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Portfolio (Quarterly) Guide ↗

RMG Wealth Management LLC

· CIK 0001844731
13F Portfolio $866.4B AUM 616 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 91 Added 54 Reduced 131 Exited
Page 3 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEP PEPSICO INC Consumer Defensive 362.0 $54K 0.01% +48.0 +15.3% $149.41 -0.2%
42 VZ VERIZON COMMUNICATIONS I Communication Services 1,138.0 $54K 0.01% +399.0 +54.0% $47.22 -1.8%
43 NUE NUCOR CORP Basic Materials 213.0 $49K 0.01% +151.0 +243.6% $232.00 -2.1%
44 GS GOLDMAN SACHS GROUP INC Financial Services 52.0 $49K 0.01% +27.0 +108.0% $944.87 +0.4%
45 CASY CASEYS GEN STORES INC Consumer Cyclical 56.0 $49K 0.01% +40.0 +250.0% $877.07 -2.4%
46 UPS UNITED PARCEL SVC INC CLASS CLASS B Industrials 473.0 $47K 0.01% +129.0 +37.5% $100.00 -1.1%
47 CSCO CISCO SYS INC Technology 425.0 $42K 0.01% +321.0 +308.6% $98.64 +19.8%
48 SBUX STARBUCKS CORP Consumer Cyclical 392.0 $41K 0.01% +10.0 +2.6% $105.74 +1.0%
49 ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 26.0 $41K 0.01% +16.0 +160.0% $1565.81 -6.0%
50 NOW SERVICENOW INC Technology 354.0 $32K 0.00% +14.0 +4.1% $91.49 +3.9%
51 SCHW CHARLES SCHWAB CORP Financial Services 360.0 $32K 0.00% +75.0 +26.3% $87.83 +3.5%
52 COF CAPITAL ONE FINL CORP Financial Services 160.0 $29K 0.00% +34.0 +27.0% $183.93 +1.8%
53 BSX BOSTON SCIENTIFIC CORP Healthcare 520.0 $28K 0.00% +20.0 +4.0% $53.37 +4.8%
54 PRU PRUDENTIAL FINL INC Financial Services 204.0 $21K 0.00% +102.0 +100.0% $101.12 +0.8%
55 VRT VERTIV HLDGS CO CLASS A Industrials 56.0 $21K 0.00% +41.0 +273.3% $367.93 +0.8%
56 RSG REPUBLIC SVCS INC Industrials 103.0 $20K 0.00% +14.0 +15.7% $197.73 +5.4%
57 SLB SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS Energy 295.0 $19K 0.00% +161.0 +120.2% $65.61 -15.6%
58 DHR DANAHER CORP Healthcare 116.0 $19K 0.00% +41.0 +54.7% $166.52 -2.8%
59 KLAC KLA CORP Technology 10.0 $18K 0.00% +2.0 +25.0% $1845.20 -2.2%
60 RTX RTX CORP Industrials 98.0 $18K 0.00% +10.0 +11.4% $179.01 -4.4%
Page 3 of 5  ·  91 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.8%
Financial Services 15.5%
Industrials 15.4%
Utilities 10.3%
Consumer Cyclical 8.3%
Healthcare 6.5%
Communication Services 4.5%
Consumer Defensive 4.5%
Energy 3.7%
Basic Materials 1.3%