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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 25 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 LE LANDS END INC NEW Consumer Cyclical 208.0 $2K -17.0 -7.6% $11.16 -1.7%
482 CAVA CAVA GROUP INC Consumer Cyclical 29.0 $2K NEW $80.00 -0.1%
483 IAU ISHARES GOLD TRUST MICRO Financial Services 49.0 $2K NEW $47.18 +81.8%
484 TW TRADEWEB MKTS INC CLASS CLASS A Financial Services 21.0 $2K NEW $109.95 +0.9%
485 CORZ CORE SCIENTIFIC INC Technology 100.0 $2K $22.95 +5.5%
486 BILL BILL HOLDINGS INC Technology 55.0 $2K NEW $41.51 -7.2%
487 LUCKY STRIKE ENTERTAINMECLASS A 288.0 $2K NEW $7.92
488 STANDARDAERO INC 85.0 $2K NEW $26.80
489 ENTG ENTEGRIS INC Technology 15.0 $2K NEW $149.13 -10.8%
490 SPG SIMON PPTY GROUP INC NEWREIT Real Estate 11.0 $2K $201.00 -0.5%
491 DKS DICKS SPORTING GOODS INC Consumer Cyclical 10.0 $2K NEW $220.30 -1.7%
492 DPZ DOMINOS PIZZA INC Consumer Cyclical 7.0 $2K -38.0 -84.4% $313.29 -3.5%
493 WAB WABTEC Industrials 8.0 $2K -2.0 -20.0% $268.12 -1.6%
494 CHWY CHEWY INC CLASS CLASS A Consumer Cyclical 95.0 $2K NEW $22.49 -3.8%
495 MDLN MEDLINE INC CLASS A Healthcare 54.0 $2K NEW $39.26 -7.8%
496 ALB ALBEMARLE CORP Basic Materials 10.0 $2K $210.00 -16.3%
497 MEDP MEDPACE HLDGS INC Healthcare 5.0 $2K NEW $417.20 -0.5%
498 TXN TEXAS INSTRS INC Technology 7.0 $2K NEW $297.71 +1.7%
499 RXO RXO INC Industrials 100.0 $2K NEW $20.70 -9.7%
500 EL LAUDER ESTEE COS INC CLASS CLASS A Consumer Defensive 25.0 $2K $82.76 -3.0%
Page 25 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%