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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 3 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHG SCHWAB STRATEGIC TR 209,648.0 $7.1M 0.11% -26K -11.0% $33.84 +4.8%
42 VB VANGUARD INDEX FDS 23,232.0 $7.0M 0.11% -7K -22.7% $303.12 +1.6%
43 PHYL PGIM ETF TR 201,671.0 $7.0M 0.11% -34K -14.2% $34.88 -0.2%
44 SPEM SPDR INDEX SHS FDS 134,896.0 $7.0M 0.11% -157K -53.8% $51.78 +1.3%
45 DFUS DIMENSIONAL ETF TRUST 84,838.0 $7.0M 0.11% -2K -1.8% $81.94 +3.2%
46 SPYV SPDR SERIES TRUST 109,824.0 $6.7M 0.10% -7K -6.4% $60.79 +4.2%
47 KO COCA COLA CO Consumer Defensive 78,224.0 $6.4M 0.10% -996.0 -1.3% $81.27 +7.0%
48 FVD FIRST TR EXCHANGE-TRADED FD 130,659.0 $6.3M 0.10% -51K -28.3% $48.18 +4.8%
49 VBR VANGUARD INDEX FDS 25,512.0 $6.2M 0.10% -17K -39.8% $242.99 +2.8%
50 DFAU DIMENSIONAL ETF TRUST 118,752.0 $6.1M 0.10% -2K -1.7% $51.69 +3.6%
51 SPSK TIDAL TRUST I 336,773.0 $6.1M 0.10% -13K -3.7% $18.01 -0.5%
52 PG PROCTER & GAMBLE CO Consumer Defensive 38,706.0 $5.7M 0.09% -1K -2.6% $146.64 -2.4%
53 VONG VANGUARD SCOTTSDALE FDS 43,401.0 $5.5M 0.09% -3K -6.2% $127.81 +0.7%
54 GLD SPDR GOLD TR Financial Services 14,323.0 $5.3M 0.08% -6K -28.3% $368.38 +10.1%
55 AGG ISHARES TR 53,216.0 $5.3M 0.08% -22K -29.3% $98.98 -1.7%
56 VGIT VANGUARD SCOTTSDALE FDS 86,975.0 $5.1M 0.08% -23K -21.2% $58.98 -1.0%
57 FIX COMFORT SYS USA INC Industrials 2,576.0 $5.1M 0.08% -242.0 -8.6% $1982.31 -5.1%
58 SCHM SCHWAB STRATEGIC TR 137,619.0 $5.1M 0.08% -96K -41.2% $36.87 -0.2%
59 FIXD FIRST TR EXCHNG TRADED FD VI 115,714.0 $5.0M 0.08% -50K -30.0% $43.61 -1.6%
60 MUB ISHARES TR 46,395.0 $5.0M 0.08% -397.0 -0.8% $107.62 -1.9%
Page 3 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%