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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 28 of 31  ·  606 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 QUBT QUANTUM COMPUTING INC Technology 100.0 $1K $10.18 +3.2%
542 BIIB BIOGEN INC Healthcare 5.0 $990.0 -80.0 -94.1% $198.00 -2.6%
543 KMB KIMBERLY CLARK CORP Consumer Defensive 10.0 $958.0 $95.80 +0.1%
544 THC TENET HEALTHCARE CORP Healthcare 5.0 $958.0 NEW $191.60 +2.6%
545 ABAT AMERICAN BATTERY TECHNOL Basic Materials 285.0 $946.0 $3.32 -10.5%
546 MGM MGM RESORTS INTL Consumer Cyclical 25.0 $933.0 $37.32 -0.9%
547 DLTR DOLLAR TREE INC Consumer Defensive 10.0 $900.0 $90.00 -0.5%
548 AIRBUS SE FSPONSORED ADR 1 ADR REP 0.25 ORD SHS 17.0 $872.0 NEW $51.29
549 KTOS KRATOS DEFENSE & SEC SOL Industrials 15.0 $855.0 NEW $57.00 -8.6%
550 CRL CHARLES RIV LABORATORIES Healthcare 5.0 $842.0 $168.40 -10.4%
551 DOCU DOCUSIGN INC Technology 17.0 $773.0 NEW $45.47 +4.9%
552 LIBERTY MEDIA CORP DEL CLASS SERIES C 8.0 $742.0 NEW $92.75
553 ARIS ARGENTA SILVER CORP F Basic Materials 1,600.0 $713.0 NEW $0.45 +3972.9%
554 VESTAS WIND SYS A/S FSPONSORED ADR 0.333333333333 ORD SHS 68.0 $701.0 NEW $10.31
555 TSCO TRACTOR SUPPLY CO Consumer Cyclical 22.0 $666.0 -79.0 -78.2% $30.27 +1.0%
556 DFTX DEFINIUM THERAPEUTICS F Healthcare 30.0 $642.0 NEW $21.40 -1.9%
557 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 10.0 $637.0 $63.70 -6.3%
558 RYAN RYAN SPECIALTY HOLDINGS CLASS A Financial Services 20.0 $626.0 NEW $31.30 +1.6%
559 FOUR SHIFT4 PMTS INC CLASS CLASS A Technology 15.0 $622.0 NEW $41.47 +1.3%
560 EPSN EPSILON ENERGY LTD F Energy 100.0 $598.0 NEW $5.98 +6.9%
Page 28 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%