account_balance
Investment manager · 13F filer · SEC CIK 1569884
RPg Family Wealth Advisory, LLC
Follow RPg Family Wealth Advisory
Email when they file new holdings (about 4 times a year) or take a 5%+ stake in a company. Free.
Reported value$562Mas of Sep 30, 2026
Positions140 27 new, 16 sold out
Top 10 weight29.5%BRK-B alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BRK-BBerkshire Hathaway Inc
3.5%New
XOMExxonMobil Holdings Corp
3.3%Added +101%
AAPLApple Inc.
3.3%New
MSFTMicrosoft Corp
3.2%Added +2%
INTCIntel Corp
2.9%Trimmed −17%
QTUMETF Ser Solutions Defia Quant ETF
2.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.8%
AMZNAmazon.com Inc
2.7%New
JPSTJ P Morgan Exchange Traded F Ultra SHRT ETF
2.6%Added +48%
BITBBitwise Bitcoin ETF
2.4%
NVDANVIDIA Corp
2.4%
BNYBank of New York Mellon Corp
2.2%
BRK-BBerkshire Hathaway Inc
3.5%New
XOMExxonMobil Holdings Corp
3.3%
AAPLApple Inc.
3.3%
MSFTMicrosoft Corp
3.2%+2%
INTCIntel Corp
2.9%−17%
QTUMETF Ser Solutions Defia Quant ETF
2.8%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.8%
AMZNAmazon.com Inc
2.7%
JPSTJ P Morgan Exchange Traded F Ultra SHRT ETF
2.6%
BITBBitwise Bitcoin ETF
2.4%
NVDANVIDIA Corp
2.4%
BNYBank of New York Mellon Corp
2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BRK-B Berkshire Hathaway Inc 3.5% NewXOM ExxonMobil Holdings Corp 3.3% Added +101%AAPL Apple Inc. 3.3% NewMSFT Microsoft Corp 3.2% Added +2%INTC Intel Corp 2.9% Trimmed −17%
QTUM ETF Ser Solutions Defia Quant ETF 2.8% Held
TSM Taiwan Semiconductor Manufacturing Co Ltd 2.8% HeldAMZN Amazon.com Inc 2.7% NewJPST J P Morgan Exchange Traded F Ultra SHRT ETF 2.6% Added +48%
BITB Bitwise Bitcoin ETF 2.4% HeldNVDA NVIDIA Corp 2.4% HeldBNY Bank of New York Mellon Corp 2.2% NewWhat changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.