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Portfolio (Quarterly) Guide ↗

RMG Wealth Management LLC

· CIK 0001844731
13F Portfolio $866M AUM 616 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 306 New 91 Added 54 Reduced 131 Exited
Page 17 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 RMD RESMED INC Healthcare 38.0 $8K 0.00% $198.76 +2.7%
322 EXPE EXPEDIA GROUP INC Consumer Cyclical 34.0 $8K 0.00% +9.0 +36.0% $221.47 -2.9%
323 COPX GLOBAL X COPPER MINERS ETF 85.0 $7K 0.00% NEW $87.59 -9.4%
324 IVT INVENTRUST PPTYS CORP Real Estate 238.0 $7K 0.00% NEW $31.28 +1.6%
325 FLS FLOWSERVE CORP Industrials 104.0 $7K 0.00% NEW $70.77 -6.8%
326 GWW GRAINGER W W INC Industrials 6.0 $7K 0.00% +3.0 +100.0% $1226.17 +3.2%
327 SAN BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 601.0 $7K 0.00% NEW $12.13 -2.2%
328 INDUSTRIA DE DISENO TE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 498.0 $7K 0.00% NEW $14.60
329 QCOM QUALCOMM INC Technology 30.0 $7K 0.00% -60.0 -66.7% $237.53 -14.3%
330 CTAS CINTAS CORP Industrials 43.0 $7K 0.00% +9.0 +26.5% $164.67 +6.0%
331 MUFG MITSUBISHI UFJ FINL GR FSPONSORED ADR 1 ADR REPS 1 ORD SHS Financial Services 385.0 $7K 0.00% NEW $18.19 +5.5%
332 BDX BECTON DICKINSON & CO Healthcare 48.0 $7K 0.00% NEW $143.15 +2.7%
333 SHIN-ETSU CHEM CO LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 284.0 $7K 0.00% NEW $24.17
334 RCL ROYAL CARIBBEAN GROU F Consumer Cyclical 26.0 $7K 0.00% NEW $263.46 -4.1%
335 LRCX LAM RESH CORP Technology 23.0 $7K 0.00% NEW $296.04 -6.1%
336 ISRG INTUITIVE SURGICAL INC Healthcare 16.0 $7K 0.00% +4.0 +33.3% $420.06 +4.7%
337 SNPS SYNOPSYS INC Technology 13.0 $7K 0.00% NEW $516.15 -3.4%
338 GXO GXO LOGISTICS INC Industrials 132.0 $7K 0.00% -68.0 -34.0% $50.82 -7.2%
339 BRAMBLES LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS 208.0 $7K 0.00% NEW $32.17
340 TESCO PLC FUNSPONSORED ADR 1 ADR REPS 3 ORD SHS 348.0 $7K 0.00% NEW $18.96
Page 17 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%