RPg Family Wealth Advisory, LLC - Portfolio overview

RPg Family Wealth Advisory, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. JPST - J P MORGAN EXCHANGE TRADED FD ULTRA SHRT, 2.93%
2. AMZN - Amazon.com Inc, 2.70%
3. XOM - EXXON MOBIL CORP, 2.39%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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