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RPG Investment Advisory, LLC
Matthew Vera · Investment Advisor · Multi-Strategy
RPG Investment Advisory, LLC is an SEC-registered investment adviser based in Pleasanton, California. Established in 2014, the firm specializes in providing personalized portfolio management and comprehensive financial planning services, primarily for high-net-worth individuals and retail clients. Led by principal owner Matthew Vera, the firm offers a holistic advisory approach that integrates fundamental research and technical analysis to develop tailored investment strategies. RPG operates as a fiduciary, focusing on aligning client portfolios with long-term financial goals and risk tolerances. The firm manages substantial assets across multiple mandates, including income-focused, balanced, and growth-oriented strategies, and maintains a commitment to independent, objective advice for its diverse client base.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +38.5% |
| YTD return | +31.6% |
| Sharpe ratio | 3.63 |
| Win rate | 66% |
| AUM | $0.6B |
| Inception | Oct 1, 2025 |
| Updated | Sep 22, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.6B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://rpgadvisory.com |
Current Holdings
Updated on Sep 22, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 11.2% | +19.5% |
| GOOGL | Alphabet Inc Class A | 7.8% | +28.2% |
| AAPL | Apple Inc | 7.2% | +26.7% |
| AMZN | Amazon.com Inc | 5.7% | +9.4% |
| MSFT | Microsoft Corporation | 5.2% | +1.7% |
| AMD | Advanced Micro Devices Inc | 5.2% | +176.6% |
| SNOW | Snowflake Inc. | 5.2% | +23.2% |
| CRWD | Crowdstrike Holdings Inc | 5.1% | +40.7% |
| NOW | ServiceNow Inc | 5.1% | +9.5% |
| PWR | Quanta Services Inc | 4.7% | +31.5% |
| PLTR | Palantir Technologies Inc. | 4.5% | +44.0% |
| NET | Cloudflare Inc | 4.2% | +71.0% |
| OKTA | Okta Inc | 4.0% | +15.6% |
| ZETA | Zeta Global Holdings Corp | 3.9% | +15.5% |
| CVX | Chevron Corp | 3.9% | +20.8% |
| RTX | Raytheon Technologies Corp | 3.5% | +7.5% |
| MDT | Medtronic PLC | 3.4% | -0.9% |
| JCI | Johnson Controls International PLC | 3.4% | +24.7% |
| POWL | Powell Industries Inc | 3.4% | +22.7% |
| ISRG | Intuitive Surgical Inc | 3.4% | +2.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | MSFT | 5.5% → 5.2% |
| Sep 21, 2026 | SELL | NET | 4.0% → 4.2% |
| Sep 21, 2026 | SELL | AMD | 4.5% → 5.2% |
| Sep 21, 2026 | BUY | CVX | 3.7% → 3.9% |
| Sep 21, 2026 | SELL | PLTR | 4.8% → 4.5% |
Investment Style Analysis
RPG Investment Advisory, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 22, 2026, the firm oversees approximately $0.6B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, RPG Investment Advisory, LLC made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
RPG Investment Advisory employs a holistic, client-centric investment philosophy centered on personalized wealth management and fiduciary responsibility. The firm utilizes a combination of fundamental research and technical analysis to construct diversified portfolios across various securities. Their strategy is designed to meet individual life goals rather than arbitrary benchmarks, offering distinct models such as Income Focused, Balanced, and Growth Focused. By maintaining independence and providing both tactical and strategic advice, RPG aims to ensure the growth and preservation of capital while remaining responsive to shifting market conditions and client risk tolerances.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with RPG Investment Advisory, LLC.
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Frequently asked questions
How is the simulated portfolio for RPG Investment Advisory, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is RPG Investment Advisory, LLC's largest holding?
As of the latest filing, RPG Investment Advisory, LLC's top position is NVIDIA Corporation (NVDA), representing 11.2% of the portfolio. This reflects a high-conviction bet by the institution.
What is RPG Investment Advisory, LLC's historical performance and risk profile?
Our simulation indicates a total return of +38.5% with a win rate of 66%. Notably, the portfolio maintains a Sharpe Ratio of 3.63, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does RPG Investment Advisory, LLC primarily invest in?
RPG Investment Advisory, LLC has a strong preference for the Software - Infrastructure sector, which makes up 26.9% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is RPG Investment Advisory, LLC's portfolio concentrated or diversified?
RPG Investment Advisory, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has RPG Investment Advisory, LLC performed in 2026?
Our AI-simulated model portfolio for RPG Investment Advisory, LLC tracks a Year-to-Date (YTD) return of +31.6%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Matthew Vera manage RPG Investment Advisory, LLC directly?
Yes, Matthew Vera serves as the key portfolio manager for RPG Investment Advisory, LLC, overseeing the investment strategy and final capital allocation decisions.