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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 12 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CNH INDL N V F 256.0 $3K NEW $10.97
222 A AGILENT TECHNOLOGIES INC Healthcare 25.0 $3K NEW $111.48 +0.6%
223 WSC WILLSCOT HOLDINGS CO A CLASS CLASS A Industrials 104.0 $3K NEW $26.71 -8.4%
224 NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 198.0 $3K NEW $13.92 +0.2%
225 AER ADYEN N V F Industrials 253.0 $3K NEW $10.71 +1205.1%
226 PAY PAYMENTUS HLDGS INC CLASS A Technology 100.0 $3K NEW $26.67 -9.0%
227 WRB BERKLEY W R CORP Financial Services 40.0 $3K NEW $66.40 +0.1%
228 SAP SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS Technology 15.0 $3K NEW $170.13 -0.4%
229 VIKING HLDGS LTD F 31.0 $3K NEW $80.90
230 DOCS DOXIMITY INC CLASS CLASS A Healthcare 95.0 $2K NEW $26.26 -27.8%
231 PSTG EVERPURE INC CLASS A Technology 27.0 $2K NEW $87.33 +0.0%
232 CAVA CAVA GROUP INC Consumer Cyclical 29.0 $2K NEW $80.00 -0.1%
233 IAU ISHARES GOLD TRUST MICRO Financial Services 49.0 $2K NEW $47.18 +81.8%
234 TW TRADEWEB MKTS INC CLASS CLASS A Financial Services 21.0 $2K NEW $109.95 +0.9%
235 BILL BILL HOLDINGS INC Technology 55.0 $2K NEW $41.51 -7.2%
236 LUCKY STRIKE ENTERTAINMECLASS A 288.0 $2K NEW $7.92
237 STANDARDAERO INC 85.0 $2K NEW $26.80
238 ENTG ENTEGRIS INC Technology 15.0 $2K NEW $149.13 -10.8%
239 DKS DICKS SPORTING GOODS INC Consumer Cyclical 10.0 $2K NEW $220.30 -1.7%
240 CHWY CHEWY INC CLASS CLASS A Consumer Cyclical 95.0 $2K NEW $22.49 -3.8%
Page 12 of 16  ·  306 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%