AI Analysis · Q1 2026 · Q1 2026
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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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