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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 5 of 5  ·  91 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TFC TRUIST FINL CORP Financial Services 113.0 $5K 0.00% +63.0 +126.0% $47.97 -2.1%
82 MNST MONSTER BEVERAGE CORP NE Consumer Defensive 59.0 $5K 0.00% +25.0 +73.5% $86.41 +0.8%
83 PODD INSULET CORP Healthcare 30.0 $5K 0.00% +20.0 +200.0% $154.17 -4.4%
84 CBRE CBRE GROUP INC CLASS CLASS A Real Estate 30.0 $4K 0.00% +17.0 +130.8% $146.10 -10.7%
85 ODFL OLD DOMINION FREIGHT LIN Industrials 22.0 $4K +14.0 +175.0% $195.14 +4.1%
86 BKNG BOOKING HLDGS INC Consumer Cyclical 25.0 $4K +24.0 +2400.0% $157.80 -1.7%
87 INGERSOLL RAND INC 51.0 $4K +31.0 +155.0% $74.71
88 O REALTY INCOME CORP REIT Real Estate 40.0 $3K +38.0 +1900.0% $62.80 -2.7%
89 DEFI TECHNOLOGIES INC F 2,500.0 $2K +1K +66.7% $0.74
90 KD KYNDRYL HLDGS INC Technology 145.0 $2K +43.0 +42.2% $11.80 -4.1%
91 KHC KRAFT HEINZ CO Consumer Defensive 5.0 $105.0 +1.0 +25.0% $21.00 +9.1%
Page 5 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%