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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 10 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NET CLOUDFLARE INC Technology 19,555.0 $4.8M 0.07% +326.0 +1.7% $245.28 +18.7%
182 KNG FIRST TR EXCHANGE-TRADED FD 94,344.0 $4.8M 0.07% +15K +19.0% $50.50 +3.5%
183 VONV VANGUARD SCOTTSDALE FDS 44,814.0 $4.8M 0.07% -3K -6.1% $106.31 +6.8%
184 VXUS VANGUARD STAR FDS 55,277.0 $4.7M 0.07% -42K -43.3% $85.49 +1.6%
185 CRWV COREWEAVE INC Technology 47,438.0 $4.7M 0.07% +1K +2.5% $99.54 -7.5%
186 IEFA ISHARES TR 48,754.0 $4.7M 0.07% +960.0 +2.0% $96.58 +3.7%
187 XLV SELECT SECTOR SPDR TR 29,484.0 $4.7M 0.07% +6K +27.9% $158.66 +10.3%
188 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 25,688.0 $4.7M 0.07% +7K +37.1% $181.15 +11.5%
189 NEM NEWMONT CORP Basic Materials 49,624.0 $4.6M 0.07% +12K +31.9% $93.40 +32.6%
190 IWY ISHARES TR 15,889.0 $4.6M 0.07% -8K -33.4% $290.63 -1.4%
191 ESGU ISHARES TR 28,118.0 $4.6M 0.07% $163.67 +3.0%
192 DFAC DIMENSIONAL ETF TRUST 102,090.0 $4.5M 0.07% -3K -2.5% $44.36 +3.4%
193 SPWO SP FUNDS TRUST 130,363.0 $4.5M 0.07% -7K -5.3% $34.58 -3.4%
194 FIRST TR EXCHANGE TRADED FD 188,692.0 $4.5M 0.07% +74K +64.0% $23.85
195 JANT AIM ETF PRODUCTS TRUST 101,766.0 $4.5M 0.07% +1K +1.2% $44.01 +2.3%
196 ASML ASML HLDG NV Technology 2,243.0 $4.5M 0.07% -537.0 -19.3% $1989.43 -11.5%
197 VEU VANGUARD INTL EQUITY INDEX F 52,912.0 $4.4M 0.07% +18K +52.6% $83.75 +1.3%
198 DGRO ISHARES TR 58,285.0 $4.4M 0.07% +2K +3.6% $75.79 +5.7%
199 TLH ISHARES TR 43,849.0 $4.4M 0.07% +505.0 +1.2% $100.35 -3.1%
200 VZ VERIZON COMMUNICATIONS INC Communication Services 103,404.0 $4.4M 0.07% +5K +5.5% $42.34 +15.6%
Page 10 of 57  ·  1,126 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%