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RFG Advisory, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1633387

$6.40B

disclosed book value

1,103

positions

8.9%

largest position share

Positions, as of 2026-06-30

top 100 of 1,103 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1EXCHANGE TRADED CONCEPTS TRU17.6M$566.7M8.9%
2EXCHANGE TRADED CONCEPTS TRU19.1M$479.5M7.5%
3EXCHANGE TRADED CONCEPTS TRU12.5M$404.6M6.3%
4EXCHANGE TRADED CONCEPTS TRU10.7M$332.0M5.2%
5EXCHANGE TRADED CONCEPTS TRU8.8M$274.1M4.3%
6EXCHANGE TRADED CONCEPTS TRU8.6M$273.8M4.3%
7EXCHANGE TRADED CONCEPTS TRU6.6M$165.6M2.6%
8EXCHANGE TRADED CONCEPTS TRU6.5M$165.2M2.6%
9EXCHANGE TRADED CONCEPTS TRU4.1M$104.4M1.6%
10AAPLAPPLE INC241,545$69.9M1.1%
11SPYGSPDR SERIES TRUST536,479$63.8M1%
12PRFINVESCO EXCHANGE TRADED FD T1.1M$59.4M0.9%
13NVDANVIDIA CORPORATION265,149$53.1M0.8%
14FBNDFIDELITY MERRIMACK STR TR1.2M$52.9M0.8%
15PVALPUTNAM ETF TRUST1.0M$51.6M0.8%
16GSLCGOLDMAN SACHS ETF TR355,036$50.4M0.8%
17BONDPIMCO ETF TR455,902$42.0M0.7%
18PYLDPIMCO ETF TR1.5M$40.2M0.6%
19VOOVANGUARD INDEX FDS57,777$39.7M0.6%
20FBCGFIDELITY COVINGTON TRUST633,474$39.3M0.6%
21QQQINVESCO QQQ TR52,562$38.7M0.6%
22BILSPDR SERIES TRUST395,879$36.3M0.6%
23FENIFIDELITY COVINGTON TRUST885,510$35.5M0.6%
24XLKSELECT SECTOR SPDR TR185,272$35.3M0.6%
25SGOVISHARES TR350,260$35.3M0.6%
26BNDVANGUARD BD INDEX FDS463,090$34.0M0.5%
27SCISERVICE CORP INTL406,514$30.9M0.5%
28GOOGLALPHABET INC85,095$30.4M0.5%
29FFSMFIDELITY COVINGTON TRUST759,366$29.0M0.5%
30DFAXDIMENSIONAL ETF TRUST782,441$28.8M0.5%
31SPTMSPDR SERIES TRUST316,100$28.7M0.4%
32AMZNAMAZON COM INC118,602$28.3M0.4%
33SPYMSPDR SERIES TRUST297,430$26.1M0.4%
34VUGVANGUARD INDEX FDS302,163$26.0M0.4%
35DFGPDIMENSIONAL ETF TRUST461,737$25.1M0.4%
36VTVVANGUARD INDEX FDS114,814$25.0M0.4%
37DFEMDIMENSIONAL ETF TRUST602,160$24.5M0.4%
38MSFTMICROSOFT CORP65,031$24.3M0.4%
39ONDSONDAS INC2.8M$23.0M0.4%
40SPMDSPDR SERIES TRUST325,572$22.0M0.3%
41DIMENSIONAL ETF TRUST315,199$21.0M0.3%
42VEAVANGUARD TAX-MANAGED FDS288,751$20.6M0.3%
43BUFRFIRST TR EXCHNG TRADED FD VI539,708$19.7M0.3%
44IVVISHARES TR26,054$19.5M0.3%
45COHEN & STEERS ETF TRUST566,569$18.9M0.3%
46FDLFIRST TR EXCHANGE-TRADED FD384,975$18.7M0.3%
47DYNFBLACKROCK ETF TRUST271,192$18.4M0.3%
48SPTLSPDR SERIES TRUST689,172$18.1M0.3%
49BUFDFIRST TR EXCHNG TRADED FD VI574,494$17.1M0.3%
50AVGOBROADCOM INC44,874$17.0M0.3%
51METAMETA PLATFORMS INC29,810$16.8M0.3%
52SPDWSPDR INDEX SHS FDS332,438$16.8M0.3%
53QQQMINVESCO EXCH TRADED FD TR II53,713$16.3M0.3%
54SPHQINVESCO EXCHANGE TRADED FD T178,931$16.1M0.3%
55TSLATESLA INC37,690$15.9M0.2%
56DGCBDIMENSIONAL ETF TRUST285,441$15.6M0.2%
57FLMIFRANKLIN TEMPLETON ETF TR613,288$15.4M0.2%
58VTIVANGUARD INDEX FDS41,620$15.4M0.2%
59VCSHVANGUARD SCOTTSDALE FDS190,573$15.1M0.2%
60RDVYFIRST TR EXCHANGE TRADED FD185,203$15.0M0.2%
61FLOTISHARES TR288,086$14.7M0.2%
62NFLXNETFLIX INC.205,693$14.7M0.2%
63GOOGALPHABET INC41,211$14.6M0.2%
64DFSVDIMENSIONAL ETF TRUST373,465$14.5M0.2%
65FLRNSPDR SERIES TRUST454,959$14.0M0.2%
66IWFISHARES TR110,571$13.7M0.2%
67DFLVDIMENSIONAL ETF TRUST340,059$13.4M0.2%
68SPSBSPDR SERIES TRUST441,147$13.2M0.2%
69LLYELI LILLY & CO10,775$12.9M0.2%
70PUTNAM ETF TRUST264,218$12.6M0.2%
71SPYSTATE STR SPDR S&P 500 ETF T16,727$12.5M0.2%
72INTCINTEL CORP89,232$12.5M0.2%
73DFICDIMENSIONAL ETF TRUST334,078$12.4M0.2%
74BSVVANGUARD BD INDEX FDS158,860$12.4M0.2%
75SOXXISHARES TR19,219$12.3M0.2%
76AIM ETF PRODUCTS TRUST336,319$12.3M0.2%
77IJRISHARES TR82,128$12.2M0.2%
78AIM ETF PRODUCTS TRUST339,078$12.2M0.2%
79BRK/BBERKSHIRE HATHAWAY INC DEL24,222$12.1M0.2%
80XLCSELECT SECTOR SPDR TR113,014$12.1M0.2%
81DUHPDIMENSIONAL ETF TRUST283,699$11.8M0.2%
82JPMJPMORGAN CHASE & CO36,121$11.8M0.2%
83WMTWALMART INC103,885$11.8M0.2%
84FLQLFRANKLIN TEMPLETON ETF TR148,467$11.6M0.2%
85SDVYFIRST TR EXCHANGE TRADED FD265,289$11.4M0.2%
86PACER FDS TR106,244$11.3M0.2%
87SOSOUTHERN CO112,668$10.8M0.2%
88CORPPIMCO ETF TR109,483$10.6M0.2%
89CATCATERPILLAR INC9,930$10.6M0.2%
90HDHOME DEPOT INC29,503$10.4M0.2%
91JAAAJANUS DETROIT STR TR205,295$10.4M0.2%
92XLFSELECT SECTOR SPDR TR193,160$10.4M0.2%
93IEMGISHARES INC124,392$10.3M0.2%
94ABBVABBVIE INC40,584$10.2M0.2%
95HEFAISHARES TR201,974$9.5M0.1%
96XETYXEATON VANCE TAX-MANAGED DIVE642,216$9.3M0.1%
97FIRST TR EXCHNG TRADED FD VI257,086$9.3M0.1%
98SPABSPDR SERIES TRUST359,861$9.2M0.1%
99XLUSELECT SECTOR SPDR TR199,299$9.0M0.1%
100EXMOCEXXON MOBIL CORP65,247$8.9M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.