Fund HoldingsRFG Advisory, LLC

Total Portfolio Value
$6.39B
Total Bought
$1.29B
Total Sold
$410.90M
Net Transaction
+$883.64M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
EXCHANGE TRADED CONCEPTS TRU15,094,89717,603,498+2,508,601415,398566,6578.86%+151,259
EXCHANGE TRADED CONCEPTS TRU9,952,15112,472,470+2,520,319284,532404,6076.33%+120,075
EXCHANGE TRADED CONCEPTS TRU9,111,64710,657,097+1,545,450244,648331,9695.19%+87,321
EXCHANGE TRADED CONCEPTS TRU7,441,1028,629,046+1,187,944198,599273,8004.28%+75,201
EXCHANGE TRADED CONCEPTS TRU16,530,66119,066,388+2,535,727417,564479,5237.50%+61,959
EXCHANGE TRADED CONCEPTS TRU7,605,8958,772,271+1,166,376212,737274,1374.29%+61,400
ISHARES TR4,322350,260+345,93824035,2610.55%+35,021
PIMCO ETF TR
MULTISECTOR BD
620,5851,516,100+895,51516,25940,2070.63%+23,948
EXCHANGE TRADED CONCEPTS TRU5,629,4666,548,655+919,189142,016165,1572.58%+23,141
EXCHANGE TRADED CONCEPTS TRU5,778,7306,628,950+850,220145,046165,5942.59%+20,548
APPLE INC(AAPL)206,142241,545+35,40352,31769,8931.09%+17,577
PIMCO ETF TR
ACTIVE BD ETF
282,970455,902+172,93226,11342,0390.66%+15,926
INVESCO QQQ TR40,99452,562+11,56823,66138,7060.61%+15,045
NVIDIA CORPORATION(NVDA)220,818265,149+44,33138,51153,0540.83%+14,543
VANGUARD INDEX FDS44,57657,777+13,20126,63639,6820.62%+13,046
PUTNAM ETF TRUST0264,218+264,218012,5930.20%+12,593
SPDR SERIES TRUST
ST STR P500GRW
525,501536,479+10,97851,45263,8361.00%+12,384
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
0148,467+148,467011,6220.18%+11,622
SELECT SECTOR SPDR TR
ST STR TECHN ETF
183,465185,272+1,80724,38235,2980.55%+10,915
ISHARES TR4,58619,219+14,6331,50712,3150.19%+10,807
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
FIRST TR EXCHNG TRADED FD VI
FT VEST DEEP ETF
262,295574,494+312,1997,34417,0740.27%+9,730
ALPHABET INC(GOOG)74,83685,095+10,25921,52030,4110.48%+8,891
INTEL CORP(INTC)88,69989,232+5333,91412,4590.19%+8,545
INVESCO EXCH TRADED FD TR II4,32252,639+48,3172408,5030.13%+8,263
EXCHANGE TRADED CONCEPTS TRU3,762,0474,068,988+306,94196,308104,3721.63%+8,063
MICRON TECHNOLOGY INC(MU)3,7817,611+3,8301,2778,7860.14%+7,508
PIMCO ETF TR
INV GRD CRP BD
35,328109,483+74,1553,42010,6090.17%+7,189
ONDAS INC(ONDS)1,774,8492,787,202+1,012,35316,04522,9670.36%+6,922
FIDELITY COVINGTON TRUST663,672633,474-30,19833,26339,3450.62%+6,082
LIGHTPATH TECHNOLOGIES INC(LPTH)0359,542+359,54205,8790.09%+5,879
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
1,134,2571,100,004-34,25353,91159,4330.93%+5,522
TESLA INC(TSLA)28,02037,690+9,67010,41715,8520.25%+5,436
ISHARES INC
CORE MSCI EMKT
71,843124,392+52,5495,01110,3050.16%+5,294
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
37,266157,947+120,6811,4846,7470.11%+5,264
ISHARES TR16,08371,332+55,2491,5356,7460.11%+5,211
BROADCOM INC(AVGO)38,02944,874+6,84511,77016,9510.27%+5,181
PACER FDS TR
DATA & DIGI REVO
99,907106,244+6,3376,21811,3360.18%+5,118
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
8,4548,414-403,3128,1190.13%+4,807
APPLIED MATLS INC7,77610,297+2,5212,6587,4450.12%+4,787
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)11,95216,727+4,7757,77312,4910.20%+4,719
ELI LILLY & CO(LLY)9,03610,775+1,7398,31112,9240.20%+4,613
VANGUARD INDEX FDS49,528302,163+252,63521,63326,0280.41%+4,395
ISHARES TR5,36318,947+13,5841,3305,6930.09%+4,362
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
SELECT SECTOR SPDR TR
ST STR FINL ETF
126,063193,160+67,0976,22410,3550.16%+4,132
PIMCO ETF TR
PREFERRED AND CP
15,03294,044+79,0127624,8290.08%+4,067
FRANKLIN TEMPLETON ETF TR
US CORE BOND ETF
0185,259+185,25903,9650.06%+3,965
CATERPILLAR INC(CAT)9,5169,930+4146,74210,5750.17%+3,833
ARISTA NETWORKS INC(ANET)27,98042,530+14,5503,4357,2250.11%+3,790
VANGUARD INDEX FDS108,700114,814+6,11421,32725,0210.39%+3,694
SPDR SERIES TRUST
ST STR PR SP1500
318,155316,100-2,05525,15328,6990.45%+3,545
AMAZON COM INC(AMZN)118,849118,602-24724,75328,2680.44%+3,515
ALPHABET INC(GOOG)38,62641,211+2,58511,08014,5610.23%+3,481
AMERICAN HEALTHCARE REIT INC(AHR)5,28763,934+58,6472493,3340.05%+3,085
COHEN & STEERS ETF TRUST
REAL EST ACT ETF
127,632226,267+98,6353,3546,4210.10%+3,067
BLACKROCK ETF TRUST
ISHARES US EQUIT
267,127271,192+4,06515,54118,4440.29%+2,902
DIMENSIONAL ETF TRUST
DIMENSIONAL US
304,424315,199+10,77518,06820,9610.33%+2,893
CISCO SYS INC(CSCO)59,63163,160+3,5294,6277,4190.12%+2,792
STATE STR SPDR DOW JONES IND(DIA)7,73812,145+4,4073,5846,3440.10%+2,760
SELECT SECTOR SPDR TR
ST STR INDL ETF
30,81741,772+10,9554,9847,7370.12%+2,753
CATALYST PHARMACEUTICALS INC085,989+85,98902,7030.04%+2,703
INTUITIVE SURGICAL INC4,3227,345+3,0232402,9210.05%+2,681
FRANKLIN TEMPLETON ETF TR
SYSTMTC STYL PRE
094,206+94,20602,6090.04%+2,609
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
637,968602,160-35,80822,04224,4720.38%+2,430
INVESCO EXCH TRADED FD TR II4,322121,883+117,5612402,6390.04%+2,399
TEXAS INSTRS INC(TXN)21,13921,792+6534,1046,4960.10%+2,392
FIRST TR EXCHANGE-TRADED FD
DJ GLBL DIVID
11,33482,654+71,3203622,6440.04%+2,282
SOUTHERN COPPER CORP(SCCO)8,91621,727+12,8111,5343,7860.06%+2,252
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
76,412101,273+24,8615,3767,4740.12%+2,098
JPMORGAN CHASE & CO(JPM)33,06736,121+3,0549,72711,8230.18%+2,097
FIDELITY COVINGTON TRUST843,183759,366-83,81726,94029,0150.45%+2,076
ISHARES TR81,35282,128+77610,11312,1800.19%+2,068
CROWDSTRIKE HLDGS INC(CRWD)4,9365,181+2451,9273,9540.06%+2,027
HONEYWELL INTL INC08,818+8,81801,9740.03%+1,974
FIRST TR EXCHANGE-TRADED FD330,271384,975+54,70416,77818,7330.29%+1,955
HONEYWELL AEROSPACE INC08,843+8,84301,9550.03%+1,955
FIDELITY COVINGTON TRUST
ENHANCED INTL
902,738885,510-17,22833,58235,5360.56%+1,954
PIMCO ETF TR
MUNI INCOME OPP
31,96974,217+42,2481,4443,3960.05%+1,952
ADOBE INC(ADBE)3,52513,644+10,1198572,7970.04%+1,940
TAIWAN SEMICONDUCTOR MANUFAC(TSM)11,48712,067+5803,8825,7630.09%+1,881
PIMCO DYNAMIC INCOME FD(PDI)191,774308,982+117,2083,2815,1600.08%+1,879
BLACKROCK ETF TRUST
ISHA SYST AL ETF
066,327+66,32701,8600.03%+1,860
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
115,048188,692+73,6442,6404,5000.07%+1,860
BLACKROCK ETF TRUST II036,468+36,46801,8340.03%+1,834
VANGUARD INTL EQUITY INDEX F34,68052,912+18,2322,6044,4310.07%+1,827
FRANKLIN TEMPLETON ETF TR
US TREAS BD ETF
089,893+89,89301,8230.03%+1,823
PIMCO HIGH INCOME FD(PHK)0390,856+390,85601,8210.03%+1,821
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
37,08045,861+8,7812,3244,1210.06%+1,796
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
225,802257,160+31,3585,7697,5610.12%+1,791
ISHARES INC
MSCI GBL ETF NEW
030,763+30,76301,7890.03%+1,789
QUALYS INC(QLYS)012,934+12,93401,7780.03%+1,778
COHEN & STEERS ETF TRUST
INFRASTRUCTURE
062,059+62,05901,7720.03%+1,772
CAPITAL GROUP NEW GEOGRAPHY
SHS
18,97063,039+44,0695992,3610.04%+1,763
ISHARES INC056,411+56,41101,7390.03%+1,739
SPDR SERIES TRUST
ST STR RATE ETF
400,573454,959+54,38612,33014,0350.22%+1,706
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