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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 26 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 MGK VANGUARD WORLD FD 13,912.0 $1.2M 0.02% +10K +264.5% $87.91 +0.9%
502 SANM SANMINA CORP Technology 4,811.0 $1.2M 0.02% NEW $253.08 -24.5%
503 DKNG DRAFTKINGS INC NEW Consumer Cyclical 47,834.0 $1.2M 0.02% +6K +14.2% $25.26 -0.9%
504 FBT FIRST TR EXCHANGE-TRADED FD 4,871.0 $1.2M 0.02% +3K +157.0% $247.89 +8.9%
505 SPOT SPOTIFY TECHNOLOGY S A Communication Services 2,630.0 $1.2M 0.02% +73.0 +2.9% $459.07 +15.1%
506 DDWM WISDOMTREE TR 26,132.0 $1.2M 0.02% +262.0 +1.0% $46.18 +2.5%
507 MDT MEDTRONIC PLC Healthcare 15,408.0 $1.2M 0.02% -10K -39.8% $78.23 +18.0%
508 BINC BLACKROCK ETF TRUST II 22,974.0 $1.2M 0.02% -3K -9.9% $52.34 -0.6%
509 AFL AFLAC INC Financial Services 10,252.0 $1.2M 0.02% -7K -39.0% $117.25 -0.2%
510 VCTR VICTORY CAP HLDGS INC DEL Financial Services 14,244.0 $1.2M 0.02% NEW $84.06 +35.7%
511 GEV GE VERNOVA INC Utilities 1,018.0 $1.2M 0.02% +259.0 +34.1% $1175.08 -17.4%
512 IXUS ISHARES TR 12,508.0 $1.2M 0.02% -3K -21.5% $95.44 +2.6%
513 PWB INVESCO EXCHANGE TRADED FD T 7,054.0 $1.2M 0.02% -3K -28.1% $168.46 -7.4%
514 OAEM UNIFIED SER TR 23,784.0 $1.2M 0.02% -1K -4.3% $49.89 -1.9%
515 LUV SOUTHWEST AIRLS CO Industrials 22,992.0 $1.2M 0.02% +2K +8.7% $51.42 -21.6%
516 VPU VANGUARD WORLD FD 6,027.0 $1.2M 0.02% +94.0 +1.6% $195.73 -3.6%
517 COPX GLOBAL X FDS 15,216.0 $1.2M 0.02% -865.0 -5.4% $76.97 +22.8%
518 MCK MCKESSON CORP Healthcare 1,547.0 $1.2M 0.02% -756.0 -32.8% $755.82 +12.8%
519 BLV VANGUARD BD INDEX FDS 16,940.0 $1.2M 0.02% +2K +10.6% $68.93 -4.4%
520 BOXX EA SERIES TRUST 9,949.0 $1.2M 0.02% +2K +19.8% $117.09 +0.7%
Page 26 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%