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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 4 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLMI FRANKLIN TEMPLETON ETF TR 569,131.0 $14.1M 0.26% +24K +4.5% $24.79 -0.2%
62 SPEM SPDR INDEX SHS FDS 291,989.0 $13.7M 0.25% +2K +0.6% $46.91 +8.4%
63 WMT WALMART INC Consumer Defensive 107,817.0 $13.4M 0.25% -7K -6.5% $124.28 +6.6%
64 IWF ISHARES TR 30,445.0 $13.0M 0.24% $426.40 -70.8%
65 XLC SELECT SECTOR SPDR TR 115,622.0 $12.8M 0.24% -6K -5.3% $110.86 +4.7%
66 DFSV DIMENSIONAL ETF TRUST 364,867.0 $12.8M 0.23% +14K +3.9% $35.04 +4.1%
67 BSV VANGUARD BD INDEX FDS 162,187.0 $12.7M 0.23% +2K +1.1% $78.41 -0.8%
68 CGDV CAPITAL GROUP DIVIDEND VALUE 294,226.0 $12.5M 0.23% -136K -31.6% $42.54 +12.4%
69 SPSB SPDR SERIES TRUST 413,288.0 $12.4M 0.23% -5K -1.2% $30.07 -0.4%
70 FLRN SPDR SERIES TRUST 400,573.0 $12.3M 0.23% $30.78 +0.0%
71 IAUM ISHARES GOLD TR Financial Services 263,517.0 $12.3M 0.23% +132K +100.4% $46.70 -3.0%
72 JAAA JANUS DETROIT STR TR 235,385.0 $11.9M 0.22% -20K -8.0% $50.37 +0.5%
73 DFLV DIMENSIONAL ETF TRUST 331,896.0 $11.9M 0.22% +7K +2.3% $35.71 +6.6%
74 SDVY FIRST TR EXCHANGE TRADED FD 300,293.0 $11.8M 0.22% +41K +15.7% $39.43 +3.5%
75 AVGO BROADCOM INC Technology 38,029.0 $11.8M 0.22% +1K +2.9% $309.51 +37.4%
76 BERKSHIRE HATHAWAY INC DEL 24,133.0 $11.6M 0.21% +1K +4.6% $479.19
77 XOM EXXON MOBIL CORP Energy 68,159.0 $11.6M 0.21% -2K -3.4% $169.66 -9.9%
78 DFIC DIMENSIONAL ETF TRUST 317,527.0 $11.3M 0.21% NEW $35.53 +5.2%
79 GOOG ALPHABET INC Communication Services 38,626.0 $11.1M 0.20% +3K +8.9% $286.86 +38.5%
80 HYG ISHARES TR 138,290.0 $11.0M 0.20% -10K -6.9% $79.56 -0.1%
Page 4 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%