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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 33 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 XCEM COLUMBIA ETF TR II 15,642.0 $827K 0.01% -1K -6.9% $52.88 -5.1%
642 IWO ISHARES TR 2,082.0 $820K 0.01% +575.0 +38.2% $393.95 -2.3%
643 EEM ISHARES TR 11,939.0 $817K 0.01% -26K -68.8% $68.41 -3.0%
644 NEBIUS GROUP N.V. 2,957.0 $817K 0.01% -324.0 -9.9% $276.15
645 WMB WILLIAMS COS INC Energy 10,978.0 $816K 0.01% +1K +12.5% $74.34 -1.3%
646 SPBU AIM ETF PRODUCTS TRUST 26,888.0 $813K 0.01% NEW $30.24 +1.6%
647 DUBS ETF SER SOLUTIONS 19,488.0 $812K 0.01% -18K -47.5% $41.65 +3.0%
648 VWOB VANGUARD WHITEHALL FDS 12,047.0 $810K 0.01% -178.0 -1.5% $67.24 -2.0%
649 UBER UBER TECHNOLOGIES INC Technology 11,174.0 $806K 0.01% +1K +13.1% $72.16 +9.1%
650 PJUN INNOVATOR ETFS TRUST 18,530.0 $801K 0.01% $43.23 +1.7%
651 EXPE EXPEDIA GROUP INC Consumer Cyclical 3,127.0 $800K 0.01% +52.0 +1.7% $255.84 +26.6%
652 GD GENERAL DYNAMICS CORP Industrials 2,253.0 $798K 0.01% +169.0 +8.1% $354.24 +10.9%
653 EPD ENTERPRISE PRODS PARTNERS L Energy 21,636.0 $795K 0.01% +268.0 +1.2% $36.76 +4.3%
654 ACIO ETF SER SOLUTIONS 17,232.0 $795K 0.01% -15K -46.8% $46.14 +1.8%
655 PMAR INNOVATOR ETFS TRUST 16,615.0 $794K 0.01% $47.77 +1.8%
656 USB US BANCORP Financial Services 13,135.0 $793K 0.01% -2K -10.9% $60.40 +3.9%
657 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 2,046.0 $791K 0.01% +81.0 +4.1% $386.68 +3.3%
658 TECHNIPFMC PLC 11,805.0 $783K 0.01% -3K -21.1% $66.30
659 EELV INVESCO EXCH TRADED FD TR II 28,109.0 $781K 0.01% +428.0 +1.6% $27.80 +3.0%
660 PTA COHEN & STEERS TAX ADVAN PFD Financial Services 40,673.0 $780K 0.01% +9K +28.9% $19.18 -3.0%
Page 33 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%