Rmg Wealth Management LLC Portfolio Holdings

Rmg Wealth Management LLC

  • $772 Billion
  • Q4 2025

Rmg Wealth Management LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $772 Billion distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Small C with a value of $163B, Vanguard Value ETF with a value of $154B, Ishares Morningstar Mid Cap ETF with a value of $106B, Spdr Portfolio S&P 1500 Compos with a value of $74.4B, and Invesco ETF Tr Ii S&P 500 Mome with a value of $66.9B.

Examining the 13F form we can see an increase of $61.9B in the current position value, from $710B to 772B.

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 $772 Billion
ETFs: $557 Billion
Technology: $7.42 Billion
Industrials: $3.53 Billion
Utilities: $2.72 Billion
Financial Services: $2.41 Billion
Consumer Cyclical: $2.3 Billion
Healthcare: $1.56 Billion
Communication Services: $1.2 Billion
Other: $2.46 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$230 Million 0.03% of portfolio
17,553
Q4 2025 New
$0
$483,000 0.0% of portfolio
34
Q2 2025 New
$0
$4.15 Million 0.0% of portfolio
287
Q2 2025 New
$0
$13.4 Million 0.0% of portfolio
250
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $772 Billion
  • Prior Value $710 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 210 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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