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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 54 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 GSEP FIRST TR EXCHNG TRADED FD VI 5,252.0 $215K 0.00% $40.96 +1.9%
1062 FIDELITY GREENWOOD STREET TR 7,445.0 $215K 0.00% NEW $28.89
1063 IWN ISHARES TR 971.0 $215K 0.00% NEW $221.20 +2.4%
1064 CGW INVESCO EXCH TRADED FD TR II 3,263.0 $214K 0.00% $65.73 -1.3%
1065 DHI D R HORTON INC Consumer Cyclical 1,312.0 $214K 0.00% NEW $162.84 -8.9%
1066 TSLA CALL TESLA INC Consumer Cyclical 500.0 $210K 0.00% NEW $420.60 -19.3%
1067 ERIC TELEFONAKTIEBOLAGET LM ERICS Technology 18,858.0 $210K 0.00% +1K +6.2% $11.15 -8.8%
1068 TRGP TARGA RES CORP Energy 776.0 $208K 0.00% -287.0 -27.0% $268.25 +3.6%
1069 EDV VANGUARD WORLD FD 3,194.0 $208K 0.00% -94.0 -2.9% $65.07 -10.0%
1070 SNDK SANDISK CORP Technology 91.0 $207K 0.00% NEW $2273.73 -21.4%
1071 TECK TECK RESOURCES LTD Basic Materials 3,474.0 $207K 0.00% NEW $59.45 +9.1%
1072 FDVV FIDELITY COVINGTON TRUST 3,415.0 $206K 0.00% NEW $60.29 +5.5%
1073 LNC LINCOLN NATL CORP IND Financial Services 5,824.0 $206K 0.00% +155.0 +2.7% $35.35 +26.4%
1074 PERSHING SQUARE USA LTD 5,500.0 $206K 0.00% NEW $37.38
1075 TXT TEXTRON INC Industrials 2,238.0 $205K 0.00% NEW $91.73 -4.4%
1076 KBE SPDR SERIES TRUST 3,000.0 $205K 0.00% NEW $68.22 +4.2%
1077 ASTS CALL AST SPACEMOBILE INC Technology 2,300.0 $204K 0.00% NEW $88.86 -19.9%
1078 HII HUNTINGTON INGALLS INDS INC Industrials 728.0 $204K 0.00% -3K -79.5% $280.00 +13.7%
1079 UAUG INNOVATOR ETFS TRUST 4,835.0 $203K 0.00% NEW $42.08 +2.2%
1080 MRSH MARSH & MCLENNAN COS INC Financial Services 1,219.0 $203K 0.00% NEW $166.69 +10.5%
Page 54 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%