Institutions / RPg Family Wealth Advisory, LLC
RPg Family Wealth Advisory, LLC
CIK 1569884 · Institution · as of Dec 31, 2025
Portfolio value
$454.81M
Positions
124
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 124 →
| Company | Value | % of portfolio |
|---|---|---|
| J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF | $13.83M | 3.0% |
| Apple Inc. | $12.16M | 2.7% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $11.59M | 2.5% |
| Microsoft Corp | $11.09M | 2.4% |
| Spotify Technology SA Registered SHS | $11.04M | 2.4% |
| Intel Corp | $10.53M | 2.3% |
| NVIDIA Corp | $10.45M | 2.3% |
| International Business Machines Corp | $10.38M | 2.3% |
| UBS Group AG SHS | $9.82M | 2.2% |
| Bank of New York Mellon Corp/The | $9.64M | 2.1% |
| General Electric Co | $9.44M | 2.1% |
| JPMorgan Chase & Co | $9.37M | 2.1% |
| Howmet Aerospace Inc. | $9.18M | 2.0% |
| Netflix Inc | $9.15M | 2.0% |
| Embraer S.A.EMBJ | $9.06M | 2.0% |
| Exxon Mobil Corp | $8.99M | 2.0% |
| Visa Inc | $8.79M | 1.9% |
| Northern LTS FD TR Toews Agility SHS Managed Risk ETF | $8.78M | 1.9% |
| Amazon.com Inc | $8.72M | 1.9% |
| Bitwise Bitcoin ETF TR SHS Ben Int | $8.49M | 1.9% |
| Uber Technologies, Inc | $8.31M | 1.8% |
| Invesco Exchange-Traded Self-Indexed FD TR Bulletshares 2030 BD ETF | $7.82M | 1.7% |
| Meta Platforms Inc | $7.77M | 1.7% |
| Vaneck Vectors ETF (TR Intl High Yield) | $7.67M | 1.7% |
| First Trust Senior Loan ETF | $7.34M | 1.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.