Rmg Wealth Management LLC Portfolio Holdings

Rmg Wealth Management LLC

  • $772 Billion
  • Q4 2025

Rmg Wealth Management LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $772 Billion distributed in 448 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Small C with a value of $163B, Vanguard Value ETF with a value of $154B, Ishares Morningstar Mid Cap ETF with a value of $106B, Spdr Portfolio S&P 1500 Compos with a value of $74.4B, and Invesco ETF Tr Ii S&P 500 Mome with a value of $66.9B.

Examining the 13F form we can see an increase of $61.9B in the current position value, from $710B to 772B.

Rmg Wealth Management LLC is based out at Platteville, WI

Below you can find more details about Rmg Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $772 Billion
ETFs: $557 Billion
Technology: $7.42 Billion
Industrials: $3.53 Billion
Utilities: $2.72 Billion
Financial Services: $2.41 Billion
Consumer Cyclical: $2.3 Billion
Healthcare: $1.56 Billion
Communication Services: $1.2 Billion
Other: $2.46 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$266B
$69.1 Million 0.01% of portfolio
232
Q2 2025 New
$269B
$114 Million 0.01% of portfolio
618
Q4 2025 Added 5.1%
$143B
$75.1 Million 0.01% of portfolio
1,407
Q3 2025 Reduced 8.46%
$65.7B
$59.3 Million 0.01% of portfolio
204
Q2 2025 New
$21.1B
$97.4 Million 0.01% of portfolio
1,059
Q4 2025 Added 6.75%
$64.9B
$77.9 Million 0.01% of portfolio
2,101
Q2 2025 New
$141B
$85.5 Million 0.01% of portfolio
3,269
Q2 2025 New
$37.2B
$63.2 Million 0.01% of portfolio
98
Q2 2025 New
$121B
$99.1 Million 0.01% of portfolio
121
Q4 2025 New
$204B
$45.7 Million 0.01% of portfolio
314
Q2 2025 New
$8.56B
$89.4 Million 0.01% of portfolio
3,344
Q4 2025 Reduced 2.39%
$593B
$49.7 Million 0.01% of portfolio
280
Q2 2025 New
$270B
$45.3 Million 0.01% of portfolio
248
Q2 2025 New
$237B
$44.6 Million 0.01% of portfolio
200
Q2 2025 New
$22.2B
$60.4 Million 0.01% of portfolio
4,400
Q4 2025 New
$169B
$42.8 Million 0.01% of portfolio
340
Q4 2025 Added 400.0%
$26.5B
$99.8 Million 0.01% of portfolio
662
Q2 2025 New
$55.6B
$60.7 Million 0.01% of portfolio
488
Q2 2025 New
$147B
$45.8 Million 0.01% of portfolio
500
Q2 2025 New
$69.4B
$41.8 Million 0.01% of portfolio
450
Q3 2025 Added 125.0%
$197B
$89.6 Million 0.01% of portfolio
277
Q4 2025 Added 13.99%
$193B
$45.6 Million 0.01% of portfolio
402
Q4 2025 Added 0.25%
$662B
$55.5 Million 0.01% of portfolio
115
Q4 2025 Added 35.29%
$115B
$47.9 Million 0.01% of portfolio
107
Q2 2025 New
$40.3B
$96.1 Million 0.01% of portfolio
426
Q3 2025 Added 69.72%
$47B
$85.6 Million 0.01% of portfolio
1,708
Q4 2025 New
-
$99.9 Million 0.01% of portfolio
-
Q2 2025 New
$24.5B
$83.1 Million 0.01% of portfolio
501
Q4 2025 Added 10.84%
$291B
$95.7 Million 0.01% of portfolio
149
Q4 2025 Added 9.56%
$414B
$91.8 Million 0.01% of portfolio
422
Q4 2025 Added 20.92%
$75.4B
$65.8 Million 0.01% of portfolio
440
Q2 2025 New
$11.9B
$57.2 Million 0.01% of portfolio
558
Q4 2025 Reduced 87.07%
$30.3B
$26 Million 0.0% of portfolio
400
Q2 2025 New
$17.5B
$6.31 Million 0.0% of portfolio
17
Q4 2025 New
$59.8B
$2.05 Million 0.0% of portfolio
11
Q4 2025 New
$270B
$11.9 Million 0.0% of portfolio
164
Q4 2025 New
$86.1B
$7.11 Million 0.0% of portfolio
20
Q4 2025 New
$174B
$13.9 Million 0.0% of portfolio
100
Q2 2025 New
$98.1B
$25.8 Million 0.0% of portfolio
165
Q4 2025 Reduced 54.04%
$83.6B
$274,000 0.0% of portfolio
2
Q4 2025 New
$25.8B
$14.1 Million 0.0% of portfolio
54
Q4 2025 New
$97.3B
$37 Million 0.0% of portfolio
382
Q3 2025 Added 109.89%
$413B
$32.9 Million 0.0% of portfolio
626
Q4 2025 Added 6.46%
$1.3B
$250,000 0.0% of portfolio
100
Q3 2025 New
-
$2.67 Million 0.0% of portfolio
-
Q4 2025 New
$37.2B
$16.8 Million 0.0% of portfolio
340
Q4 2025 New
$4.87B
$118,000 0.0% of portfolio
1
Q2 2025 New
$24.1B
$14.8 Million 0.0% of portfolio
85
Q4 2025 Added 6.25%
$154B
$11.3 Million 0.0% of portfolio
10
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 448
  • Current Value $772 Billion
  • Prior Value $710 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 210 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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