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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 2 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HYG ISHARES TR 138,290.0 $11.0M 0.20% -10K -6.9% $79.56 -0.1%
22 DUHP DIMENSIONAL ETF TRUST 284,993.0 $10.5M 0.19% -53K -15.6% $36.76 +8.4%
23 SO SOUTHERN CO Utilities 106,868.0 $10.3M 0.19% -12K -9.7% $96.52 -2.9%
24 HD HOME DEPOT INC Consumer Cyclical 30,217.0 $9.9M 0.18% -881.0 -2.8% $328.89 -7.5%
25 SPAB SPDR SERIES TRUST 350,698.0 $9.0M 0.17% -133K -27.4% $25.62 -1.3%
26 GLD SPDR GOLD TR Financial Services 19,980.0 $8.6M 0.16% -169.0 -0.8% $430.29 -0.7%
27 LLY ELI LILLY & CO Healthcare 9,036.0 $8.3M 0.15% -1K -13.4% $919.80 +9.4%
28 SHV ISHARES TR 72,933.0 $8.1M 0.15% -6K -7.2% $110.39 -0.1%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,952.0 $7.8M 0.14% -793.0 -6.2% $650.34 +13.7%
30 AGG ISHARES TR 75,246.0 $7.5M 0.14% -27K -26.6% $99.27 -1.3%
31 DFAS DIMENSIONAL ETF TRUST 104,737.0 $7.4M 0.14% -5K -4.9% $71.13 +6.3%
32 DFGR DIMENSIONAL ETF TRUST 273,464.0 $7.3M 0.13% -10K -3.4% $26.58 +6.3%
33 SCHG SCHWAB STRATEGIC TR 235,605.0 $6.9M 0.13% -50K -17.6% $29.13 +17.6%
34 SPYV SPDR SERIES TRUST 117,318.0 $6.6M 0.12% -25K -17.4% $56.58 +5.8%
35 XLY SELECT SECTOR SPDR TR 59,476.0 $6.5M 0.12% -6K -9.4% $108.98 +6.9%
36 SPSK TIDAL TRUST I 349,672.0 $6.3M 0.12% -863K -71.2% $17.90 +0.2%
37 XLF SELECT SECTOR SPDR TR 126,063.0 $6.2M 0.11% -2K -1.2% $49.37 +3.6%
38 TRFK PACER FDS TR 99,907.0 $6.2M 0.11% -34K -25.4% $62.24 +44.9%
39 QUAL ISHARES TR 32,414.0 $6.2M 0.11% -14K -30.0% $191.81 +9.7%
40 DFUS DIMENSIONAL ETF TRUST 86,390.0 $6.1M 0.11% -3K -3.4% $70.91 +13.2%
Page 2 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%