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Portfolio (Quarterly) Guide ↗

RMG Wealth Management LLC

· CIK 0001844731
13F Portfolio $772M AUM Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 431 New
Page 15 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSX PHILLIPS 66 Energy 51.0 $7K 0.00% NEW $142.10 +24.0%
282 SLB SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS Energy 134.0 $7K 0.00% NEW $53.79 +3.0%
283 SHW SHERWIN-WILLIAMS CO Basic Materials 20.0 $7K 0.00% NEW $355.35 -15.5%
284 EXPE EXPEDIA GROUP INC Consumer Cyclical 25.0 $7K 0.00% NEW $280.40 -22.4%
285 INVENTRUST PPTYS CORP 236.0 $7K 0.00% NEW $29.44
286 DELL DELL TECHNOLOGIES INC CLASS CLASS C Technology 59.0 $7K 0.00% NEW $116.71 +107.4%
287 LUV SOUTHWEST AIRLS CO Industrials 158.0 $7K 0.00% NEW $43.27 -11.0%
288 LH LABCORP HLDGS INC Healthcare 25.0 $7K 0.00% NEW $269.04 -6.9%
289 CTAS CINTAS CORP Industrials 34.0 $7K 0.00% NEW $194.97 -13.7%
290 PTON PELOTON INTERACTIVE INC CLASS CLASS A Consumer Cyclical 1,103.0 $7K 0.00% NEW $5.94 -10.9%
291 NDAQ NASDAQ INC Financial Services 66.0 $7K 0.00% NEW $98.86 -7.9%
292 ISRG INTUITIVE SURGICAL INC Healthcare 12.0 $6K 0.00% NEW $526.17 -20.0%
293 SNA SNAP ON INC Industrials 17.0 $6K 0.00% NEW $371.18 -3.1%
294 AJG GALLAGHER ARTHUR J & CO Financial Services 25.0 $6K 0.00% NEW $248.48 -16.6%
295 FAST FASTENAL CO Industrials 140.0 $6K 0.00% NEW $44.26 -2.3%
296 IGF ISHARES CORE US REIT ETF 105.0 $6K 0.00% NEW $58.84 +13.3%
297 DOLLY VARDEN SILVER CO F 1,050.0 $6K 0.00% NEW $5.58
298 IJK ISHARES S&P SMALL CAP 600 ETF 47.0 $6K 0.00% NEW $124.60 -12.0%
299 FXO FIRST TRUST ISE WATER INDEX ETF 50.0 $6K 0.00% NEW $115.36 -48.7%
300 J JACOBS SOLUTIONS INC Industrials 41.0 $6K 0.00% NEW $139.80 -21.0%
Page 15 of 22  ·  431 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 30.1%
Industrials 14.9%
Financial Services 12.5%
Utilities 11.8%
Consumer Cyclical 9.7%
Healthcare 6.4%
Communication Services 5.1%
Consumer Defensive 4.3%
Energy 3.8%
Basic Materials 1.4%