RFG HOLDINGS, INC.

CIK: 0001845210Latest portfolio: $398.9M · Q4 2025

Holdings

64

Total Value

$398.9M

New Positions

4

Closed Positions

1

#StockSharesValue% PortfolioChangeType
1
VOOVANGUARD INDEX FDS
180,604$113.3M28.39%+3K
2
NDQINVESCO QQQ TR
83,900$51.5M12.92%+159
3
BKLNINVESCO EXCH TRADED FD TR II
1,890,406$39.7M9.95%+12K
4
PYLDPIMCO ETF TR
1,169,134$31.2M7.82%+44K
5
SPHYSPDR SERIES TRUST
1,051,279$24.9M6.24%-3,525
6
VOOGVANGUARD ADMIRAL FDS INC
41,284$18.4M4.60%+542
7
KBWBINVESCO EXCH TRADED FD TR II
200,810$16.9M4.24%+958
8
VBVANGUARD INDEX FDS
54,863$14.2M3.55%+1K
9
VOVANGUARD INDEX FDS
32,514$9.4M2.37%+1K
10
NVDANVIDIA CORPORATION
23,095$4.3M1.08%+2K
11
FLINFRANKLIN TEMPLETON ETF TR
111,204$4.3M1.08%+2K
12
AAPLAPPLE INC
15,706$4.3M1.07%+532
13
VIOVVANGUARD ADMIRAL FDS INC
39,758$3.9M0.97%-4,272
14
MSFTMICROSOFT CORP
7,248$3.5M0.88%+782
15
SCHHSCHWAB STRATEGIC TR
165,267$3.5M0.87%-1,422
16
PLTRPALANTIR TECHNOLOGIES INC
18,614$3.3M0.83%+847
17
GOOGALPHABET INC
9,894$3.1M0.78%+185
18
AMZNAMAZON COM INC
12,996$3.0M0.75%+1K
19
AVGOBROADCOM INC
8,473$2.9M0.74%+192
20
ARGTGLOBAL X FDS
31,330$2.9M0.72%+753
21
HOODROBINHOOD MKTS INC
25,158$2.8M0.71%+329
22
AMDADVANCED MICRO DEVICES INC
12,576$2.7M0.68%+284
23
TSLATESLA INC
5,816$2.6M0.66%-140
24
METAMETA PLATFORMS INC
3,704$2.4M0.61%+369
25
VDEVANGUARD WORLD FD
18,597$2.3M0.59%-1,602

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
PYLD1.2M+44K
NFLX18K+16K
BKLN1.9M+12K
VOO181K+3K
FLIN111K+2K
OXY47K+2K
NVDA23K+2K
VB55K+1K
VO33K+1K
AMZN13K+1K

Decreased Positions

NameSharesChange
PGF32K-9116
MINT20K-4792
VIOV40K-4272
SPHY1.1M-3525
VDE19K-1602
SCHH165K-1422
XOP9K-841
DXJ10K-604
CRWV14K-359
ORCL3K-251

Sector Breakdown

Financial Services0.0% ($1.1326239698311921e+108T)
Technology0.0% ($4.307426935053308e+39T)
Energy0.0% ($19261146.8T)
Communication Services0.0% ($310424.5T)
Unknown0.0% ($51.5T)
Consumer Cyclical0.0% ($30.0B)
Industrials0.0% ($374.2M)
Healthcare0.0% ($372.3M)
Utilities0.0% ($321K)
Consumer Defensive0.0% ($305K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 23, 2026$398.9M66
Q3 2025Oct 15, 2025$387.6B61
Q2 2025Jul 10, 2025$345.2B59
Q1 2025Apr 16, 2025$307.4B59

Fund Information

CIK0001845210
Most Recent FilingJan 23, 2026
Number of Filings4

RFG HOLDINGS, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $398.9M across 64 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 28.4% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 3 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.