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RPG Family Wealth Advisory, LLC
RPg Family Wealth Advisory, LLC is an independent multi-family office advisory group that provides comprehensive family wealth planning strategies and fiduciary services.
Investment Strategy
Offers wealth management strategies and solutions including access to global capital markets, lending arrangements, investment banking, risk mitigation, and more.
Latest 13F Filing Activity
RPG Family Wealth Advisory, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 95 equity positions with a total 13F market value of $376M. The fund increased holdings in Vaneck Vectors Etf (tr Intl High Yield), JPMorgan Chase, Ibm among other positions. RPG Family Wealth Advisory, LLC reduced exposure to Netflix Inc. Com, Murphy USA Inc., J P Morgan Exchange-traded FD TR Ultra-short Income Etf among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GE | General Electric Co | 3.35% | $12.6M | 48,998 | $200.90 | $257.39 | +$2.9M |
H HWM | Howmet Aerospace Inc Com | 3.00% | $11.3M | 60,575 | $100.47 | $186.13 | +$2.0M |
U UBER | Uber Technologies Inc Com | 2.99% | $11.2M | 120,546 | $73.02 | $93.30 | +$2.5M |
M META | Facebook Inc-Class A | 2.89% | $10.8M | 14,697 | $320.00 | $738.09 | +$2.4M |
B BITB | Bitwise Bitcoin ETF TR SHS Ben Int | 2.83% | $10.6M | 181,621 | $38.76 | $58.59 | +$2.6M |
Industry Allocation
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