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DOSSIER · 13F-HR · Q1 2026

RFG - Bristol Wealth Advisors, LLC

$371M in tracked AUM across 180 positions as of Q1 2026.

R-
CIK 0002055104 · last filed Mar 31, 2026
Total AUM
$371M
as of Q1 2026
Holdings
180
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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