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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 7 of 52  ·  1,037 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SCHG SCHWAB STRATEGIC TR 235,605.0 $6.9M 0.13% -50K -17.6% $29.13 +17.4%
122 DFAI DIMENSIONAL ETF TRUST 175,882.0 $6.9M 0.13% +12K +7.3% $38.96 +5.4%
123 CAT CATERPILLAR INC Industrials 9,516.0 $6.7M 0.12% +145.0 +1.6% $708.45 +24.9%
124 SPYV SPDR SERIES TRUST 117,318.0 $6.6M 0.12% -25K -17.4% $56.58 +5.8%
125 AGGY WISDOMTREE TR 151,712.0 $6.6M 0.12% +5K +3.5% $43.45 -0.5%
126 VGIT VANGUARD SCOTTSDALE FDS 110,440.0 $6.6M 0.12% +3K +2.8% $59.55 -1.5%
127 XLY SELECT SECTOR SPDR TR 59,476.0 $6.5M 0.12% -6K -9.4% $108.98 +6.9%
128 JEPI J P MORGAN EXCHANGE TRADED F 110,774.0 $6.3M 0.12% +39K +53.6% $56.68 -1.6%
129 SPSK TIDAL TRUST I 349,672.0 $6.3M 0.12% -863K -71.2% $17.90 +0.3%
130 XLF SELECT SECTOR SPDR TR 126,063.0 $6.2M 0.11% -2K -1.2% $49.37 +3.7%
131 TRFK PACER FDS TR 99,907.0 $6.2M 0.11% -34K -25.4% $62.24 +43.8%
132 QUAL ISHARES TR 32,414.0 $6.2M 0.11% -14K -30.0% $191.81 +9.7%
133 XMMO INVESCO EXCHANGE TRADED FD T 42,702.0 $6.2M 0.11% +13K +44.4% $145.02 +12.3%
134 DFUS DIMENSIONAL ETF TRUST 86,390.0 $6.1M 0.11% -3K -3.4% $70.91 +13.2%
135 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,055.0 $6.0M 0.11% -2K -25.5% $996.37 +5.7%
136 KO COCA COLA CO Consumer Defensive 79,220.0 $6.0M 0.11% +3K +4.2% $76.05 +5.8%
137 LMBS FIRST TR EXCHANGE-TRADED FD 120,237.0 $6.0M 0.11% +69K +136.5% $49.81 -0.1%
138 IWY ISHARES TR 23,861.0 $5.9M 0.11% +2K +7.1% $248.84 +17.3%
139 TIP ISHARES TR 53,614.0 $5.9M 0.11% +19K +55.8% $110.36 +0.2%
140 VO VANGUARD INDEX FDS 20,176.0 $5.8M 0.11% +4K +27.6% $287.18 -73.4%
Page 7 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%