Fund Holdings — RFG Advisory, LLC

Total Portfolio Value
$5.44B
Total Bought
$632.11M
Total Sold
$409.97M
Net Transaction
+$222.14M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR3,739400,709+396,97022840,3350.74%+40,108
BIOCRYST PHARMACEUTICALS INC(BCRX)02,870,700+2,870,700027,3290.50%+27,329
INVESCO EXCH TRADED FD TR II3,739165,964+162,22522818,6060.34%+18,379
EXCHANGE TRADED CONCEPTS TRU15,754,96416,530,661+775,697400,491417,5647.67%+17,073
ONDAS INC(ONDS)01,774,849+1,774,849016,0450.29%+16,045
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
0317,527+317,527011,2820.21%+11,282
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
326,474637,968+311,49410,80022,0420.40%+11,242
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
66,487231,424+164,9374,61915,8020.29%+11,183
EXCHANGE TRADED CONCEPTS TRU14,498,83815,094,897+596,059406,692415,3987.63%+8,706
EXCHANGE TRADED CONCEPTS TRU7,330,1757,605,895+275,720204,365212,7373.91%+8,372
PIMCO ETF TR
ACTIVE BD ETF
191,508282,970+91,46217,82626,1130.48%+8,287
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0135,593+135,59308,1520.15%+8,152
EXCHANGE TRADED CONCEPTS TRU9,733,3269,952,151+218,825276,426284,5325.23%+8,106
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
167,526271,890+104,36412,57320,4430.38%+7,871
PIMCO ETF TR
MULTISECTOR BD
328,215620,585+292,3708,75716,2590.30%+7,503
FIRST TR EXCHANGE-TRADED FD
SHS
28,773182,125+153,3521,3268,5650.16%+7,239
EXCHANGE TRADED CONCEPTS TRU3,525,7963,762,047+236,25189,09896,3081.77%+7,210
GOLDMAN SACHS ETF TR297,487369,331+71,84439,37846,2140.85%+6,836
FIRST TR EXCHANGE-TRADED FD227,669330,271+102,60210,09516,7780.31%+6,683
ISHARES GOLD TR(IAU)131,470263,517+132,0475,65212,3060.23%+6,654
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
33,165262,295+229,1309377,3440.13%+6,408
PUTNAM ETF TRUST759,205880,823+121,61834,59740,8700.75%+6,273
EXCHANGE TRADED CONCEPTS TRU5,360,4515,629,466+269,015136,276142,0162.61%+5,740
EXCHANGE TRADED CONCEPTS TRU5,529,3575,778,730+249,373139,533145,0462.67%+5,513
FIDELITY COVINGTON TRUST
ENHANCED INTL
767,597902,738+135,14128,07933,5820.62%+5,503
FIDELITY COVINGTON TRUST706,371843,183+136,81221,67926,9400.49%+5,261
VANGUARD STAR FDS33,50297,542+64,0402,5277,5210.14%+4,994
NETFLIX INC.(NFLX)103,243150,015+46,7729,68014,4240.27%+4,744
SCHWAB STRATEGIC TR88,759234,021+145,2622,6697,2450.13%+4,576
FIRST TR EXCHNG TRADED FD VI
SMITH OPPORT FXD
67,971165,228+97,2573,0127,2020.13%+4,190
ABRDN PRECIOUS METALS BASKET018,742+18,74204,0990.08%+4,099
FIDELITY COVINGTON TRUST534,071663,672+129,60129,28833,2630.61%+3,975
FIRST TR EXCHANGE-TRADED ALP
COM SHS
030,871+30,87103,6850.07%+3,685
VANGUARD TAX-MANAGED FDS327,507373,278+45,77120,45923,9200.44%+3,460
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
50,845120,237+69,3922,5425,9890.11%+3,447
SELECT SECTOR SPDR TR
ST STR ENERG ETF
43,68588,155+44,4701,9535,4000.10%+3,447
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
29,85976,412+46,5532,1205,3760.10%+3,257
COHEN & STEERS ETF TRUST
NATURAL RES ACTI
170,493226,054+55,5615,2648,4950.16%+3,231
ISHARES TR
US TREAS BD ETF
108,546247,344+138,7982,4995,6670.10%+3,167
EXXON MOBIL CORP70,52068,159-2,3618,48611,5640.21%+3,078
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
155,126216,598+61,4727,49610,4080.19%+2,912
BITWISE BITCOIN ETF TR(BITB)4,36884,582+80,2142083,1130.06%+2,906
VANGUARD INDEX FDS19,61730,065+10,4485,0607,8750.14%+2,815
DIMENSIONAL ETF TRUST
DIMENSIONAL US
256,788304,424+47,63615,35118,0680.33%+2,717
VANGUARD MALVERN FDS053,884+53,88402,6920.05%+2,692
PIMCO ETF TR
INV GRD CRP BD
7,68335,328+27,6457523,4200.06%+2,668
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
93,217123,107+29,8906,7139,3590.17%+2,646
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
081,693+81,69302,6270.05%+2,627
ISHARES TR18,08341,113+23,0301,9934,4810.08%+2,488
VANGUARD INDEX FDS31,90942,375+10,4666,7589,2060.17%+2,448
THOMSON REUTERS CORP(TRI)026,535+26,53502,3880.04%+2,388
FIRST TR EXCHANGE-TRADED FD21,71846,900+25,1822,0094,3500.08%+2,341
INVESCO EXCH TRADED FD TR II3,739122,268+118,5292282,5550.05%+2,328
HONEYWELL INTL INC(HON)2,04912,039+9,9904002,7210.05%+2,321
ISHARES TR
CORE MSCI EAFE
23,18247,794+24,6122,0744,3270.08%+2,253
INTUITIVE SURGICAL INC3,7395,170+1,4312282,3830.04%+2,156
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
72,130110,774+38,6444,1296,2790.12%+2,150
SELECT SECTOR SPDR TR
ST STR UTIL ETF
176,578210,951+34,3737,5389,6810.18%+2,142
ISHARES TR34,41353,614+19,2013,7825,9170.11%+2,134
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
29,57942,702+13,1234,0966,1930.11%+2,097
ISHARES SILVER TR(SLV)13,91942,984+29,0658972,9290.05%+2,032
SPDR SERIES TRUST
ST STR P500ETF
345,088387,987+42,89927,68329,6970.55%+2,014
PACER FDS TR
SWAN SOS FD OF
8,89171,199+62,3082872,2820.04%+1,994
BLACKROCK ETF TRUST II038,704+38,70401,9280.04%+1,928
FIRST TR EXCHANGE TRADED FD
SMID RISNG ETF
259,646300,293+40,6479,95011,8410.22%+1,891
FIRST TR EXCHANGE TRAD FD VI
ALT ABSLT STRG
81,505120,564+39,0592,2094,0690.07%+1,860
EOG RES INC(EOG)012,844+12,84401,8570.03%+1,857
LISTED FDS TR
WAHED FTSE ETF
031,121+31,12101,8460.03%+1,846
TAIWAN SEMICONDUCTOR MANUFAC(TSM)6,88211,487+4,6052,0913,8820.07%+1,791
PIMCO ETF TR
MTG BKD SECS ACT
14,60150,594+35,9937262,5090.05%+1,784
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
023,524+23,52401,7410.03%+1,741
SERVICE CORP INTL(SCI)411,427409,838-1,58932,07933,8160.62%+1,737
ADVANCED MICRO DEVICES INC(AMD)8,41517,253+8,8381,8023,5100.06%+1,708
BLACKROCK ETF TRUST
ISHARES DEFENSE
051,861+51,86101,6970.03%+1,697
FIRST TR EXCH TRADED FD III
HORIZON DMST ETF
043,941+43,94101,6850.03%+1,685
ISHARES TR55,694111,688+55,9941,7243,3860.06%+1,662
NORTHERN LTS FD TR II
BEACON UNIFIED C
213,797267,718+53,9216,2607,9150.15%+1,655
FIRST TR EXCHANGE-TRADED ALP
COM SHS
4,37121,572+17,2013771,9920.04%+1,616
FIRST TR EXCHANGE-TRADED FD
MNGD FUTRS STRGY
50,25678,413+28,1572,3653,9690.07%+1,605
VANGUARD INDEX FDS39,21945,972+6,75313,14914,7480.27%+1,599
TIDAL TRUST I032,779+32,77901,5790.03%+1,579
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
9,78370,566+60,7832511,8140.03%+1,562
ALCOA CORP(AA)023,293+23,29301,5450.03%+1,545
BLACKROCK ETF TRUST
ISHA LA CORE ETF
037,386+37,38601,5350.03%+1,535
ISHARES TR71,47381,352+9,8798,59010,1130.19%+1,523
ISHARES TR16,05530,035+13,9801,8293,3450.06%+1,516
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
7,33123,771+16,4405822,0660.04%+1,484
ISHARES TR
HDG MSCI EAFE
157,919188,497+30,5786,5328,0100.15%+1,479
SCHWAB STRATEGIC TR53,509100,373+46,8641,5843,0610.06%+1,477
J P MORGAN EXCHANGE TRADED F
JPMORGAN INTL VL
017,148+17,14801,4690.03%+1,469
ARCHER DANIELS MIDLAND CO020,187+20,18701,4670.03%+1,467
HUNTINGTON BANCSHARES INC(HBAN)090,753+90,75301,4200.03%+1,420
VANGUARD WORLD FD03,817+3,81701,4020.03%+1,402
NORTHERN LTS FD TR II
BEACON TACTICAL
249,794298,788+48,9946,3267,7220.14%+1,397
VANGUARD WORLD FD
INF TECH ETF
3,5515,838+2,2872,6774,0730.07%+1,397
VANGUARD MUN BD FDS57,92986,231+28,3022,9134,3020.08%+1,389
CATERPILLAR INC(CAT)9,3719,516+1455,3686,7420.12%+1,373
TRANE TECHNOLOGIES PLC(TT)9564,183+3,2273721,7430.03%+1,371
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
35,34061,653+26,3132,0543,4230.06%+1,369
VANGUARD INTL EQUITY INDEX F136,991161,451+24,4607,3658,7260.16%+1,362
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RFG Advisory, LLC — 13F Holdings — Q1 2026 | TickerTrail