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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 32 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 SCIO FIRST TR EXCHANGE-TRADED FD 43,317.0 $895K 0.01% -23K -34.4% $20.67 -0.2%
622 EOG EOG RES INC Energy 6,871.0 $891K 0.01% -6K -46.5% $129.73 +17.4%
623 VGSH VANGUARD SCOTTSDALE FDS 15,304.0 $891K 0.01% -54K -77.9% $58.20 -0.1%
624 FXL FIRST TR EXCHANGE-TRADED FD 4,093.0 $889K 0.01% -658.0 -13.8% $217.25 -1.7%
625 VOOV VANGUARD ADMIRAL FDS INC 4,052.0 $888K 0.01% -1K -26.4% $219.22 +4.6%
626 SPACE EXPLORATION TECHN CORP 5,197.0 $888K 0.01% NEW $170.87
627 SPIB SPDR SERIES TRUST 26,411.0 $884K 0.01% -12K -31.9% $33.46 -1.1%
628 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 9,159.0 $880K 0.01% +651.0 +7.7% $96.12 -50.6%
629 SCHE SCHWAB STRATEGIC TR 23,943.0 $868K 0.01% -3K -10.9% $36.26 +1.1%
630 OMC OMNICOM GROUP INC Communication Services 11,882.0 $865K 0.01% +1K +10.4% $72.83 +19.4%
631 ESGE ISHARES INC 15,817.0 $865K 0.01% -4K -19.4% $54.69 -2.4%
632 CELH CELSIUS HLDGS INC Consumer Defensive 29,419.0 $861K 0.01% +2K +6.7% $29.28 +10.4%
633 EVTR MORGAN STANLEY ETF TRUST 16,938.0 $859K 0.01% +3K +19.0% $50.71 -1.1%
634 AXON AXON ENTERPRISE INC Industrials 1,515.0 $849K 0.01% +738.0 +95.0% $560.54 +11.3%
635 CGMS CAPITAL GRP FIXED INCM ETF T 30,705.0 $839K 0.01% +8K +35.3% $27.33 -0.9%
636 VDC VANGUARD WORLD FD 3,703.0 $835K 0.01% -302.0 -7.5% $225.48 +2.7%
637 J P MORGAN EXCHANGE TRADED F 11,542.0 $834K 0.01% +5K +74.3% $72.28
638 TPHD TIMOTHY PLAN 19,706.0 $833K 0.01% +3K +17.1% $42.28 +3.3%
639 AKRE PROFESIONALLY MANAGED PORTFO 15,628.0 $831K 0.01% -6K -26.5% $53.19 +13.5%
640 JVAL J P MORGAN EXCHANGE TRADED F 14,164.0 $831K 0.01% NEW $58.64 +1.4%
Page 32 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%