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Manager record

RFG Advisory, LLC

Birmingham, AL · CIK 1633387 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$6.40BReported 13F valueQ2 2026 · as filed
1,126Holdings listed
+17.6%vs prior quartervalue change includes market moves
5Quarters on record
Jul 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $4.3B$4.3BQ2 2025920 holdingsQ3 2025: $4.8B$4.8BQ3 2025950 holdingsQ4 2025: $5.3B$5.3BQ4 2025980 holdingsQ1 2026: $5.4B$5.4BQ1 20261,037 holdingsQ2 2026: $6.4B$6.4BQ2 20261,126 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 15 2026 13F-HR · period Q2 2026

$6.40B · 1,126 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$5.44B · 1,037 holdings listed · View original SEC filing ↗
Feb 03 2026 13F-HR · period Q4 2025

$5.31B · 980 holdings listed · View original SEC filing ↗
Nov 06 2025 13F-HR · period Q3 2025

$4.84B · 950 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$4.26B · 920 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 15, 2026 · Change methodology