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Maura Dickson

Rpg Family Wealth Advisory, Llc

Assets Managed
$479.141M
Holdings
140
Last Quarter
2026 - Q1
Filed Date
5d ago
Growth Rate
5.35%(2Q avg: 2.49%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Rpg Family Wealth Advisory, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Rpg Family Wealth Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 479.141M in assets, with a quarterly growth rate of 5.35% and a 2-quarter average growth rate of 2.49%. The portfolio is managed by Maura Dickson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 276.1%
4.58%
$21.92M
45,744 shares@ $479.2 avg price
ERJ
Embraer Sa-spon Adr
Recent Activity
Increased 100.27%
3.49%
$16.703M
281,476 shares@ $59.35 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 12%
3.23%
$15.439M
305,065 shares@ $50.62 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 80.23%
2.97%
$14.187M
68,120 shares@ $208.28 avg price
XOM
Exxon Mobil Corp
Recent Activity
Decreased -1.01%
2.62%
$12.552M
73,986 shares@ $169.67 avg price
INTC
Intel Corp
Recent Activity
Decreased -3.58%
2.54%
$12.14M
275,089 shares@ $44.14 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.48%
2.34%
$11.185M
44,074 shares@ $253.79 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -13.85%
2.32%
$11.083M
32,793 shares@ $337.96 avg price
QTUM
Defiance Quantum Etf
Recent Activity
Increased 239.54%
2.24%
$10.693M
99,651 shares@ $107.3 avg price
HWM
Howmet Aerospace Inc
Recent Activity
Decreased -0.84%
2.14%
$10.236M
44,414 shares@ $230.46 avg price

1-10 of 140