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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 5 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NEE NEXTERA ENERGY INC Utilities 43,944.0 $3.9M 0.06% -784.0 -1.8% $87.77 -1.8%
82 BNDX VANGUARD CHARLOTTE FDS 77,986.0 $3.8M 0.06% -139K -64.0% $48.43 -1.6%
83 DGRW WISDOMTREE TR 39,057.0 $3.7M 0.06% -2K -5.6% $95.62 +4.0%
84 JEPQ J P MORGAN EXCHANGE TRADED F 60,408.0 $3.7M 0.06% -1K -2.0% $61.46 -1.5%
85 AXP AMERICAN EXPRESS CO Financial Services 10,661.0 $3.6M 0.06% -3K -21.7% $338.23 -0.6%
86 VNQ VANGUARD INDEX FDS 36,967.0 $3.6M 0.06% -3K -7.8% $96.43 +1.6%
87 FCFS FIRSTCASH HOLDINGS INC Financial Services 16,047.0 $3.5M 0.05% -4K -20.7% $216.33 -0.0%
88 IWD ISHARES TR 14,105.0 $3.4M 0.05% -101.0 -0.7% $242.44 +5.9%
89 FTSM FIRST TR EXCHANGE-TRADED FD 55,939.0 $3.3M 0.05% -851.0 -1.5% $59.73 +0.2%
90 JNK SPDR SERIES TRUST 34,464.0 $3.3M 0.05% -3K -9.0% $96.37 -0.5%
91 BALT INNOVATOR ETFS TRUST 96,848.0 $3.3M 0.05% -8K -7.8% $34.27 +1.3%
92 JPIE J P MORGAN EXCHANGE TRADED F 71,554.0 $3.3M 0.05% -16K -18.4% $46.05 -0.4%
93 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 229,352.0 $3.2M 0.05% -5K -1.9% $13.83 +6.7%
94 FTCS FIRST TR EXCHANGE-TRADED FD 33,677.0 $3.2M 0.05% -13K -28.2% $93.92 +6.5%
95 AVUV AMERICAN CENTY ETF TR 25,214.0 $3.1M 0.05% -15K -36.7% $124.76 +2.8%
96 DIHP DIMENSIONAL ETF TRUST 89,823.0 $3.1M 0.05% -4K -4.4% $34.13 +4.2%
97 BAI BLACKROCK ETF TRUST 56,884.0 $3.0M 0.05% -9K -13.7% $52.72 -9.5%
98 GE GE AEROSPACE Industrials 7,973.0 $3.0M 0.05% -3K -28.8% $373.74 -1.2%
99 SCHD SCHWAB STRATEGIC TR 92,444.0 $2.9M 0.05% -45K -32.7% $31.71 +8.1%
100 HYG ISHARES TR 36,049.0 $2.9M 0.04% -102K -73.9% $79.97 -0.5%
Page 5 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%