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Portfolio (Quarterly) Guide ↗

RIA Advisory Group LLC

· CIK 0001958384
13F Portfolio $460M AUM 154 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 43 New 56 Added 43 Reduced 32 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 2,085 $262K 0.06% SOLD
22 BSX BOSTON SCIENTIFIC CORP Healthcare 2,724 $260K 0.06% SOLD
23 FDT FIRST TR EXCH TRD ALPHDX FD 3,159 $251K 0.06% SOLD
24 GGG GRACO INC Industrials 2,926 $240K 0.06% SOLD
25 CHKP CHECK POINT SOFTWARE TECH LT Technology 1,258 $233K 0.06% SOLD
26 CFR CULLEN FROST BANKERS INC Financial Services 1,749 $221K 0.05% SOLD
27 DLTR DOLLAR TREE INC Consumer Defensive 1,781 $219K 0.05% SOLD
28 NVO NOVO-NORDISK A S Healthcare 4,298 $219K 0.05% SOLD
29 MDLZ MONDELEZ INTL INC Consumer Defensive 4,049 $218K 0.05% SOLD
30 BAC BANK AMERICA CORP Financial Services 3,932 $216K 0.05% SOLD
31 BX BLACKSTONE INC Financial Services 1,378 $212K 0.05% SOLD
32 RUM RUMBLE INC Technology 11,805 $75K 0.02% SOLD
Page 2 of 2  ·  32 positions
Sector Allocation
Financial Services 45.0%
Technology 14.7%
Consumer Defensive 10.3%
Consumer Cyclical 9.0%
Utilities 8.7%
Healthcare 6.4%
Industrials 3.3%
Communication Services 1.1%
Basic Materials 1.0%
Energy 0.5%