RFG - Bristol Wealth Advisors, LLC - Portfolio overview

RFG - Bristol Wealth Advisors, LLC has 197 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 11.16%
2. SPDW - SPDR INDEX SHS FDS, 7.63%
3. IJH - ISHARES TR, 3.44%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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