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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 5 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DUHP DIMENSIONAL ETF TRUST 283,699.0 $11.8M 0.18% $41.73 +2.0%
82 JPM JPMORGAN CHASE & CO Financial Services 36,121.0 $11.8M 0.18% +3K +9.2% $327.33 +10.3%
83 WMT WALMART INC Consumer Defensive 103,885.0 $11.8M 0.18% -4K -3.6% $113.26 +0.9%
84 FLQL FRANKLIN TEMPLETON ETF TR 148,467.0 $11.6M 0.18% NEW $78.28 +1.8%
85 SDVY FIRST TR EXCHANGE TRADED FD 265,289.0 $11.4M 0.18% -35K -11.7% $43.14 +3.2%
86 TRFK PACER FDS TR 106,244.0 $11.3M 0.18% +6K +6.3% $106.70 -6.4%
87 SO SOUTHERN CO Utilities 112,668.0 $10.8M 0.17% +6K +5.4% $95.71 -3.6%
88 CORP PIMCO ETF TR 109,483.0 $10.6M 0.17% +74K +209.9% $96.90 -2.2%
89 CAT CATERPILLAR INC Industrials 9,930.0 $10.6M 0.17% +414.0 +4.3% $1064.94 -17.2%
90 HD HOME DEPOT INC Consumer Cyclical 29,503.0 $10.4M 0.16% -714.0 -2.4% $352.68 -4.2%
91 JAAA JANUS DETROIT STR TR 205,295.0 $10.4M 0.16% -30K -12.8% $50.49 +0.2%
92 XLF SELECT SECTOR SPDR TR 193,160.0 $10.4M 0.16% +67K +53.2% $53.61 +7.4%
93 IEMG ISHARES INC 124,392.0 $10.3M 0.16% +53K +73.1% $82.84 -1.1%
94 ABBV ABBVIE INC Healthcare 40,584.0 $10.2M 0.16% $251.64 -0.5%
95 HEFA ISHARES TR 201,974.0 $9.5M 0.15% +13K +7.2% $46.92 +1.6%
96 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 642,216.0 $9.3M 0.15% +16K +2.6% $14.54 +0.5%
97 FIRST TR EXCHNG TRADED FD VI 257,086.0 $9.3M 0.15% +10K +4.2% $36.24
98 SPAB SPDR SERIES TRUST 359,861.0 $9.2M 0.14% +9K +2.6% $25.52 -1.7%
99 XLU SELECT SECTOR SPDR TR 199,299.0 $9.0M 0.14% -12K -5.5% $45.34 -2.6%
100 XOM EXXON MOBIL CORP Energy 65,247.0 $8.9M 0.14% -3K -4.3% $136.72 +18.1%
Page 5 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%