Long-term investor
Rpg Family Wealth Advisory, LLC @rpgfamilywealthadvisoryl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569884).
Record
- Tracked since 2025-06-30 (449 days), 133 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +9.1% · 1 year n/a · all -2.0%
- Max drawdown n/a · win rate 48% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- INTC · 4.7% · long · since 2025-06-30
- 26922A420 · 3.5% · long · since 2025-06-30
- TSM · 3.3% · long · since 2025-06-30
- 01741R102 · 3.1% · long · since 2026-03-31
- MSFT · 2.6% · long · since 2025-06-30
- 00108J109 · 2.6% · long · since 2025-06-30
- HWM · 2.5% · long · since 2025-06-30
- NVDA · 2.5% · long · since 2025-06-30
- 369604301 · 2.4% · long · since 2025-06-30
- H42097107 · 2.2% · long · since 2025-06-30
- 46641Q837 · 2.1% · long · since 2025-06-30
- JPM · 2.0% · long · since 2025-06-30