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Manager record

RPg Family Wealth Advisory, LLC

Burlington, MA · CIK 1569884 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$599.64MReported 13F valueQ2 2026 · as filed
146Holdings listed
+25.1%vs prior quartervalue change includes market moves
5Quarters on record
Aug 05Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $376.0M$376.0MQ2 202596 holdingsQ3 2025: $456.6M$456.6MQ3 2025120 holdingsQ4 2025: $454.8M$454.8MQ4 2025124 holdingsQ1 2026: $479.1M$479.1MQ1 2026146 holdingsQ2 2026: $599.6M$599.6MQ2 2026146 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 05 2026 13F-HR/A · period Q2 2026

$599.64M · 146 holdings listed · amendment (new holdings) · View original SEC filing ↗
Aug 04 2026 13F-HR · period Q2 2026

$481.93M · 130 holdings listed · View original SEC filing ↗
May 14 2026 13F-HR · period Q1 2026

$479.14M · 146 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$454.81M · 124 holdings listed · View original SEC filing ↗
Nov 12 2025 13F-HR · period Q3 2025

$456.58M · 120 holdings listed · View original SEC filing ↗
Aug 13 2025 13F-HR · period Q2 2025

$375.96M · 96 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 05, 2026 · Change methodology