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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 51 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 RYANAIR HOLDINGS PLC 3,586.0 $207K 0.00% $57.80
1002 CGIC CAPITAL GROUP INTERNATIONAL 6,227.0 $206K 0.00% NEW $33.11 +6.7%
1003 EWJ ISHARES INC 2,436.0 $206K 0.00% NEW $84.43 +7.9%
1004 IREN IREN LIMITED Financial Services 5,946.0 $204K 0.00% NEW $34.28 +70.4%
1005 SCCR SCHWAB STRATEGIC TR 7,893.0 $203K 0.00% NEW $25.72 -1.6%
1006 BLOCK INC 3,362.0 $202K 0.00% NEW $60.18
1007 FLRG FIDELITY COVINGTON TRUST 5,486.0 $202K 0.00% NEW $36.79 +10.3%
1008 LNC LINCOLN NATL CORP IND Financial Services 5,669.0 $201K 0.00% $35.50 -2.7%
1009 BSCR INVESCO EXCH TRD SLF IDX FD 10,226.0 $201K 0.00% -20K -66.2% $19.63 +0.2%
1010 VLO VALERO ENERGY CORP Energy 811.0 $200K 0.00% NEW $247.09 -0.9%
1011 GWW WW GRAINGER INC Industrials 184.0 $200K 0.00% NEW $1088.67 +18.0%
1012 GSEP FIRST TR EXCHNG TRADED FD VI 5,252.0 $200K 0.00% $38.11 +6.2%
1013 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 17,753.0 $200K 0.00% -172.0 -1.0% $11.27 +12.4%
1014 F FORD MTR CO Consumer Cyclical 16,492.0 $190K 0.00% -6K -25.7% $11.54 +25.5%
1015 BLACKROCK TECH AND PRIVATE E 28,331.0 $187K 0.00% $6.60
1016 BSCU INVESCO EXCH TRD SLF IDX FD 10,765.0 $180K 0.00% NEW $16.72 -0.4%
1017 XRP BITWISE XRP ETF Financial Services 11,908.0 $179K 0.00% NEW $15.03 +6.9%
1018 WCMI FIRST TR EXCHANGE-TRADED FD 10,639.0 $178K 0.00% NEW $16.77 +9.8%
1019 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 15,733.0 $177K 0.00% $11.23 +2.7%
1020 MMU WESTERN ASSET MANAGED MUNS F Financial Services 16,899.0 $174K 0.00% $10.28 -1.6%
Page 51 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%