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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 1 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PRF INVESCO EXCHANGE TRADED FD T 1,100,004.0 $59.4M 0.93% -34K -3.0% $54.03 +4.0%
2 FBND FIDELITY MERRIMACK STR TR 1,163,561.0 $52.9M 0.83% -100K -7.9% $45.49 -1.4%
3 GSLC GOLDMAN SACHS ETF TR 355,036.0 $50.4M 0.79% -14K -3.9% $141.89 +4.1%
4 FBCG FIDELITY COVINGTON TRUST 633,474.0 $39.3M 0.61% -30K -4.5% $62.11 +1.7%
5 FENI FIDELITY COVINGTON TRUST 885,510.0 $35.5M 0.56% -17K -1.9% $40.13 +4.5%
6 SGOV ISHARES TR 350,260.0 $35.3M 0.55% -50K -12.6% $100.67 -0.1%
7 BND VANGUARD BD INDEX FDS 463,090.0 $34.0M 0.53% -87K -15.8% $73.41 -1.7%
8 SCI SERVICE CORP INTL Consumer Cyclical 406,514.0 $30.9M 0.48% -3K -0.8% $75.96 +8.6%
9 FFSM FIDELITY COVINGTON TRUST 759,366.0 $29.0M 0.45% -84K -9.9% $38.21 +0.6%
10 DFAX DIMENSIONAL ETF TRUST 782,441.0 $28.8M 0.45% -18K -2.3% $36.84 +3.7%
11 SPTM SPDR SERIES TRUST 316,100.0 $28.7M 0.45% -2K -0.7% $90.79 +3.4%
12 SPYM SPDR SERIES TRUST 297,430.0 $26.1M 0.41% -91K -23.3% $87.88 +3.5%
13 DFEM DIMENSIONAL ETF TRUST 602,160.0 $24.5M 0.38% -36K -5.6% $40.64 -1.2%
14 MSFT MICROSOFT CORP Technology 65,031.0 $24.3M 0.38% -12K -15.2% $373.02 +28.8%
15 SPMD SPDR SERIES TRUST 325,572.0 $22.0M 0.34% -22K -6.4% $67.56 +1.8%
16 VEA VANGUARD TAX-MANAGED FDS 288,751.0 $20.6M 0.32% -85K -22.6% $71.25 +3.4%
17 BUFR FIRST TR EXCHNG TRADED FD VI 539,708.0 $19.7M 0.31% -61K -10.2% $36.53 +2.3%
18 IVV ISHARES TR 26,054.0 $19.5M 0.30% -2K -6.8% $748.90 +3.7%
19 SPDW SPDR INDEX SHS FDS 332,438.0 $16.8M 0.26% -5K -1.5% $50.39 +3.6%
20 QQQM INVESCO EXCH TRADED FD TR II 53,713.0 $16.3M 0.25% -55K -50.4% $302.97 -0.8%
Page 1 of 20  ·  381 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%