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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 6 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MU MICRON TECHNOLOGY INC Technology 7,611.0 $8.8M 0.14% +4K +101.3% $1154.34 -12.4%
102 VBK VANGUARD INDEX FDS 23,806.0 $8.7M 0.14% -8K -24.3% $365.69 +0.1%
103 IDMO INVESCO EXCH TRADED FD TR II 142,809.0 $8.6M 0.14% -428K -75.0% $60.29 +5.4%
104 SPMO INVESCO EXCH TRADED FD TR II 52,639.0 $8.5M 0.13% -113K -68.3% $161.54 -3.9%
105 DFAS DIMENSIONAL ETF TRUST 102,292.0 $8.4M 0.13% -2K -2.3% $82.34 +2.2%
106 CGDV CAPITAL GROUP DIVIDEND VALUE 169,600.0 $8.4M 0.13% -125K -42.4% $49.28 +3.0%
107 SHV ISHARES TR 73,936.0 $8.2M 0.13% +1K +1.4% $110.35 -0.1%
108 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 8,414.0 $8.1M 0.13% $965.00 +3.1%
109 DFGR DIMENSIONAL ETF TRUST 279,726.0 $8.1M 0.13% +6K +2.3% $28.97 +1.5%
110 XLY SELECT SECTOR SPDR TR 68,827.0 $8.1M 0.13% +9K +15.7% $117.28 -0.5%
111 TBIL RBB FD INC 161,207.0 $8.0M 0.13% +8K +4.9% $49.86 +0.2%
112 IAUM ISHARES GOLD TRUST MICRO Financial Services 198,410.0 $7.9M 0.12% -65K -24.7% $40.01 +10.1%
113 AMD ADVANCED MICRO DEVICES INC Technology 13,375.0 $7.8M 0.12% -4K -22.5% $580.91 -12.9%
114 XLI SELECT SECTOR SPDR TR 41,772.0 $7.7M 0.12% +11K +35.5% $185.23 +0.6%
115 RDVI FIRST TR EXCHANGE-TRADED FD 257,160.0 $7.6M 0.12% +31K +13.9% $29.40 +1.6%
116 FIRST TR EXCH TRADED FD III 101,273.0 $7.5M 0.12% +25K +32.5% $73.80
117 AMAT APPLIED MATLS INC Technology 10,297.0 $7.4M 0.12% +3K +32.4% $723.00 -26.0%
118 CSCO CISCO SYS INC Technology 63,160.0 $7.4M 0.12% +4K +5.9% $117.46 -3.9%
119 SPSM SPDR SERIES TRUST 126,801.0 $7.3M 0.11% +8K +7.1% $57.67 +1.0%
120 DFAI DIMENSIONAL ETF TRUST 176,053.0 $7.3M 0.11% $41.25 +5.1%
Page 6 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%