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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 2 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPHQ INVESCO EXCHANGE TRADED FD T 178,931.0 $16.1M 0.25% -93K -34.2% $90.10 -2.7%
22 VTI VANGUARD INDEX FDS 41,620.0 $15.4M 0.24% -4K -9.5% $370.04 +3.3%
23 RDVY FIRST TR EXCHANGE TRADED FD 185,203.0 $15.0M 0.23% -46K -20.0% $81.06 +2.9%
24 FLOT ISHARES TR 288,086.0 $14.7M 0.23% -30K -9.3% $51.05 -0.2%
25 BSV VANGUARD BD INDEX FDS 158,860.0 $12.4M 0.19% -3K -2.0% $77.91 -0.4%
26 XLC SELECT SECTOR SPDR TR 113,014.0 $12.1M 0.19% -3K -2.3% $107.13 +3.5%
27 WMT WALMART INC Consumer Defensive 103,885.0 $11.8M 0.18% -4K -3.6% $113.26 +0.9%
28 SDVY FIRST TR EXCHANGE TRADED FD 265,289.0 $11.4M 0.18% -35K -11.7% $43.14 +3.2%
29 HD HOME DEPOT INC Consumer Cyclical 29,503.0 $10.4M 0.16% -714.0 -2.4% $352.68 -4.2%
30 JAAA JANUS DETROIT STR TR 205,295.0 $10.4M 0.16% -30K -12.8% $50.49 +0.2%
31 XLU SELECT SECTOR SPDR TR 199,299.0 $9.0M 0.14% -12K -5.5% $45.34 -2.6%
32 XOM EXXON MOBIL CORP Energy 65,247.0 $8.9M 0.14% -3K -4.3% $136.72 +18.1%
33 VBK VANGUARD INDEX FDS 23,806.0 $8.7M 0.14% -8K -24.3% $365.69 +0.1%
34 IDMO INVESCO EXCH TRADED FD TR II 142,809.0 $8.6M 0.14% -428K -75.0% $60.29 +5.4%
35 SPMO INVESCO EXCH TRADED FD TR II 52,639.0 $8.5M 0.13% -113K -68.3% $161.54 -3.9%
36 DFAS DIMENSIONAL ETF TRUST 102,292.0 $8.4M 0.13% -2K -2.3% $82.34 +2.2%
37 CGDV CAPITAL GROUP DIVIDEND VALUE 169,600.0 $8.4M 0.13% -125K -42.4% $49.28 +3.0%
38 IAUM ISHARES GOLD TRUST MICRO Financial Services 198,410.0 $7.9M 0.12% -65K -24.7% $40.01 +10.1%
39 AMD ADVANCED MICRO DEVICES INC Technology 13,375.0 $7.8M 0.12% -4K -22.5% $580.91 -12.9%
40 EMXC ISHARES INC 70,269.0 $7.2M 0.11% -2K -2.8% $102.30 -3.9%
Page 2 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%