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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 27 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
521 ET ENERGY TRANSFER L P Energy 55,909.0 $1.1M 0.02% +3K +6.0% $19.30 +5.6%
522 NKE NIKE INC Consumer Cyclical 20,346.0 $1.1M 0.02% -24K -53.8% $52.82 -19.7%
523 TMUS T-MOBILE US INC Communication Services 5,096.0 $1.1M 0.02% -761.0 -13.0% $210.05 -7.9%
524 ARES ARES MANAGEMENT CORPORATION Financial Services 9,804.0 $1.1M 0.02% -298.0 -3.0% $109.10 +11.9%
525 VCR VANGUARD WORLD FD 2,969.0 $1.1M 0.02% +460.0 +18.3% $358.99 +8.5%
526 VFH VANGUARD WORLD FD 8,803.0 $1.1M 0.02% +2K +36.1% $120.81 +4.9%
527 REGN REGENERON PHARMACEUTICALS Healthcare 1,376.0 $1.1M 0.02% NEW $772.77 -18.4%
528 GLW CORNING INC Technology 7,816.0 $1.1M 0.02% -217.0 -2.7% $135.97 +29.3%
529 BLV VANGUARD BD INDEX FDS 15,320.0 $1.1M 0.02% -9K -38.2% $68.78 -2.0%
530 PJUL INNOVATOR ETFS TRUST 22,868.0 $1.1M 0.02% -838.0 -3.5% $45.97 +5.2%
531 SCHX SCHWAB STRATEGIC TR 40,667.0 $1.0M 0.02% +23K +127.7% $25.64 +13.7%
532 HIO WESTERN ASSET HIGH INCOME OP Financial Services 287,063.0 $1.0M 0.02% +106K +58.8% $3.63 -0.0%
533 TECHNIPFMC PLC 14,953.0 $1.0M 0.02% -13K -46.6% $69.13
534 CERY SPDR SERIES TRUST 29,248.0 $1.0M 0.02% -639.0 -2.1% $35.24 +6.5%
535 MBB ISHARES TR 10,791.0 $1.0M 0.02% +7K +170.5% $94.95 -1.3%
536 VMBS VANGUARD SCOTTSDALE FDS 21,809.0 $1.0M 0.02% -783.0 -3.5% $46.95 -1.0%
537 FPEI FIRST TR EXCH TRADED FD III 53,801.0 $1.0M 0.02% +22K +67.2% $19.00 +1.1%
538 SPHD INVESCO EXCH TRADED FD TR II 20,589.0 $1.0M 0.02% NEW $49.61 +0.8%
539 IOO ISHARES TR 8,363.0 $1.0M 0.02% -125.0 -1.5% $120.97 +17.0%
540 POWL POWELL INDS INC Industrials 1,863.0 $1.0M 0.02% NEW $540.94 -51.6%
Page 27 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%