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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 12 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 FLCB FRANKLIN TEMPLETON ETF TR 185,259.0 $4.0M 0.06% NEW $21.40 -1.2%
222 CRWD CROWDSTRIKE HLDGS INC Technology 5,181.0 $4.0M 0.06% +245.0 +5.0% $190.77 +5.7%
223 CSPF COHEN & STEERS ETF TRUST 150,503.0 $3.9M 0.06% +11K +7.5% $26.08 -0.2%
224 DFSD DIMENSIONAL ETF TRUST 81,272.0 $3.9M 0.06% +5K +6.9% $47.75 -0.8%
225 VTEB VANGUARD MUN BD FDS 76,360.0 $3.9M 0.06% -10K -11.4% $50.58 -1.8%
226 NEE NEXTERA ENERGY INC Utilities 43,944.0 $3.9M 0.06% -784.0 -1.8% $87.77 -2.1%
227 SHOP SHOPIFY INC Technology 33,711.0 $3.8M 0.06% +8K +31.2% $114.18 +28.4%
228 RTX RTX CORPORATION Industrials 19,958.0 $3.8M 0.06% +2K +10.7% $189.73 +16.1%
229 SCCO SOUTHERN COPPER CORP Basic Materials 21,727.0 $3.8M 0.06% +13K +143.7% $174.26 +11.7%
230 BNDX VANGUARD CHARLOTTE FDS 77,986.0 $3.8M 0.06% -139K -64.0% $48.43 -1.4%
231 DGRW WISDOMTREE TR 39,057.0 $3.7M 0.06% -2K -5.6% $95.62 +4.0%
232 JEPQ J P MORGAN EXCHANGE TRADED F 60,408.0 $3.7M 0.06% -1K -2.0% $61.46 -2.6%
233 PH PARKER-HANNIFIN CORP Industrials 3,753.0 $3.7M 0.06% $978.02 +4.6%
234 IUSG ISHARES TR 19,499.0 $3.7M 0.06% +2K +9.1% $188.09 +1.3%
235 BITB BITWISE BITCOIN ETF TR Financial Services 114,140.0 $3.6M 0.06% +30K +35.0% $31.86 +16.6%
236 IOT SAMSARA INC Technology 111,482.0 $3.6M 0.06% +2K +1.9% $32.43 +20.9%
237 ORCL ORACLE CORP Technology 24,657.0 $3.6M 0.06% +4K +17.4% $146.55 -1.9%
238 AXP AMERICAN EXPRESS CO Financial Services 10,661.0 $3.6M 0.06% -3K -21.7% $338.23 +0.5%
239 VNQ VANGUARD INDEX FDS 36,967.0 $3.6M 0.06% -3K -7.8% $96.43 +2.3%
240 CGBL CAPITAL GROUP CORE BALANCED 92,604.0 $3.5M 0.06% +4K +4.2% $37.96 +0.7%
Page 12 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%