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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 9 of 57  ·  1,126 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VONG VANGUARD SCOTTSDALE FDS 43,401.0 $5.5M 0.09% -3K -6.2% $127.81 -0.9%
162 IUSB ISHARES TR 119,805.0 $5.5M 0.09% +8K +7.1% $46.15 -1.6%
163 PLTR PALANTIR TECHNOLOGIES INC Technology 46,124.0 $5.4M 0.08% +11K +32.2% $116.67 +47.0%
164 FAAR FIRST TR EXCHANGE TRAD FD VI 169,240.0 $5.4M 0.08% +49K +40.4% $31.62 -1.5%
165 GLD SPDR GOLD TR Financial Services 14,323.0 $5.3M 0.08% -6K -28.3% $368.38 +8.2%
166 AGG ISHARES TR 53,216.0 $5.3M 0.08% -22K -29.3% $98.98 -1.6%
167 PDI PIMCO DYNAMIC INCOME FD Financial Services 308,982.0 $5.2M 0.08% +117K +61.1% $16.70 -9.3%
168 VGIT VANGUARD SCOTTSDALE FDS 86,975.0 $5.1M 0.08% -23K -21.2% $58.98 -1.0%
169 FIX COMFORT SYS USA INC Industrials 2,576.0 $5.1M 0.08% -242.0 -8.6% $1982.31 -12.3%
170 SPYI NEOS ETF TRUST 95,913.0 $5.1M 0.08% +13K +15.6% $53.09 +1.8%
171 AMGN AMGEN INC Healthcare 14,031.0 $5.1M 0.08% +399.0 +2.9% $362.12 +17.4%
172 SCHM SCHWAB STRATEGIC TR 137,619.0 $5.1M 0.08% -96K -41.2% $36.87 -2.2%
173 UMMA LISTED FDS TR 128,221.0 $5.1M 0.08% +13K +11.4% $39.48 -6.7%
174 VGT VANGUARD WORLD FD 42,249.0 $5.0M 0.08% +36K +623.7% $119.52 +0.2%
175 FIXD FIRST TR EXCHNG TRADED FD VI 115,714.0 $5.0M 0.08% -50K -30.0% $43.61 -1.6%
176 MUB ISHARES TR 46,395.0 $5.0M 0.08% -397.0 -0.8% $107.62 -2.1%
177 FREL FIDELITY COVINGTON TRUST 167,965.0 $4.9M 0.08% +7K +4.5% $29.30 +1.2%
178 VWO VANGUARD INTL EQUITY INDEX F 81,075.0 $4.8M 0.08% -80K -49.8% $59.69 -0.1%
179 PRFD PIMCO ETF TR 94,044.0 $4.8M 0.07% +79K +525.6% $51.35 -1.8%
180 CVX CHEVRON CORPORATION Energy 29,012.0 $4.8M 0.07% +2K +6.5% $165.76 +24.1%
Page 9 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%