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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 7 of 7  ·  131 positions
# Ticker Company Sector Shares Value ↓ % Port Status
121 VROOM INC 30 WTFWARRANTS EXP 01/14/30 12 $18.0 SOLD
122 CYFIT WELLNESS SOLUTIXXXREGISTRATION REVOKED BY THE SEC EFF: 04/04/13 7,000 SOLD
123 ECHO AUTOMOTIVE INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/19/16 100 SOLD
124 ISHARES ESG ADV INV GXXXPENDING POSSIBLE FUTURE EFF: 1,600 SOLD
125 KALEIDO BIOSCIENCES INC 70 SOLD
126 NAVI NAVIOS MARITIME PART LP Financial Services SOLD
127 PLEDGE PETROLEUM CORPXXXREGISTRATION REVOKED BY THE SEC EFF: 09/08/21 2,000 SOLD
128 SYLIOS CORP XXXREGISTRATION REVOKED BY THE SEC EFF: 10/20/21 1 SOLD
129 THOUGHTFUL BRANDS INC F 100 SOLD
130 SMOG VANECK RUSSIA ETF 15 SOLD
131 WALGREENS BOOTS ALLIANCE 1,429 SOLD
Page 7 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%