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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 20 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 THRO BLACKROCK ETF TRUST 45,752.0 $1.7M 0.03% +3K +7.5% $36.22 +16.2%
382 DTCR GLOBAL X FDS 69,006.0 $1.7M 0.03% +1K +2.0% $23.96 +22.7%
383 MUNI PIMCO ETF TR 31,627.0 $1.7M 0.03% +6K +22.5% $52.19 -0.5%
384 VTC VANGUARD SCOTTSDALE FDS 21,431.0 $1.6M 0.03% +543.0 +2.6% $76.83 -1.4%
385 BKNG BOOKING HOLDINGS INC Consumer Cyclical 388.0 $1.6M 0.03% -139.0 -26.4% $4210.76 -96.3%
386 XLRE SELECT SECTOR SPDR TR 39,990.0 $1.6M 0.03% -3K -8.0% $40.83 +7.0%
387 VXF VANGUARD INDEX FDS 7,927.0 $1.6M 0.03% -141.0 -1.8% $205.79 +7.6%
388 NVO NOVO-NORDISK A S Healthcare 44,173.0 $1.6M 0.03% +6K +16.3% $36.75 +20.5%
389 RSP INVESCO EXCHANGE TRADED FD T 8,423.0 $1.6M 0.03% +6K +192.5% $191.93 +4.8%
390 FDN FIRST TR EXCHANGE-TRADED FD 6,905.0 $1.6M 0.03% +2K +38.6% $234.03 +15.4%
391 LOW LOWES COS INC Consumer Cyclical 6,827.0 $1.6M 0.03% -438.0 -6.0% $236.29 -8.8%
392 FMB FIRST TR EXCH TRADED FD III 31,797.0 $1.6M 0.03% +6K +24.1% $50.66 +0.2%
393 BA BOEING CO Industrials 8,082.0 $1.6M 0.03% +3K +64.0% $199.03 +9.5%
394 STAG STAG INDUSTRIAL INC Real Estate 44,564.0 $1.6M 0.03% +3K +6.3% $36.06 +5.7%
395 URI UNITED RENTALS INC Industrials 2,205.0 $1.6M 0.03% -492.0 -18.2% $728.58 +27.2%
396 BAC BANK AMERICA CORP Financial Services 32,889.0 $1.6M 0.03% +600.0 +1.9% $48.75 +3.9%
397 EFA ISHARES TR 16,476.0 $1.6M 0.03% +1K +9.9% $97.13 +5.1%
398 HL HECLA MINING COMPANY Basic Materials 84,767.0 $1.6M 0.03% +8K +10.6% $18.63 -10.2%
399 LDUR PIMCO ETF TR 16,478.0 $1.6M 0.03% +8K +89.4% $95.82 -0.6%
400 SPUS TIDAL TRUST I 32,779.0 $1.6M 0.03% NEW $48.16 +16.5%
Page 20 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%