RFG - Bristol Wealth Advisors, LLC
All 13F Filings
- Location
- Taunton, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 359,016
- 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 |
|---|---|---|---|---|---|
| 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 | 252.4 K | 70.3% | 15.16 K | 0 | 15.16 K |
| ETFs | 106.6 K | 29.7% | 0 | 2.425 K | -2.425 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
359,016
Holdings
175
QoQ value change ($000)
12,726
(3.7%)
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.