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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 10 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 FREL FIDELITY COVINGTON TRUST 160,655.0 $4.3M 0.08% +8K +5.3% $26.91 +7.2%
182 VTEB VANGUARD MUN BD FDS 86,231.0 $4.3M 0.08% +28K +48.9% $49.89 -0.1%
183 SCHD SCHWAB STRATEGIC TR 137,336.0 $4.2M 0.08% -526K -79.3% $30.68 +4.4%
184 ITOT ISHARES TR 29,513.0 $4.2M 0.08% +8K +34.1% $142.43 +13.0%
185 NEE NEXTERA ENERGY INC Utilities 44,728.0 $4.2M 0.08% -7K -12.8% $92.88 +0.5%
186 SCHF SCHWAB STRATEGIC TR 167,495.0 $4.1M 0.08% -9K -5.0% $24.75 +8.6%
187 AXP AMERICAN EXPRESS CO Financial Services 13,613.0 $4.1M 0.08% +523.0 +4.0% $302.49 +3.2%
188 TXN TEXAS INSTRS INC Technology 21,139.0 $4.1M 0.07% -11K -34.3% $194.14 +55.9%
189 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 18,742.0 $4.1M 0.07% NEW $218.72 -0.8%
190 SPYI NEOS ETF TRUST 82,994.0 $4.1M 0.07% +6K +7.7% $49.37 +8.4%
191 VGT VANGUARD WORLD FD 5,838.0 $4.1M 0.07% +2K +64.4% $697.70 -83.9%
192 NEM NEWMONT CORP Basic Materials 37,609.0 $4.1M 0.07% -2K -4.8% $108.25 +0.7%
193 DFAC DIMENSIONAL ETF TRUST 104,763.0 $4.1M 0.07% -23K -18.3% $38.86 +10.6%
194 FAAR FIRST TR EXCHANGE TRAD FD VI 120,564.0 $4.1M 0.07% +39K +47.9% $33.75 +1.8%
195 VGSH VANGUARD SCOTTSDALE FDS 69,167.0 $4.0M 0.07% -2K -3.4% $58.54 -0.6%
196 JPIE J P MORGAN EXCHANGE TRADED F 87,710.0 $4.0M 0.07% +7K +8.6% $46.07 -0.4%
197 JANT AIM ETF PRODUCTS TRUST 100,590.0 $4.0M 0.07% +1K +1.2% $40.12 +8.3%
198 ESGU ISHARES TR 28,071.0 $4.0M 0.07% $141.42 +13.7%
199 FMF FIRST TR EXCHANGE-TRADED FD 78,413.0 $4.0M 0.07% +28K +56.0% $50.62 +3.3%
200 NET CLOUDFLARE INC Technology 19,229.0 $4.0M 0.07% +463.0 +2.5% $206.34 -4.3%
Page 10 of 52  ·  1,037 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%