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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 23 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 TRU TRANSUNION Industrials 46.0 $3K NEW $70.00 -5.3%
442 BYD CO LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS 247.0 $3K NEW $12.98
443 TDY TELEDYNE TECHNOLOGIES IN Technology 5.0 $3K NEW $632.60 -2.5%
444 EQT EQT CORP Energy 56.0 $3K NEW $56.45 -0.4%
445 MMM 3I GROUP PLC FUNSPONSORED ADR 1 ADR REP 0.25 ORD SHS Industrials 360.0 $3K NEW $8.64 +1593.1%
446 SANDISK CORP 2.0 $3K NEW $1547.50
447 PENN PENN ENTMT INC Consumer Cyclical 194.0 $3K $15.94 +1.6%
448 FSK FS KKR CAPITAL CORP Financial Services 287.0 $3K $10.76 +2.0%
449 JCI JOHNSON CONTROLS INT F Industrials 21.0 $3K NEW $141.76 +0.9%
450 DLR DIGITAL RLTY TR INC REIT Real Estate 15.0 $3K $196.27 -4.0%
451 CMG CHIPOTLE MEXICAN GRILL I Consumer Cyclical 92.0 $3K NEW $31.92 +5.7%
452 CLH CLEAN HBRS INC Industrials 10.0 $3K NEW $293.50 +2.8%
453 MSCI MSCI INC Financial Services 5.0 $3K NEW $584.60 -3.9%
454 MDYG STATE STREET SPDR S&P 400 MID CAP GROWTH ETF 27.0 $3K NEW $107.74 -3.0%
455 SOLS SOLSTICE ADVANCED MATLS Basic Materials 34.0 $3K NEW $85.41 -0.4%
456 FNF FNF GROUP CLASS CLASS A Financial Services 60.0 $3K $48.28 -0.7%
457 CPRT COPART INC Industrials 87.0 $3K NEW $33.26 -2.9%
458 VTR VENTAS INC REIT Real Estate 33.0 $3K $87.70 -0.3%
459 ARES ARES MGMT CORP CLASS CLASS A Financial Services 23.0 $3K NEW $124.61 -0.7%
460 VRSN VERISIGN INC Technology 10.0 $3K $286.50 +3.9%
Page 23 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%