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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 18 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 FERG FERGUSON ENTERPRISES INC Industrials 27.0 $7K 0.00% NEW $243.96 -8.1%
342 CDNS CADENCE DESIGN SYS INC Technology 18.0 $7K 0.00% $364.22 -4.5%
343 LOW LOWES COS INC Consumer Cyclical 29.0 $7K 0.00% -38.0 -56.7% $226.07 -2.8%
344 HEIDELBERG MATLS AG FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 77.0 $7K 0.00% NEW $85.05
345 GALDERMA GROUP AG FUNSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 154.0 $7K 0.00% NEW $42.23
346 DG DOLLAR GEN CORP NEW Consumer Defensive 61.0 $6K 0.00% NEW $104.62 +0.4%
347 LH LABCORP HLDGS INC Healthcare 25.0 $6K 0.00% $255.08 +0.3%
348 COMPAGNIE FINANCIERE A FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS 322.0 $6K 0.00% NEW $19.76
349 DANONE FSPONSORED ADR 1 ADR REPS 0.2 ORD SHS 436.0 $6K 0.00% NEW $14.59
350 LUV SOUTHWEST AIRLS CO Industrials 158.0 $6K 0.00% $39.99 -0.8%
351 SNA SNAP ON INC Industrials 17.0 $6K 0.00% $370.47 -2.5%
352 DDOG DATADOG INC CLASS CLASS A Technology 31.0 $6K 0.00% NEW $202.32 +4.6%
353 TOKYO ELECTRON LTD FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS 37.0 $6K 0.00% NEW $168.46
354 RBC RBC BEARINGS INC Industrials 10.0 $6K 0.00% NEW $613.60 -7.0%
355 AEM AGNICO EAGLE MINES LTD F Basic Materials 31.0 $6K 0.00% NEW $196.84 -9.5%
356 UNILEVER PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS 106.0 $6K 0.00% NEW $57.24
357 FAST FASTENAL CO Industrials 140.0 $6K 0.00% $43.30 +1.0%
358 LIN LINDE PLC F Basic Materials 12.0 $6K 0.00% +3.0 +33.3% $504.42 +0.4%
359 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 47.0 $6K 0.00% -4K -98.9% $128.47 -1.2%
360 AMP AMERIPRISE FINL INC Financial Services 13.0 $6K 0.00% -2K -99.2% $463.69 -0.8%
Page 18 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%