RPg Family Wealth Advisory, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$456.6B

Holdings

120

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (120 positions)

StockValue
INTCIntel
$15.3M
HWMHowmet Aerospace Inc Com
$11.9M
GEGeneral Electric Co
$11.8M
UBERUber Technologies Inc Com
$11.7M
BITBBitwise Bitcoin ETF TR SHS Ben Int
$11.2M
METAFacebook Inc-Class A
$10.7M
NVDANvidia Corp Com
$10.4M
IBMIBM
$9.9M
MSFTMicrosoft
$9.8M
AAPLApple
$9.3M
JPMJPMorgan Chase
$9.3M
ORLYO'Reilly Automotive Inc
$9.3M
BKBank of New York Mellon Corp/The
$9.1M
VVisa Inc Com CL A
$8.6M
MRSKNorthern LTS FD TR Toews Agility SHS Managed Risk ETF
$8.5M
SPOTSpotify Technology SA Registered SHS
$8.5M
EMBJEmbraer SA
$8.4M
NFLXNetflix Inc Com
$8.2M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$7.8M
IHYVaneck Vectors ETF (TR Intl High Yield)
$7.7M
PLTRPalantir Technologies Inc CL A
$7.7M
BSJUInvesco Exchange-Traded Self-Indexed FD TR Bulletshares 2030 BD ETF
$7.7M
AMZNAmazon.Com Inc
$7.7M
FTSLFirst Trust Senior Loan ETF
$7.4M
BRK/BBerkshire Hathaway
$6.5M
IEFiShares TR Barclays (7 10 YR)
$6.5M
GVAGranite Construction Inc
$6.4M
UBSUBS Group AG SHS
$6.4M
KWEBKraneshares TR CSI China Internet ETF
$6.3M
ACMRAcm Resh Inc CL A
$6.1M
T77LendingTree Inc
$5.9M
QVMLInvesco Exchange-Traded FD TR II S&P 500 QVM Multi-Factor ETF
$5.9M
PFFiShares TR PFD And (incm Sec)
$5.7M
CGGRCapital Group Growth ETF SHS Creation Unit
$5.3M
CGGOCapital Group Global Growth Equity ETF SHS Creation Unit
$5.3M
FADFirst TR Multi Cap Growth Alphadex FD Com SHS
$5.2M
MPMP Matls Corp Com
$5.2M
XOMExxonMobil
$4.9M
JMSTJ P Morgan Exchange-Traded FD TR Ultra Short Mun Income ETF
$4.6M
VRPInvesco Activly (mangd Etc FD T Var Rate PFD)
$4.3M
CNMCore &main Inc CL A
$4.2M
JEPQJ P Morgan Exchange (traded FD Nasdaq EQT Prem)
$4.1M
OMFLInvesco Exchange Traded Self Indexed FD TR Invesco Russell 1000 Dynamic Multifactor ETF
$4.0M
XLCSelect Sector SPDR (TR Communication)
$3.9M
CGMSCapital Group FXD Income ETF TR U S Multi-Sector Income ETF
$3.9M
BABAAlibaba GRP SHS ADR
$3.8M
THYNorthern LTS FD TR Toews Agility SHS Dynamic Tactical Income ETF
$3.8M
JAAAJanus Detroit SR TR Janus Henderson Aaa Clo ETF
$3.8M
IWOiShares Russell (2000 Growth Etf)
$3.8M
JEPIJ P Morgan Exchange- Traded FD TR Equity Premium Income ETF
$3.7M
BSJQInvesco Exchange-Traded Self - Indexed FD TR Invesco Bulletshares High Yield Corp BD ETF
$3.7M
EWXSPDR Index SHS FDS (S&P Emerging MKTS SM Cap Etf)
$3.6M
XLKSelect Sector SPDR (trust Technology Select Sector Usd Dis)
$3.2M
XLYSelect Sector SPDR (TR Consumer Discretionary Formerly Cyclical/)
$3.2M
XLFSelect Sector SPDR (trust Amex Financial Select Index Usd Dis)
$3.1M
XLUSector SPDR TR SHS (ben Int Utilities)
$3.1M
XLISector SPDR TR SHS (ben Int Industrial)
$3.0M
QTUMETF Ser Solutions (defiance Quant)
$3.0M
EMQQExchange Traded (concepts Trust Emqq Emg MKTS Internet &ecommerce Etf)
$3.0M
ITA*iShares US Aerospace & Defense ETF
$3.0M
NEARiShares U S ETF TR Short MTY BD ETF
$3.0M
XLBSelect Sector SPDR (TR SHS Ben Int Materials)
$2.9M
XLFISector SPDR TR SHS (ben Int Consumer Staples)
$2.8M
PYPLPaypal HLDGS Inc Com
$2.6M
SRLNSPDR Blackstone/Gso (sen Loan)
$2.6M
SILJAmplify Junior Silver Miners ETF
$2.6M
RWXSPDR Dow Jones Inter Real Estate ETF
$2.4M
EWZSiShares MSCI Brazil Small Cap ETF
$2.3M
IWFiShares Russell (1000 Growth Etf)
$2.1M
JPSTJ P Morgan Exchange-Traded FD TR Ultra-Short Income ETF
$2.1M
TLTiShares 20 Year Treasury Bond ETF
$2.0M
GOOGLAlphabet Inc Cap STK
$1.9M
JULHInnovator Etfs TR Prem Income 20 Barrier ETF - July
$1.9M
JULJInnovator Etfs TR Prem Income 30 Barrier ETF July
$1.9M
EEMiShares Trust MSCI (emg MKTS ETF Usd Dis)
$1.8M
XBISPDR Ser TR S&P (biotech)
$1.8M
EFViShares TR EAFE (value Etf)
$1.8M
IWNiShares Russell (2000 Value Etf)
$1.7M
DBBInvesco DB Base Metals Fund
$1.6M
SCZiShares TR EAFE SML (CP Etf)
$1.6M
TSLATesla Motors
$1.6M
IWSiShares TR Russell Mid-Cap Value ETF
$1.6M
XMESPDR Ser TR S&P Metals & MNG ETF
$1.2M
BSCRInvesco Exchange-Traded Self - Indexed FD TR Bulletshares 2027 ETF
$1.2M
IWMiShares Russell (2000 Etf)
$938K
WDWalker & Dunlop Inc
$893K
FEPFirst Trust Europe AlphaDEX Fund
$875K
FPAFirst TR Exch Traded (alphadex FD II Asia Pac Ex Japan Alphadex FD)
$826K
SWKStanley Black & Decker Inc
$822K
JETSETF Ser Solutions U S Global Jets ETF
$764K
FXLFirst TR Exchange (traded FD II Technology Alphadex FD Usd)
$740K
FXUFirst TR Exchange (traded FD II Utils Alphadex FD Annual)
$733K
FXOFirst TR Exchange (traded FD II Financial Alphadex FD Usd)
$710K
BSCQInvesco Exchange Traded Self Indexed FD TR Bulletshares 2026 Corporate BD ETF
$706K
FXDFirst TR Exchange (traded FD II Consumer Discretionary)
$695K
FXZFirst TR Exchange (traded FD II Materials Alphadex FD Usd)
$688K
SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
$613K
VOOVanguard Index Funds (S&P 500 ETF Usd)
$609K
NDQInvesco QQQ TR Unit (ser 1)
$537K
BSCTInvesco Exchange Traded Self Indexed FD TR Bulletshares 2029 Corporate BD ETF
$517K
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