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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 4 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VWO VANGUARD INTL EQUITY INDEX F 81,075.0 $4.8M 0.08% -80K -49.8% $59.69 +1.2%
62 VONV VANGUARD SCOTTSDALE FDS 44,814.0 $4.8M 0.07% -3K -6.1% $106.31 +5.9%
63 VXUS VANGUARD STAR FDS 55,277.0 $4.7M 0.07% -42K -43.3% $85.49 +2.8%
64 IWY ISHARES TR 15,889.0 $4.6M 0.07% -8K -33.4% $290.63 +0.4%
65 DFAC DIMENSIONAL ETF TRUST 102,090.0 $4.5M 0.07% -3K -2.5% $44.36 +3.8%
66 SPWO SP FUNDS TRUST 130,363.0 $4.5M 0.07% -7K -5.3% $34.58 -1.4%
67 ASML ASML HLDG NV Technology 2,243.0 $4.5M 0.07% -537.0 -19.3% $1989.43 -5.3%
68 LRCX LAM RESEARCH CORP Technology 10,069.0 $4.4M 0.07% -6K -36.8% $433.34 -20.7%
69 XSMO INVESCO EXCHANGE TRADED FD T 46,421.0 $4.3M 0.07% -77K -62.3% $93.63 -3.9%
70 BSR NORTHERN LTS FD TR II 142,199.0 $4.3M 0.07% -126K -46.9% $30.38 +2.5%
71 GOVT ISHARES TR 184,746.0 $4.2M 0.07% -63K -25.3% $22.78 -1.5%
72 LQD ISHARES TR 38,573.0 $4.2M 0.07% -3K -6.2% $109.07 -3.1%
73 BTR NORTHERN LTS FD TR II 152,121.0 $4.2M 0.07% -147K -49.1% $27.65 +3.6%
74 ITOT ISHARES TR 25,498.0 $4.2M 0.07% -4K -13.6% $164.27 +3.3%
75 QUAL ISHARES TR 18,881.0 $4.1M 0.07% -14K -41.8% $219.43 +2.4%
76 SCHF SCHWAB STRATEGIC TR 149,551.0 $4.1M 0.07% -18K -10.7% $27.70 +3.0%
77 OMFL INVESCO EXCH TRD SLF IDX FD 59,704.0 $4.1M 0.06% -76K -56.0% $68.54 +3.4%
78 JEPI J P MORGAN EXCHANGE TRADED F 71,955.0 $4.1M 0.06% -39K -35.0% $56.48 +2.3%
79 IAK ISHARES TR 28,550.0 $4.0M 0.06% -6K -18.2% $140.56 +2.4%
80 VTEB VANGUARD MUN BD FDS 76,360.0 $3.9M 0.06% -10K -11.4% $50.58 -1.9%
Page 4 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%