RFG - Bristol Wealth Advisors, LLC
All 13F Filings
- Location
- Taunton, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 413,628
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 188 | 413,628 | 13F-HR | RFG - Bristol Wealth Advisors, LLC |
| Q1 2026 | 5/5/2026 | 180 | 370,623 | 13F-HR | RFG - Bristol Wealth Advisors, LLC |
| Q4 2025 | 1/23/2026 | 175 | 359,016 | 13F-HR | RFG - Bristol Wealth Advisors, LLC |
| Q3 2025 | 10/22/2025 | 174 | 346,290 | 13F-HR | RFG - Bristol Wealth Advisors, LLC |
| Q2 2025 | 8/6/2025 | 173 | 322,472 | 13F-HR | RFG - Bristol Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 161.7 K | 39.1% | 9.86 K | 0 | 9.86 K |
| ETFs | 251.7 K | 60.9% | 32.94 K | 0 | 32.94 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
413,628
Holdings
188
QoQ value change ($000)
43,005
(11.6%)
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.