13F Filings History of RFG - Bristol Wealth Advisors, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$359,015,854
Signature - Title
Dean R. Larabee III - Chief Compliance Officer
Location
Taunton, MA
Summary
This page shows a list of all the recent 13F filings made by RFG - Bristol Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RFG - Bristol Wealth Advisors, LLC reported 175 stock holdings with total value $359,015,854 as of Q4 2025. Top holdings included IVV, SPDW, IJH, SCHE, and PTRB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 175 $359,015,854 +$22,900,221 -$12,915,614 +$9,984,607 IVV, SPDW, IJH, SCHE, PTRB 13F-HR 22 Jan 2026, 17:46
Q3 2025 174 $346,290,091 +$103,533,642 -$99,318,634 +$4,215,008 IVV, SPDW, IJH, MSFT, SCHE 13F-HR 22 Oct 2025, 15:08
Q2 2025 173 $322,471,927 +$42,315,552 -$41,937,608 +$377,944 IVV, SPDW, IUSG, IUS, RWL 13F-HR 05 Aug 2025, 19:39
Q1 2025 170 $298,416,778 +$58,631,415 -$53,447,517 +$5,183,898 IVV, IUS, RWL, SGOV, IUSG 13F-HR 08 May 2025, 10:13
Q4 2024 159 $304,681,949 $0 $0 $0 IVV, VONG, IGM, IUSG, RWL 13F-HR 12 Feb 2025, 16:44