Rmg Wealth Management LLC Portfolio Holdings

Rmg Wealth Management LLC

  • $650 Billion
  • Q2 2025

Rmg Wealth Management LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $650 Billion distributed in 334 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 $143B, Schwab Strategic Tr Us Dividen with a value of $133B, Ishares Morningstar Mid Cap Et with a value of $87.7B, Spdr Bloomberg Short Term High with a value of $62.3B, and Invesco S&P 500 Equal Weight T with a value of $55.2B.

Examining the 13F form we can see an increase of $650B in the current position value.

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 $650 Billion
ETFs: $627 Billion
Technology: $6.58 Billion
Industrials: $3.36 Billion
Financial Services: $2.69 Billion
Utilities: $2.67 Billion
Consumer Cyclical: $2.37 Billion
Healthcare: $1.42 Billion
Consumer Defensive: $1.22 Billion
Other: $2.05 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$143 Billion 21.92% of portfolio
4,795,625
Q2 2025 New
$0
$133 Billion 20.39% of portfolio
4,904,608
Q2 2025 New
$0
$87.7 Billion 13.48% of portfolio
1,083,709
Q2 2025 New
$0
$62.3 Billion 9.59% of portfolio
2,455,713
Q2 2025 New
$0
$55.2 Billion 8.49% of portfolio
1,329,823
Q2 2025 New
$0
$46.4 Billion 7.13% of portfolio
2,097,447
Q2 2025 New
$0
$36 Billion 5.54% of portfolio
1,378,321
Q2 2025 New
$0
$24.3 Billion 3.73% of portfolio
475,573
Q2 2025 New
$0
$23.6 Billion 3.63% of portfolio
706,171
Q2 2025 New
$0
$3.4 Billion 0.52% of portfolio
5,898
Q2 2025 New
$3.45T
$2.74 Billion 0.42% of portfolio
12,968
Q2 2025 New
$0
$1.97 Billion 0.3% of portfolio
6,918
Q2 2025 New
$0
$1.85 Billion 0.28% of portfolio
44,024
Q2 2025 New
$108B
$1.58 Billion 0.24% of portfolio
3,393
Q2 2025 New
$0
$1.29 Billion 0.2% of portfolio
53,379
Q2 2025 New
$416B
$1.04 Billion 0.16% of portfolio
6,055
Q2 2025 New
$0
$832 Million 0.13% of portfolio
1,319
Q2 2025 New
$3.77T
$865 Million 0.13% of portfolio
1,695
Q2 2025 New
$220B
$778 Million 0.12% of portfolio
2,617
Q2 2025 New
$2.32T
$650 Million 0.1% of portfolio
2,890
Q2 2025 New
$16.5B
$586 Million 0.09% of portfolio
9,108
Q2 2025 New
$855B
$449 Million 0.07% of portfolio
1,540
Q2 2025 New
$0
$484 Million 0.07% of portfolio
13,331
Q2 2025 New
$153B
$470 Million 0.07% of portfolio
940
Q2 2025 New
$260B
$446 Million 0.07% of portfolio
4,683
Q2 2025 New
$439B
$457 Million 0.07% of portfolio
2,782
Q2 2025 New
$3.2B
$387 Million 0.06% of portfolio
4,514
Q2 2025 New
$0
$378 Million 0.06% of portfolio
3,365
Q2 2025 New
$0
$372 Million 0.06% of portfolio
15,533
Q2 2025 New
$0
$311 Million 0.05% of portfolio
3,260
Q2 2025 New
$0
$327 Million 0.05% of portfolio
730
Q2 2025 New
$0
$316 Million 0.05% of portfolio
1,779
Q2 2025 New
$44.2B
$311 Million 0.05% of portfolio
7,183
Q2 2025 New
$148B
$336 Million 0.05% of portfolio
879
Q2 2025 New
$0
$321 Million 0.05% of portfolio
12,618
Q2 2025 New
$0
$310 Million 0.05% of portfolio
10,780
Q2 2025 New
$0
$305 Million 0.05% of portfolio
10,729
Q2 2025 New
$5.25B
$306 Million 0.05% of portfolio
2,800
Q2 2025 New
$452B
$241 Million 0.04% of portfolio
2,218
Q2 2025 New
$380B
$267 Million 0.04% of portfolio
746
Q2 2025 New
$417B
$262 Million 0.04% of portfolio
274
Q2 2025 New
$1.14T
$289 Million 0.04% of portfolio
1,560
Q2 2025 New
$0
$289 Million 0.04% of portfolio
1,328
Q2 2025 New
$53.4B
$246 Million 0.04% of portfolio
1,269
Q2 2025 New
$250B
$249 Million 0.04% of portfolio
1,575
Q2 2025 New
$49.6B
$251 Million 0.04% of portfolio
3,133
Q2 2025 New
$201M
$242 Million 0.04% of portfolio
6,412
Q2 2025 New
$8.05B
$237 Million 0.04% of portfolio
1,618
Q2 2025 New
$68.6B
$286 Million 0.04% of portfolio
6,288
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 334
  • Current Value $650 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 329 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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