RFG - Bristol Wealth Advisors, LLC

Portfolio Overview

RFG - Bristol Wealth Advisors, LLC has reported a significant expansion in assets under management (AUM) for the quarter ending December 31, 2025. The total portfolio value surged by 154.4%, growing from approximately $141.14 million to $359.02 million. This substantial increase suggests a period of strong capital inflows or aggressive asset accumulation rather than merely market appreciation. The portfolio maintains a diversified structure with **175 holdings...