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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 2 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MTG MGIC INVT CORP WIS Financial Services 3,263.0 $85K 0.01% -81.0 -2.4% $26.10 -0.8%
22 VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES 1,134.0 $80K 0.01% -2K -60.2% $70.82 -1.8%
23 PFE PFIZER INC Healthcare 3,040.0 $78K 0.01% -229.0 -7.0% $25.81 -1.9%
24 JKHY HENRY JACK & ASSOC INC Technology 524.0 $75K 0.01% -125.0 -19.3% $143.65 -4.7%
25 SCHX SCHWAB U.S. LARGE-CAP ETF 2,367.0 $69K 0.01% -194K -98.8% $29.07 -0.1%
26 FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 502.0 $56K 0.01% -258.0 -34.0% $112.47 +0.5%
27 XEL XCEL ENERGY INC Utilities 648.0 $52K 0.01% -25.0 -3.7% $80.60 -3.3%
28 IJH ISHARES CORE S&P SMALL-CAP ETF 245.0 $34K 0.00% -1K -82.3% $137.35 -47.5%
29 BAC BANK OF AMERICA CORP Financial Services 604.0 $31K 0.00% -22.0 -3.5% $50.51 -1.5%
30 ZTS ZOETIS INC CLASS CLASS A Healthcare 394.0 $30K 0.00% -94.0 -19.3% $76.67 -3.2%
31 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 358.0 $27K 0.00% -135.0 -27.4% $75.43 +7.3%
32 XPO XPO INC Industrials 121.0 $24K 0.00% -79.0 -39.5% $201.60 +1.3%
33 INTU INTUIT Technology 53.0 $21K 0.00% -25.0 -32.0% $393.28 -0.1%
34 DIS DISNEY WALT CO Communication Services 162.0 $17K 0.00% -240.0 -59.7% $104.47 -1.7%
35 AG FIRST MAJESTIC SILVER F Basic Materials 600.0 $14K 0.00% -125.0 -17.2% $23.58 -16.3%
36 ANET ARISTA NETWORKS INC Technology 91.0 $12K 0.00% -2K -94.3% $136.43 +3.9%
37 MSI MOTOROLA SOLUTIONS INC Technology 22.0 $9K 0.00% -45.0 -67.2% $392.18 +0.3%
38 QCOM QUALCOMM INC Technology 30.0 $7K 0.00% -60.0 -66.7% $237.53 -15.2%
39 GXO GXO LOGISTICS INC Industrials 132.0 $7K 0.00% -68.0 -34.0% $50.82 -5.2%
40 LOW LOWES COS INC Consumer Cyclical 29.0 $7K 0.00% -38.0 -56.7% $226.07 -3.4%
Page 2 of 3  ·  54 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%