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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 4 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FLOT ISHARES TR 288,086.0 $14.7M 0.23% -30K -9.3% $51.05 -0.2%
62 NFLX NETFLIX INC. Communication Services 205,693.0 $14.7M 0.23% +56K +37.1% $71.40 +6.5%
63 GOOG ALPHABET INC Communication Services 41,211.0 $14.6M 0.23% +3K +6.7% $353.33 -3.4%
64 DFSV DIMENSIONAL ETF TRUST 373,465.0 $14.5M 0.23% +9K +2.4% $38.79 +4.9%
65 FLRN SPDR SERIES TRUST 454,959.0 $14.0M 0.22% +54K +13.6% $30.85 -0.2%
66 IWF ISHARES TR 110,571.0 $13.7M 0.21% +80K +263.2% $124.17 +0.7%
67 DFLV DIMENSIONAL ETF TRUST 340,059.0 $13.4M 0.21% +8K +2.5% $39.54 +6.2%
68 SPSB SPDR SERIES TRUST 441,147.0 $13.2M 0.21% +28K +6.7% $30.01 -0.3%
69 LLY ELI LILLY & CO Healthcare 10,775.0 $12.9M 0.20% +2K +19.2% $1199.45 -1.2%
70 PGRO PUTNAM ETF TRUST 264,218.0 $12.6M 0.20% NEW $47.66 +0.2%
71 SPY STATE STR SPDR S&P 500 ETF T Financial Services 16,727.0 $12.5M 0.20% +5K +40.0% $746.78 +3.5%
72 INTC INTEL CORP Technology 89,232.0 $12.5M 0.20% +533.0 +0.6% $139.63 -25.9%
73 DFIC DIMENSIONAL ETF TRUST 334,078.0 $12.4M 0.20% +17K +5.2% $37.26 +5.5%
74 BSV VANGUARD BD INDEX FDS 158,860.0 $12.4M 0.19% -3K -2.0% $77.91 -0.4%
75 SOXX ISHARES TR 19,219.0 $12.3M 0.19% +15K +319.1% $640.75 -12.7%
76 SIXJ AIM ETF PRODUCTS TRUST 336,319.0 $12.3M 0.19% +11K +3.5% $36.48 +2.2%
77 IJR ISHARES TR 82,128.0 $12.2M 0.19% +776.0 +0.9% $148.31 +1.0%
78 SIXO AIM ETF PRODUCTS TRUST 339,078.0 $12.2M 0.19% +17K +5.2% $35.87 +1.3%
79 BERKSHIRE HATHAWAY INC DEL 24,222.0 $12.1M 0.19% $500.40
80 XLC SELECT SECTOR SPDR TR 113,014.0 $12.1M 0.19% -3K -2.3% $107.13 +3.5%
Page 4 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%