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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 29 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 PJUL INNOVATOR ETFS TRUST 21,250.0 $1.0M 0.02% -2K -7.1% $48.81 +1.5%
562 USXF ISHARES TR 14,905.0 $1.0M 0.02% -305.0 -2.0% $69.45 -1.8%
563 GFI GOLD FIELDS LTD Basic Materials 30,799.0 $1.0M 0.02% -1K -3.5% $33.59 +42.3%
564 VOX VANGUARD WORLD FD 5,622.0 $1.0M 0.02% -1K -17.5% $183.96 +1.0%
565 KGC KINROSS GOLD CORP Basic Materials 43,632.0 $1.0M 0.02% -3K -6.9% $23.62 +38.6%
566 SCHX SCHWAB STRATEGIC TR 34,904.0 $1.0M 0.02% -6K -14.2% $29.43 +2.6%
567 B BARRICK MNG CORP Basic Materials 27,955.0 $1.0M 0.02% -29K -50.6% $36.73 +29.5%
568 IGOV ISHARES TR 25,023.0 $1.0M 0.02% -3K -10.0% $41.03 +1.2%
569 CGCP CAPITAL GRP FIXED INCM ETF T 46,047.0 $1.0M 0.02% +6K +13.7% $22.29 -1.3%
570 SMMD ISHARES TR 11,197.0 $1.0M 0.02% $91.63 +0.2%
571 FTC FIRST TR EXCHANGE-TRADED ALP 5,276.0 $1.0M 0.02% -3K -37.8% $193.77 -6.7%
572 VFH VANGUARD WORLD FD 7,765.0 $1.0M 0.02% -1K -11.8% $131.60 +6.8%
573 YGLD SIMPLIFY EXCHANGE TRADED FUN 32,378.0 $1.0M 0.02% NEW $31.46 +26.3%
574 VRT VERTIV HOLDINGS CO Industrials 3,036.0 $1.0M 0.02% -2K -39.7% $334.85 -22.0%
575 PAUG INNOVATOR ETFS TRUST 22,255.0 $1.0M 0.02% $45.64 +2.0%
576 TLT ISHARES TR 11,733.0 $1.0M 0.02% -21K -63.9% $86.42 -5.2%
577 NLR VANECK ETF TRUST 8,687.0 $1.0M 0.02% +3K +51.1% $115.98 +2.7%
578 HIO WESTERN ASSET HIGH INCOME OP Financial Services 273,827.0 $997K 0.02% -13K -4.6% $3.64 -3.3%
579 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,989.0 $988K 0.01% +324.0 +19.5% $496.85 +10.3%
580 CVS CVS HEALTH CORP Healthcare 9,525.0 $985K 0.01% -9K -49.9% $103.45 -10.2%
Page 29 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 32.7%
Financial Services 19.6%
Consumer Cyclical 10.1%
Healthcare 7.8%
Industrials 7.3%
Communication Services 7.1%
Consumer Defensive 4.6%
Basic Materials 3.4%
Energy 2.9%
Utilities 2.5%