RMG Wealth Management LLC
RMG Wealth Management LLC is an Investment Adviser institutional filer with the SEC under CIK 1844731, reporting 577 portfolio positions, with 11 historical 13F filings on file. Most recent reporting period: 2026-06-30.
A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).
- State of incorporation: WI
- Filing type: 13F-HR
- Latest reporting period: 2026-06-30
- Last filed: 2026-08-13
Top 10 portfolio positions
The largest reported holdings in RMG Wealth Management LLC's most recent 13F filing, ranked by reported market value.
- SCHWAB U.S. LARGE-CAP GROWTH ETF (SCHG)
- VANGUARD MORNINGSTAR VALUE ETF (VTV)
- ISHARES MORNINGSTAR MID-CAP ETF (IMCG)
- STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF (SJNK)
- INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF (PKB)
- ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF (IGIB)
- SCHWAB U.S. SMALL-CAP ETF (SCHA)
- ISHARES FLOATING RATE BOND ETF (FLOT)
- STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (SPIB)
- SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF (SCHD)
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