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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 10 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITW ILLINOIS TOOL WKS INC Industrials 3,823.0 $995K 0.02% -91.0 -2.3% $260.32 -4.9%
182 BOXX EA SERIES TRUST 8,302.0 $965K 0.02% -298.0 -3.5% $116.29 +0.4%
183 PAUG INNOVATOR ETFS TRUST 22,255.0 $951K 0.02% -7K -24.6% $42.72 +5.4%
184 ACWI ISHARES TR 6,868.0 $950K 0.02% -223.0 -3.1% $138.37 +11.5%
185 VSGX VANGUARD WORLD FD 13,222.0 $948K 0.02% -1K -7.2% $71.73 +10.0%
186 HNDL STRATEGY SHS 43,265.0 $945K 0.02% -1K -2.4% $21.84 +3.7%
187 ARM ARM HOLDINGS PLC Technology 6,166.0 $933K 0.02% -864.0 -12.3% $151.28 +42.2%
188 GSK GSK PLC Healthcare 16,623.0 $917K 0.02% -11K -39.1% $55.19 -10.0%
189 CCI CROWN CASTLE INC Real Estate 11,108.0 $903K 0.02% -3K -21.7% $81.31 +10.6%
190 ESGE ISHARES INC 19,628.0 $892K 0.02% -2K -10.1% $45.47 +14.0%
191 ADBE ADOBE INC Technology 3,525.0 $857K 0.02% -222.0 -5.9% $243.07 +5.2%
192 SCHW SCHWAB CHARLES CORP Financial Services 8,829.0 $830K 0.01% -3K -25.5% $93.98 -3.3%
193 IEI ISHARES TR 6,881.0 $816K 0.01% -173.0 -2.5% $118.61 -1.4%
194 SHLD GLOBAL X FDS 11,504.0 $815K 0.01% -1K -11.4% $70.84 -10.2%
195 VWOB VANGUARD WHITEHALL FDS 12,225.0 $803K 0.01% -369.0 -2.9% $65.69 +0.5%
196 VLUE ISHARES TR 5,568.0 $792K 0.01% -293.0 -5.0% $142.18 +25.2%
197 IJJ ISHARES TR 5,952.0 $789K 0.01% -116.0 -1.9% $132.51 +4.6%
198 PJUN INNOVATOR ETFS TRUST 18,607.0 $778K 0.01% -5K -22.2% $41.83 +3.5%
199 USB US BANCORP Financial Services 14,740.0 $767K 0.01% -236.0 -1.6% $52.01 +2.1%
200 FIDELITY COVINGTON TRUST 10,764.0 $757K 0.01% -237.0 -2.1% $70.36
Page 10 of 18  ·  342 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%