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RPg Family Wealth Advisory

Latest statistics and disclosures from RPg Family Wealth Advisory's latest quarterly 13F-HR filing:

Top 5 stock holdings are XOM, INTC, INTC, BRK.B, EMBJ, and represent 10.73% of RPg Family Wealth Advisory's stock portfolio.
Added to shares of these 10 stocks: GLD (+$10M), ATI (+$6.4M), DDTD (+$6.1M), DDFD (+$6.0M), MSFT, ACII, SPCX, AAPL, BITB, AMRX.
Started 10 new stock positions in XOVR, DDTD, ECC, GLD, DDFD, AMD, CAT, ACII, GLW, SPCX.
Reduced shares in these 10 stocks: INTC (-$16M), EMBJ (-$8.7M), JPST (-$5.4M), WD, BSJU, , XOM, JULJ, JULH, IWS.
Sold out of its positions in FXN, RAVI, JULJ, JULH, IWS, IEMG, VNLA, XLE, VYM.
RPg Family Wealth Advisory was a net buyer of stock by $17M.
RPg Family Wealth Advisory has $1.1B in assets under management (AUM), dropping by 125.73%.
Central Index Key (CIK): 0001569884

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Portfolio Holdings for RPg Family Wealth Advisory

RPg Family Wealth Advisory holds 268 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Exxon Mobil Corp Common Stock (XOM)	2.9	$31M	-23%	226k	136.72	View chart
Intel Common Stock (INTC)	2.1	$23M	-41%	161k	139.63	View chart
Intel Corp Common Stock (INTC)	2.1	$22M	-41%	161k	139.63	View chart
Berkshire Hathaway Common Stock (BRK.B)	2.0	$22M	-5%	43k	500.39	View chart
Embraer S A Sponsored Adr Repstg 4 Com Shs Isin#us29082a1079 Common Stock (EMBJ)	1.7	$18M	-48%	289k	63.80	View chart
ETF Ser Solutions Common Stock (QTUM)	1.6	$17M	+2%	102k	165.38	View chart
Etf Ser Solutions Defiance Quant Common Stock (QTUM)	1.6	$17M	+2%	102k	165.38	View chart
Apple Common Stock (AAPL)	1.5	$17M	+29%	57k	289.36	View chart
Amazon.com Common Stock (AMZN)	1.5	$16M		68k	238.34	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	1.5	$16M	+2%	34k	478.51	View chart
Taiwan Semiconductor Manufacturing Common Stock (TSM)	1.5	$16M	+2%	34k	477.57	View chart
Allegheny Technologies Common Stock (ATI)	1.4	$15M	+73%	77k	197.10	View chart
Allegheny Technologies Common Stock (ATI)	1.4	$15M	+73%	77k	197.10	View chart
Microsoft Common Stock (MSFT)	1.2	$13M	+49%	34k	373.02	View chart
Microsoft Corp Common Stock (MSFT)	1.2	$13M	+49%	34k	373.02	View chart
Acm Resh Inc Cl A Common Stock (ACMR)	1.2	$13M	+7%	98k	126.89	View chart
Acm Resh Inc CL A Common Stock (ACMR)	1.2	$13M	+7%	98k	126.89	View chart
Howmet Aerospace Common Stock (HWM)	1.1	$12M	+2%	46k	268.86	View chart
Howmet Aerospace Common Stock (HWM)	1.1	$12M	+2%	46k	268.86	View chart
Bank of New York Mellon Corp Common Stock (BNY)	1.1	$12M		84k	144.61	View chart
Nvidia Corp Common Stock (NVDA)	1.1	$12M	+2%	59k	200.09	View chart
NVIDIA Corp Common Stock (NVDA)	1.1	$12M	+2%	59k	200.09	View chart
General Electric Common Stock (GE)	1.1	$12M	+3%	31k	373.73	View chart
Ge Aerospace Common Stock (GE)	1.1	$12M	+3%	31k	373.73	View chart
UBS Group Common Stock (UBS)	1.0	$11M		215k	49.56	View chart
Ubs Group Common Stock (UBS)	1.0	$11M		214k	49.56	View chart
Spdr Gold Tr Gold Common Stock (GLD)	1.0	$10M	NEW	28k	368.38	View chart
J P Morgan Exchange-Traded FD TR Ultra-Short Income ETF Common Stock (JPST)	0.9	$10M	-35%	199k	50.57	View chart
J P Morgan Exchange Traded Fd Ultra Shrt Common Stock (JPST)	0.9	$10M	-35%	198k	50.57	View chart
JPMorgan Chase Common Stock (JPM)	0.9	$9.7M		30k	327.33	View chart
JPMorgan Chase & Co Common Stock (JPM)	0.9	$9.7M		30k	327.33	View chart
iShares TR iShares Ultra Short-Term BD ETF Common Stock (ICSH)	0.9	$9.6M	+2%	190k	50.58	View chart
Bitwise Bitcoin ETF TR SHS Ben Int Common Stock (BITB)	0.9	$9.6M	+64%	301k	31.86	View chart
Ishares Ultra Short-term Bond Active Etf Common Stock (ICSH)	0.9	$9.6M	+2%	189k	50.58	View chart
Bitwise Bitcoin Etf Shs Ben Int Common Stock (BITB)	0.9	$9.5M	+64%	300k	31.86	View chart
Embraer SA Common Stock (EMBJ)	0.9	$9.3M	-48%	145k	63.80	View chart
Northern LTS FD TR Toews Agility SHS Managed Risk ETF Common Stock (MRSK)	0.8	$9.1M	+2%	235k	38.61	View chart
Northern Lts Fd Tr Toews Agility Shs Managed Risk Etf Common Stock (MRSK)	0.8	$9.1M	+2%	234k	38.61	View chart
Walker & Dunlop Common Stock (WD)	0.8	$8.1M	-70%	149k	54.70	View chart
Ishares 7-10 Year Treasury Bond Etf Common Stock (IEF)	0.7	$7.8M	+4%	83k	94.57	View chart
Granite Construction Common Stock (GVA)	0.7	$7.8M	+9%	49k	158.21	View chart
Granite Constr Common Stock (GVA)	0.7	$7.8M	+9%	49k	158.08	View chart
ExxonMobil Common Stock (XOM)	0.7	$7.7M	-23%	57k	136.72	View chart
Capital Group FXD Income ETF TR U S Multi-Sector Income ETF Common Stock (CGMS)	0.7	$7.7M		282k	27.33	View chart
Capital Group Fixed Income Etf Tr U S Multi-sector Income Etf Common Stock (CGMS)	0.7	$7.7M		281k	27.33	View chart
iShares TR Barclays Common Stock (IEF)	0.7	$7.6M	+4%	80k	94.57	View chart
First Trust Senior Loan ETF Common Stock (FTSL)	0.7	$7.4M		166k	44.75	View chart
First Tr Exchange-traded Fd Iv Senior Ln Common Stock (FTSL)	0.7	$7.4M		165k	44.75	View chart
VanEck Vectors Intl Hi Yld Bd ETF Common Stock (IHY)	0.7	$7.4M	-18%	340k	21.66	View chart
iShares US Preferred Common Stock (PFF)	0.7	$7.1M	+12%	232k	30.49	View chart
Vaneck Vectors ETF Common Stock (IHY)	0.7	$7.1M	-18%	326k	21.66	View chart
iShares TR PFD And Common Stock (PFF)	0.6	$6.9M	+12%	228k	30.49	View chart
Technipfmc Limited Registered Common Stock (FTI)	0.6	$6.8M	+2%	103k	66.30	View chart
FMC Technologies Common Stock (FTI)	0.6	$6.8M	+2%	103k	66.30	View chart
Palantir Technologies Inc CL A Common Stock (PLTR)	0.6	$6.7M	+78%	57k	116.67	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.6	$6.7M	+78%	57k	116.67	View chart
Amneal Pharmaceuticals Inc Com Stk Cl A Common Stock (AMRX)	0.6	$6.5M	+88%	377k	17.31	View chart
Amneal Common Stock (AMRX)	0.6	$6.5M	+88%	377k	17.31	View chart
Invesco Exchange-traded Fd Tr Ii S&p 500 Qvm Multi-factor Etf Common Stock (QVML)	0.6	$6.1M		139k	44.14	View chart
Invesco Exchange-Traded FD TR II S&P 500 QVM Multi-Factor ETF Common Stock (QVML)	0.6	$6.1M		139k	44.14	View chart
Innovator Etfs TR Innovator Equity Dual Directional 10 Buffer ETF Dec Common Stock (DDTD)	0.6	$6.1M	NEW	302k	20.34	View chart
Capital Group Global Growth Equity Etf Common Stock (CGGO)	0.6	$6.1M		144k	42.33	View chart
Capital Group Global Growth Equity ETF SHS Creation Unit Common Stock (CGGO)	0.6	$6.1M		144k	42.33	View chart
First Trust Multi Cap Gr AlphaDEX ETF Common Stock (FAD)	0.6	$6.1M		30k	199.97	View chart
First TR Multi Cap Growth Alphadex Common Stock (FAD)	0.6	$6.1M		30k	199.97	View chart
Innovator Etfs TR Innovator Equity Dual Directional 15 Buffer ETF Dec Common Stock (DDFD)	0.6	$6.0M	NEW	300k	19.98	View chart
SPDR Dow Jones International Real Estate ETF Common Stock (RWX)	0.5	$5.8M	+110%	215k	27.01	View chart
Jpmorgan Chase Finl Co Llc Alerian Mlp I Common Stock (AMJB)	0.5	$5.7M	+37%	166k	34.49	View chart
SPDR Dow Jones Inter Real Estate ETF Common Stock (RWX)	0.5	$5.6M	+110%	207k	27.01	View chart
Capital Group Growth Etf Common Stock (CGGR)	0.5	$5.4M		115k	47.20	View chart
Capital Group Growth ETF SHS Creation Unit Common Stock (CGGR)	0.5	$5.4M		115k	47.20	View chart
iShares Russell 2000 Value Index Fund Common Stock (IWN)	0.5	$5.1M	-4%	23k	221.20	View chart
Mp Materials Corp Com Cl A Common Stock (MP)	0.5	$4.9M	+10%	87k	56.01	View chart
MP Matls Corp Common Stock (MP)	0.5	$4.9M	+10%	87k	56.01	View chart
iShares Russell Common Stock (IWN)	0.4	$4.8M	-4%	22k	221.20	View chart
J P Morgan Exchange Traded Fd Ultra Sht Common Stock (JMST)	0.4	$4.6M		90k	51.00	View chart
J P Morgan Exchange-Traded FD TR Ultra Short Mun Income ETF Common Stock (JMST)	0.4	$4.6M		90k	51.00	View chart
Ishares Tr Us Aer Def Etf Common Stock (ITA)	0.4	$4.4M	+6%	18k	242.42	View chart
iShares US Aerospace & Defense ETF Common Stock (ITA)	0.4	$4.4M	+6%	18k	242.42	View chart
Invesco Activly Common Stock (VRP)	0.4	$4.3M		177k	24.31	View chart
Invesco Variable Rate Preferred ETF Common Stock (VRP)	0.4	$4.3M		177k	24.31	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Russell 1000 Multifactor Etf Common Stock (OMFL)	0.4	$4.3M		63k	68.54	View chart
Invesco Exchange Traded Self Indexed FD TR Invesco Russell 1000 Dynamic Multifactor ETF Common Stock (OMFL)	0.4	$4.3M		63k	68.54	View chart
SPDR S&P Emerging Markets Small Cap ETF Common Stock (EWX)	0.4	$4.2M	-2%	57k	74.31	View chart
J P Morgan Exchange Common Stock (JEPQ)	0.4	$4.2M	-2%	68k	61.46	View chart
J P Morgan Exchange Traded Fd Nasdaq Eqt Common Stock (JEPQ)	0.4	$4.1M	-2%	68k	61.46	View chart
Innovator Etfs Trust Common Stock (ACII)	0.4	$4.1M	NEW	162k	25.45	View chart
SPDR Index SHS FDS Common Stock (EWX)	0.4	$4.1M	-2%	55k	74.31	View chart
Innovator Etfs Trust Index Autocallable Common Stock (ACII)	0.4	$4.1M	NEW	161k	25.45	View chart
Space Expl Technologies Corp CL A Common Stock (SPCX)	0.4	$4.0M	NEW	24k	170.86	View chart
Space Expl Technologies Corp Cl A Common Stock (SPCX)	0.4	$4.0M	NEW	24k	170.86	View chart
Invesco Exchange-Traded Self-Indexed FD TR Bulletshares 2030 BD ETF Common Stock (BSJU)	0.4	$3.9M	-50%	151k	25.81	View chart
Janus Detroit SR TR Janus Henderson Aaa Clo ETF Common Stock (JAAA)	0.4	$3.9M		77k	50.49	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2030 Bd Etf Common Stock (BSJU)	0.4	$3.9M	-50%	149k	25.81	View chart
Janus Detroit Str Tr Janus Henderson Aaa Clo Etf Common Stock (JAAA)	0.4	$3.8M		76k	50.49	View chart
Northern LTS FD TR Toews Agility SHS Dynamic Tactical Income ETF Common Stock (THY)	0.4	$3.8M		174k	21.87	View chart
Northern Lts Fd Tr Toews Agility Shs Dynamic Tactical Income Etf Common Stock (THY)	0.3	$3.8M		173k	21.87	View chart
J P Morgan Exchange- Traded FD TR Equity Premium Income ETF Common Stock (JEPI)	0.3	$3.8M		67k	56.48	View chart
Invesco Exchange-Traded Self - Indexed FD TR Invesco Bulletshares High Yield Corp BD ETF Common Stoc.. (BSJQ)	0.3	$3.7M		163k	22.95	View chart
J P Morgan Exchange Traded Fd Equity Pre Common Stock (JEPI)	0.3	$3.7M		66k	56.48	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Bulletshares 2026 High Yield Corp Etf Common Stoc.. (BSJQ)	0.3	$3.7M		162k	22.95	View chart
SPDR S&P Biotech ETF Common Stock (XBI)	0.3	$3.5M	+4%	22k	158.25	View chart
SPDR Ser TR S&P Common Stock (XBI)	0.3	$3.5M	+4%	22k	158.25	View chart
Sector Spdr Tr Shs Ben Int Industrial Common Stock (XLI)	0.3	$3.5M	+16%	19k	185.23	View chart
Sector SPDR TR Common Stock (XLI)	0.3	$3.5M	+16%	19k	185.24	View chart
Select Sector Spdr Tr Health Care Former Common Stock (XLV)	0.3	$3.4M	+17%	22k	158.66	View chart
Select Sector SPDR Common Stock (XLV)	0.3	$3.4M	+17%	22k	158.66	View chart
SPDR Blackstone / GSO Senior Loan ETF Common Stock (SRLN)	0.3	$3.3M	+18%	83k	40.29	View chart
Technology Select Sector SPDR ETF Common Stock (XLK)	0.3	$3.3M	-11%	17k	190.52	View chart
Select Sector SPDR Common Stock (XLK)	0.3	$3.3M	-11%	17k	190.52	View chart
SPDR Blackstone/Gso Common Stock (SRLN)	0.3	$3.3M	+18%	81k	40.29	View chart
iShares U S ETF TR Short MTY BD ETF Common Stock (NEAR)	0.3	$3.3M		64k	50.66	View chart
Select Sector Spdr Tr Communication Common Stock (XLC)	0.3	$3.2M	+13%	30k	107.13	View chart
Select Sector SPDR Common Stock (XLC)	0.3	$3.2M	+13%	30k	107.13	View chart
Sector Spdr Tr Shs Ben Int Utilities Common Stock (XLU)	0.3	$3.2M	+16%	71k	45.34	View chart
Sector SPDR TR Common Stock (XLU)	0.3	$3.2M	+16%	71k	45.34	View chart
Sector Spdr Tr Shs Ben Int Financial Common Stock (XLF)	0.3	$3.2M	+12%	60k	53.61	View chart
Select Sector SPDR Common Stock (XLF)	0.3	$3.2M	+12%	60k	53.61	View chart
Ishares U S Etf Tr Ishares Short Duration Bd Active Etf Common Stock (NEAR)	0.3	$3.2M		63k	50.66	View chart
Select Sector Spdr Tr Shs Ben Int Materi Common Stock (XLB)	0.3	$3.2M	+19%	63k	50.83	View chart
Select Sector SPDR Common Stock (XLB)	0.3	$3.2M	+19%	63k	50.83	View chart
Etf Ser Solutions Us Glb Jets Common Stock (JETS)	0.3	$3.2M	+8%	95k	33.22	View chart
ETF Ser Solutions U S Global Jets ETF Common Stock (JETS)	0.3	$3.2M	+8%	95k	33.22	View chart
Paypal Hldgs Common Stock (PYPL)	0.3	$3.1M	+9%	72k	43.18	View chart
Paypal HLDGS Common Stock (PYPL)	0.3	$3.1M	+9%	72k	43.18	View chart
iShares Russell 2000 Common Stock (IWM)	0.3	$3.1M	+5%	10k	300.45	View chart
iShares Russell Common Stock (IWM)	0.3	$3.1M	+5%	10k	300.45	View chart
Real Estate Select Sector SPDR Common Stock (XLRE)	0.3	$3.1M	+10%	70k	44.03	View chart
Select Sector SPDR Common Stock (XLRE)	0.3	$3.1M	+10%	70k	44.03	View chart
Select Sector SPDR Common Stock (XLY)	0.3	$3.1M	+9%	26k	117.28	View chart
Select Sector Spdr Tr Consumer Discretio Common Stock (XLY)	0.3	$3.1M	+9%	26k	117.28	View chart
iShares MSCI Brazil Small Cap ETF Common Stock (EWZS)	0.3	$3.1M	+10%	236k	12.98	View chart
iShares MSCI Brazil Small-Cap ETF Common Stock (EWZS)	0.3	$3.1M	+10%	236k	12.98	View chart
Sector Spdr Tr Shs Ben Int Consumer Stap Common Stock (XLP)	0.3	$3.0M	+18%	37k	83.07	View chart
Sector SPDR TR Common Stock (XLP)	0.3	$3.0M	+18%	37k	83.07	View chart
Amplify Etf Tr Amplify Junior S Common Stock (SILJ)	0.3	$3.0M	+4%	116k	25.92	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	0.3	$2.9M		8.1k	357.39	View chart
Alphabet Inc Cap STK Common Stock (GOOGL)	0.3	$2.9M		8.0k	357.41	View chart
Ishares Silver Tr Ishares Common Stock (SLV)	0.3	$2.8M		52k	53.47	View chart
SPDR S&P Metals and Mining ETF Common Stock (XME)	0.3	$2.7M	+5%	25k	106.93	View chart
SPDR Ser TR S&P Metals & MNG ETF Common Stock (XME)	0.3	$2.7M	+5%	25k	106.93	View chart
EMQQ Emerging Markets Intrnt & Ecmrc ETF Common Stock (EMQQ)	0.2	$2.5M	+3%	80k	31.20	View chart
Exchange Traded Common Stock (EMQQ)	0.2	$2.5M	+3%	80k	31.20	View chart
Ishares Msci Emerging Markets Etf Common Stock (EEM)	0.2	$2.5M	-6%	37k	68.41	View chart
iShares Trust MSCI Common Stock (EEM)	0.2	$2.3M	-6%	34k	68.41	View chart
Ishares Tr Eafe Value Etf Common Stock (EFV)	0.2	$2.2M	-5%	28k	76.55	View chart
iShares Russell 2000 Growth Index Fund Common Stock (IWO)	0.2	$2.1M	-3%	5.3k	393.96	View chart
iShares Russell Common Stock (IWO)	0.2	$2.0M	-3%	5.2k	393.96	View chart
Walker & Dunlop Common Stock (WD)	0.2	$2.0M	-70%	37k	54.70	View chart
iShares TR EAFE Common Stock (EFV)	0.2	$2.0M	-5%	26k	76.55	View chart
Invesco DB Base Metals Fund Common Stock (DBB)	0.2	$2.0M	-8%	84k	24.10	View chart
Alibaba GRP Common Stock (BABA)	0.2	$2.0M	+2%	21k	97.03	View chart
Alibaba Group Hldg Common Stock (BABA)	0.2	$2.0M	+2%	21k	95.98	View chart
iShares Russell 1000 Growth Common Stock (IWF)	0.2	$1.9M	+284%	16k	124.17	View chart
Invesco DB Base Metals Fund Common Stock (DBB)	0.2	$1.9M	-8%	78k	24.10	View chart
KraneShares CSI China Internet ETF Common Stock (KWEB)	0.2	$1.9M		76k	24.47	View chart
Kraneshares TR CSI China Internet ETF Common Stock (KWEB)	0.2	$1.9M		76k	24.47	View chart
iShares MSCI EAFE Small-Cap ETF Common Stock (SCZ)	0.2	$1.9M	-4%	23k	82.27	View chart
iShares Russell Common Stock (IWF)	0.2	$1.9M	+284%	15k	124.17	View chart
iShares TR EAFE SML Common Stock (SCZ)	0.2	$1.8M	-4%	22k	82.27	View chart
Vanguard S&P 500 ETF Common Stock (VOO)	0.2	$1.6M	-13%	2.4k	686.93	View chart
Vanguard Index Funds Common Stock (VOO)	0.1	$1.6M	-13%	2.3k	686.81	View chart
Stanley Black & Decker Common Stock (SWK)	0.1	$1.5M	-9%	15k	94.12	View chart
Stanley Black & Decker Common Stock (SWK)	0.1	$1.5M	-9%	15k	94.12	View chart
iShares 20 Plus Year Treasury Bond Common Stock (TLT)	0.1	$1.4M	-27%	17k	86.42	View chart
iShares 20 Year Treasury Bond ETF Common Stock (TLT)	0.1	$1.4M	-27%	17k	86.42	View chart
Tesla Motors Common Stock (TSLA)	0.1	$1.4M		3.4k	420.60	View chart
Tesla Motors Common Stock (TSLA)	0.1	$1.4M		3.4k	420.60	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2027 Corporate Bd Etf Common Stock (BSCR)	0.1	$1.2M		62k	19.61	View chart
Invesco Exchange-Traded Self - Indexed FD TR Bulletshares 2027 ETF Common Stock (BSCR)	0.1	$1.2M		62k	19.61	View chart
Global X FDS Global Common Stock (COPX)	0.1	$1.2M	+8%	15k	77.23	View chart
Global X Fds Global X Copper Common Stock (COPX)	0.1	$1.2M	+8%	15k	76.97	View chart
First Tr Exch Traded Alphadex Fd Ii Asia Common Stock (FPA)	0.1	$1.0M		19k	53.52	View chart
First TR Exch Traded Common Stock (FPA)	0.1	$1.0M		19k	53.52	View chart
First Tr Exch Traded Alphadex Fd Ii Euro Common Stock (FEP)	0.1	$830k		15k	57.05	View chart
First Trust Europe AlphaDEX Fund Common Stock (FEP)	0.1	$830k		15k	57.05	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2029 Corporate Bd Etf Common Stock (BSCT)	0.1	$757k	-15%	41k	18.57	View chart
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2029 Corporate BD ETF Common Stock (BSCT)	0.1	$757k	-15%	41k	18.57	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Bulletshares 2028 Corp Bd Etf Common Stock (BSCS)	0.1	$757k		37k	20.36	View chart
Invesco Exchange-Traded Self - Indexed FD TR Invesco Bulletshares Corp BD ETF Common Stock (BSCS)	0.1	$757k		37k	20.36	View chart
Generac Holdings Common Stock (GNRC)	0.1	$754k		2.6k	292.81	View chart
Generac Holdings Common Stock (GNRC)	0.1	$754k		2.6k	292.81	View chart
Invesco QQQ Trust Common Stock (QQQ)	0.1	$640k	+4%	869.00	736.14	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2026 Corporate Bd Etf Common Stock (BSCQ)	0.1	$636k	-8%	33k	19.52	View chart
Invesco Exchange Traded Self Indexed FD TR Bulletshares 2026 Corporate BD ETF Common Stock (BSCQ)	0.1	$636k	-8%	33k	19.52	View chart
Vanguard Information Technology ETF Common Stock (VGT)	0.1	$545k	+626%	4.6k	119.52	View chart
Vanguard World FDS Common Stock (VGT)	0.1	$545k	+626%	4.6k	119.52	View chart
Facebook Common Stock (META)	0.0	$498k	-53%	884.00	563.01	View chart
Spdr S&p500 Etf Common Stock (SPY)	0.0	$467k	-30%	625.00	747.53	View chart
Spdr S&p 500 Etf Trust Unit Ser 1 S&p Common Stock (SPY)	0.0	$467k	-30%	625.00	747.23	View chart
First Tr Exchange Traded Fd Ii Indls Pro Common Stock (FXR)	0.0	$434k	+19%	4.8k	91.12	View chart
First TR Exchange Common Stock (FXR)	0.0	$434k	+19%	4.8k	91.12	View chart
First Tr Exchange Traded Fd Ii Financial Common Stock (FXO)	0.0	$430k	+14%	6.9k	62.46	View chart
First TR Exchange Common Stock (FXO)	0.0	$430k	+14%	6.9k	62.46	View chart
First Tr Exchange Traded Fd Ii Technolog Common Stock (FXL)	0.0	$423k	-10%	1.9k	217.22	View chart
First TR Exchange Common Stock (FXL)	0.0	$423k	-10%	1.9k	217.22	View chart
First Tr Exchange Traded Fd Ii Health Ca Common Stock (FXH)	0.0	$415k	+8%	3.4k	122.40	View chart
First TR Exchange Common Stock (FXH)	0.0	$415k	+8%	3.4k	122.40	View chart
First Tr Exchange Traded Fd Ii Consumer Common Stock (FXD)	0.0	$410k	+15%	5.9k	69.17	View chart
First TR Exchange Common Stock (FXD)	0.0	$410k	+15%	5.9k	69.17	View chart
Entrepreneurshares Series Trus Ershares Common Stock (XOVR)	0.0	$407k	NEW	19k	21.05	View chart
Entrepreneurshares Common Stock (XOVR)	0.0	$407k	NEW	19k	21.05	View chart
First Trust North Amer Engy InfrasETF Common Stock (EMLP)	0.0	$401k	-2%	9.2k	43.50	View chart
First TR Common Stock (EMLP)	0.0	$401k	-2%	9.2k	43.50	View chart
First Tr Exchange Traded Fd Ii Utils A Common Stock (FXU)	0.0	$398k	+10%	8.1k	49.34	View chart
First TR Exchange Common Stock (FXU)	0.0	$398k	+10%	8.1k	49.34	View chart
First Tr Exchange Traded Fd Ii Consumer Common Stock (FXG)	0.0	$398k	+19%	6.4k	62.62	View chart
First TR Exchange Common Stock (FXG)	0.0	$398k	+19%	6.4k	62.62	View chart
First Tr S&p Reit Index Common Stock (FRI)	0.0	$398k	+3%	13k	31.70	View chart
First Trust S&P REIT Index Fund Common Stock (FRI)	0.0	$398k	+3%	13k	31.70	View chart
First Tr Exchange Traded Fd Ii Materials Common Stock (FXZ)	0.0	$390k	+5%	4.9k	79.44	View chart
First TR Exchange Common Stock (FXZ)	0.0	$390k	+5%	4.9k	79.44	View chart
First Tr Large Cap Core Alphadex Common Stock (FEX)	0.0	$377k		2.7k	139.87	View chart
First Trust Common Stock (FEX)	0.0	$377k		2.7k	139.87	View chart
Ishares Iboxx High Yield Corporate Bond Common Stock (HYG)	0.0	$370k		4.6k	79.97	View chart
iShares TR iBoxx Hi Common Stock (HYG)	0.0	$370k		4.6k	79.97	View chart
Enterprise Products Pptns Common Stock (EPD)	0.0	$363k		9.9k	36.76	View chart
Apyx Medical Corporation Common Stock (APYX)	0.0	$342k		76k	4.49	View chart
Apyx Medical Common Stock (APYX)	0.0	$342k		76k	4.49	View chart
iShares Russell Mid-Cap Common Stock (IWR)	0.0	$336k		3.0k	110.32	View chart
iShares TR Rus Mid Common Stock (IWR)	0.0	$336k		3.0k	110.32	View chart
iShares iBoxx Common Stock (LQD)	0.0	$317k	-3%	2.9k	109.07	View chart
Ishares Iboxx Investment Grade Corporate Common Stock (LQD)	0.0	$317k	-3%	2.9k	109.07	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$315k	-8%	3.1k	102.18	View chart
iShares Core MSCI EAFE Common Stock (IEFA)	0.0	$314k	-7%	3.2k	96.58	View chart
iShares Trust Core Common Stock (IEFA)	0.0	$310k	-7%	3.2k	96.58	View chart
Multi-Asset Diversified Income ETF Common Stock (MDIV)	0.0	$309k	-13%	19k	16.52	View chart
First Trust Multi-Asset Diversified Income Index Fund Common Stock (MDIV)	0.0	$309k	-13%	19k	16.52	View chart
Starbucks Corp Common Stock (SBUX)	0.0	$304k	-8%	3.0k	102.21	View chart
XPO Logistics Common Stock (XPO)	0.0	$282k		1.4k	205.29	View chart
XPO Logistics Common Stock (XPO)	0.0	$282k		1.4k	205.29	View chart
Invesco Emerging Markets Sov Debt ETF Common Stock (PCY)	0.0	$282k		13k	21.65	View chart
Invesco Emerging Markets Sovereign Debt ETF Common Stock (PCY)	0.0	$282k		13k	21.65	View chart
Spdr Ser Tr Barclays Intl Corp Bd Etf Common Stock (IBND)	0.0	$279k		9.0k	31.18	View chart
SPDR Bloomberg Barclays International Corporate Bond ETF Common Stock (IBND)	0.0	$279k		9.0k	31.18	View chart
First Trust Preferred Securities and Income ETF Common Stock (FPE)	0.0	$273k		15k	17.88	View chart
Spdr Series Trust Barclays Intl Etf Common Stock (BWX)	0.0	$262k		12k	21.68	View chart
SPDR Bloomberg Barclays International Treasury Bond ETF Common Stock (BWX)	0.0	$262k		12k	21.68	View chart
Ishares Msci Acwi Etf Common Stock (ACWI)	0.0	$257k		1.6k	156.97	View chart
iShares TR MSCI Acwi Common Stock (ACWI)	0.0	$257k		1.6k	156.97	View chart
Alphabet Inc Cap Stk Cl C Common Stock (GOOG)	0.0	$254k	-41%	720.00	353.29	View chart
Alphabet Inc Cap STK Common Stock (GOOG)	0.0	$254k	-41%	719.00	353.78	View chart
Advanced Micro Devices Common Stock (AMD)	0.0	$252k	NEW	433.00	580.91	View chart
Corning Common Stock (GLW)	0.0	$251k	NEW	983.00	255.43	View chart
Corning Common Stock (GLW)	0.0	$251k	NEW	983.00	255.43	View chart
Facebook Inc-Class A Common Stock (META)	0.0	$249k	-53%	441.00	564.29	View chart
Invesco Exchange-traded Self-indexed Fd Tr Invesco Bulletshares 2030 Corporate B Common Stock (BSCU)	0.0	$246k	-35%	15k	16.64	View chart
Invesco Exchange-Traded Self-Indexed FD TR Invesco Bulletshares Common Stock (BSCU)	0.0	$246k	-35%	15k	16.64	View chart
Invesco Exchange-traded Self-indexed Fd Tr Bulletshares 2031 Corporate Bd Etf Common Stock (BSCV)	0.0	$246k	-35%	15k	16.39	View chart
Invesco Exchange-Traded Self-Indexed FD TR Bulletshares 2031 ETF Common Stock (BSCV)	0.0	$246k	-35%	15k	16.39	View chart
Fidelity Wise Origin Bitcoin Fund Common Stock (FBTC)	0.0	$238k		4.7k	51.05	View chart
Fidelity Wise Origin Common Stock (FBTC)	0.0	$238k		4.7k	51.06	View chart
PIMCO Enhanced Short Maturity Active ETF Common Stock (MINT)	0.0	$227k	-52%	2.2k	100.81	View chart
PIMCO ETF TR Enhanced Short Mat Active ETF Common Stock (MINT)	0.0	$227k	-52%	2.2k	100.81	View chart
Ishares Core S&p 500 Etf Common Stock (IVV)	0.0	$216k	-13%	288.00	748.89	View chart
iShares Core S&P Common Stock (IVV)	0.0	$216k	-13%	288.00	748.89	View chart
MercadoLibre Common Stock (MELI)	0.0	$207k		122.00	1697.39	View chart
Mercadolibre Common Stock (MELI)	0.0	$207k		122.00	1697.39	View chart
Cameco Corp Common Stock (CCJ)	0.0	$207k		2.0k	101.86	View chart
Cameco Corp Common Stock (CCJ)	0.0	$207k		2.0k	101.86	View chart
Caterpillar Common Stock (CAT)	0.0	$202k	NEW	190.00	1064.90	View chart
Caterpillar Common Stock (CAT)	0.0	$202k	NEW	190.00	1064.90	View chart
Opko Health Common Stock (OPK)	0.0	$133k		89k	1.50	View chart
Opko Health Common Stock (OPK)	0.0	$133k		89k	1.50	View chart
Eagle Point Credit Common Stock (ECC)	0.0	$91k	NEW	25k	3.72	View chart
Eagle Point Credit Company Common Stock (ECC)	0.0	$91k	NEW	25k	3.72	View chart
Western Asset High Income Opp Common Stock (HIO)	0.0	$43k		12k	3.64	View chart
Western Asset High Income Opportunity Fund Common Stock (HIO)	0.0	$43k		12k	3.64	View chart

Past Filings by RPg Family Wealth Advisory

SEC 13F filings are viewable for RPg Family Wealth Advisory going back to 2015

RPg Family Wealth Advisory 2026 Q2 amended filed Aug. 5, 2026
RPg Family Wealth Advisory 2026 Q2 filed Aug. 4, 2026
RPg Family Wealth Advisory 2026 Q1 filed May 14, 2026
RPg Family Wealth Advisory 2025 Q4 filed Feb. 13, 2026
RPg Family Wealth Advisory 2025 Q3 filed Nov. 12, 2025
RPg Family Wealth Advisory 2025 Q2 filed Aug. 13, 2025
RPg Family Wealth Advisory 2025 Q1 filed May 14, 2025
RPg Family Wealth Advisory 2024 Q4 filed Feb. 10, 2025
RPg Family Wealth Advisory 2024 Q3 restated filed Nov. 13, 2024
RPg Family Wealth Advisory 2024 Q3 filed Nov. 5, 2024
RPg Family Wealth Advisory 2024 Q2 filed Aug. 12, 2024
RPg Family Wealth Advisory 2024 Q1 filed May 13, 2024
RPg Family Wealth Advisory 2023 Q4 filed Jan. 23, 2024
RPg Family Wealth Advisory 2023 Q3 filed Nov. 13, 2023
RPg Family Wealth Advisory 2023 Q2 filed Aug. 9, 2023
RPg Family Wealth Advisory 2023 Q1 filed April 19, 2023

View all past filings

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