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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 45 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 BLACKROCK ETF TRUST II 6,633.0 $318K 0.01% NEW $47.98
882 BUG GLOBAL X FDS 12,656.0 $318K 0.01% -535.0 -4.1% $25.11 +30.7%
883 TFI SPDR SERIES TRUST 6,961.0 $316K 0.01% NEW $45.34 -0.3%
884 BDEC INNOVATOR ETFS TRUST 6,573.0 $316K 0.01% $48.00 +9.4%
885 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,405.0 $315K 0.01% +560.0 +30.4% $131.00 -0.5%
886 BIBL NORTHERN LTS FD TR IV 6,592.0 $311K 0.01% NEW $47.15 +11.0%
887 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,907.0 $309K 0.01% -796.0 -21.5% $106.19 +6.6%
888 BP BP PLC Energy 6,566.0 $309K 0.01% +97.0 +1.5% $47.00 -2.8%
889 ISMD NORTHERN LTS FD TR IV 7,711.0 $308K 0.01% NEW $39.97 +11.8%
890 NRGV ENERGY VAULT HOLDINGS INC Utilities 92,766.0 $306K 0.01% -246K -72.6% $3.30 +79.7%
891 QSIG WISDOMTREE TR 6,270.0 $304K 0.01% $48.52 -0.3%
892 CVNA CARVANA CO Consumer Cyclical 962.0 $302K 0.01% NEW $314.28 -78.6%
893 BLOK AMPLIFY ETF TR 6,068.0 $302K 0.01% NEW $49.81 +23.2%
894 DPG DUFF & PHELPS UTLITY AND INF Financial Services 20,888.0 $302K 0.01% $14.44 -1.7%
895 ESPO VANECK ETF TRUST 3,326.0 $301K 0.01% -40.0 -1.2% $90.50 -0.7%
896 ROST ROSS STORES INC Consumer Cyclical 1,378.0 $299K 0.01% +16.0 +1.2% $216.68 -1.8%
897 FIRST TR EXCHANGE-TRADED FD 11,143.0 $296K 0.01% -200.0 -1.8% $26.56
898 SHYD VANECK ETF TRUST 12,975.0 $294K 0.01% +4K +38.1% $22.66 -0.3%
899 IWR ISHARES TR 2,996.0 $291K 0.01% -558.0 -15.7% $97.24 +6.6%
900 CW CURTISS WRIGHT CORP Industrials 426.0 $290K 0.01% -7.0 -1.6% $681.37 +4.6%
Page 45 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%