGIES INC Basic Materials 4,000.0 $31K NEW $7.87 -9.1%
160 BTBT BIT DIGITAL INC Financial Services 12,642.0 $23K NEW $1.80 -11.1%
Page 8 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%