Trade Filings

Managers Stocks Filings Superinvestors

Signals

Institutional Buying Institutional Selling Insider Activity 13D & 13G Watch Sector Rotation

Tools

Stock Screener Manager Screener Compare Managers Consensus Baskets All Research Tools Data API

Learn & AI

Learn Ask the Data AI Agents

News ★ Saved

About

About us Methodology Contact Disclaimer

Reader

DATA PLANS

Historical data downloads — coming with accounts.

API GATEWAY

Free read-only JSON access to the site's cached data.

Dark mode

Guided View
New to markets (prices, yields, YTD, market cap)? We explain every term as you browse, in plain English. Same data, with the help built in.

Expert View
You already know the market. Just the data: clean, fast and compact, with no extra explanations. This is the default view.

Interface language

Filing analysis

RFG - Bristol Wealth Advisors, LLC

13F-HR · period Q2 2025 · filed Aug 06, 2025

View original SEC filing ↗ Manager record

$322.47MReported 13F value

173Positions

Position-level analysis covers the tracked universe; this filer's documents are indexed and linked, and its filing history is on the manager page.

Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary — computed fields only.