RMG Wealth Management LLC

DOSSIER · 13F-HR · Q2 2026

RMG Wealth Management LLC

$969M in tracked AUM across 585 positions as of Q2 2026.

RW

CIK 0001844731 · last filed Jun 30, 2026

Total AUM

$969M

as of Q2 2026

Holdings

585

—

positions

Whale Score

66

66

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

RMG Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

$209M5.9M21.6%02

VTV

VANGUARD MORNINGSTAR VALUE ETF

$193M851K19.9%03

IMCG

ISHARES MORNINGSTAR MID-CAP ETF

$134M1.3M13.8%04

SJNK

STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF

$88M3.5M9.1%05

PKB

INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF

$87M1.3M9.0%06

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

$65M1.3M6.8%07

SCHA

SCHWAB U.S. SMALL-CAP ETF

$53M1.5M5.4%08

FLOT

ISHARES FLOATING RATE BOND ETF

$35M685K3.6%09

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF