RPg Family Wealth Advisory, LLC
All 13F Filings
- Location
- Burlington, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 481,934
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/5/2026 | 144 | 599,638 | 13F-HR/A - NEW HOLDINGS | RPg Family Wealth Advisory, LLC |
| Q2 2026 | 8/4/2026 | 129 | 481,934 | 13F-HR | RPg Family Wealth Advisory, LLC |
| Q1 2026 | 5/14/2026 | 144 | 479,141 | 13F-HR | RPg Family Wealth Advisory, LLC |
| Q4 2025 | 2/13/2026 | 124 | 454,812 | 13F-HR | RPg Family Wealth Advisory, LLC |
| Q3 2025 | 11/12/2025 | 120 | 456,582 | 13F-HR | RPg Family Wealth Advisory, LLC |
| Q2 2025 | 8/13/2025 | 96 | 375,963 | 13F-HR | RPg Family Wealth Advisory, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 220.5 K | 45.8% | 0 | 9.901 K | -9.901 K |
| ETFs | 261.4 K | 54.2% | 12.69 K | 0 | 12.69 K |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
481,934
Holdings
129
QoQ value change ($000)
2,793
(0.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.