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Rpg Family Wealth Advisory LLC

Portfolio Manager
Rpg Family Wealth Advisory LLC
Performance
-3.64% (2026 Q1)
AUM (13F)
$479.14M
# of Holdings
140
Performance Rank
Allocation (Top 20)
46.6%

Rpg Family Wealth Advisory LLC Holdings Map

Top 50 Rpg Family Wealth Advisory LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY |CLASS B
4.57%45.7K$21.9M
+276.09%(+33.58K)
2025-Q1: 13.8K shares2025-Q2: 13.4K shares2025-Q3: 12.9K shares2025-Q4: 12.2K shares2026-Q1: 45.7K shares
$420.42(+20.78%)
2026-03-31
EMBJ
EMBRAER S A SPONSORED ADR REPSTG 4 COM SHS ISIN#US29082A1079
3.49%281.5K$16.7M
+100.26%(+140.92K)
2025-Q1: 105.0K shares2025-Q2: 108.2K shares2025-Q3: 139.2K shares2025-Q4: 140.6K shares2026-Q1: 281.5K shares
$53.78(+19.22%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED FD ULTRA SHRT
3.22%305.1K$15.4M
+11.99%(+32.66K)
2025-Q1: 323.8K shares2025-Q2: 178.6K shares2025-Q3: 41.4K shares2025-Q4: 272.4K shares2026-Q1: 305.1K shares
$50.61(-0.38%)
2026-03-31
AMZN
Amazon.com Inc
2.96%68.1K$14.2M
+80.22%(+30.32K)
2025-Q1: 63.4K shares2025-Q2: 35.1K shares2025-Q3: 35.0K shares2025-Q4: 37.8K shares2026-Q1: 68.1K shares
$162.50(+49.33%)
2026-03-31
XOM
EXXON MOBIL CORP
2.62%74.0K$12.6M
-1.01%(-756)
2025-Q1: 3.5K shares2025-Q2: 43.4K shares2025-Q3: 43.4K shares2025-Q4: 74.7K shares2026-Q1: 74.0K shares
$112.71(+21.64%)
2026-03-31
INTC
INTEL CORP
2.53%275.1K$12.1M
-3.58%(-10.21K)
2025-Q1: 0 shares2025-Q2: 220.1K shares2025-Q3: 454.9K shares2025-Q4: 285.3K shares2026-Q1: 275.1K shares
$25.35(+374.70%)
2026-03-31
AAPL
APPLE INC
2.33%44.1K$11.2M
-1.49%(-666)
2025-Q1: 48.9K shares2025-Q2: 37.5K shares2025-Q3: 36.7K shares2025-Q4: 44.7K shares2026-Q1: 44.1K shares
$101.04(+205.45%)
2026-03-31
TSM
Taiwan Semiconductor Manufacturing Co Ltd
2.31%32.8K$11.1M
-13.85%(-5.27K)
2025-Q1: 44.9K shares2025-Q2: 27.7K shares2025-Q3: 27.8K shares2025-Q4: 38.1K shares2026-Q1: 32.8K shares
$211.64(+105.14%)
2026-03-31
QTUM
ETF SER SOLUTIONS DEFIANCE QUANT
2.23%99.7K$10.7M
+239.54%(+70.30K)
2025-Q1: 27.7K shares2025-Q2: 28.8K shares2025-Q3: 28.7K shares2025-Q4: 29.3K shares2026-Q1: 99.7K shares
$99.05(+56.50%)
2026-03-31
HWM
HOWMET AEROSPACE INC COM
2.14%44.4K$10.2M
-0.85%(-380)
2025-Q1: 71.2K shares2025-Q2: 60.6K shares2025-Q3: 60.5K shares2025-Q4: 44.8K shares2026-Q1: 44.4K shares
$89.32(+202.75%)
2026-03-31

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