RFG HOLDINGS, INC.

All 13F Filings

Location
Argyle, TX
Most recent 13F
Q1 2026
Holdings value ($000)
396,980
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 4/16/2026 70 396,980 13F-HR RFG HOLDINGS, INC.
Q4 2025 1/23/2026 66 398,905 13F-HR RFG HOLDINGS, INC.
Q3 2025 10/15/2025 61 387,578 13F-HR RFG HOLDINGS, INC.
Q2 2025 7/10/2025 59 345,167 13F-HR RFG HOLDINGS, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 47.21 K 11.9% 0 147.4 K -147.4 K
ETFs 349.8 K 88.1% 145.5 K 0 145.5 K
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Fund Snapshot

Q1 2026
Latest filed
4/16/2026
Total value ($000)
396,980
Holdings
70
QoQ value change ($000)
-1,925 (-0.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.