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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 7 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PIMCO ETF TR 146,964.0 $7.3M 0.11% +96K +190.5% $49.38
122 ANET ARISTA NETWORKS INC Technology 42,530.0 $7.2M 0.11% +15K +52.0% $169.88 +13.7%
123 EMXC ISHARES INC 70,269.0 $7.2M 0.11% -2K -2.8% $102.30 -7.3%
124 SCHG SCHWAB STRATEGIC TR 209,648.0 $7.1M 0.11% -26K -11.0% $33.84 +4.2%
125 QQQI NEOS ETF TRUST 124,100.0 $7.0M 0.11% +12K +10.3% $56.79 -3.0%
126 VB VANGUARD INDEX FDS 23,232.0 $7.0M 0.11% -7K -22.7% $303.12 +0.2%
127 PHYL PGIM ETF TR 201,671.0 $7.0M 0.11% -34K -14.2% $34.88 -0.3%
128 SPEM SPDR INDEX SHS FDS 134,896.0 $7.0M 0.11% -157K -53.8% $51.78 -0.1%
129 DFUS DIMENSIONAL ETF TRUST 84,838.0 $7.0M 0.11% -2K -1.8% $81.94 +2.4%
130 LMBS FIRST TR EXCHANGE-TRADED FD 139,646.0 $7.0M 0.11% +19K +16.1% $49.78 -0.2%
131 V VISA INC Financial Services 20,227.0 $6.9M 0.11% +3K +16.6% $343.09 +6.2%
132 DIVI FRANKLIN TEMPLETON ETF TR 157,947.0 $6.7M 0.10% +121K +323.8% $42.72 +3.3%
133 IEF ISHARES TR 71,332.0 $6.7M 0.10% +55K +343.5% $94.57 -1.7%
134 AGGY WISDOMTREE TR 154,207.0 $6.7M 0.10% +2K +1.6% $43.48 -1.9%
135 SPYV SPDR SERIES TRUST 109,824.0 $6.7M 0.10% -7K -6.4% $60.79 +4.3%
136 IBM INTERNATIONAL BUSINESS MACHS Technology 23,721.0 $6.7M 0.10% +609.0 +2.6% $281.21 -17.3%
137 TXN TEXAS INSTRS INC Technology 21,792.0 $6.5M 0.10% +653.0 +3.1% $298.08 -8.7%
138 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 6,888.0 $6.4M 0.10% +833.0 +13.8% $935.44 +2.8%
139 AIM ETF PRODUCTS TRUST 200,658.0 $6.4M 0.10% +6K +3.2% $32.09
140 AIM ETF PRODUCTS TRUST 213,359.0 $6.4M 0.10% +7K +3.2% $30.13
Page 7 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%