SEC Form 13F · Q1 2026

RPg Family Wealth Advisory, LLC

Institutional Holdings Report

13F-HRMA
$479.1M
Portfolio Value
146
Holdings
Q1 2026
Reporting Period
Get LP Contact Details

Filing Details

Manager
RPg Family Wealth Advisory, LLC
CIK
1569884
Accession No.
0001569884-26-000006
Location
BURLINGTON, MA
Form Type
13F-HR
Portfolio Value
$479.1M
Holdings Reported
146
Reporting Period
Q1 2026
Filed
May 14, 2026

About this Filing

RPg Family Wealth Advisory, LLC is an institutional investment manager based in BURLINGTON, MA reporting approximately $479.1M in 13(f) securities across 146 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.