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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 51 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 HERO GLOBAL X FDS 10,014.0 $248K 0.00% $24.76 +10.5%
1002 HYD VANECK ETF TRUST 4,792.0 $247K 0.00% +49.0 +1.0% $51.51 -2.7%
1003 EPI WISDOMTREE TR 5,764.0 $247K 0.00% +497.0 +9.4% $42.78 -0.0%
1004 VLO VALERO ENERGY CORP Energy 946.0 $246K 0.00% +135.0 +16.6% $260.38 +33.6%
1005 ABNB AIRBNB INC Consumer Cyclical 1,720.0 $246K 0.00% -301.0 -14.9% $143.10 +29.9%
1006 Q QNITY ELECTRONICS INC Technology 1,505.0 $246K 0.00% NEW $163.27 -18.6%
1007 TDTF FLEXSHARES TR 10,326.0 $245K 0.00% -8K -42.4% $23.77 -1.8%
1008 RYANAIR HOLDINGS PLC 3,788.0 $245K 0.00% +202.0 +5.6% $64.75
1009 IJS ISHARES TR 1,794.0 $245K 0.00% NEW $136.69 +1.5%
1010 SMB VANECK ETF TRUST 14,109.0 $245K 0.00% NEW $17.35 -0.6%
1011 AFSM FIRST TR EXCHNG TRADED FD VI 5,916.0 $243K 0.00% -959.0 -13.9% $41.10 -0.2%
1012 BP BP PLC Energy 6,560.0 $242K 0.00% $36.95 +17.4%
1013 SEIC SEI INVTS CO Financial Services 2,763.0 $242K 0.00% +70.0 +2.6% $87.70 +21.8%
1014 J P MORGAN EXCHANGE TRADED F 4,778.0 $242K 0.00% NEW $50.57
1015 SNY SANOFI SA Healthcare 5,639.0 $241K 0.00% NEW $42.66 +5.3%
1016 INCY INCYTE CORP Healthcare 2,120.0 $240K 0.00% -555.0 -20.8% $113.35 +9.6%
1017 SCHO SCHWAB STRATEGIC TR 9,926.0 $240K 0.00% +855.0 +9.4% $24.14 -0.2%
1018 DES WISDOMTREE TR 5,863.0 $238K 0.00% NEW $40.68 +1.3%
1019 HYLB DBX ETF TR 6,509.0 $238K 0.00% NEW $36.52 -0.7%
1020 GIS GENERAL MILLS INC Consumer Defensive 6,819.0 $237K 0.00% NEW $34.80 +10.1%
Page 51 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%