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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 11 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LRCX LAM RESEARCH CORP Technology 10,069.0 $4.4M 0.07% -6K -36.8% $433.34 -29.1%
202 XSMO INVESCO EXCHANGE TRADED FD T 46,421.0 $4.3M 0.07% -77K -62.3% $93.63 -6.8%
203 IYW ISHARES TR 17,169.0 $4.3M 0.07% $252.24 -1.8%
204 BSR NORTHERN LTS FD TR II 142,199.0 $4.3M 0.07% -126K -46.9% $30.38 +1.6%
205 PM PHILIP MORRIS INTL INC Consumer Defensive 23,760.0 $4.3M 0.07% +1K +5.5% $180.91 +5.0%
206 USPX FRANKLIN TEMPLETON ETF TR 65,040.0 $4.2M 0.07% NEW $65.30 +2.9%
207 GOVT ISHARES TR 184,746.0 $4.2M 0.07% -63K -25.3% $22.78 -1.1%
208 LQD ISHARES TR 38,573.0 $4.2M 0.07% -3K -6.2% $109.07 -2.3%
209 BTR NORTHERN LTS FD TR II 152,121.0 $4.2M 0.07% -147K -49.1% $27.65 +2.8%
210 GRID FIRST TR EXCHANGE-TRADED FD 21,890.0 $4.2M 0.07% +6K +40.7% $191.75 -4.7%
211 SLV ISHARES SILVER TR Financial Services 78,381.0 $4.2M 0.07% +35K +82.3% $53.47 +12.2%
212 ITOT ISHARES TR 25,498.0 $4.2M 0.07% -4K -13.6% $164.27 +2.7%
213 MINT PIMCO ETF TR 41,164.0 $4.1M 0.07% +17K +67.2% $100.81 -0.1%
214 QUAL ISHARES TR 18,881.0 $4.1M 0.07% -14K -41.8% $219.43 +2.2%
215 SCHF SCHWAB STRATEGIC TR 149,551.0 $4.1M 0.07% -18K -10.7% $27.70 +1.8%
216 CIBR FIRST TR EXCHANGE-TRADED FD 45,861.0 $4.1M 0.06% +9K +23.7% $89.85 +6.3%
217 OMFL INVESCO EXCH TRD SLF IDX FD 59,704.0 $4.1M 0.06% -76K -56.0% $68.54 +3.5%
218 JEPI J P MORGAN EXCHANGE TRADED F 71,955.0 $4.1M 0.06% -39K -35.0% $56.48 +2.6%
219 SOFI SOFI TECHNOLOGIES INC Financial Services 224,941.0 $4.0M 0.06% +29K +14.9% $17.93 +2.7%
220 IAK ISHARES TR 28,550.0 $4.0M 0.06% -6K -18.2% $140.56 +2.7%
Page 11 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%