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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 20 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 PEP PEPSICO INC Consumer Defensive 14,029.0 $1.9M 0.03% -3K -17.5% $135.40 +4.9%
382 STAG STAG INDUSTRIAL INC Real Estate 49,628.0 $1.9M 0.03% +5K +11.4% $38.06 -4.4%
383 BA BOEING CO Industrials 8,659.0 $1.9M 0.03% +577.0 +7.1% $216.46 -0.6%
384 IALT BLACKROCK ETF TRUST 66,327.0 $1.9M 0.03% NEW $28.05 +3.0%
385 DELL CALL DELL TECHNOLOGIES INC Technology 4,300.0 $1.9M 0.03% NEW $431.46 +0.8%
386 CGDG CAPITAL GROUP DIVIDEND GROWE 49,316.0 $1.8M 0.03% +1K +3.0% $37.51 +3.1%
387 SMMU PIMCO ETF TR 36,522.0 $1.8M 0.03% +14K +65.5% $50.50 -0.4%
388 ECAT BLACKROCK ESG CAP ALLC TERM Financial Services 117,195.0 $1.8M 0.03% +11K +10.8% $15.72 -4.2%
389 BLACKROCK ETF TRUST 22,932.0 $1.8M 0.03% -1K -4.4% $80.16
390 XLRE SELECT SECTOR SPDR TR 41,707.0 $1.8M 0.03% +2K +4.3% $44.03 +2.4%
391 GGOV BLACKROCK ETF TRUST II 36,468.0 $1.8M 0.03% NEW $50.29 -0.2%
392 CGGE CAPITAL GROUP GLOBAL EQUITY 51,850.0 $1.8M 0.03% +4K +9.0% $35.24 +0.2%
393 FLGV FRANKLIN TEMPLETON ETF TR 89,893.0 $1.8M 0.03% NEW $20.28 -1.4%
394 PHK PIMCO HIGH INCOME FD Financial Services 390,856.0 $1.8M 0.03% NEW $4.66 -3.4%
395 EFV ISHARES TR 23,723.0 $1.8M 0.03% -1K -5.6% $76.55 +6.4%
396 BLACKROCK ETF TRUST 56,351.0 $1.8M 0.03% +4K +8.7% $31.78
397 PICK ISHARES INC 30,763.0 $1.8M 0.03% NEW $58.15 +9.3%
398 AFRM AFFIRM HLDGS INC Technology 21,931.0 $1.8M 0.03% +3K +14.4% $81.55 -8.0%
399 QLYS QUALYS INC Technology 12,934.0 $1.8M 0.03% NEW $137.49 +32.5%
400 RING ISHARES INC 27,501.0 $1.8M 0.03% +6K +28.9% $64.60 +35.8%
Page 20 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%