Rmg Wealth Management LLC Portfolio Holdings

Rmg Wealth Management LLC

  • $710 Billion
  • Q3 2025

Rmg Wealth Management LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $710 Billion distributed in 353 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $159B, Vanguard Value ETF with a value of $135B, Ishares Morningstar Mid Cap Et with a value of $93.7B, Spdr Bloomberg Short Term High with a value of $67.6B, and Invesco S&P 500 Equal Weight T with a value of $61.8B.

Examining the 13F form we can see an increase of $59.9B in the current position value, from $650B to 710B.

Rmg Wealth Management LLC is based out at Platteville, WI

Below you can find more details about Rmg Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $710 Billion
ETFs: $685 Billion
Technology: $7.38 Billion
Industrials: $3.22 Billion
Financial Services: $2.71 Billion
Consumer Defensive: $2.4 Billion
Consumer Cyclical: $2.21 Billion
Utilities: $1.78 Billion
Healthcare: $1.6 Billion
Other: $2.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$159 Billion 22.36% of portfolio
4,950,788
Q3 2025 Added 3.24%
$0
$135 Billion 19.01% of portfolio
722,136
Q3 2025 Added 40,492.24%
$0
$93.7 Billion 13.19% of portfolio
1,129,819
Q3 2025 Added 4.25%
$0
$67.6 Billion 9.51% of portfolio
2,659,598
Q3 2025 Added 8.3%
$0
$61.8 Billion 8.7% of portfolio
1,374,742
Q3 2025 Added 3.38%
$0
$52.2 Billion 7.35% of portfolio
2,228,596
Q3 2025 Added 6.25%
$0
$39.9 Billion 5.62% of portfolio
1,425,037
Q3 2025 Added 3.39%
$0
$26 Billion 3.66% of portfolio
509,191
Q3 2025 Added 7.07%
$0
$25.6 Billion 3.6% of portfolio
752,977
Q3 2025 Added 6.63%
$0
$7.64 Billion 1.08% of portfolio
281,831
Q3 2025 Reduced 94.25%
$0
$3.63 Billion 0.51% of portfolio
5,898
Q2 2025 New
$4.35T
$3.41 Billion 0.48% of portfolio
13,080
Q3 2025 Added 0.86%
$0
$2.02 Billion 0.28% of portfolio
6,907
Q3 2025 Reduced 0.16%
$129B
$1.65 Billion 0.23% of portfolio
3,393
Q2 2025 New
$0
$1.41 Billion 0.2% of portfolio
54,525
Q3 2025 Added 2.15%
$0
$1.26 Billion 0.18% of portfolio
28,151
Q3 2025 Reduced 36.06%
$505B
$996 Million 0.14% of portfolio
5,547
Q3 2025 Reduced 8.39%
$0
$886 Million 0.12% of portfolio
1,319
Q2 2025 New
$3.86T
$886 Million 0.12% of portfolio
1,695
Q2 2025 New
$220B
$784 Million 0.11% of portfolio
2,517
Q3 2025 Reduced 3.82%
Inspire 500 ETF
-
$701 Million 0.1% of portfolio
-
Q3 2025 New
$16.8B
$615 Million 0.09% of portfolio
9,009
Q3 2025 Reduced 1.09%
$275B
$565 Million 0.08% of portfolio
5,283
Q3 2025 Added 12.81%
$2.49T
$594 Million 0.08% of portfolio
2,732
Q3 2025 Reduced 5.47%
$0
$534 Million 0.08% of portfolio
40,076
Q3 2025 Added 109.09%
$494B
$537 Million 0.08% of portfolio
2,782
Q2 2025 New
$0
$520 Million 0.07% of portfolio
13,412
Q3 2025 Added 0.61%
$139B
$437 Million 0.06% of portfolio
939
Q3 2025 Reduced 0.11%
$913B
$453 Million 0.06% of portfolio
1,540
Q2 2025 New
$0
$405 Million 0.06% of portfolio
3,365
Q2 2025 New
$3B
$416 Million 0.06% of portfolio
4,812
Q3 2025 Added 6.6%
$0
$380 Million 0.05% of portfolio
15,653
Q3 2025 Added 0.77%
$389B
$329 Million 0.05% of portfolio
904
Q3 2025 Added 21.18%
$0
$351 Million 0.05% of portfolio
730
Q2 2025 New
$0
$320 Million 0.05% of portfolio
10,780
Q2 2025 New
$413B
$378 Million 0.05% of portfolio
1,642
Q3 2025 Added 4.25%
$0
$339 Million 0.05% of portfolio
559
Q3 2025 Added 101.81%
$1.68T
$357 Million 0.05% of portfolio
1,414
Q3 2025 Reduced 9.36%
$45.8B
$328 Million 0.05% of portfolio
6,814
Q3 2025 Reduced 5.14%
$477B
$253 Million 0.04% of portfolio
2,218
Q2 2025 New
$11.4B
$275 Million 0.04% of portfolio
4,316
Q2 2025 New
$1.46T
$267 Million 0.04% of portfolio
365
Q2 2025 New
$152B
$313 Million 0.04% of portfolio
879
Q2 2025 New
$0
$285 Million 0.04% of portfolio
9,761
Q3 2025 Reduced 9.02%
$0
$252 Million 0.04% of portfolio
11,643
Q3 2025 Added 43.69%
$0
$283 Million 0.04% of portfolio
2,850
Q3 2025 Reduced 12.58%
$69.4B
$299 Million 0.04% of portfolio
6,288
Q2 2025 New
$1.44T
$287 Million 0.04% of portfolio
660
Q3 2025 Added 0.15%
$0
$267 Million 0.04% of portfolio
1,267
Q3 2025 Reduced 4.59%

Summary

  • Portfolio
  • No. of Stocks 353
  • Current Value $710 Billion
  • Prior Value $650 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 42 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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