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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 5 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JPM JPMORGAN CHASE & CO. Financial Services 33,060.0 $10.7M 0.20% NEW $322.22 -6.9%
82 DLN WISDOMTREE TR 120,056.0 $10.6M 0.20% NEW $88.08 +7.5%
83 SO SOUTHERN CO Utilities 118,383.0 $10.3M 0.19% NEW $87.20 +7.4%
84 AGG ISHARES TR 102,464.0 $10.2M 0.19% NEW $99.88 -1.9%
85 FDL FIRST TR EXCHANGE-TRADED FD 227,669.0 $10.1M 0.19% NEW $44.34 +12.0%
86 SDVY FIRST TR EXCHANGE-TRADED FD 259,646.0 $9.9M 0.19% NEW $38.32 +6.5%
87 TSLA TESLA INC Consumer Cyclical 21,653.0 $9.7M 0.18% NEW $449.71 -1.4%
88 NFLX NETFLIX INC Communication Services 103,243.0 $9.7M 0.18% NEW $93.76 -7.3%
89 VBK VANGUARD INDEX FDS 31,610.0 $9.5M 0.18% NEW $302.11 +11.7%
90 ETY EATON VANCE TAX-MANAGED DIVE Financial Services 613,386.0 $9.4M 0.18% NEW $15.34 -3.7%
91 SCHG SCHWAB STRATEGIC TR 285,993.0 $9.3M 0.18% NEW $32.62 +5.0%
92 DEHP DIMENSIONAL ETF TRUST 286,291.0 $9.2M 0.17% NEW $32.25 +24.7%
93 QUAL ISHARES TR 46,283.0 $9.2M 0.17% NEW $198.62 +6.0%
94 ABBV ABBVIE INC Healthcare 39,941.0 $9.1M 0.17% NEW $228.49 -7.9%
95 SPWO SP FUNDS TRUST 327,432.0 $8.9M 0.17% NEW $27.30 +17.7%
96 PYLD PIMCO ETF TR 328,215.0 $8.8M 0.17% NEW $26.68 -1.7%
97 SPY SPDR S&P 500 ETF TR Financial Services 12,745.0 $8.7M 0.16% NEW $681.91 +8.4%
98 SHV ISHARES TR 78,558.0 $8.7M 0.16% NEW $110.15 +0.1%
99 IJR ISHARES TR 71,473.0 $8.6M 0.16% NEW $120.18 +11.4%
100 TRFK PACER FDS TR 133,842.0 $8.6M 0.16% NEW $64.06 +40.8%
Page 5 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%