First seen by DFX
Sep 13, 2026
date not stated
RPG Family Wealth Advisory, LLC: CONFIRMED_MFO -> CONFIRMED_MFO (RPg Family Wealth Advisory of Burlington, a Risk Paradigm Group subsidiary, describes itself as an independent multi-family office advisory group.)
First seen by DFX
Sep 12, 2026
date not stated
RPG Family Wealth Advisory, LLC: CANDIDATE_FAMILY_OFFICE -> CONFIRMED_MFO (the office describes itself as a multi family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
RPG Family Wealth Advisory, LLC found on the SEC adviser roster (name)
RPg Family Wealth Advisory, LLC reported $479,140,789 across 146 13(f) positions for the quarter ended 2026-03-31
RPg Family Wealth Advisory, LLC increased Walker & Dunlop Inc 17,782 -> 127,992 shares ($1,069,631 -> $5,680,254)
RPg Family Wealth Advisory, LLC exited LendingTree Inc (was $4,818,289, 90,757 shares)
RPg Family Wealth Advisory, LLC exited Ibm (was $10,375,643, 35,028 shares)
RPg Family Wealth Advisory, LLC opened a $2,548,021 position in Sector Spdr Tr Shs Ben Int Consumer Stap (31,081 shares)
RPg Family Wealth Advisory, LLC exited Spotify Technology SA Registered SHS (was $11,038,135, 19,008 shares)
RPg Family Wealth Advisory, LLC reduced KraneShares CSI China Internet ETF 151,658 -> 76,806 shares ($5,163,974 -> $2,183,583)
RPg Family Wealth Advisory, LLC increased ETF Ser Solutions US Glb Jets 34,257 -> 88,027 shares ($961,593 -> $2,168,105)
RPg Family Wealth Advisory, LLC opened a $2,487,144 position in Amneal Pharmaceuticals Inc Com Stk Cl a (200,092 shares)
RPg Family Wealth Advisory, LLC increased ETF Ser Solutions Defiance Quant 29,349 -> 99,651 shares ($3,218,411 -> $10,692,552)
RPg Family Wealth Advisory, LLC exited Netflix Inc Com (was $9,146,569, 97,553 shares)
RPg Family Wealth Advisory, LLC opened a $3,475,481 position in Ishares Silver Tr Ishares (51,005 shares)
RPg Family Wealth Advisory, LLC reduced ACM Resh Inc Cl a 134,920 -> 91,030 shares ($5,322,594 -> $3,582,030)
RPg Family Wealth Advisory, LLC exited Visa Inc Com CL A (was $8,791,363, 25,067 shares)
RPg Family Wealth Advisory, LLC opened a $9,318,838 position in Ishares Ultra Short-Term Bond Active Etf (184,094 shares)
RPg Family Wealth Advisory, LLC exited Uber Technologies Inc Com (was $8,312,113, 101,727 shares)
RPg Family Wealth Advisory, LLC opened a $6,415,222 position in Allegheny Technologies Inc (44,103 shares)
RPg Family Wealth Advisory, LLC opened a $6,905,741 position in FMC Technologies Inc (99,895 shares)
RPg Family Wealth Advisory, LLC opened a $2,572,952 position in Real Estate Select Sector SPDR (63,016 shares)
RPg Family Wealth Advisory, LLC increased Berkshire Hathaway Inc Del Cl B New 12,163 -> 45,744 shares ($6,114,001 -> $21,920,080)
RPg Family Wealth Advisory, LLC increased Embraer S a Sponsored Adr Repstg 4 Com Shs Isin#us29082a1079 140,552 -> 281,476 shares ($9,058,827 -> $16,702,786)
RPg Family Wealth Advisory, LLC increased Capital Group Fixed Income Etf Tr U S Multi-Sector Income Etf 140,484 -> 278,148 shares ($3,880,168 -> $7,573,970)
RPg Family Wealth Advisory, LLC increased Amazon.com Inc 37,798 -> 68,120 shares ($8,724,589 -> $14,187,443)
RPg Family Wealth Advisory, LLC increased iShares Russell 2000 4,014 -> 9,758 shares ($988,238 -> $2,419,894)
RPg Family Wealth Advisory, LLC increased Paypal Hldgs Inc 46,504 -> 65,787 shares ($2,714,927 -> $2,975,537)
RPg Family Wealth Advisory, LLC opened a $4,168,396 position in Jpmorgan Chase Finl Co LLC Alerian Mlp I (120,578 shares)
RPg Family Wealth Advisory, LLC reduced Meta Platforms Inc Class a Common Stock 11,763 -> 948 shares ($7,765,145 -> $542,128)
RPg Family Wealth Advisory, LLC reported $454,811,842 across 124 13(f) positions for the quarter ended 2025-12-31
RPg Family Wealth Advisory, LLC exited O'Reilly Automotive Inc (was $9,253,620, 85,832 shares)
RPg Family Wealth Advisory, LLC increased Select Sector SPDR (TR SHS Ben Int Materials) 32,861 -> 62,513 shares ($2,945,006 -> $2,834,972)
RPg Family Wealth Advisory, LLC opened a $3,015,746 position in Select Sector SPDR (TR Health Care Formerly Consumer SVCS To 06/24/2002) (19,481 shares)
RPg Family Wealth Advisory, LLC opened a $2,805,155 position in Select Sector SPDR (TR Energy) (62,741 shares)
RPg Family Wealth Advisory, LLC increased Select Sector SPDR (TR Consumer Discretionary Formerly Cyclical/) 13,174 -> 24,330 shares ($3,157,184 -> $2,905,280)
RPg Family Wealth Advisory, LLC reduced iShares Russell (2000 Growth Etf) 11,821 -> 5,053 shares ($3,783,192 -> $1,632,169)
RPg Family Wealth Advisory, LLC exited Core &main Inc CL A (was $4,239,381, 78,755 shares)
RPg Family Wealth Advisory, LLC reduced Intel 454,950 -> 285,303 shares ($15,263,572 -> $10,527,680)
RPg Family Wealth Advisory, LLC reduced Howmet Aerospace Inc Com 60,529 -> 44,794 shares ($11,877,605 -> $9,183,665)