RPg Family Wealth Advisory, LLC

BURLINGTON, MA · CIK 1569884 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBurlington, MA

$1.1bn reported value +125.7% vs Q1 2026

141positions

28.3%in top 10

10 new 126 added 4 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INTEL CORP COM INTC	INTC	322,101	$45.0m4.16%	4.16%	Added +47.0k	+47,012 17.1%
2	EXXON MOBIL CORP COM XOM	XOM	282,640	$38.6m3.57%	3.57%	Added +208.7k	+208,654 282.0%
3	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	204,461	$33.8m3.13%	3.13%	Added +104.8k	+104,810 105.2%
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	67,295	$32.2m2.97%	2.97%	Added +34.5k	+34,502 105.2%
5	ATI INC COM ATI	ATI	153,200	$30.2m2.79%	2.79%	Added +109.1k	+109,097 247.4%
6	EMBRAER S.A. SPONSORED ADS EMBJ	EMBJ	434,029	$27.7m2.56%	2.56%	Added +152.6k	+152,553 54.2%
7	MICROSOFT CORP COM MSFT	MSFT	67,739	$25.3m2.34%	2.34%	Added +45.2k	+45,161 200.0%
8	ACM RESH INC COM CL A ACMR	ACMR	196,332	$24.9m2.30%	2.30%	Added +105.3k	+105,302 115.7%
9	HOWMET AEROSPACE INC COM HWM	HWM	91,092	$24.5m2.26%	2.26%	Added +46.7k	+46,678 105.1%
10	NVIDIA CORPORATION COM NVDA	NVDA	117,876	$23.6m2.18%	2.18%	Added +60.3k	+60,309 104.8%
11	GE AEROSPACE COM NEW GE	GE	62,210	$23.2m2.15%	2.15%	Added +32.1k	+32,068 106.4%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	43,432	$21.7m2.01%	2.01%	Reduced -2.3k	-2,312 -5.0%
13	UBS GROUP AG SHS UBS	UBS	428,194	$21.2m1.96%	1.96%	Added +218.6k	+218,646 104.3%
14	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	396,400	$20.0m1.85%	1.85%	Added +91.3k	+91,335 29.9%
15	JPMORGAN CHASE & CO COM JPM	JPM	59,305	$19.4m1.79%	1.79%	Added +30.2k	+30,174 103.6%
16	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	378,971	$19.2m1.77%	1.77%	Added +194.9k	+194,877 105.9%
17	BITWISE BITCOIN ETF TR SHS BEN INT BITB	BITB	600,176	$19.1m1.77%	1.77%	Added +418.0k	+417,990 229.4%
18	NORTHERN LIGHTS FD TR TOEWS AGILTY SHS MRSK	MRSK	469,435	$18.1m1.68%	1.68%	Added +240.3k	+240,345 104.9%
19	APPLE INC COM AAPL	AAPL	57,280	$16.6m1.53%	1.53%	Added +13.2k	+13,206 30.0%
20	AMAZON COM INC COM AMZN	AMZN	68,148	$16.2m1.50%	1.50%	Added +28	+28 0.0%
21	GRANITE CONSTR INC COM GVA	GVA	98,450	$15.6m1.44%	1.44%	Added +53.3k	+53,322 118.2%
22	ISHARES TR 7-10 YR TRSY BD IEF	IEF	162,732	$15.4m1.42%	1.42%	Added +85.9k	+85,900 111.8%
23	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	562,899	$15.4m1.42%	1.42%	Added +284.8k	+284,751 102.4%
24	FIRST TR EXCHANGE-TRADED FD SENIOR LN FD FTSL	FTSL	331,029	$14.8m1.37%	1.37%	Added +169.1k	+169,096 104.4%
25	VANECK ETF TRUST INTERNATIONAL HI IHY	IHY	666,073	$14.4m1.33%	1.33%	Added +267.7k	+267,683 67.2%
26	ISHARES TR PFD AND INCM SEC PFF	PFF	459,524	$14.0m1.30%	1.30%	Added +256.4k	+256,359 126.2%
27	TECHNIPFMC PLC COM FTI	FTI	206,028	$13.7m1.26%	1.26%	Added +106.1k	+106,133 106.2%
28	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	114,345	$13.3m1.23%	1.23%	Added +82.3k	+82,334 257.2%
29	AMNEAL PHARMACEUTICALS INC COM STK CL A AMRX	AMRX	754,180	$13.1m1.21%	1.21%	Added +554.1k	+554,088 276.9%
30	INVESCO EXCH TRADED FD TR II 500 QVM MULTI QVML	QVML	278,462	$12.3m1.14%	1.14%	Added +138.6k	+138,649 99.2%
31	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	287,624	$12.2m1.13%	1.13%	Added +142.0k	+142,040 97.6%
32	BANK NEW YORK MELLON CORP COM BNY	BNY	84,116	$12.2m1.12%	1.12%	Added +1.5k	+1,483 1.8%
33	FIRST TR EXCHANGE-TRADED ALP COM SHS FAD	FAD	60,546	$12.1m1.12%	1.12%	Added +30.2k	+30,195 99.5%
34	SPDR INDEX SHS FDS DJ INTL RL ETF RWX	RWX	422,116	$11.4m1.05%	1.05%	Added +323.8k	+323,784 329.3%
35	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	229,400	$10.8m1.00%	1.00%	Added +115.0k	+115,003 100.5%
36	SPDR GOLD TR GOLD SHS GLD	GLD	27,915	$10.3m0.95%	0.95%	New
37	WALKER & DUNLOP INC COM WD	WD	186,017	$10.2m0.94%	0.94%	Added +58.0k	+58,025 45.3%
38	ISHARES TR RUS 2000 VAL ETF IWN	IWN	44,979	$9.9m0.92%	0.92%	Added +22.1k	+22,053 96.2%
39	MP MATERIALS CORP COM CL A MP	MP	174,598	$9.8m0.90%	0.90%	Added +95.8k	+95,841 121.7%
40	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	179,298	$9.1m0.85%	0.85%	Added +88.4k	+88,384 97.2%
41	ISHARES TR US AER DEF ETF ITA	ITA	36,116	$8.8m0.81%	0.81%	Added +19.2k	+19,227 113.8%
42	INVESCO EXCH TRADED FD TR II VAR RATE PFD VRP	VRP	354,128	$8.6m0.80%	0.80%	Added +178.1k	+178,138 101.2%
43	INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM OMFL	OMFL	125,172	$8.6m0.79%	0.79%	Added +63.0k	+62,975 101.2%
44	SPDR INDEX SHS FDS S&P EMKTSC ETF EWX	EWX	112,547	$8.4m0.77%	0.77%	Added +55.8k	+55,778 98.2%
45	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	135,492	$8.3m0.77%	0.77%	Added +66.5k	+66,459 96.3%
46	INNOVATOR ETFS TRUST INDE AUT INC ETF ACII	ACII	323,806	$8.2m0.76%	0.76%	New
47	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	47,148	$8.1m0.74%	0.74%	New
48	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2030 BSJU	BSJU	299,958	$7.7m0.72%	0.72%	Reduced -1.1k	-1,060 -0.3%
49	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	152,694	$7.7m0.71%	0.71%	Added +76.9k	+76,894 101.4%
50	NORTHERN LIGHTS FD TR TOEWS AGLTY DNYM THY	THY	347,217	$7.6m0.70%	0.70%	Added +175.7k	+175,669 102.4%
51	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	133,069	$7.5m0.69%	0.69%	Added +67.7k	+67,667 103.5%
52	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 26 BSJQ	BSJQ	325,375	$7.5m0.69%	0.69%	Added +165.5k	+165,515 103.5%
53	SPDR SER TR S&P BIOTECH XBI	XBI	44,310	$7.0m0.65%	0.65%	Added +23.2k	+23,201 109.9%
54	SELECT SECTOR SPDR TR INDL XLI	XLI	37,309	$6.9m0.64%	0.64%	Added +21.2k	+21,234 132.1%
55	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	43,052	$6.8m0.63%	0.63%	Added +24.8k	+24,750 135.2%
56	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	34,622	$6.6m0.61%	0.61%	Added +15.0k	+15,002 76.5%
57	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	163,258	$6.6m0.61%	0.61%	Added +95.0k	+95,046 139.3%
58	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	60,509	$6.5m0.60%	0.60%	Added +33.7k	+33,738 126.0%
59	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	142,663	$6.5m0.60%	0.60%	Added +81.2k	+81,194 132.1%
60	ISHARES U S ETF TR SHORT DURATION B NEAR	NEAR	127,345	$6.5m0.60%	0.60%	Added +63.2k	+63,214 98.6%
61	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	120,276	$6.4m0.60%	0.60%	Added +67.0k	+67,031 125.9%
62	SELECT SECTOR SPDR TR SBI MATERIALS XLB	XLB	125,103	$6.4m0.59%	0.59%	Added +72.6k	+72,605 138.3%
63	ETF SER SOLUTIONS US GLB JETS JETS	JETS	190,260	$6.3m0.58%	0.58%	Added +102.2k	+102,233 116.1%
64	PAYPAL HLDGS INC COM PYPL	PYPL	144,569	$6.2m0.58%	0.58%	Added +78.8k	+78,782 119.8%
65	ISHARES TR RUSSELL 2000 ETF IWM	IWM	20,596	$6.2m0.57%	0.57%	Added +10.8k	+10,838 111.1%
66	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	139,726	$6.2m0.57%	0.57%	Added +76.7k	+76,710 121.7%
67	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDTD	DDTD	301,896	$6.1m0.57%	0.57%	New
68	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	52,287	$6.1m0.57%	0.57%	Added +28.4k	+28,433 119.2%
69	ISHARES TR BRAZIL SM-CP ETF EWZS	EWZS	471,455	$6.1m0.57%	0.57%	Added +258.2k	+258,165 121.0%
70	SELECT SECTOR SPDR TR SBI CONS STPLS XLP	XLP	73,370	$6.1m0.56%	0.56%	Added +42.3k	+42,289 136.1%
71	INNOVATOR ETFS TRUST EQUITY DUAL DIRE DDFD	DDFD	300,310	$6.0m0.55%	0.55%	New
72	ALPHABET INC CAP STK CL A GOOGL	GOOGL	16,119	$5.8m0.53%	0.53%	Added +8.1k	+8,069 100.2%
73	JPMORGAN CHASE FINL CO LLC CAL LKD 44 AMJB	AMJB	165,639	$5.7m0.53%	0.53%	Added +45.1k	+45,061 37.4%
74	SPDR SERIES TRUST S&P METALS MNG XME	XME	50,686	$5.4m0.50%	0.50%	Added +26.8k	+26,753 111.8%
75	EXCHANGE TRADED CONCEPTS TRU EMQQ EM INTERN EMQQ	EMQQ	160,083	$5.0m0.46%	0.46%	Added +82.7k	+82,712 106.9%
76	ISHARES TR MSCI EMG MKT ETF EEM	EEM	70,529	$4.8m0.45%	0.45%	Added +34.1k	+34,120 93.7%
77	ISHARES TR EAFE VALUE ETF EFV	EFV	54,707	$4.2m0.39%	0.39%	Added +26.7k	+26,664 95.1%
78	ISHARES TR RUS 2000 GRW ETF IWO	IWO	10,514	$4.1m0.38%	0.38%	Added +5.1k	+5,128 95.2%
79	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	41,475	$4.0m0.37%	0.37%	Added +21.3k	+21,256 105.1%
80	INVESCO DB MULTI-SECTOR COMM BASE METALS FD DBB	DBB	161,605	$3.9m0.36%	0.36%	Added +76.3k	+76,319 89.5%
81	ISHARES TR RUS 1000 GRW ETF IWF	IWF	30,401	$3.8m0.35%	0.35%	Added +14.9k	+14,901 96.1%
82	KRANESHARES TRUST CSI CHI INTERNET KWEB	KWEB	152,217	$3.7m0.34%	0.34%	Added +75.4k	+75,411 98.2%
83	ISHARES TR EAFE SML CP ETF SCZ	SCZ	44,137	$3.6m0.34%	0.34%	Added +21.5k	+21,523 95.2%
84	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	4,732	$3.3m0.30%	0.30%	Added +2.0k	+2,029 75.1%
85	AMPLIFY ETF TR AMPLIFY JUNIOR S SILJ	SILJ	115,941	$3.0m0.28%	0.28%	Added +4.5k	+4,516 4.0%
86	STANLEY BLACK & DECKER INC COM SWK	SWK	30,895	$2.9m0.27%	0.27%	Added +13.9k	+13,919 82.0%
87	ISHARES TR 20 YR TR BD ETF TLT	TLT	33,493	$2.9m0.27%	0.27%	Added +10.3k	+10,312 44.5%
88	TESLA INC COM TSLA	TSLA	6,812	$2.9m0.26%	0.26%	Added +3.4k	+3,375 98.2%
89	ISHARES SILVER TR ISHARES SLV	SLV	51,702	$2.8m0.26%	0.26%	Added +697	+697 1.4%
90	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	123,336	$2.4m0.22%	0.22%	Added +61.7k	+61,668 100.0%
91	GLOBAL X FDS GLOBAL X COPPER COPX	COPX	30,520	$2.4m0.22%	0.22%	Added +16.4k	+16,393 116.0%
92	FIRST TR EXCH TRD ALPHDX FD ASIA EX JAPAN FPA	FPA	37,444	$2.0m0.19%	0.19%	Added +18.3k	+18,348 96.1%
93	FIRST TR EXCH TRD ALPHDX FD EUROPE ALPHADEX FEP	FEP	29,087	$1.7m0.15%	0.15%	Added +14.3k	+14,322 97.0%
94	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	81,550	$1.5m0.14%	0.14%	Added +33.5k	+33,540 69.9%
95	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	74,300	$1.5m0.14%	0.14%	Added +37.1k	+37,150 100.0%
96	GENERAC HLDGS INC COM GNRC	GNRC	5,150	$1.5m0.14%	0.14%	Added +2.6k	+2,600 102.0%
97	INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB BSCQ	BSCQ	65,150	$1.3m0.12%	0.12%	Added +29.5k	+29,475 82.6%
98	VANGUARD WORLD FD INF TECH ETF VGT	VGT	9,120	$1.1m0.10%	0.10%	Added +4.1k	+4,096 81.5%
99	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,250	$934.2k0.09%	0.09%	Added +355	+355 39.7%
100	FIRST TR EXCHANGE TRADED FD INDLS PROD DUR FXR	FXR	9,534	$868.7k0.08%	0.08%	Added +5.6k	+5,551 139.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SELECT SECTOR SPDR TR XLE	XLE	49,370	$3.0m49.4k shares
INNOVATOR ETFS TRUST JULJ	JULJ	77,066	$1.9m77.1k shares
INNOVATOR ETFS TRUST JULH	JULH	76,879	$1.9m76.9k shares
ISHARES TR IWS	IWS	12,123	$1.8m12.1k shares
FLEXSHARES TR RAVI	RAVI	5,647	$425.8k5.6k shares
FIRST TR EXCHANGE TRADED FD FXN	FXN	18,073	$405.9k18.1k shares
JANUS DETROIT STR TR VNLA	VNLA	8,238	$402.5k8.2k shares
VANGUARD WHITEHALL FDS VYM	VYM	1,667	$246.9k1.7k shares
ISHARES INC IEMG	IEMG	2,870	$200.2k2.9k shares