Rfg Bristol Wealth Advisors, LLC has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $359 Billion distributed in 175 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $43B, Spdr Ser Tr Fds Spdr Portfolio with a value of $27.1B, Ishares Core S&P Mid Cap ETF with a value of $11.5B, Schwab Strategic Tr Us Emergin with a value of $10.9B, and Pgim ETF Tr Total Return Bd Et with a value of $10B.
Examining the 13F form we can see an increase of $12.7B in the current position value, from $346B to 359B.
Rfg Bristol Wealth Advisors, LLC is based out at Taunton, MA
Below you can find more details about Rfg Bristol Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
