RFG HOLDINGS, INC. - Portfolio overview

RFG HOLDINGS, INC. has 72 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. VOO - VANGUARD INDEX FDS, 27.53%
  2. PYLD - PIMCO ETF TR, 9.59%
  3. QQQ - INVESCO QQQ TR, 8.97%

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

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