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Portfolio (Quarterly) Guide ↗

RMG Wealth Management LLC

· CIK 0001844731
13F Portfolio $866M AUM 616 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 91 Added 54 Reduced 131 Exited
Page 6 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
101 SOLSTICE ADVANCED MATLS 34 $2K SOLD
102 EA ELECTRONIC ARTS INC Communication Services 10 $2K SOLD
103 GILD GILEAD SCIENCES INC Healthcare 15 $2K SOLD
104 QUICKLOGIC CORP 200 $2K SOLD
105 DAYFORCE INC 25 $2K SOLD
106 JOBY AVIATION INC FCLASS A 100 $1K SOLD
107 STREAMEX CORP 400 $1K SOLD
108 EPAM EPAM SYS INC Technology 5 $1K SOLD
109 BIT DIGITAL INC. F 500 $1K SOLD
110 NRG NRG ENERGY INC Utilities 7 $1K SOLD
111 IAC INC 25 $1K SOLD
112 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5 $973.0 SOLD
113 SILVERGATE CAP CORP CLASS A 1,230 $554.0 SOLD
114 EQBK EPSILON ENERGY LTD F Financial Services 100 $463.0 SOLD
115 VROOM INC 12 $216.0 SOLD
116 WARNER BROS DISCOVERYXXXSUBMITTED FOR CASH EXP: 01/21/2026 7 $200.0 SOLD
117 MCGRAW HILL INC 12 $182.0 SOLD
118 GTX GARRETT MOTION INC Consumer Cyclical 8 $148.0 SOLD
119 XOS INC 28 $64.0 SOLD
120 DULUTH HLDGS INC CLASS B 24 $55.0 SOLD
Page 6 of 7  ·  131 positions
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%