RPg Family Wealth Advisory, LLC
•CIK: 1569884•Filing: Q4 2025
**RPg Family Wealth Advisory, LLC** manages $455M across a diversified portfolio of 124 positions. The firm maintains significant exposure to technology leaders, with top holdings including JPST at $13.8M and AAPL at $12.2M. Further concentration is evident in TSM ($11.6M), MSFT ($11.1M), and SPOT ($11.0M). This allocation profile suggests a focused, large-cap technology tilt within its wealth advisory mandate.
Total AUM
$454.8M
QoQ Performance
-0.4%
Positions
123
Top 10 Concentration
24.3%
Latest Filing
Q4 2025
Top Holdings Allocation
JPST3.0%
AAPL2.7%
TSM2.5%
MSFT2.4%
SPOT2.4%
INTC2.3%
NVDA2.3%
IBM2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.3%
Technology14.3%
Financial5.3%
Communication4.4%
Consumer4.1%
Industrial2.1%
Energy2.0%
ETF0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑45 increased
↓67 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023