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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 14 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AIRR FIRST TR EXCHANGE TRADED FD 24,802.0 $3.3M 0.05% +4K +20.0% $133.25 -11.3%
262 JPIE J P MORGAN EXCHANGE TRADED F 71,554.0 $3.3M 0.05% -16K -18.4% $46.05 -0.3%
263 MUNI PIMCO ETF TR 62,387.0 $3.3M 0.05% +31K +97.3% $52.60 -1.5%
264 DFAE DIMENSIONAL ETF TRUST 81,428.0 $3.3M 0.05% +780.0 +1.0% $40.21 -2.8%
265 SUB ISHARES TR 30,623.0 $3.3M 0.05% +2K +7.3% $106.47 -0.2%
266 FIRST TR EXCHANGE TRADED FD 146,406.0 $3.2M 0.05% +25K +20.6% $22.09
267 IYRI NEOS ETF TRUST 65,399.0 $3.2M 0.05% +13K +24.9% $49.11 +0.5%
268 FDN FIRST TR EXCHANGE-TRADED FD 12,063.0 $3.2M 0.05% +5K +74.7% $264.72 +8.1%
269 KLAC KLA CORP Technology 10,526.0 $3.2M 0.05% +8K +396.5% $301.70 -37.9%
270 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 229,352.0 $3.2M 0.05% -5K -1.9% $13.83 +6.3%
271 NVO NOVO-NORDISK A S Healthcare 66,135.0 $3.2M 0.05% +22K +49.7% $47.94 -3.0%
272 FTCS FIRST TR EXCHANGE-TRADED FD 33,677.0 $3.2M 0.05% -13K -28.2% $93.92 +8.5%
273 TEM TEMPUS AI INC Healthcare 54,526.0 $3.2M 0.05% +10K +23.2% $57.93 +5.7%
274 STWD STARWOOD PPTY TR INC Real Estate 192,408.0 $3.2M 0.05% +3K +1.5% $16.38 +1.1%
275 AVUV AMERICAN CENTY ETF TR 25,214.0 $3.1M 0.05% -15K -36.7% $124.76 +1.4%
276 VIG VANGUARD SPECIALIZED FUNDS 13,292.0 $3.1M 0.05% +2K +14.8% $236.62 +3.5%
277 DIHP DIMENSIONAL ETF TRUST 89,823.0 $3.1M 0.05% -4K -4.4% $34.13 +4.3%
278 BAI BLACKROCK ETF TRUST 56,884.0 $3.0M 0.05% -9K -13.7% $52.72 -16.1%
279 OAIM UNIFIED SER TR 62,356.0 $3.0M 0.05% +2K +2.8% $47.83 +0.2%
280 GE GE AEROSPACE Industrials 7,973.0 $3.0M 0.05% -3K -28.8% $373.74 -4.7%
Page 14 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%