RFG HOLDINGS, INC. Q4 2025 Filing

Filed January 23, 2026

Portfolio Value

$398.9M

Holdings

64

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (64 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
180,604$113.3M28.39%
2
NDQINVESCO QQQ TR
83,900$51.5M12.92%
3
BKLNINVESCO EXCH TRADED FD TR II
1,890,406$39.7M9.95%
4
PYLDPIMCO ETF TR
1,169,134$31.2M7.82%
5
SPHYSPDR SERIES TRUST
1,051,279$24.9M6.24%
6
VOOGVANGUARD ADMIRAL FDS INC
41,284$18.4M4.60%
7
KBWBINVESCO EXCH TRADED FD TR II
200,810$16.9M4.24%
8
VBVANGUARD INDEX FDS
54,863$14.2M3.55%
9
VOVANGUARD INDEX FDS
32,514$9.4M2.37%
10
NVDANVIDIA CORPORATION
23,095$4.3M1.08%
11
FLINFRANKLIN TEMPLETON ETF TR
111,204$4.3M1.08%
12
AAPLAPPLE INC
15,706$4.3M1.07%
13
VIOVVANGUARD ADMIRAL FDS INC
39,758$3.9M0.97%
14
MSFTMICROSOFT CORP
7,248$3.5M0.88%
15
SCHHSCHWAB STRATEGIC TR
165,267$3.5M0.87%
16
PLTRPALANTIR TECHNOLOGIES INC
18,614$3.3M0.83%
17
GOOGALPHABET INC
9,894$3.1M0.78%
18
AMZNAMAZON COM INC
12,996$3.0M0.75%
19
AVGOBROADCOM INC
8,473$2.9M0.74%
20
ARGTGLOBAL X FDS
31,330$2.9M0.72%
21
HOODROBINHOOD MKTS INC
25,158$2.8M0.71%
22
AMDADVANCED MICRO DEVICES INC
12,576$2.7M0.68%
23
TSLATESLA INC
5,816$2.6M0.66%
24
METAMETA PLATFORMS INC
3,704$2.4M0.61%
25
VDEVANGUARD WORLD FD
18,597$2.3M0.59%
26
MINTPIMCO ETF TR
20,245$2.0M0.51%
27
OXYOCCIDENTAL PETE CORP
46,849$1.9M0.48%
28
TSMTAIWAN SEMICONDUCTOR MFG LTD
5,930$1.8M0.45%Call
29
NFLXNETFLIX INC
17,933$1.7M0.42%
30
SNOWSNOWFLAKE INC
7,542$1.7M0.41%
31
CRMSALESFORCE INC
5,935$1.6M0.39%
32
DXJWISDOMTREE TR
10,397$1.5M0.38%
33
UBERUBER TECHNOLOGIES INC
15,946$1.3M0.33%
34
XOMEXXON MOBIL CORP
9,527$1.1M0.29%
35
XOPSPDR SERIES TRUST
8,841$1.1M0.28%
36
GOOGLALPHABET INC
3,091$967K0.24%
37
CRWVCOREWEAVE INC
13,502$966K0.24%
38
EPDENTERPRISE PRODS PARTNERS L
23,851$764K0.19%
39
SPTMSPDR SERIES TRUST
7,703$635K0.16%
40
VGTVANGUARD WORLD FD
821$619K0.16%
41
BITBBITWISE BITCOIN ETF TR
11,594$550K0.14%Call
42
ORCLORACLE CORP
2,788$543K0.14%
43
JPMJPMORGAN CHASE & CO.
1,446$466K0.12%
44
PGFINVESCO EXCHANGE TRADED FD T
32,110$454K0.11%
45
VOTVANGUARD INDEX FDS
1,494$417K0.10%
46
CATCATERPILLAR INC
654$374K0.09%
47
LLYELI LILLY & CO
347$372K0.09%
48
VONVVANGUARD SCOTTSDALE FDS
3,988$368K0.09%
49
ATOATMOS ENERGY CORP
1,916$321K0.08%
50
CITHE CIGNA GROUP
1,159$318K0.08%
51
VUGVANGUARD INDEX FDS
651$317K0.08%
52
WMTWALMART INC
2,744$305K0.08%
53
BRK/BBERKSHIRE HATHAWAY INC DEL
604$303K0.08%
54
DFACDIMENSIONAL ETF TRUST
7,521$297K0.07%
55
BBJPJ P MORGAN EXCHANGE TRADED F
4,505$296K0.07%
56
CVXCHEVRON CORP NEW
1,874$285K0.07%
57
IVVISHARES TR
380$260K0.07%
58
VTVVANGUARD INDEX FDS
1,334$254K0.06%
59
XLFSELECT SECTOR SPDR TR
4,624$253K0.06%
60
SRLNSSGA ACTIVE ETF TR
5,996$247K0.06%
61
VBRVANGUARD INDEX FDS
1,104$233K0.06%
62
TRVCCITIGROUP INC
1,898$221K0.06%
63
TRGPTARGA RES CORP
1,197$220K0.06%
64
DEDEERE & CO
467$217K0.05%