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Portfolio (Quarterly) Guide ↗

RFG Holdings, Inc.

· CIK 0001845210
13F Portfolio $397M AUM 70 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 20 Added 24 Reduced 3 Exited
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BERKSHIRE HATHAWAY INC DEL 561.0 $269K 0.07% -43.0 -7.1% $479.20
22 IVV ISHARES TR 369.0 $241K 0.06% -11.0 -2.9% $653.21 +12.8%
23 DXJ WISDOMTREE TR 1,331.0 $211K 0.05% -9K -87.2% $158.66 +9.4%
24 PGF INVESCO EXCHANGE TRADED FD T 12,147.0 $167K 0.04% -20K -62.2% $13.76 -0.7%
Page 2 of 2  ·  24 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
Financial Services 46.9%
Technology 33.1%
Communication Services 7.0%
Consumer Cyclical 5.8%
Energy 4.8%
Industrials 0.9%
Healthcare 0.8%
Utilities 0.4%
Consumer Defensive 0.4%