RPG Investment Advisory LLC

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RPG Investment Advisory LLC
CRD #172173
SEC #801-80481
CIK #0001666664, 0000166666
AUM 1,043.9 M (2026-01-27)
Employees 9 (22% Investors, 0% Brokers)
Phone925-384-0071
Address6600 Koll Center Pkwy
Pleasanton, CA 94566
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
110088066044022002010201520212027
Sector Form 13F Holdings Value ($M)
Nvidia Corp 55.4
Alphabet Inc 41.0
Apple Inc 33.7
Quanta Services Inc 29.7
Amazon Com Inc 28.6
Babcock & Wilcox Co 27.4
Chevron Corp 24.6
Microsoft Corp 23.7
Advanced Micro Devices Inc 22.8
Palantir Technologies Inc 21.5
View All
Holdings by Sector ($M)
1400112084056028002014201820222027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 953 1,043.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 953 1,043.9
By Discretionary
Discretionary 953 1,043.9
Non-Discretionary 0 0.0
Total 953 1,043.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,043.9
Total 953 1,043.9
EDGAR Form CIK 2011 - 2026
13F-HR [0001666664]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesRetail
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