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
- VOO - VANGUARD INDEX FDS, 27.53%
- PYLD - PIMCO ETF TR, 9.59%
- 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.
Explore securities or join Upside Invest to compare portfolios.