Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RPg Family Wealth Advisory, LLC (CIK 1569884) reported $479.1M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($21.9M, 4.57%), ERJ ($16.7M, 3.49%), JPST ($15.4M, 3.22%), AMZN ($14.2M, 2.96%), XOM ($12.6M, 2.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $21.9M | 4.57% | 45,744 | Added |
| 2 | ERJ | EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079 | $16.7M | 3.49% | 281,476 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED FD ULTRA SHRT | $15.4M | 3.22% | 305,065 | Added |
| 4 | AMZN | Amazon.com Inc | $14.2M | 2.96% | 68,120 | Added |
| 5 | XOM | EXXON MOBIL CORP | $12.6M | 2.62% | 73,986 | Trimmed |
| 6 | INTC | INTEL CORP | $12.1M | 2.53% | 275,089 | Trimmed |
| 7 | AAPL | APPLE INC | $11.2M | 2.33% | 44,074 | Trimmed |
| 8 | TSM | Taiwan Semiconductor Manufacturing Co Ltd | $11.1M | 2.31% | 32,793 | Trimmed |
| 9 | QTUM | ETF SER SOLUTIONS DEFIANCE QUANT | $10.7M | 2.23% | 99,651 | Added |
| 10 | HWM | HOWMET AEROSPACE INC COM | $10.2M | 2.14% | 44,414 | Trimmed |
| 11 | NVDA | NVIDIA Corp | $10.0M | 2.10% | 57,567 | Added |
| 12 | BK | Bank of New York Mellon Corp | $9.8M | 2.05% | 82,633 | Trimmed |
| 13 | ICSH | ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF | $9.3M | 1.94% | 184,094 | New |
| 14 | JPM | JPMorgan Chase & Co | $8.6M | 1.79% | 29,131 | Added |
| 15 | GE | GE AEROSPACE COM NEW | $8.6M | 1.79% | 30,142 | Trimmed |
| 16 | IHY | VanEck Vectors Intl Hi Yld Bd ETF | $8.5M | 1.78% | 398,390 | Added |
| 17 | MSFT | MICROSOFT CORP | $8.4M | 1.74% | 22,578 | Trimmed |
| 18 | UBS | Ubs Group Ag Shs | $8.2M | 1.71% | 209,548 | Trimmed |
| 19 | MRSK | NORTHERN LTS FD TR TOEWS AGILITY SHS MANAGED RISK ETF | $8.1M | 1.69% | 229,090 | Trimmed |
| 20 | BSJU | INVESCO EXCHANGE-TRADED SELF-INDEXED FD TR BULLETSHARES 2030 BD ETF | $7.7M | 1.61% | 301,018 | Added |
| 21 | CGMS | CAPITAL GROUP FIXED INCOME ETF TR U S MULTI-SECTOR INCOME ETF | $7.6M | 1.58% | 278,148 | Added |
| 22 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $7.3M | 1.53% | 76,832 | Added |
| 23 | FTSL | FIRST TR EXCHANGE-TRADED FD IV SENIOR LN | $7.3M | 1.51% | 161,933 | Added |
| 24 | FTI | FMC Technologies Inc | $6.9M | 1.44% | 99,895 | New |
| 25 | BITB | BITWISE BITCOIN ETF SHS BEN INT | $6.7M | 1.40% | 182,186 | Added |
Source: SEC Form 13F filings · as of 2026-03-31