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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 16 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AIQ GLOBAL X FDS 40,717.0 $2.7M 0.04% +9K +27.3% $65.61 -4.0%
302 FSMB FIRST TR EXCH TRADED FD III 133,263.0 $2.7M 0.04% +13K +11.1% $19.99 -0.2%
303 SPUS TIDAL TRUST I 46,304.0 $2.7M 0.04% +14K +41.3% $57.50 +2.2%
304 IVW ISHARES TR 19,351.0 $2.7M 0.04% +4K +26.0% $137.53 +1.3%
305 MRK MERCK & CO INC Healthcare 20,666.0 $2.7M 0.04% -5K -20.0% $128.50 +18.5%
306 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 9,051.0 $2.7M 0.04% -262.0 -2.8% $293.18 +3.4%
307 SCHV SCHWAB STRATEGIC TR 76,099.0 $2.6M 0.04% -24K -24.2% $34.81 +0.7%
308 MTUM ISHARES TR 7,713.0 $2.6M 0.04% -3K -25.5% $342.82 -10.8%
309 FGD FIRST TR EXCHANGE-TRADED FD 82,654.0 $2.6M 0.04% +71K +629.3% $31.99 +11.1%
310 XT ISHARES TR 31,998.0 $2.6M 0.04% -1K -4.3% $82.63 +0.5%
311 PCY INVESCO EXCH TRADED FD TR II 121,883.0 $2.6M 0.04% $21.65 -2.2%
312 QGRW WISDOMTREE TR 39,791.0 $2.6M 0.04% +2K +5.9% $66.03 +1.7%
313 FMHI FIRST TR EXCH TRADED FD III 54,039.0 $2.6M 0.04% +11K +26.4% $48.49 -1.6%
314 FTCB FIRST TR EXCHANGE-TRADED FD 125,602.0 $2.6M 0.04% +64K +103.4% $20.85 -0.9%
315 DE DEERE & CO Industrials 4,114.0 $2.6M 0.04% +42.0 +1.0% $634.38 -8.5%
316 FLSP FRANKLIN TEMPLETON ETF TR 94,206.0 $2.6M 0.04% NEW $27.69 +1.7%
317 MLPA GLOBAL X FDS 48,086.0 $2.6M 0.04% -541.0 -1.1% $53.08 +6.3%
318 FTSL FIRST TR EXCHANGE-TRADED FD 56,871.0 $2.5M 0.04% +9K +19.2% $44.75 +0.6%
319 VTIP VANGUARD MALVERN FDS 50,599.0 $2.5M 0.04% -3K -6.1% $50.23 -0.9%
320 LDUR PIMCO ETF TR 26,457.0 $2.5M 0.04% +10K +60.6% $95.61 -0.1%
Page 16 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%