RPg Family Wealth Advisory, LLC

DOSSIER · 13F-HR · Q1 2026

RPg Family Wealth Advisory, LLC

$479M in tracked AUM across 146 positions as of Q1 2026.

RF

CIK 0001569884 · last filed Mar 31, 2026

Total AUM

$479M

as of Q1 2026

Holdings

146

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

RPg Family Wealth Advisory, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

BRK/B

Berkshire Hathaway Inc

$22M46K4.6%02

EMBJ

EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079

$17M281K3.5%03

JPST

J P MORGAN EXCHANGE TRADED FD ULTRA SHRT

$15M305K3.2%04

AMZN

Amazon.com Inc

$14M68K3.0%05

XOM

EXXON MOBIL CORP

$13M74K2.6%06

INTC

INTEL CORP

$12M275K2.5%07

AAPL

APPLE INC

$11M44K2.3%08

TSM

Taiwan Semiconductor Manufacturing Co Ltd