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Portfolio (Quarterly) Guide ↗

RFG Advisory, LLC

· CIK 0001633387
13F Portfolio $5.3B AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 980 New
Page 11 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AMAT APPLIED MATLS INC Technology 14,798.0 $3.8M 0.07% NEW $256.99 +69.9%
202 WFC WELLS FARGO CO NEW Financial Services 40,772.0 $3.8M 0.07% NEW $93.20 -20.8%
203 DGRO ISHARES TR 54,707.0 $3.8M 0.07% NEW $69.42 +5.7%
204 TIP ISHARES TR 34,413.0 $3.8M 0.07% NEW $109.91 +0.6%
205 ORCL ORACLE CORP Technology 19,335.0 $3.8M 0.07% NEW $194.91 +0.4%
206 DIA SPDR DOW JONES INDL AVERAGE Financial Services 7,813.0 $3.8M 0.07% NEW $480.59 +3.1%
207 BALT INNOVATOR ETFS TRUST 111,985.0 $3.8M 0.07% NEW $33.51 +1.7%
208 JPIE J P MORGAN EXCHANGE TRADED F 80,744.0 $3.7M 0.07% NEW $46.29 -0.9%
209 NET CLOUDFLARE INC Technology 18,766.0 $3.7M 0.07% NEW $197.15 +1.3%
210 PANW PALO ALTO NETWORKS INC Technology 20,072.0 $3.7M 0.07% NEW $184.20 +29.3%
211 DFSD DIMENSIONAL ETF TRUST 75,665.0 $3.6M 0.07% NEW $47.95 -0.4%
212 PM PHILIP MORRIS INTL INC Consumer Defensive 22,558.0 $3.6M 0.07% NEW $160.40 +19.6%
213 DGRW WISDOMTREE TR 40,411.0 $3.6M 0.07% NEW $89.43 +7.1%
214 CGGR CAPITAL GROUP GROWTH ETF 80,953.0 $3.6M 0.07% NEW $44.47 +2.9%
215 MCD MCDONALDS CORP Consumer Cyclical 11,730.0 $3.6M 0.07% NEW $305.63 -10.0%
216 VONV VANGUARD SCOTTSDALE FDS 38,661.0 $3.6M 0.07% NEW $92.30 +10.4%
217 XLV SELECT SECTOR SPDR TR 22,922.0 $3.5M 0.07% NEW $154.80 -6.3%
218 KNG FIRST TR EXCHANGE-TRADED FD 72,182.0 $3.5M 0.07% NEW $49.15 -2.2%
219 IAU ISHARES GOLD TR Financial Services 43,559.0 $3.5M 0.07% NEW $81.17 +5.3%
220 VNQ VANGUARD INDEX FDS 39,594.0 $3.5M 0.07% NEW $88.49 +6.1%
Page 11 of 49  ·  980 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 27.3%
Financial Services 20.5%
Consumer Cyclical 11.6%
Healthcare 9.0%
Communication Services 8.5%
Industrials 6.7%
Consumer Defensive 5.1%
Basic Materials 3.3%
Energy 3.0%
Utilities 2.9%