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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 13 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PDEC INNOVATOR ETFS TRUST 12,230.0 $520K 0.01% -94.0 -0.8% $42.50 +6.8%
242 EVUS ISHARES TR 16,211.0 $516K 0.01% -2K -10.0% $31.83 +8.5%
243 PSEP INNOVATOR ETFS TRUST 11,877.0 $511K 0.01% -170.0 -1.4% $43.06 +5.7%
244 VV VANGUARD INDEX FDS 1,699.0 $508K 0.01% -69.0 -3.9% $298.91 +13.6%
245 BWX SPDR SERIES TRUST 23,062.0 $506K 0.01% -114K -83.2% $21.95 -0.3%
246 CEG CONSTELLATION ENERGY CORP Utilities 1,801.0 $503K 0.01% -164.0 -8.3% $279.27 -5.2%
247 PNOV INNOVATOR ETFS TRUST 12,184.0 $498K 0.01% -745.0 -5.8% $40.86 +7.2%
248 EPR EPR PPTYS Real Estate 9,939.0 $497K 0.01% -1K -10.0% $49.96 +15.9%
249 CGXU CAPITAL GROUP INTL FOCUS EQT 16,771.0 $495K 0.01% -2K -12.2% $29.49 +10.8%
250 NULV NUSHARES ETF TR 10,751.0 $489K 0.01% -8K -41.5% $45.50 +9.4%
251 UJAN INNOVATOR ETFS TRUST 11,158.0 $474K 0.01% -186.0 -1.6% $42.51 +5.6%
252 IWO ISHARES TR 1,507.0 $473K 0.01% -59.0 -3.8% $313.79 +15.6%
253 NULG NUSHARES ETF TR 5,157.0 $469K 0.01% -3K -36.1% $90.94 +20.1%
254 SPTI SPDR SERIES TRUST 16,174.0 $464K 0.01% -16K -49.4% $28.66 -1.5%
255 BILS SPDR SERIES TRUST 4,639.0 $461K 0.01% -233.0 -4.8% $99.44 -0.1%
256 UOCT INNOVATOR ETFS TRUST 12,020.0 $460K 0.01% -178.0 -1.5% $38.24 +6.2%
257 NOC NORTHROP GRUMMAN CORP Industrials 673.0 $459K 0.01% -255.0 -27.5% $682.23 -20.5%
258 PYPL PAYPAL HLDGS INC Financial Services 10,120.0 $458K 0.01% -4K -27.9% $45.23 -1.4%
259 KKR KKR & CO INC Financial Services 4,946.0 $458K 0.01% -4K -42.2% $92.50 +3.9%
260 ARKK ARK ETF TR 6,665.0 $450K 0.01% -472.0 -6.6% $67.59 +10.7%
Page 13 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%