Rfg Bristol Wealth Advisors, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Billion distributed in 173 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 $23.8B, Spdr Ser Tr Fds Spdr Portfolio with a value of $16.4B, Ishares Core S&P U.S Growth Et with a value of $14.2B, Invesco Ex Traded Self Indx Fd with a value of $14.1B, and Invesco Exchange Traded Fd Tr with a value of $13.1B.
Examining the 13F form we can see an increase of $24.1B in the current position value, from $298B to 322B.
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.
