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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 21 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CVS CVS HEALTH CORP Healthcare 2.0 $178.0 NEW $89.00 +7.7%
402 NGG NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS Utilities 2.0 $177.0 NEW $88.50 -8.9%
403 ANGI ANGI INC CLASS CLASS A Communication Services 13.0 $172.0 NEW $13.23 -60.8%
404 GTX GARRETT MOTION INC Consumer Cyclical 8.0 $148.0 NEW $18.50 +67.5%
405 O REALTY INCOME CORP REIT Real Estate 2.0 $139.0 NEW $69.50 -12.1%
406 PBR PETROLEO BRASILEIRO SA FSPONSORED ADR 1 ADR REPS 2 ORD SHS Energy 10.0 $137.0 NEW $13.70 +45.5%
407 BDC BELDEN INC NEW Technology 1.0 $118.0 NEW $118.00 -11.7%
408 HPQ HP INC Technology 5.0 $108.0 NEW $21.60 -3.7%
409 KHC KRAFT HEINZ CO Consumer Defensive 4.0 $100.0 NEW $25.00 -8.3%
410 ABR ARBOR RLTY TR INC REIT Real Estate 12.0 $93.0 NEW $7.75 -22.1%
411 FG F&G ANNUITIES & LIFE INC Financial Services 3.0 $84.0 NEW $28.00 +0.1%
412 TREE LENDINGTREE INC NEW Financial Services 1.0 $68.0 NEW $68.00 -47.5%
413 XOS INC 28.0 $64.0 NEW $2.29
414 VAC MARRIOTT VACATIONS WORLD Consumer Cyclical 1.0 $60.0 NEW $60.00 +18.1%
415 DULUTH HLDGS INC CLASS B 24.0 $55.0 NEW $2.29
416 OGN ORGANON & CO Healthcare 4.0 $38.0 NEW $9.50 +41.1%
417 CANOPY GROWTH CORP F 18.0 $21.0 NEW $1.17
418 VROOM INC 30 WTFWARRANTS EXP 01/14/30 12.0 $18.0 NEW $1.50
419 NAVI NAVIOS MARITIME PART LP Financial Services NEW
420 SMOG VANECK RUSSIA ETF 15.0 NEW
Page 21 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%