RFG Advisory, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
1048
Quarter
2025 Q4
Top Holding
BLUX (7.7%)
Top 10 Concentration
40.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 1048
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
BLUX
EXCHANGE TRADED...
Bond/Debt 7.66% 7.47% #1
Prev: #1
5.1 1,415,699 10.8%
P
S
14,498,838 $406,692,413 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BDBT
EXCHANGE TRADED...
Bond/Debt 7.54% 7.14% #2
Prev: #2
5.1 2,226,683 16.5%
P
S
15,754,964 $400,491,184 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BINT
EXCHANGE TRADED...
Bond/Debt 5.20% 4.98% #3
Prev: #3
4.1 937,051 10.7%
P
S
9,733,326 $276,426,467 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLUC
EXCHANGE TRADED...
Bond/Debt 4.68% 4.54% #4
Prev: #4
3.9 837,231 10.7%
P
S
8,668,219 $248,464,968 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLGR
EXCHANGE TRADED...
Bond/Debt 3.88% 3.81% #5
Prev: #5
3.6 619,645 9.6%
P
S
7,045,388 $206,241,041 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BVAL
EXCHANGE TRADED...
Bond/Debt 3.85% 3.71% #6
Prev: #6
3.6 715,130 10.8%
P
S
7,330,175 $204,365,275 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLST
EXCHANGE TRADED...
Bond/Debt 2.63% 2.44% #7 1
Prev: #8
3.1 854,397 18.3%
P
S
5,529,357 $139,533,333 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLTD
EXCHANGE TRADED...
Bond/Debt 2.57% 2.49% #8 1
Prev: #7
3.1 706,643 15.2%
P
S
5,360,451 $136,275,536 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BLUI
EXCHANGE TRADED...
Bond/Debt 1.68% 1.73% #9
Prev: #9
2.7 238,150 7.2%
P
S
3,525,796 $89,097,922 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBND
FIDELITY MERRIM...
ETF 1.21% 0.99% #10 3
Prev: #13
2.6 364,062 35.1%
P
S
1,399,914 $64,452,019 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYG
SPDR SERIES TRU...
Unknown 1.20% 1.37% #11 1
Prev: #10
0.5 -37,904 -6.0%
P
S
595,542 $63,544,355 2017 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PRF
INVESCO EXCHANG...
ETF 1.14% 1.30% #12 1
Prev: #11
0.5 -109,199 -7.8%
P
S
1,286,330 $60,354,590 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.06% 1.04% #13 1
Prev: #12
2.4 9,291 4.7%
P
S
206,228 $56,065,233 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.80% 0.96% #14
Prev: #14
0.3 -21,917 -8.8%
P
S
227,482 $42,425,343 2020 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 0.78% 0.93% #15
Prev: #15
0.3 -47,265 -7.8%
P
S
560,038 $41,482,009 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GSLC
GOLDMAN SACHS E...
ETF 0.74% 0.33% #16 29
Prev: #45
2.6 173,412 139.8%
P
S
297,487 $39,378,377 2019 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BIL
SPDR SERIES TRU...
ETF 0.67% 0.76% #17 1
Prev: #16
0.3 -9,318 -2.3%
P
S
391,021 $35,731,492 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PVAL
PUTNAM ETF TRUS...
ETF 0.65% 0.34% #18 25
Prev: #43
2.5 371,140 95.6%
P
S
759,205 $34,596,958 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SGOV
ISHARES TR
Bond/Debt 0.61% 0.68% #19 1
Prev: #18
0.2 -1,913 -0.6%
P
S
323,997 $32,522,772 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SCI
SERVICE CORP IN...
Consumer Cyclical 0.60% 0.60% #20 4
Prev: #24
2.3 60,152 17.1%
P
S
411,427 $32,078,980 2019 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAX
DIMENSIONAL ETF...
ETF 0.59% 0.67% #21 2
Prev: #19
0.3 -85,953 -8.3%
P
S
950,659 $31,115,067 2022 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IDMO
INVESCO EXCH TR...
Bond/Debt 0.58% 0.55% #22 5
Prev: #27
2.3 62,863 12.7%
P
S
557,819 $30,998,021 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 0.55% 0.74% #23 6
Prev: #17
0.3 -11,774 -19.7%
P
S
47,902 $29,426,814 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
QQQM
INVESCO EXCH TR...
ETF 0.55% 0.59% #24 1
Prev: #25
2.2 55 0.0%
P
S
116,289 $29,411,705 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FBCG
FIDELITY COVING...
Warrant 0.55% 0.29% #25 28
Prev: #53
2.5 271,982 103.8%
P
S
534,071 $29,288,468 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SMLR
SEMLER SCIENTIF...
Healthcare 0.00% 0.07%
Sold All 😨
(Was: #207)
0.3 -114,714 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
XCCC
BONDBLOXX ETF T...
ETF 0.00% 0.05%
Sold All 😨
(Was: #297)
0.3 -55,887 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SE
SEA LTD
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #336)
0.3 -10,456 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
NGD
NEW GOLD INC CD...
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #341)
0.3 -255,358 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CCJ
CAMECO CORP
Energy 0.00% 0.04%
Sold All 😨
(Was: #349)
0.3 -21,300 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PCMM
BONDBLOXX ETF T...
Bond/Debt 0.00% 0.03%
Sold All 😨
(Was: #422)
0.3 -26,095 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GMAB
GENMAB A/S
Healthcare 0.00% 0.03%
Sold All 😨
(Was: #427)
0.3 -42,318 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVT
NVENT ELECTRIC ...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #445)
0.3 -12,319 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CPNG
COUPANG INC
Consumer Cyclical 0.00% 0.02%
Sold All 😨
(Was: #454)
0.3 -36,305 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVDL
AVADEL PHARMACE...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #463)
0.3 -73,944 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BZ
KANZHUN LIMITED
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #464)
0.3 -48,319 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PATH
UIPATH INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #466)
0.3 -84,100 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KARO
KAROOOOO LTD
Technology 0.00% 0.02%
Sold All 😨
(Was: #480)
0.3 -18,056 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RBLX
ROBLOX CORP
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #490)
0.3 -7,268 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
TRANSDIGM GROUP...
Industrials 0.00% 0.02%
Sold All 😨
(Was: #494)
0.3 -753 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
CLS
CELESTICA INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #510)
0.3 -3,787 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSTG
PURE STORAGE IN...
Technology 0.00% 0.02%
Sold All 😨
(Was: #512)
0.3 -10,943 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TARS
TARSUS PHARMACE...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #520)
0.3 -14,941 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RDDT
REDDIT INC
Communication Services 0.00% 0.02%
Sold All 😨
(Was: #536)
0.3 -3,469 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IHI
ISHARES TR
ETF 0.00% 0.02%
Sold All 😨
(Was: #546)
0.3 -12,766 -100.0%
CLOSED
$— 2016 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PI
IMPINJ INC
Technology 0.00% 0.02%
Sold All 😨
(Was: #550)
0.3 -4,173 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
YOU
CLEAR SECURE IN...
Technology 0.00% 0.01%
Sold All 😨
(Was: #561)
0.3 -21,651 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MILN
GLOBAL X FDS
ETF 0.00% 0.01%
Sold All 😨
(Was: #570)
0.3 -13,925 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ITB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #574)
0.3 -6,285 -100.0%
CLOSED
$— 2022 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DXJ
WISDOMTREE TR
Unknown 0.00% 0.01%
Sold All 😨
(Was: #575)
0.3 -5,234 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AXON
AXON ENTERPRISE...
Industrials 0.00% 0.01%
Sold All 😨
(Was: #579)
0.3 -923 -100.0%
CLOSED
$— 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VIGI
VANGUARD WHITEH...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #619)
0.3 -6,559 -100.0%
CLOSED
$— 2021 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HEDJ
WISDOMTREE TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #634)
0.3 -11,150 -100.0%
CLOSED
$— 2015 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
LIN
LINDE PLC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #661)
0.3 -1,093 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
COR
CENCORA INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #682)
0.3 -1,615 -100.0%
CLOSED
$— 2019 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TEAF
TORTOISE SUSTAI...
Bond/Debt 0.00% 0.01%
Sold All 😨
(Was: #683)
0.3 -42,910 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
MNDY
MONDAY COM LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #699)
0.3 -2,451 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FSMD
FIDELITY COVING...
ETF 0.00% 0.01%
Sold All 😨
(Was: #710)
0.3 -10,575 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #720)
0.3 -19,247 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
ADM
ARCHER DANIELS ...
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #732)
0.3 -7,177 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
UXRP
PROSHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #739)
0.3 -14,310 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPBO
SPDR SERIES TRU...
ETF 0.00% 0.01%
Sold All 😨
(Was: #745)
0.3 -13,664 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
VEGN
ETF SER SOLUTIO...
ETF 0.00% 0.01%
Sold All 😨
(Was: #763)
0.3 -6,316 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EUSB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #765)
0.3 -8,502 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSJQ
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #807)
0.3 -13,445 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EXR
EXTRA SPACE STO...
Real Estate 0.00% 0.01%
Sold All 😨
(Was: #818)
0.3 -2,153 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VNLA
JANUS DETROIT S...
ETF 0.00% 0.01%
Sold All 😨
(Was: #822)
0.3 -5,876 -100.0%
CLOSED
$— 2020 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOCN
DIGITALOCEAN HL...
Technology 0.00% 0.01%
Sold All 😨
(Was: #830)
0.3 -8,130 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GRMN
GARMIN LTD
Technology 0.00% 0.01%
Sold All 😨
(Was: #831)
0.3 -1,123 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DRIV
GLOBAL X FDS
ETF 0.00% 0.01%
Sold All 😨
(Was: #837)
0.3 -9,588 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IYK
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #841)
0.3 -3,947 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DOW
DOW INC
Basic Materials 0.00% 0.01%
Sold All 😨
(Was: #849)
0.3 -11,470 -100.0%
CLOSED
$— 2017 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
FAST
FASTENAL CO
Industrials 0.00% 0.01%
Sold All 😨
(Was: #855)
0.3 -5,230 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
BSCP
INVESCO EXCH TR...
ETF 0.00% 0.01%
Sold All 😨
(Was: #856)
0.3 -12,325 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IMCB
ISHARES TR
ETF 0.00% 0.01%
Sold All 😨
(Was: #858)
0.3 -3,061 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SNEX
STONEX GROUP IN...
Financial Services 0.00% 0.01%
Sold All 😨
(Was: #859)
0.3 -2,515 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CLX
CLOROX CO DEL
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #868)
0.3 -1,986 -100.0%
CLOSED
$— 2015 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EXEL
EXELIXIS INC
Healthcare 0.00% 0.01%
Sold All 😨
(Was: #870)
0.3 -5,897 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AVAV
AEROVIRONMENT I...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #879)
0.3 -760 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HWM
HOWMET AEROSPAC...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #890)
0.3 -1,174 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CTAS
CINTAS CORP
Industrials 0.00% 0.00%
Sold All 😨
(Was: #898)
0.3 -1,086 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
TRI
THOMSON REUTERS...
Industrials 0.00% 0.00%
Sold All 😨
(Was: #900)
0.3 -1,428 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HQH
ABRDN HEALTHCAR...
Bond/Debt 0.00% 0.00%
Sold All 😨
(Was: #901)
0.3 -12,009 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
KBE
SPDR SERIES TRU...
ETF 0.00% 0.00%
Sold All 😨
(Was: #909)
0.3 -3,612 -100.0%
CLOSED
$— 2015 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ZS
ZSCALER INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #910)
0.3 -715 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EQIX
EQUINIX INC
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #914)
0.3 -268 -100.0%
CLOSED
$— 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LYB
LYONDELLBASELL ...
Basic Materials 0.00% 0.00%
Sold All 😨
(Was: #922)
0.3 -4,205 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
PEB/PRE
PEBBLEBROOK HOT...
Preferred 0.00% 0.00%
Sold All 😨
(Was: #924)
0.3 -10,045 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
GM
GENERAL MTRS CO
Consumer Cyclical 0.00% 0.00%
Sold All 😨
(Was: #926)
0.3 -3,291 -100.0%
CLOSED
$— 2014 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DSL
DOUBLELINE INCO...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #937)
0.3 -12,200 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RITM
RITHM CAPITAL C...
Real Estate 0.00% 0.00%
Sold All 😨
(Was: #943)
0.3 -10,472 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
EXG
EATON VANCE TAX...
Financial Services 0.00% 0.00%
Sold All 😨
(Was: #946)
0.3 -10,401 -100.0%
CLOSED
$— 2017 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
CRCT
CRICUT INC
Technology 0.00% 0.00%
Sold All 😨
(Was: #947)
0.3 -11,955 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 1048 holdings

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