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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 8 of 49  ·  980 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AIM ETF PRODUCTS TRUST 187,583.0 $5.7M 0.11% NEW $30.31
142 IAUM ISHARES GOLD TR Financial Services 131,470.0 $5.7M 0.11% NEW $42.99 +5.4%
143 QQQI NEOS ETF TRUST 104,599.0 $5.6M 0.11% NEW $53.86 +4.7%
144 CSCO CISCO SYS INC Technology 72,986.0 $5.6M 0.11% NEW $77.03 +50.0%
145 TXN TEXAS INSTRS INC Technology 32,166.0 $5.6M 0.10% NEW $173.49 +76.6%
146 WBD WARNER BROS DISCOVERY INC Communication Services 193,422.0 $5.6M 0.10% NEW $28.82 -5.9%
147 MP MP MATERIALS CORP Basic Materials 109,586.0 $5.5M 0.10% NEW $50.52 +19.4%
148 GE GE AEROSPACE Industrials 17,890.0 $5.5M 0.10% NEW $308.02 -5.4%
149 V VISA INC Financial Services 15,377.0 $5.4M 0.10% NEW $350.72 -8.0%
150 PG PROCTER AND GAMBLE CO Consumer Defensive 37,597.0 $5.4M 0.10% NEW $143.31 -0.4%
151 IUSB ISHARES TR 115,425.0 $5.4M 0.10% NEW $46.54 -1.8%
152 CAT CATERPILLAR INC Industrials 9,371.0 $5.4M 0.10% NEW $572.85 +55.1%
153 KO COCA COLA CO Consumer Defensive 76,064.0 $5.3M 0.10% NEW $69.91 +15.1%
154 CSNR COHEN & STEERS ETF TRUST 170,493.0 $5.3M 0.10% NEW $30.87 +19.7%
155 IEMG ISHARES INC 77,931.0 $5.2M 0.10% NEW $67.22 +18.3%
156 SPHY SPDR SERIES TRUST 215,201.0 $5.1M 0.10% NEW $23.67 -1.6%
157 CGDG CAPITAL GROUP DIVIDEND GROWE 142,426.0 $5.1M 0.10% NEW $35.64 +3.8%
158 DFAC DIMENSIONAL ETF TRUST 128,171.0 $5.1M 0.10% NEW $39.59 +8.6%
159 VB VANGUARD INDEX FDS 19,617.0 $5.1M 0.10% NEW $257.94 +9.3%
160 VKTX VIKING THERAPEUTICS INC Healthcare 143,560.0 $5.1M 0.10% NEW $35.18 -9.9%
Page 8 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%