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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 15 of 16  ·  306 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RYAN RYAN SPECIALTY HOLDINGS CLASS A Financial Services 20.0 $626.0 NEW $31.30 +1.6%
282 FOUR SHIFT4 PMTS INC CLASS CLASS A Technology 15.0 $622.0 NEW $41.47 +1.3%
283 EPSN EPSILON ENERGY LTD F Energy 100.0 $598.0 NEW $5.98 +6.9%
284 BLUE SPHERE CORP 1,160,000.0 $580.0 NEW $0.00
285 BLDR BUILDERS FIRSTSOURCE INC Industrials 7.0 $524.0 NEW $74.86 -6.2%
286 STEX STREAMEX CORP Financial Services 550.0 $522.0 NEW $0.95 +4.3%
287 ELF E L F BEAUTY INC Consumer Defensive 9.0 $497.0 NEW $55.22 +2.2%
288 PPH VANECK PHARMACEUTICAL ETF 4.0 $415.0 NEW $103.75 -2.5%
289 SI SILVERGATE CAP CORP CLASS A Healthcare 1,105.0 $387.0 NEW $0.35 +4362.8%
290 SMR NUSCALE PWR CORP CLASS A Utilities 20.0 $266.0 NEW $13.30 -15.6%
291 WBD WARNER BROS DISCOVERY INCLASS SERIES A Communication Services 7.0 $191.0 NEW $27.29 -1.1%
292 VRM VROOM INC Consumer Cyclical 24.0 $152.0 NEW $6.33 +84.9%
293 MH MCGRAW HILL INC Consumer Defensive 12.0 $137.0 NEW $11.42 +0.0%
294 ESGV VANGUARD ESG U.S. STOCK ETF 1.0 $130.0 NEW $130.00 -0.2%
295 DLTH DULUTH HLDGS INC CLASS B Consumer Cyclical 24.0 $73.0 NEW $3.04 +2.2%
296 XOS INC 28.0 $53.0 NEW $1.89
297 HEALTHIER CHOICES MGMT C 464,000.0 $46.0 NEW $0.00
298 NMM NAVIOS MARITIME PART LP Industrials NEW
299 CYFIT WELLNESS SOLUTIXXXREGISTRATION REVOKED BY THE SEC EFF: 04/04/13 7,000.0 NEW
300 ECHO AUTOMOTIVE INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/19/16 100.0 NEW
Page 15 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%