Institutions / RMG Wealth Management LLC

RMG Wealth Management LLC

CIK 1844731 · Institution · as of Dec 31, 2025

Portfolio value

$772.17M

Positions

431

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 431 →

Company	Class	Value	Shares	% of portfolio
Schwab US Large Cap Growth ETF	—	$162.91M	5,077,410	21.1%
Vanguard Value ETF	—	$153.98M	775,119	19.9%
iShares Morningstar Mid Cap ETF	—	$105.83M	1,230,343	13.7%
St Stret SPDR Bbrg Srt Trm Hg Yd ETF	—	$74.41M	2,921,428	9.6%
Invsc Sp 500 Equal Weight Tech ETF	—	$66.87M	1,406,205	8.7%
iShares Trt Is 5-10 Inv Gr Cr Bd ETF	—	$53.55M	993,902	6.9%
Schwab US Small Cap ETF	—	$45.32M	1,458,174	5.9%
iShares Floating Rate Bond ETF	—	$28.92M	567,119	3.7%
St Srt SPDR Prtfl Intdt Trm C ETF IV	—	$28.05M	829,817	3.6%
Schwab US Dividend Equity ETF	—	$5.66M	196,774	0.7%
Vanguard S&P 500 ETF	—	$3.73M	5,900	0.5%
Apple Inc.	—	$3.35M	13,431	0.4%
Vanguard Mid Cap ETF	—	$2.00M	6,663	0.3%
St Srt SPDR Prtfl L T Crprt B ETF IV	—	$1.89M	83,427	0.2%
Lockheed Martin Corp	—	$1.75M	2,993	0.2%
Schwab US Broad Market ETF	—	$1.49M	55,960	0.2%
Inspire 100 ETF IV	—	$1.36M	28,151	0.2%
NVIDIA Corp	—	$949.0K	5,137	0.1%
Constellation Energy Corp	—	$942.1K	3,227	0.1%
iShares Russell 2000 ETF	—	$933.6K	1,365	0.1%
Microsoft Corp	—	$814.3K	1,827	0.1%
Inspire 500 ETF	—	$769.2K	2,978	0.1%
Alliant Energy Corp	—	$664.3K	9,967	0.1%
Amazon.com Inc	—	$627.7K	2,704	0.1%
Walmart Inc.	—	$603.9K	5,102	0.1%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.