13F Insight
DOSSIER · 13F-HR · Q1 2026

RMG Wealth Management LLC

RMG Wealth's family office based in Chicago, IL — $866M in tracked AUM across 616 positions as of Q1 2026.

RW
RMG Wealth·Chicago, IL·Family Office
CIK 0001844731 · last filed Mar 31, 2026
Total AUM
$866M
▲ 11.5%
vs prior
Holdings
616
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
Top sector
Tech
36% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

RMG Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
$185M5.4M21.3%
02
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
$167M800K19.2%
03
IMCB
ISHARES MORNINGSTAR MID-CAP ETF
$117M1.3M13.5%
04
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
$86M1.5M10.0%
05
BWZ
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
$77M3.1M8.8%
06
IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$57M1.1M6.6%
07
SCHA
SCHWAB U.S. SMALL-CAP ETF
$50M1.5M5.8%
08
FLOT
ISHARES FLOATING RATE BOND ETF
$31M601K3.5%
09
SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$29M877K3.4%
10
VUG
VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES
$6M63K0.6%

Filing history

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