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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 32 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 FOCT FIRST TR EXCHNG TRADED FD VI 15,663.0 $747K 0.01% +2K +10.9% $47.68 +7.9%
622 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,665.0 $744K 0.01% +838.0 +101.3% $446.67 -2.3%
623 PAYX PAYCHEX INC Industrials 8,068.0 $743K 0.01% +469.0 +6.2% $92.12 +2.6%
624 PMAR INNOVATOR ETFS TRUST 16,615.0 $741K 0.01% -374.0 -2.2% $44.62 +5.8%
625 DLN WISDOMTREE TR 8,267.0 $738K 0.01% -112K -93.1% $89.33 +6.3%
626 ILDR FIRST TR EXCHNG TRADED FD VI 24,638.0 $734K 0.01% NEW $29.78 +21.9%
627 SYLD CAMBRIA ETF TR 9,725.0 $733K 0.01% +52.0 +0.5% $75.41 +2.2%
628 DFIV DIMENSIONAL ETF TRUST 13,882.0 $733K 0.01% -296.0 -2.1% $52.78 +4.3%
629 AMT AMERICAN TOWER CORP Real Estate 4,241.0 $732K 0.01% +280.0 +7.1% $172.57 +6.0%
630 VAW VANGUARD WORLD FD 3,243.0 $731K 0.01% +78.0 +2.5% $225.35 -1.8%
631 FXU FIRST TR EXCHANGE-TRADED FD 14,678.0 $728K 0.01% NEW $49.59 -2.9%
632 TAFI AB ACTIVE ETFS INC 28,833.0 $726K 0.01% +3K +11.5% $25.18 -0.5%
633 ADI ANALOG DEVICES INC Technology 2,277.0 $724K 0.01% +125.0 +5.8% $318.14 +30.2%
634 EVTR MORGAN STANLEY ETF TRUST 14,233.0 $722K 0.01% -785.0 -5.2% $50.75 -1.2%
635 HDV ISHARES TR 5,298.0 $719K 0.01% +626.0 +13.4% $135.73 -79.6%
636 VUSB VANGUARD BD INDEX FDS 14,426.0 $718K 0.01% +223.0 +1.6% $49.78 -0.2%
637 DBMF LITMAN GREGORY FDS TR 23,754.0 $716K 0.01% +13K +124.7% $30.15 +3.9%
638 GD GENERAL DYNAMICS CORP Industrials 2,084.0 $715K 0.01% -177.0 -7.8% $343.23 -0.0%
639 MAA MID-AMER APT CMNTYS INC Real Estate 5,833.0 $712K 0.01% -7K -56.0% $122.11 +5.0%
640 UBER UBER TECHNOLOGIES INC Technology 9,884.0 $711K 0.01% -6K -37.8% $71.93 +4.4%
Page 32 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%