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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 11 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 VFH VANGUARD WORLD FD 7,765.0 $1.0M 0.02% -1K -11.8% $131.60 +7.4%
202 VRT VERTIV HOLDINGS CO Industrials 3,036.0 $1.0M 0.02% -2K -39.7% $334.85 -17.1%
203 TLT ISHARES TR 11,733.0 $1.0M 0.02% -21K -63.9% $86.42 -5.9%
204 HIO WESTERN ASSET HIGH INCOME OP Financial Services 273,827.0 $997K 0.02% -13K -4.6% $3.64 -2.6%
205 CVS CVS HEALTH CORP Healthcare 9,525.0 $985K 0.01% -9K -49.9% $103.45 -8.9%
206 MBB ISHARES TR 10,349.0 $978K 0.01% -442.0 -4.1% $94.52 -1.6%
207 FPEI FIRST TR EXCH TRADED FD III 50,574.0 $976K 0.01% -3K -6.0% $19.29 -0.9%
208 VCR VANGUARD WORLD FD 2,457.0 $975K 0.01% -512.0 -17.2% $396.62 -1.0%
209 CERY SPDR SERIES TRUST 29,000.0 $969K 0.01% -248.0 -0.8% $33.43 +13.0%
210 MNZL EA SERIES TRUST 15,262.0 $944K 0.01% -7K -32.6% $61.88 -1.9%
211 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 12,332.0 $942K 0.01% -8K -38.9% $76.40 +6.3%
212 SCHA SCHWAB STRATEGIC TR 25,704.0 $929K 0.01% -2K -5.6% $36.13 -2.1%
213 VNOM VIPER ENERGY INC Energy 21,806.0 $925K 0.01% -2K -10.3% $42.40 +1.8%
214 SPHD INVESCO EXCH TRADED FD TR II 18,143.0 $922K 0.01% -2K -11.9% $50.84 +4.6%
215 VMBS VANGUARD SCOTTSDALE FDS 19,543.0 $915K 0.01% -2K -10.4% $46.81 -1.5%
216 FTGS FIRST TR EXCHANGE-TRADED FD 24,559.0 $909K 0.01% -5K -15.8% $37.00 +6.9%
217 COWG PACER FDS TR 22,494.0 $903K 0.01% -191K -89.5% $40.15 -0.8%
218 SCIO FIRST TR EXCHANGE-TRADED FD 43,317.0 $895K 0.01% -23K -34.4% $20.67 -0.4%
219 EOG EOG RES INC Energy 6,871.0 $891K 0.01% -6K -46.5% $129.73 +13.6%
220 VGSH VANGUARD SCOTTSDALE FDS 15,304.0 $891K 0.01% -54K -77.9% $58.20 -0.1%
Page 11 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%