R.P. Boggs & Co. Wealth Mangement
RIA/Wealth
R.P. Boggs & Co. Wealth Mangement is a RIA/Wealth based in Lake Wylie, SC led by Robert Paul Boggs, reporting $262.4M in AUM as of Q3 2025 with 40% Industrials concentration and 76% concentrated in top 10 holdings.
PresidentRobert Paul Boggs
- Portfolio Value
- $220.5M
- Positions
- 20
- Top Holding
- ROAD at 13.11%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in R.P. Boggs & Co. Wealth Mangement's portfolio (75.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Engineering & Construction Industrials | $28.9M | 13.11% | -$93.7K Sold | 0.41% 227.6K shares | |
Unknown Unknown | $26.4M | 11.99% | +$85.0K Bought | — 74.3K shares | |
Software - Application Technology | $21.3M | 9.67% | +$44.8K Bought | 0.17% 1.1M shares | |
Aerospace & Defense Industrials | $17.0M | 7.69% | -$83.9K Sold | 1.14% 464.7K shares | |
Biotechnology Healthcare | $16.7M | 7.59% | +$38.8K Bought | 0.03% 29.7K shares | |
Chemicals - Specialty Basic Materials | $13.8M | 6.25% | -$32.4K Sold | 0.42% 615.4K shares | |
Aerospace & Defense Industrials | $13.6M | 6.18% | -$106.0K Sold | 0.04% 53.6K shares | |
ETF ETF | $11.2M | 5.07% | -$23.6K Sold | — 241.7K shares | |
Personal Products & Services Consumer Cyclical | $9.3M | 4.22% | -$40.0K Sold | 0.08% 111.9K shares | |
Real Estate - Services Real Estate | $9.1M | 4.12% | -$5.3K Sold | 0.10% 47.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in R.P. Boggs & Co. Wealth Mangement's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+16.27% | |
+5.96% | |
+5.02% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-0.77% | |
-0.49% | |
-0.43% | |
-0.32% | |
-0.23% |
Analytics
Portfolio insights and performance metrics for R.P. Boggs & Co. Wealth Mangement
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