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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 5 of 18  ·  342 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAT DIMENSIONAL ETF TRUST 48,434.0 $3.0M 0.06% -580.0 -1.2% $62.45 +4.6%
82 QCOM QUALCOMM INC Technology 22,691.0 $2.9M 0.05% -7K -22.5% $128.78 +55.4%
83 TLT ISHARES TR 32,498.0 $2.8M 0.05% -477.0 -1.4% $86.69 -3.5%
84 IUSG ISHARES TR 17,869.0 $2.8M 0.05% -19K -52.2% $155.11 +20.4%
85 JULW AIM ETF PRODUCTS TRUST 70,976.0 $2.8M 0.05% -9K -10.9% $38.81 +4.2%
86 PSX PHILLIPS 66 Energy 14,990.0 $2.7M 0.05% -649.0 -4.2% $182.18 -5.9%
87 DFAE DIMENSIONAL ETF TRUST 80,648.0 $2.7M 0.05% -5K -5.7% $33.86 +13.7%
88 USFR WISDOMTREE TR 54,130.0 $2.7M 0.05% -1K -2.3% $50.34 +0.2%
89 AMAT APPLIED MATLS INC Technology 7,776.0 $2.7M 0.05% -7K -47.5% $341.79 +27.7%
90 MLPA GLOBAL X FDS 48,627.0 $2.6M 0.05% -2K -4.5% $53.87 +2.8%
91 VEU VANGUARD INTL EQUITY INDEX F 34,680.0 $2.6M 0.05% -12K -25.3% $75.10 +7.9%
92 PCY INVESCO EXCH TRADED FD TR II 122,268.0 $2.6M 0.05% -2K -2.0% $20.90 +1.5%
93 IAU ISHARES GOLD TR Financial Services 28,693.0 $2.5M 0.05% -15K -34.1% $88.16 -3.0%
94 VIG VANGUARD SPECIALIZED FUNDS 11,583.0 $2.5M 0.05% -526.0 -4.3% $215.06 +6.7%
95 LMT LOCKHEED MARTIN CORP Industrials 3,917.0 $2.4M 0.04% -324.0 -7.6% $604.37 -13.9%
96 AVEM AMERICAN CENTY ETF TR 29,106.0 $2.3M 0.04% -722.0 -2.4% $80.58 +14.0%
97 SIXF AIM ETF PRODUCTS TRUST 74,431.0 $2.3M 0.04% -9K -11.1% $31.41 +7.2%
98 B BARRICK MNG CORP Basic Materials 56,619.0 $2.3M 0.04% -12K -17.6% $40.79 -0.4%
99 CARY ANGEL OAK FUNDS TRUST 110,327.0 $2.3M 0.04% -13K -10.2% $20.77 -0.1%
100 AIRR FIRST TR EXCHANGE TRADED FD 20,675.0 $2.3M 0.04% -18K -46.7% $110.78 +15.3%
Page 5 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%