RPg Family Wealth Advisory, LLC: 13F holdings

CIK 15698842026Q2

Positions141
Reported value$1.1bn
Filed2026-08-05

Change since last quarter

Positions141 (+1 vs prior quarter)
Reported value$1.1bn (+125.7%)

Top 10 holdings

SecuritySharesValueWeight
INTC INTEL CORP322,101$45.0m4.2%
EXXON MOBIL CORP COM EXCHANGED FOR CUSIP282,640$38.6m3.6%
QTUM ETF SER SOLUTIONS DEFIANCE QUANT204,461$33.8m3.1%
TSM Taiwan Semiconductor Manufacturing Co Ltd67,295$32.2m3.0%
ATI Allegheny Technologies Inc153,200$30.2m2.8%
EMBJ EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079434,029$27.7m2.6%
MSFT MICROSOFT CORP67,739$25.3m2.3%
ACMR ACM RESH INC CL A196,332$24.9m2.3%
HWM HOWMET AEROSPACE INC COM91,092$24.5m2.3%
NVDA NVIDIA Corp117,876$23.6m2.2%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1569884")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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