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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 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DE DEERE & CO Industrials 468.0 $264K 0.07% $563.30 +6.6%
62 INTC INTEL CORP Technology 5,500.0 $243K 0.06% NEW $44.13 +198.9%
63 IVV ISHARES TR 369.0 $241K 0.06% -11.0 -2.9% $653.21 +12.8%
64 SRLN SSGA ACTIVE ETF TR 5,996.0 $241K 0.06% $40.14 +0.1%
65 VBR VANGUARD INDEX FDS 1,107.0 $241K 0.06% $217.35 +10.7%
66 XLF SELECT SECTOR SPDR TR 4,624.0 $228K 0.06% $49.37 +8.8%
67 C CITIGROUP INC Financial Services 1,927.0 $219K 0.06% +29.0 +1.5% $113.46 +26.7%
68 DXJ WISDOMTREE TR 1,331.0 $211K 0.05% -9K -87.2% $158.66 +9.4%
69 SYLD CAMBRIA ETF TR 2,691.0 $203K 0.05% NEW $75.44 +4.5%
70 PGF INVESCO EXCHANGE TRADED FD T 12,147.0 $167K 0.04% -20K -62.2% $13.76 -0.7%
Page 4 of 4  ·  70 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%