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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 20 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 EPAM EPAM SYS INC Technology 5.0 $1K NEW $217.80 -57.3%
382 BIT DIGITAL INC. F 500.0 $1K NEW $2.16
383 NRG NRG ENERGY INC Utilities 7.0 $1K NEW $150.00 -14.8%
384 KMB KIMBERLY CLARK CORP Consumer Defensive 10.0 $1K NEW $101.20 -5.2%
385 IAC INC 25.0 $1K NEW $40.20
386 ANET ARGENTA SILVER CORP F Technology 1,600.0 $976.0 NEW $0.61 +23131.1%
387 LULU LULULEMON ATHLETICA INC Consumer Cyclical 5.0 $973.0 NEW $194.60 -38.8%
388 MGM MGM RESORTS INTL Consumer Cyclical 25.0 $861.0 NEW $34.44 +7.3%
389 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 10.0 $638.0 NEW $63.80 -6.4%
390 SILVERGATE CAP CORP CLASS A 1,230.0 $554.0 NEW $0.45
391 DJT TRUMP MEDIA & TECHNO Communication Services 34.0 $483.0 NEW $14.21 -39.0%
392 TXT TEXTRON INC Industrials 5.0 $480.0 NEW $96.00 -7.5%
393 EQBK EPSILON ENERGY LTD F Financial Services 100.0 $463.0 NEW $4.63 +856.2%
394 TRIP TRIPADVISOR INC Consumer Cyclical 25.0 $344.0 NEW $13.76 -31.2%
395 BMO BANK MONTREAL QUE F Financial Services 2.0 $274.0 NEW $137.00 +12.3%
396 PLUG PLUG PWR INC Industrials 100.0 $250.0 NEW $2.50 +51.2%
397 VROOM INC 12.0 $216.0 NEW $18.00
398 WARNER BROS DISCOVERYXXXSUBMITTED FOR CASH EXP: 01/21/2026 7.0 $200.0 NEW $28.57
399 KR KROGER CO Consumer Defensive 3.0 $196.0 NEW $65.33 +1.1%
400 MCGRAW HILL INC 12.0 $182.0 NEW $15.17
Page 20 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%