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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 31 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 ADI ANALOG DEVICES INC Technology 2,349.0 $933K 0.01% +72.0 +3.2% $397.14 -5.3%
602 SCHA SCHWAB STRATEGIC TR 25,704.0 $929K 0.01% -2K -5.6% $36.13 -3.5%
603 VNOM VIPER ENERGY INC Energy 21,806.0 $925K 0.01% -2K -10.3% $42.40 +5.7%
604 FOCT FIRST TR EXCHNG TRADED FD VI 17,674.0 $924K 0.01% +2K +12.8% $52.29 +2.3%
605 RA BROOKFIELD REAL ASSETS INCOM Financial Services 71,744.0 $924K 0.01% NEW $12.88 -2.6%
606 SPHD INVESCO EXCH TRADED FD TR II 18,143.0 $922K 0.01% -2K -11.9% $50.84 +5.1%
607 FJAN FIRST TR EXCHNG TRADED FD VI 16,729.0 $922K 0.01% +2K +12.7% $55.09 +2.1%
608 FMAR FIRST TR EXCHNG TRADED FD VI 17,595.0 $920K 0.01% +1K +9.3% $52.26 +1.9%
609 FIRST TR EXCHANGE-TRADED FD 28,880.0 $917K 0.01% +18K +159.2% $31.76
610 FMAY FIRST TR EXCHNG TRADED FD VI 16,288.0 $915K 0.01% +2K +13.3% $56.20 +1.8%
611 VMBS VANGUARD SCOTTSDALE FDS 19,543.0 $915K 0.01% -2K -10.4% $46.81 -1.3%
612 FAPR FIRST TR EXCHNG TRADED FD VI 19,566.0 $915K 0.01% +2K +13.4% $46.74 +1.8%
613 FJUN FIRST TR EXCHNG TRADED FD VI 15,162.0 $909K 0.01% +2K +12.9% $59.95 +1.8%
614 FTGS FIRST TR EXCHANGE-TRADED FD 24,559.0 $909K 0.01% -5K -15.8% $37.00 +6.6%
615 IJJ ISHARES TR 6,142.0 $907K 0.01% +190.0 +3.2% $147.72 +0.9%
616 NXPI NXP SEMICONDUCTORS N V Technology 3,227.0 $907K 0.01% +167.0 +5.5% $281.04 -19.9%
617 JBL JABIL INC Technology 2,348.0 $905K 0.01% +834.0 +55.1% $385.48 -17.3%
618 FIIG FIRST TR EXCHANGE-TRADED FD 43,680.0 $905K 0.01% +13K +42.9% $20.71 -1.8%
619 COWG PACER FDS TR 22,494.0 $903K 0.01% -191K -89.5% $40.15 -1.6%
620 THOMSON REUTERS CORP 11,000.0 $898K 0.01% NEW $81.67
Page 31 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%