RPg Family Wealth Advisory, LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$454.8M

Holdings

124

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (124 positions)

StockValue
JPSTJ P Morgan Exchange-Traded FD TR Ultra-Short Income ETF
$13.8M
AAPLApple
$12.2M
TSMTaiwan Semiconductor Manufacturing Co Ltd
$11.6M
MSFTMicrosoft
$11.1M
SPOTSpotify Technology SA Registered SHS
$11.0M
INTCIntel
$10.5M
NVDANvidia Corp Com
$10.4M
IBMIBM
$10.4M
UBSUBS Group AG SHS
$9.8M
BKBank of New York Mellon Corp/The
$9.6M
GEGeneral Electric Co
$9.4M
JPMJPMorgan Chase
$9.4M
HWMHowmet Aerospace Inc Com
$9.2M
NFLXNetflix Inc Com
$9.1M
EMBJEmbraer SA
$9.1M
XOMExxonMobil
$9.0M
VVisa Inc Com CL A
$8.8M
MRSKNorthern LTS FD TR Toews Agility SHS Managed Risk ETF
$8.8M
AMZNAmazon.Com Inc
$8.7M
BITBBitwise Bitcoin ETF TR SHS Ben Int
$8.5M
UBERUber Technologies Inc Com
$8.3M
BSJUInvesco Exchange-Traded Self-Indexed FD TR Bulletshares 2030 BD ETF
$7.8M
METAFacebook Inc-Class A
$7.8M
IHYVaneck Vectors ETF (TR Intl High Yield)
$7.7M
FTSLFirst Trust Senior Loan ETF
$7.3M
IEFiShares TR Barclays (7 10 YR)
$6.6M
BRK/BBerkshire Hathaway
$6.1M
PLTRPalantir Technologies Inc CL A
$5.9M
QVMLInvesco Exchange-Traded FD TR II S&P 500 QVM Multi-Factor ETF
$5.9M
GVAGranite Construction Inc
$5.8M
PFFiShares TR PFD And (incm Sec)
$5.5M
CGGOCapital Group Global Growth Equity ETF SHS Creation Unit
$5.3M
CGGRCapital Group Growth ETF SHS Creation Unit
$5.3M
ACMRAcm Resh Inc CL A
$5.3M
KWEBKraneshares TR CSI China Internet ETF
$5.2M
FADFirst TR Multi Cap Growth Alphadex FD Com SHS
$5.1M
T77LendingTree Inc
$4.8M
JMSTJ P Morgan Exchange-Traded FD TR Ultra Short Mun Income ETF
$4.5M
VRPInvesco Activly (mangd Etc FD T Var Rate PFD)
$4.2M
JEPQJ P Morgan Exchange (traded FD Nasdaq EQT Prem)
$4.1M
MPMP Matls Corp Com
$4.0M
OMFLInvesco Exchange Traded Self Indexed FD TR Invesco Russell 1000 Dynamic Multifactor ETF
$3.9M
CGMSCapital Group FXD Income ETF TR U S Multi-Sector Income ETF
$3.9M
IWNiShares Russell (2000 Value Etf)
$3.8M
JAAAJanus Detroit SR TR Janus Henderson Aaa Clo ETF
$3.8M
THYNorthern LTS FD TR Toews Agility SHS Dynamic Tactical Income ETF
$3.8M
JEPIJ P Morgan Exchange- Traded FD TR Equity Premium Income ETF
$3.7M
BSJQInvesco Exchange-Traded Self - Indexed FD TR Invesco Bulletshares High Yield Corp BD ETF
$3.6M
EWXSPDR Index SHS FDS (S&P Emerging MKTS SM Cap Etf)
$3.4M
XLCSelect Sector SPDR (TR Communication)
$3.3M
QTUMETF Ser Solutions (defiance Quant)
$3.2M
ITA*iShares US Aerospace & Defense ETF
$3.2M
BABAAlibaba GRP SHS ADR
$3.1M
XLVSelect Sector SPDR (TR Health Care Formerly Consumer SVCS To 06/24/2002)
$3.0M
NEARiShares U S ETF TR Short MTY BD ETF
$3.0M
XLFSelect Sector SPDR (trust Amex Financial Select Index Usd Dis)
$3.0M
XLYSelect Sector SPDR (TR Consumer Discretionary Formerly Cyclical/)
$2.9M
SILJAmplify Junior Silver Miners ETF
$2.9M
XLBSelect Sector SPDR (TR SHS Ben Int Materials)
$2.8M
XLISector SPDR TR SHS (ben Int Industrial)
$2.8M
XLESelect Sector SPDR (TR Energy)
$2.8M
XLKSelect Sector SPDR (trust Technology Select Sector Usd Dis)
$2.8M
XLUSector SPDR TR SHS (ben Int Utilities)
$2.7M
PYPLPaypal HLDGS Inc Com
$2.7M
EMQQExchange Traded (concepts Trust Emqq Emg MKTS Internet &ecommerce Etf)
$2.7M
GOOGLAlphabet Inc Cap STK
$2.5M
SRLNSPDR Blackstone/Gso (sen Loan)
$2.5M
RWXSPDR Dow Jones Inter Real Estate ETF
$2.4M
EWZSiShares MSCI Brazil Small Cap ETF
$2.3M
XBISPDR Ser TR S&P (biotech)
$2.3M
XMESPDR Ser TR S&P Metals & MNG ETF
$2.2M
IWFiShares Russell (1000 Growth Etf)
$2.1M
JULHInnovator Etfs TR Prem Income 20 Barrier ETF - July
$1.9M
JULJInnovator Etfs TR Prem Income 30 Barrier ETF July
$1.9M
TLTiShares 20 Year Treasury Bond ETF
$1.9M
EEMiShares Trust MSCI (emg MKTS ETF Usd Dis)
$1.8M
EFViShares TR EAFE (value Etf)
$1.8M
DBBInvesco DB Base Metals Fund
$1.8M
IWOiShares Russell (2000 Growth Etf)
$1.6M
SCZiShares TR EAFE SML (CP Etf)
$1.6M
IWSiShares TR Russell Mid-Cap Value ETF
$1.6M
TSLATesla Motors
$1.6M
BSCRInvesco Exchange-Traded Self - Indexed FD TR Bulletshares 2027 ETF
$1.2M
SWKStanley Black & Decker Inc
$1.2M
WDWalker & Dunlop Inc
$1.1M
IWMiShares Russell (2000 Etf)
$988K
JETSETF Ser Solutions U S Global Jets ETF
$961K
FEPFirst Trust Europe AlphaDEX Fund
$842K
BSCTInvesco Exchange Traded Self Indexed FD TR Bulletshares 2029 Corporate BD ETF
$767K
BSCSInvesco Exchange-Traded Self - Indexed FD TR Invesco Bulletshares Corp BD ETF
$765K
FPAFirst TR Exch Traded (alphadex FD II Asia Pac Ex Japan Alphadex FD)
$755K
VOOVanguard Index Funds (S&P 500 ETF Usd)
$702K
BSCQInvesco Exchange Traded Self Indexed FD TR Bulletshares 2026 Corporate BD ETF
$698K
SPYSPDR S&P500 ETF (trust Trust Unit Depositary Receipt)
$695K
NDQInvesco QQQ TR Unit (ser 1)
$573K
FXZFirst TR Exchange (traded FD II Materials Alphadex FD Usd)
$519K
FXDFirst TR Exchange (traded FD II Consumer Discretionary)
$515K
FXOFirst TR Exchange (traded FD II Financial Alphadex FD Usd)
$514K
FXNFirst TR Exchange (traded FD II Energy Alphadex FD Annual)
$509K
FXHFirst TR Exchange (traded FD II Health Care Alphadex FD)
$502K
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