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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 39 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 ACYN FIRST TR EXCHANGE-TRADED FD 23,358.0 $476K 0.01% NEW $20.38 +1.9%
762 UJAN INNOVATOR ETFS TRUST 11,158.0 $474K 0.01% -186.0 -1.6% $42.51 +5.6%
763 IWO ISHARES TR 1,507.0 $473K 0.01% -59.0 -3.8% $313.79 +12.6%
764 NULG NUSHARES ETF TR 5,157.0 $469K 0.01% -3K -36.1% $90.94 +19.7%
765 ADSK AUTODESK INC Technology 1,949.0 $467K 0.01% +670.0 +52.4% $239.40 +3.7%
766 CB CHUBB LTD SWITZ Financial Services 1,429.0 $466K 0.01% +28.0 +2.0% $325.94 +0.9%
767 BLES NORTHERN LTS FD TR IV 10,498.0 $466K 0.01% NEW $44.36 +5.4%
768 SPTI SPDR SERIES TRUST 16,174.0 $464K 0.01% -16K -49.4% $28.66 -1.8%
769 EGY VAALCO ENERGY INC Energy 73,104.0 $463K 0.01% NEW $6.34 -3.8%
770 OWNS TIDAL TRUST III 26,673.0 $463K 0.01% +4K +19.7% $17.34 -0.9%
771 QDEC FIRST TR EXCHNG TRADED FD VI 14,687.0 $462K 0.01% +4K +31.9% $31.46 +11.6%
772 BILS SPDR SERIES TRUST 4,639.0 $461K 0.01% -233.0 -4.8% $99.44 -0.1%
773 UOCT INNOVATOR ETFS TRUST 12,020.0 $460K 0.01% -178.0 -1.5% $38.24 +6.0%
774 NOC NORTHROP GRUMMAN CORP Industrials 673.0 $459K 0.01% -255.0 -27.5% $682.23 -19.0%
775 PYPL PAYPAL HLDGS INC Financial Services 10,120.0 $458K 0.01% -4K -27.9% $45.23 -2.6%
776 KKR KKR & CO INC Financial Services 4,946.0 $458K 0.01% -4K -42.2% $92.50 +2.3%
777 ARKK ARK ETF TR 6,665.0 $450K 0.01% -472.0 -6.6% $67.59 +9.2%
778 ACN ACCENTURE PLC IRELAND Technology 2,265.0 $449K 0.01% +122.0 +5.7% $198.33 -8.8%
779 RWJ INVESCO EXCH TRADED FD TR II 8,896.0 $449K 0.01% NEW $50.48 +5.2%
780 AEE AMEREN CORP Utilities 4,079.0 $448K 0.01% +225.0 +5.8% $109.93 -2.3%
Page 39 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%