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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 6 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FIRST TR EXCHNG TRADED FD VI 246,669.0 $8.3M 0.15% +25K +11.5% $33.80
102 LLY ELI LILLY & CO Healthcare 9,036.0 $8.3M 0.15% -1K -13.4% $919.80 +9.4%
103 OMFL INVESCO EXCH TRD SLF IDX FD 135,593.0 $8.2M 0.15% NEW $60.12 +12.1%
104 PHYL PGIM ETF TR 235,187.0 $8.1M 0.15% +12K +5.4% $34.63 +0.8%
105 SHV ISHARES TR 72,933.0 $8.1M 0.15% -6K -7.2% $110.39 -0.1%
106 HEFA ISHARES TR 188,497.0 $8.0M 0.15% +31K +19.4% $42.50 +5.1%
107 BSR NORTHERN LTS FD TR II 267,718.0 $7.9M 0.14% +54K +25.2% $29.57 +1.1%
108 VB VANGUARD INDEX FDS 30,065.0 $7.9M 0.14% +10K +53.3% $261.92 +7.4%
109 SPY STATE STR SPDR S&P 500 ETF T Financial Services 11,952.0 $7.8M 0.14% -793.0 -6.2% $650.34 +13.6%
110 BTR NORTHERN LTS FD TR II 298,788.0 $7.7M 0.14% +49K +19.6% $25.84 +5.2%
111 TBIL RBB FD INC 153,640.0 $7.7M 0.14% +4K +2.7% $49.86 +0.2%
112 CGCB CAPITAL GRP FIXED INCM ETF T 287,416.0 $7.5M 0.14% +11K +4.0% $26.26 -1.1%
113 VXUS VANGUARD STAR FDS 97,542.0 $7.5M 0.14% +64K +191.2% $77.11 +8.3%
114 AGG ISHARES TR 75,246.0 $7.5M 0.14% -27K -26.6% $99.27 -1.3%
115 DFAS DIMENSIONAL ETF TRUST 104,737.0 $7.4M 0.14% -5K -4.9% $71.13 +6.6%
116 BUFD FIRST TR EXCHNG TRADED FD VI 262,295.0 $7.3M 0.14% +229K +690.9% $28.00 +5.1%
117 DFGR DIMENSIONAL ETF TRUST 273,464.0 $7.3M 0.13% -10K -3.4% $26.58 +7.4%
118 SCHM SCHWAB STRATEGIC TR 234,021.0 $7.2M 0.13% +145K +163.7% $30.96 +9.1%
119 COWG PACER FDS TR 213,513.0 $7.2M 0.13% +9K +4.4% $33.74 +10.0%
120 FIXD FIRST TR EXCHNG TRADED FD VI 165,228.0 $7.2M 0.13% +97K +143.1% $43.59 -0.9%
Page 6 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%