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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 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLV STATE STREET HEALTH CARESELECT SECTOR SPDR ETF 155.0 $22K 0.00% $143.04 +1.9%
222 LEU CENTRUS ENERGY CORP CLASS A Energy 100.0 $21K 0.00% NEW $213.22 -14.4%
223 INTU INTUIT Technology 53.0 $21K 0.00% -25.0 -32.0% $393.28 -0.1%
224 PRU PRUDENTIAL FINL INC Financial Services 204.0 $21K 0.00% +102.0 +100.0% $101.12 +0.8%
225 VRT VERTIV HLDGS CO CLASS A Industrials 56.0 $21K 0.00% +41.0 +273.3% $367.93 +0.8%
226 F FORD MTR CO DEL Consumer Cyclical 1,708.0 $21K 0.00% $12.05 +11.2%
227 FS SPECIALTY LENDING FUN 1,747.0 $20K 0.00% NEW $11.70
228 IWR ISHARES RUSSELL MID-CAP ETF 193.0 $20K 0.00% NEW $105.53 -1.8%
229 RSG REPUBLIC SVCS INC Industrials 103.0 $20K 0.00% +14.0 +15.7% $197.73 +5.4%
230 WMB WILLIAMS COS INC Energy 274.0 $20K 0.00% $74.18 +4.8%
231 BX BLACKSTONE INC Financial Services 165.0 $20K 0.00% $121.40 -3.6%
232 IRM IRON MTN INC NEW REIT Real Estate 150.0 $19K 0.00% $129.96 -3.8%
233 LWLG LIGHTWAVE LOGIC INC Basic Materials 1,150.0 $19K 0.00% NEW $16.86 -19.0%
234 SLB SCHNEIDER ELEC SA FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS Energy 295.0 $19K 0.00% +161.0 +120.2% $65.61 -15.6%
235 DHR DANAHER CORP Healthcare 116.0 $19K 0.00% +41.0 +54.7% $166.52 -2.8%
236 GOOG ALPHABET INC CLASS CLASS C Communication Services 49.0 $19K 0.00% $386.78 +1.7%
237 MHNC MAIDEN HOLDINGS 7.75 PFD DUE 12/01/43SUBJ TO XTRO REDEMPTION Financial Services 1,410.0 $19K 0.00% NEW $13.31 -1.1%
238 CUK CARNIVAL CORP LTD F Consumer Cyclical 730.0 $19K 0.00% NEW $25.44 +8.0%
239 KLAC KLA CORP Technology 10.0 $18K 0.00% +2.0 +25.0% $1845.20 -2.2%
240 LLY ELI LILLY AND CO Healthcare 19.0 $18K 0.00% $967.00 +4.1%
Page 12 of 31  ·  606 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%