Back to RPg Family Wealth Advisory, LLC

RPg Family Wealth Advisory, LLC

Q2 2026 13F filing

Updated 36 days ago

146 disclosed positions worth $599.6M

Portfolio value
$599.6M
Total holdings
146
New positions
8
Closed positions
19
Increased
62
Decreased
50
Turnover
18.5%
Filed
2026-08-05

Full holdings

Every line item disclosed in Q2 2026

I

INTEL CORP

Value
$22.4M
Shares
160.8K
% Port
3.74%
Q

ETF SER SOLUTIONS DEFIANCE QUANT

Value
$16.9M
Shares
102.1K
% Port
2.81%
A

APPLE INC

Value
$16.6M
Shares
57.3K
% Port
2.76%
A

Amazon.com Inc

Value
$16.2M
Shares
68.1K
% Port
2.71%
T

Taiwan Semiconductor Manufacturing Co Ltd

Value
$16M
Shares
33.6K
% Port
2.68%
X
6.XOM

EXXON MOBIL CORP COM EXCHANGED FOR CUSIP

Value
$15.4M
Shares
113.0K
% Port
2.58%
X
7.XOM

EXXON MOBIL CORP

Value
$15.4M
Shares
113.0K
% Port
2.58%
A
8.ATI

Allegheny Technologies Inc

Value
$15.1M
Shares
76.5K
% Port
2.51%
M

MICROSOFT CORP

Value
$12.6M
Shares
33.8K
% Port
2.10%
A
10.ACMR

ACM RESH INC CL A

Value
$12.5M
Shares
98.2K
% Port
2.08%
H
11.HWM

HOWMET AEROSPACE INC COM

Value
$12.2M
Shares
45.5K
% Port
2.04%
B

Bank of New York Mellon Corp

Value
$12.2M
Shares
84.1K
% Port
2.03%
N
13.NVDA

NVIDIA Corp

Value
$11.8M
Shares
58.9K
% Port
1.96%
G
14.GE

GE AEROSPACE COM NEW

Value
$11.6M
Shares
31.1K
% Port
1.94%
U
15.UBS

Ubs Group Ag Shs

Value
$10.6M
Shares
213.7K
% Port
1.77%
G
16.GLD

SPDR GOLD TR GOLD SHS

Value
$10.3M
Shares
27.9K
% Port
1.71%
J

J P MORGAN EXCHANGE TRADED FD ULTRA SHRT

Value
$10M
Shares
197.9K
% Port
1.67%
J

JPMorgan Chase & Co

Value
$9.7M
Shares
29.6K
% Port
1.62%
E
19.ETHA

ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF

Value
$9.6M
Shares
189.2K
% Port
1.60%
B
20.BITB

BITWISE BITCOIN ETF SHS BEN INT

Value
$9.5M
Shares
299.6K
% Port
1.59%
E
21.EMBJ

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

Value
$9.2M
Shares
144.5K
% Port
1.54%
E
22.EMBJ

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

Value
$9.2M
Shares
144.5K
% Port
1.54%
?
23.N/A

NORTHERN LTS FD TR TOEWS AGILITY SHS MANAGED RISK ETF

Value
$9.1M
Shares
234.4K
% Port
1.51%
E
24.ETHA

ISHARES 7-10 YEAR TREASURY BOND ETF

Value
$7.8M
Shares
82.7K
% Port
1.30%
G
25.GVA

GRANITE CONSTR INC COM

Value
$7.8M
Shares
49.2K
% Port
1.30%
C

CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF

Value
$7.7M
Shares
280.5K
% Port
1.28%
F
27.FPF

FIRST TR EXCHANGE-TRADED FD IV SENIOR LN

Value
$7.4M
Shares
165.0K
% Port
1.23%
?
28.N/A

VanEck Vectors Intl Hi Yld Bd ETF

Value
$7.4M
Shares
339.7K
% Port
1.23%
E
29.ETHA

iShares US Preferred Stock

Value
$7.1M
Shares
232.0K
% Port
1.18%
F
30.FTI

FMC Technologies Inc

Value
$6.8M
Shares
102.8K
% Port
1.14%
P
31.PLTR

PALANTIR TECHNOLOGIES INC CL A

Value
$6.7M
Shares
57.2K
% Port
1.11%
A
32.AMRX

AMNEAL PHARMACEUTICALS INC COM STK CL A

Value
$6.5M
Shares
377.1K
% Port
1.09%
?
33.N/A

INVESCO EXCHANGE-TRADED FD TR II S&P 500 QVM MULTI-FACTOR ETF

Value
$6.1M
Shares
139.2K
% Port
1.02%
C

CAPITAL GROUP GLOBAL GROWTH EQUITY ETF SHS

Value
$6.1M
Shares
143.8K
% Port
1.02%
F
35.FPF

First Trust Multi Cap Gr AlphaDEX ETF

Value
$6.1M
Shares
30.3K
% Port
1.01%
S

SPDR Dow Jones International Real Estate ETF

Value
$5.8M
Shares
215.3K
% Port
0.97%
?
37.N/A

JPMORGAN CHASE FINL CO LLC ALERIAN MLP I

Value
$5.7M
Shares
165.6K
% Port
0.95%
B

Berkshire Hathaway Inc

Value
$5.4M
Shares
10.9K
% Port
0.91%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$5.4M
Shares
10.9K
% Port
0.91%
B

BERKSHIRE HATHAWAY INC DEL CL B NEW

Value
$5.4M
Shares
10.9K
% Port
0.91%
B

BERKSHIRE HATHAWAY |CLASS B

Value
$5.4M
Shares
10.9K
% Port
0.91%
C

CAPITAL GROUP GROWTH ETF SHS

Value
$5.4M
Shares
114.7K
% Port
0.90%
E
43.ETHA

iShares Russell 2000 Value Index Fund

Value
$5.1M
Shares
23.1K
% Port
0.85%
M
44.MP

MP MATERIALS CORP COM CL A

Value
$4.9M
Shares
87.3K
% Port
0.82%
J

J P MORGAN EXCHANGE TRADED FD ULTRA SHT

Value
$4.6M
Shares
89.6K
% Port
0.76%
E
46.ETHA

ISHARES TR US AER DEF ETF

Value
$4.4M
Shares
18.1K
% Port
0.73%
I
47.IVZ

Invesco Variable Rate Preferred ETF

Value
$4.3M
Shares
177.0K
% Port
0.72%
?
48.N/A

INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR INVESCO RUSSELL 1000 MULTIFACTOR ETF

Value
$4.3M
Shares
62.6K
% Port
0.72%
M
49.MDY

SPDR S&P Emerging Markets Small Cap ETF

Value
$4.2M
Shares
57.2K
% Port
0.71%
J

J P MORGAN EXCHANGE TRADED FD NASDAQ EQT

Value
$4.1M
Shares
67.5K
% Port
0.69%