Managers / Q1 2026
RMG Wealth Management LLC
CIK 0001844731 · 1290 E. MINERAL ST., PLATTEVILLE, WI, 53818 · 608-348-2274
Reported Value
$866M
Q1 2026
Positions
616
Filings on Record
4
2019–present window
Filed
May 14, 2026
original filing
Summary
Rmg Wealth Management Llc reported $866M in U.S.-listed holdings across 616 positions for Q1 2026.
The portfolio is heavily concentrated: SCHG alone accounts for 21.3% of reported value.
Compared with Q4 2025, the fund opened 307 new positions and exited 130.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
Filing History
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- RMG Wealth Management LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.