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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 13 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,454.0 $3.3M 0.06% +718.0 +9.3% $391.78 +103.0%
242 PDI PIMCO DYNAMIC INCOME FD Financial Services 191,774.0 $3.3M 0.06% $17.11 -2.7%
243 FPE FIRST TR EXCH TRADED FD III 184,631.0 $3.3M 0.06% +12K +6.7% $17.75 +1.5%
244 STWD STARWOOD PPTY TR INC Real Estate 189,624.0 $3.3M 0.06% +2K +1.0% $17.22 -1.0%
245 WFC WELLS FARGO & CO Financial Services 39,949.0 $3.2M 0.06% -823.0 -2.0% $79.61 -7.8%
246 GE GE AEROSPACE Industrials 11,193.0 $3.2M 0.06% -7K -37.4% $283.78 -0.8%
247 AG FIRST MAJESTIC SILVER CORP Basic Materials 147,127.0 $3.2M 0.06% +26K +21.6% $21.48 -8.1%
248 CGGR CAPITAL GROUP GROWTH ETF 78,626.0 $3.2M 0.06% -2K -2.9% $40.19 +13.6%
249 KLAC KLA CORP Technology 2,120.0 $3.1M 0.06% -91.0 -4.1% $1472.71 +22.5%
250 IYW ISHARES TR 17,168.0 $3.1M 0.06% -99.0 -0.6% $181.42 +30.3%
251 OKE ONEOK INC NEW Energy 34,450.0 $3.1M 0.06% +4K +12.9% $90.39 +2.1%
252 BITB BITWISE BITCOIN ETF TR Financial Services 84,582.0 $3.1M 0.06% +80K +1836.4% $36.81 +13.4%
253 SOFI SOFI TECHNOLOGIES INC Financial Services 195,838.0 $3.1M 0.06% +16K +8.9% $15.88 -1.7%
254 MRK MERCK & CO INC Healthcare 25,838.0 $3.1M 0.06% -22K -45.9% $120.29 -7.4%
255 ORCL ORACLE CORP Technology 21,012.0 $3.1M 0.06% +2K +8.7% $147.11 +31.2%
256 SNA SNAP ON INC Industrials 8,480.0 $3.1M 0.06% +68.0 +0.8% $363.24 -1.0%
257 IJH ISHARES TR 45,478.0 $3.1M 0.06% +914.0 +2.0% $67.53 +6.8%
258 SCHV SCHWAB STRATEGIC TR 100,373.0 $3.1M 0.06% +47K +87.6% $30.50 +7.0%
259 CGBL CAPITAL GROUP CORE BALANCED 88,888.0 $3.1M 0.06% +729.0 +0.8% $34.41 +7.1%
260 SHOP SHOPIFY INC Technology 25,701.0 $3.0M 0.06% +7K +38.2% $118.62 -15.5%
Page 13 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%