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Portfolio (Quarterly) Guide ↗

RFG Holdings, Inc.

· CIK 0001845210
13F Portfolio $399M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 66 New
Page 4 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VBR VANGUARD INDEX FDS 1,104.0 $234K 0.06% NEW $211.84 +13.5%
62 C CITIGROUP INC Financial Services 1,898.0 $222K 0.06% NEW $116.73 +23.2%
63 TRGP TARGA RES CORP Energy 1,197.0 $221K 0.06% NEW $184.55 +44.3%
64 DE DEERE & CO Industrials 467.0 $217K 0.06% NEW $465.57 +29.0%
65 TSM CALL TAIWAN SEMICONDUCTOR MFG LTD Technology 200.0 $61K 0.01% NEW $303.89 +45.1%
66 BITB CALL BITWISE BITCOIN ETF TR Financial Services 200.0 $10K 0.00% NEW $47.56 -31.7%
Page 4 of 4  ·  66 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 53.2%
Technology 27.6%
Communication Services 7.8%
Consumer Cyclical 5.4%
Energy 4.2%
Healthcare 0.7%
Industrials 0.6%
Utilities 0.3%
Consumer Defensive 0.3%