Fund HoldingsRFG Advisory, LLC

Total Portfolio Value
$6.40B
Total Bought
$3.20B
Total Sold
$2.36B
Net Transaction
+$847.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EXCHANGE TRADED CONCEPTS TRU017,603,498+17,603,4980566,6578.85%+566,657
EXCHANGE TRADED CONCEPTS TRU019,066,388+19,066,3880479,5237.49%+479,523
EXCHANGE TRADED CONCEPTS TRU012,472,470+12,472,4700404,6076.32%+404,607
EXCHANGE TRADED CONCEPTS TRU06,548,655+6,548,6550165,1572.58%+165,157
EXCHANGE TRADED CONCEPTS TRU04,068,988+4,068,9880104,3721.63%+104,372
EXCHANGE TRADED CONCEPTS TRU010,657,097+10,657,0970331,9695.19%+331,969
EXCHANGE TRADED CONCEPTS TRU08,629,046+8,629,0460273,8004.28%+273,800
SPDR SERIES TRUST
ST STR P500GRW
0536,479+536,479063,8361.00%+63,836
EXCHANGE TRADED CONCEPTS TRU7,605,8958,772,271+1,166,376212,737274,1374.28%+61,400
SPDR SERIES TRUST
ST STR BLO 1 ETF
0395,879+395,879036,2780.57%+36,278
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0185,272+185,272035,2980.55%+35,298
ISHARES TR0350,260+350,260035,2610.55%+35,261
FIDELITY COVINGTON TRUST0759,366+759,366029,0150.45%+29,015
SPDR SERIES TRUST
ST STR PR SP1500
0316,100+316,100028,6990.45%+28,699
SPDR SERIES TRUST
ST STR P500ETF
0297,430+297,430026,1380.41%+26,138
DIMENSIONAL ETF TRUST
GLOB CO PLUS ETF
0461,737+461,737025,1460.39%+25,146
PIMCO ETF TR
MULTISECTOR BD
620,5851,516,100+895,51516,25940,2070.63%+23,948
SPDR SERIES TRUST
ST STR P400MID
0325,572+325,572021,9960.34%+21,996
EXCHANGE TRADED CONCEPTS TRU5,778,7306,628,950+850,220145,046165,5942.59%+20,548
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
0539,708+539,708019,7160.31%+19,716
SPDR SERIES TRUST
ST LON TREAS ETF
0689,172+689,172018,0770.28%+18,077
APPLE INC(AAPL)0241,545+241,545069,8931.09%+69,893
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
0574,494+574,494017,0740.27%+17,074
SPDR INDEX SHS FDS
ST STR PO EX ETF
0332,438+332,438016,7520.26%+16,752
PIMCO ETF TR
ACTIVE BD ETF
282,970455,902+172,93226,11342,0390.66%+15,926
INVESCO QQQ TR052,562+52,562038,7060.60%+38,706
NVIDIA CORPORATION(NVDA)0265,149+265,149053,0540.83%+53,054
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
0373,465+373,465014,4870.23%+14,487
SPDR SERIES TRUST
ST STR RATE ETF
0454,959+454,959014,0350.22%+14,035
DIMENSIONAL ETF TRUST
US LARG VALU ETF
0340,059+340,059013,4460.21%+13,446
SPDR SERIES TRUST
ST SHOR CORP ETF
0441,147+441,147013,2390.21%+13,239
VANGUARD INDEX FDS057,777+57,777039,6820.62%+39,682
PUTNAM ETF TRUST0264,218+264,218012,5930.20%+12,593
SELECT SECTOR SPDR TR
ST STR SVC ETF
0113,014+113,014012,1070.19%+12,107
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
0283,699+283,699011,8390.18%+11,839
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
0148,467+148,467011,6220.18%+11,622
ISHARES TR019,219+19,219012,3150.19%+12,315
PUTNAM ETF TRUST880,8231,011,811+130,98840,87051,5520.81%+10,682
COHEN & STEERS ETF TRUST
NATURAL RES ACTI
226,054566,569+340,5158,49518,9210.30%+10,425
SELECT SECTOR SPDR TR
ST STR FINL ETF
0193,160+193,160010,3550.16%+10,355
SPDR SERIES TRUST
ST STR AGGRE ETF
0359,861+359,86109,1840.14%+9,184
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0199,299+199,29909,0360.14%+9,036
ALPHABET INC(GOOG)085,095+85,095030,4110.48%+30,411
INTEL CORP(INTC)089,232+89,232012,4590.19%+12,459
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0169,600+169,60008,3580.13%+8,358
SELECT SECTOR SPDR TR
ST STR DISCR ETF
068,827+68,82708,0720.13%+8,072
ISHARES GOLD TRUST MICRO(IAU)0198,410+198,41007,9380.12%+7,938
SELECT SECTOR SPDR TR
ST STR INDL ETF
041,772+41,77207,7370.12%+7,737
MICRON TECHNOLOGY INC(MU)07,611+7,61108,7860.14%+8,786
SPDR SERIES TRUST
ST STR SP600 SML
0126,801+126,80107,3130.11%+7,313
PIMCO ETF TR
INV GRD CRP BD
35,328109,483+74,1553,42010,6090.17%+7,189
SPDR INDEX SHS FDS
ST PORT MARK ETF
0134,896+134,89606,9850.11%+6,985
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
084,838+84,83806,9520.11%+6,952
ONDAS INC(ONDS)1,774,8492,787,202+1,012,35316,04522,9670.36%+6,922
SPDR SERIES TRUST
ST STR P500VAL
0109,824+109,82406,6760.10%+6,676
COHEN & STEERS ETF TRUST
REAL EST ACT ETF
0226,267+226,26706,4210.10%+6,421
FIDELITY COVINGTON TRUST663,672633,474-30,19833,26339,3450.61%+6,082
LIGHTPATH TECHNOLOGIES INC0359,542+359,54205,8790.09%+5,879
SPDR SERIES TRUST
ST PORT HIGH ETF
0237,138+237,13805,5590.09%+5,559
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
01,100,004+1,100,004059,4330.93%+59,433
TESLA INC(TSLA)037,690+37,690015,8520.25%+15,852
ISHARES INC
CORE MSCI EMKT
0124,392+124,392010,3050.16%+10,305
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
0157,947+157,94706,7470.11%+6,747
ISHARES TR071,332+71,33206,7460.11%+6,746
BROADCOM INC(AVGO)044,874+44,874016,9510.26%+16,951
PACER FDS TR
DATA & DIGI REVO
0106,244+106,244011,3360.18%+11,336
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
08,414+8,41408,1190.13%+8,119
APPLIED MATLS INC010,297+10,29707,4450.12%+7,445
PIMCO ETF TR
MTG BKD SECS ACT
50,594146,964+96,3702,5097,2570.11%+4,748
STATE STR SPDR S&P 500 ETF T(SPY)016,727+16,727012,4910.20%+12,491
SELECT SECTOR SPDR TR
ST STR CARE ETF
029,484+29,48404,6780.07%+4,678
ELI LILLY & CO(LLY)010,775+10,775012,9240.20%+12,924
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0102,090+102,09004,5290.07%+4,529
VANGUARD INDEX FDS0302,163+302,163026,0280.41%+26,028
ISHARES TR018,947+18,94705,6930.09%+5,693
NORTHERN LTS FD TR II
BEACON UNIFIED C
0142,199+142,19904,3200.07%+4,320
ADVANCED MICRO DEVICES INC(AMD)17,25313,375-3,8783,5107,7700.12%+4,260
FRANKLIN TEMPLETON ETF TR
US EQUITY INDEX
065,040+65,04004,2470.07%+4,247
GOLDMAN SACHS ETF TR369,331355,036-14,29546,21450,3760.79%+4,162
PIMCO ETF TR
PREFERRED AND CP
094,044+94,04404,8290.08%+4,829
FRANKLIN TEMPLETON ETF TR
US CORE BOND ETF
0185,259+185,25903,9650.06%+3,965
COHEN & STEERS ETF TRUST
PFD IN OP AC ETF
0150,503+150,50303,9250.06%+3,925
DIMENSIONAL ETF TRUST
SHOR DUR FIX ETF
081,272+81,27203,8810.06%+3,881
CATERPILLAR INC(CAT)09,930+9,930010,5750.17%+10,575
ARISTA NETWORKS INC(ANET)042,530+42,53007,2250.11%+7,225
VANGUARD INDEX FDS0114,814+114,814025,0210.39%+25,021
AMAZON COM INC(AMZN)0118,602+118,602028,2680.44%+28,268
ALPHABET INC(GOOG)041,211+41,211014,5610.23%+14,561
SPDR SERIES TRUST
ST SHO TREAS ETF
0117,365+117,36503,4050.05%+3,405
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
091,206+91,20603,3380.05%+3,338
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
0176,300+176,30003,3240.05%+3,324
SPDR SERIES TRUST
ST BLOO HIGH ETF
034,464+34,46403,3210.05%+3,321
NEOS ETF TRUST
REAL EST HIG ETF
065,399+65,39903,2120.05%+3,212
AMERICAN HEALTHCARE REIT INC(AHR)063,934+63,93403,3340.05%+3,334
BLACKROCK ETF TRUST
ISHA I IN TE ETF
056,884+56,88402,9990.05%+2,999
BLACKROCK ETF TRUST
ISHARES US EQUIT
0271,192+271,192018,4440.29%+18,444
UNIFIED SER TR
ONEA CORE BD ETF
0127,746+127,74602,9020.05%+2,902
DIMENSIONAL ETF TRUST
DIMENSIONAL US
304,424315,199+10,77518,06820,9610.33%+2,893
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
059,625+59,62502,8140.04%+2,814
SELECT SECTOR SPDR TR
ST STR ENERG ETF
052,667+52,66702,7970.04%+2,797
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