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RMG Wealth Management

Latest statistics and disclosures from RMG Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, VTV, IMCB, RSPT, BWZ, and represent 72.94% of RMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SCHG (+$185M), IMCB (+$117M), RSPT (+$87M), BWZ (+$77M), IGIB (+$58M), FLOT (+$31M), SPIB (+$29M), VUG (+$5.4M), SCHD (+$5.4M), VTV (+$5.1M).
Started 306 new stock positions in IGIB, SCMB, JCI, HGRAF, CVMC, RYAN, Ucb S A Fsponsored Adr 1 Adr Reps 0.5 Ord, DFTX, Hercules Offshore, PPH.
Reduced shares in these 10 stocks: SCHA (-$120M), Ishares Inc msci clb cp et (-$106M), , SPMO (-$67M), Ishares Trt Is 5-10 Inv Gr Cr Bd Etf (-$54M), SCHE (-$53M), MXI (-$29M), , SCHX (-$5.7M), .
Sold out of its positions in At&t, ALIZY, Arista Networks, Barrick Gold Corp, Bit Digital Inc. F, BlackRock, BR, BRO, Cim Real Estate Finance Trust, CZR.
RMG Wealth Management was a net buyer of stock by $70M.
RMG Wealth Management has $866M in assets under management (AUM), dropping by 1.61%.
Central Index Key (CIK): 0001844731

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Portfolio Holdings for RMG Wealth Management

RMG Wealth Management holds 606 positions in its portfolio as reported in the March 2026 quarterly 13F filing

RMG Wealth Management has 606 total positions. Only the first 250 positions are shown.

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Download the RMG Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Growth Etf Us Lcap Gr Etf (SCHG)	21.3	$185M	+228620%	5.4M	34.13	View chart
Vanguard Value Index Fund Etf Shares Value Etf (VTV)	19.2	$167M	+3%	800k	208.25	View chart
Ishares Morningstar Mid-cap Etf Mrgstr Md Cp Etf (IMCB)	13.5	$117M	NEW	1.3M	91.29	View chart
Invesco S&p 500 Equal Weight Technology Etf S&p500 Eql Tec (RSPT)	10.0	$87M	NEW	1.5M	58.92	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Bloomberg Short (BWZ)	8.8	$77M	NEW	3.1M	25.03	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Ishs 5-10yr Invt (IGIB)	6.6	$58M	NEW	1.1M	53.20	View chart
Schwab U.s. Small-cap Etf Us Sml Cap Etf (SCHA)	5.8	$50M	-70%	1.5M	33.46	View chart
Ishares Floating Rate Bond Etf Fltg Rate Nt Etf (FLOT)	3.5	$31M	NEW	601k	50.91	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf State Street Spd (SPIB)	3.4	$29M	NEW	877k	33.48	View chart
Vanguard Growth Index Fund Etf Shares Growth Etf (VUG)	0.6	$5.5M	+8333%	63k	86.81	View chart
Schwab U.s. Dividend Equity Etf Us Dividend Eq (SCHD)	0.6	$5.4M	NEW	169k	31.75	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	0.5	$4.0M		5.9k	679.52	View chart
Apple (AAPL)	0.5	$3.9M		13k	292.67	View chart
Vanguard Mid-cap Index Fund Etf Shares Mid Cap Etf (VO)	0.4	$3.1M	+497%	40k	77.47	View chart
Inspire 100 Etf Inspire 100 Etf (BIBL)	0.2	$1.5M	NEW	28k	53.13	View chart
Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB)	0.2	$1.4M	-10%	50k	28.48	View chart
Schwab U.s. Large-cap Value Etf Us Lcap Va Etf (SCHV)	0.2	$1.4M	+801%	42k	32.87	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	-16%	2.5k	512.31	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf 0-5yr Hi Yl Cp (SHYG)	0.1	$1.2M	NEW	29k	42.43	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M	+4%	5.4k	219.43	View chart
Deere & Company (DE)	0.1	$1.0M	+109%	1.8k	588.88	View chart
Constellation Energy (CEG)	0.1	$966k		3.2k	299.68	View chart
Inspire 500 Etf Inspire 500 Etf (PTL)	0.1	$920k	NEW	3.3k	280.25	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.1	$855k	NEW	6.3k	136.23	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.1	$839k	-17%	1.1k	742.75	View chart
Vanguard Intermediate-term Corporate Bond Index Fun Int-term Corp (VCIT)	0.1	$784k	NEW	9.5k	82.71	View chart
Amazon (AMZN)	0.1	$745k	+2%	2.8k	268.95	View chart
Microsoft Corporation (MSFT)	0.1	$740k		1.8k	412.67	View chart
Alliant Energy Corporation (LNT)	0.1	$722k		10k	72.47	View chart
Advanced Micro Devices (AMD)	0.1	$674k	-13%	1.5k	458.79	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	0.1	$662k		1.7k	388.64	View chart
Inspire Small/mid Cap Etf Inspire Sml/ Mid (ISMD)	0.1	$642k	NEW	14k	45.42	View chart
Nuveen Esg Large-cap Growth Etf Nuveen Larg Cap	0.1	$642k	NEW	5.9k	109.19	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.1	$641k	NEW	2.2k	285.33	View chart
Wal-Mart Stores (WMT)	0.1	$630k	-3%	4.9k	127.59	View chart
Nuveen Esg Dividend Etf Nuveen Dividend	0.1	$592k	NEW	19k	31.95	View chart
McDonald's Corporation (MCD)	0.1	$546k		2.0k	274.60	View chart
Johnson & Johnson (JNJ)	0.1	$545k	+4%	2.5k	221.43	View chart
JPMorgan Chase & Co. (JPM)	0.1	$461k	+3%	1.5k	300.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$455k	NEW	638.00	713.29	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.0	$432k	NEW	36k	11.91	View chart
Inspire Corporate Bond Etf Inspire Corp Bd (IBD)	0.0	$432k	NEW	18k	23.87	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$406k	+305%	8.7k	46.47	View chart
Calvert Us Mid-cap Core Responsible Index Etf Calvert Us Mdcp (CVMC)	0.0	$406k	NEW	5.7k	71.10	View chart
Tesla Motors (TSLA)	0.0	$383k	+22%	860.00	445.00	View chart
Eaton Corp Plc F SHS (ETN)	0.0	$377k		899.00	419.00	View chart
McKesson Corporation (MCK)	0.0	$360k	+309%	496.00	725.17	View chart
Exxon Mobil Corporation (XOM)	0.0	$359k		2.4k	149.68	View chart
Us Bancorp Del Com New (USB)	0.0	$347k		6.4k	54.49	View chart
MGE Energy (MGEE)	0.0	$316k		4.3k	73.83	View chart
Costco Wholesale Corporation (COST)	0.0	$316k		316.00	999.47	View chart
Graphene Mfg Group Ordf	0.0	$292k	NEW	155k	1.89	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Div App Etf (VIG)	0.0	$275k		1.2k	228.27	View chart
UMB Financial Corporation (UMBF)	0.0	$275k	NEW	2.1k	130.32	View chart
MasTec (MTZ)	0.0	$274k	NEW	650.00	421.37	View chart
Allstate Corporation (ALL)	0.0	$274k		1.3k	213.80	View chart
Schwab U.s. Mid-cap Etf Us Mid-cap Etf (SCHM)	0.0	$273k	+132%	7.8k	34.82	View chart
Vanguard Total Stock Market Index Fund Etf Shares Total Stk Mkt (VTI)	0.0	$260k	-55%	716.00	363.63	View chart
Meta Platforms Inc Class Class A Cl A (META)	0.0	$256k	+6%	428.00	598.86	View chart
Exelon Corporation (EXC)	0.0	$254k	-3%	5.7k	44.19	View chart
Nuveen Esg High Yield Corporate Bond Etf Esg Hi Tld Crp (NUHY)	0.0	$253k	NEW	12k	21.36	View chart
Middleby Corporation (MIDD)	0.0	$253k		1.6k	156.25	View chart
Chevron Corporation (CVX)	0.0	$248k	-3%	1.3k	184.74	View chart
Vanguard Small-cap Indexfund Etf Shares Small Cp Etf (VB)	0.0	$241k	NEW	835.00	288.58	View chart
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)	0.0	$237k	NEW	808.00	293.71	View chart
Schwab Municipal Bond Etf Mun Bd Etf (SCMB)	0.0	$237k	NEW	9.2k	25.68	View chart
Home Depot (HD)	0.0	$235k	-6%	753.00	311.40	View chart
Broadcom (AVGO)	0.0	$215k	+24%	501.00	428.43	View chart
State Street Spdr Nuveenice High Yield Municipalbond Etf Etf (HYMB)	0.0	$215k	NEW	8.5k	25.12	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	0.0	$209k	-6%	283.00	739.30	View chart
Performance Food (PFGC)	0.0	$193k	NEW	2.0k	94.07	View chart
Ishares Msci Usa Value Factor Etf Msci Usa Value (VLUE)	0.0	$192k		1.0k	185.19	View chart
Vanguard Esg U.s. Corporate Bond Etf Esg Us Corp Bd (VCEB)	0.0	$190k	NEW	3.0k	62.78	View chart
Abbvie (ABBV)	0.0	$186k	+117%	918.00	202.72	View chart
Nestle S A Funsponsored Adr 1 Adr Reps 1 Ord Adr (NSRGY)	0.0	$185k		1.9k	97.94	View chart
Intel Corporation (INTC)	0.0	$182k		1.4k	129.45	View chart
Vaneck Semiconductor Etf Semiconductr Etf (SMH)	0.0	$178k		309.00	576.31	View chart
Amgen (AMGN)	0.0	$176k		535.00	329.59	View chart
Cameco Corporation (CCJ)	0.0	$168k		1.4k	120.14	View chart
Nuveen Esg Small-cap Etf Nuveen Esg Smlcp (NUSC)	0.0	$159k	+91%	3.2k	49.07	View chart
Southern Company (SO)	0.0	$156k		1.7k	93.10	View chart
Vanguard Total International Stock Index Fund Etf Shares Glb Ex Us Etf (VNQI)	0.0	$147k	NEW	1.7k	85.39	View chart
Invesco Rafi Us 1500 Small-mid Etf Rafi Us 1500 (PRFZ)	0.0	$146k	NEW	2.9k	51.05	View chart
State Street Corporation (STT)	0.0	$144k	NEW	1.7k	87.02	View chart
Thermo Fisher Scientific (TMO)	0.0	$144k		318.00	452.60	View chart
LKQ Corporation (LKQ)	0.0	$143k	+2%	5.1k	28.10	View chart
Ge Aerospace Com New (GE)	0.0	$142k		472.00	300.77	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.0	$141k	+5%	1.0k	136.89	View chart
Caterpillar (CAT)	0.0	$138k		149.00	926.79	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.0	$136k		764.00	177.88	View chart
Invesco Rafi Us 1000 Etf Rafi Us 1000 Etf (PRF)	0.0	$135k	NEW	2.6k	52.62	View chart
Fidelity National Information Services (FIS)	0.0	$133k		3.1k	42.36	View chart
Hydrograph Clean Power (HGRAF)	0.0	$132k	NEW	26k	5.02	View chart
Diamondback Energy (FANG)	0.0	$132k		675.00	196.15	View chart
Schwab Fundamental International Equity Etf Fundamental Intl (FNDC)	0.0	$128k	NEW	2.4k	53.49	View chart
Carlisle Companies (CSL)	0.0	$127k		355.00	357.60	View chart
Fortinet (FTNT)	0.0	$125k	-40%	1.1k	115.44	View chart
Berkshire Hathaway Class B CL B (BRK.B)	0.0	$125k	+126%	260.00	479.55	View chart
Nextera Energy (NEE)	0.0	$124k		1.3k	94.81	View chart
Ge Vernova (GEV)	0.0	$123k		115.00	1073.08	View chart
Applied Materials (AMAT)	0.0	$123k		277.00	443.62	View chart
Wec Energy Group (WEC)	0.0	$119k		1.1k	112.77	View chart
First Trust Technology Alphadex Fund Tech Alphadex (FXL)	0.0	$119k	NEW	600.00	197.55	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.0	$117k	+15%	289.00	404.54	View chart
Schwab 5-10 Year Corporate Bond Etf 5 10yr Corp Bd (SCHI)	0.0	$116k	NEW	5.1k	22.67	View chart
Jpmorgan Equity Premium Income Etf Income Etf (JPIE)	0.0	$113k	NEW	2.0k	55.85	View chart
Spdr Gold Shares Gold Shs (GLD)	0.0	$111k		256.00	434.65	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.0	$109k	+257%	880.00	123.52	View chart
State Street Spdr Portfolio Long Term Corporate Bond Etf State Street Spd (SPLB)	0.0	$107k	NEW	4.8k	22.27	View chart
Principal Financial (PFG)	0.0	$106k		1.1k	100.21	View chart
International Business Machines (IBM)	0.0	$104k	+100%	466.00	223.68	View chart
Schwab Fundamental U.s. Large Company Etf Fundamental Us L (FNDX)	0.0	$103k	NEW	3.4k	30.41	View chart
Ishares Silver Trust Ishares (SLV)	0.0	$100k		1.3k	78.00	View chart
Ishares International Select Dividend Etf Select Divid Etf (DVY)	0.0	$99k	NEW	2.2k	44.96	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$99k	-42%	688.00	143.80	View chart
Ishares Msci Usa Min Volfactor Etf Msci Gbl Etf New (PICK)	0.0	$99k	NEW	1.0k	94.10	View chart
Amtrust Finl S 7.5 Pfdpfd Ser D Pfd Ser D (AFSIP)	0.0	$99k		6.4k	15.31	View chart
Netflix (NFLX)	0.0	$96k	-37%	1.1k	85.45	View chart
Ishares Esg 1-5 Year Usdcorporate Bond Etf Esg Awre 1 5 Yr (SUSB)	0.0	$95k	NEW	3.8k	24.98	View chart
T. Rowe Price Small-mid Cap Etf Small Mid Cap (TMSL)	0.0	$94k	NEW	2.3k	41.24	View chart
Visa Inc Class Class A Com Cl A (V)	0.0	$94k	+36%	289.00	323.86	View chart
Wells Fargo & Company (WFC)	0.0	$94k		1.3k	73.58	View chart
Corning Incorporated (GLW)	0.0	$93k		450.00	207.39	View chart
Coinbase Global Inc Class A Com Cl A (COIN)	0.0	$92k		426.00	216.60	View chart
American Conservative Values Etf American Conser (ACVF)	0.0	$92k	NEW	1.8k	52.64	View chart
Fidelity Nasdaq Composite Index Etf Nasdaq Compsit (ONEQ)	0.0	$92k	NEW	890.00	103.50	View chart
Atmos Energy Corporation (ATO)	0.0	$91k		501.00	182.13	View chart
Softbank Grp Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SFTBY)	0.0	$89k	NEW	4.7k	18.72	View chart
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)	0.0	$87k	NEW	328.00	263.76	View chart
Metropcs Communications (TMUS)	0.0	$87k	-26%	453.00	190.85	View chart
Cdw (CDW)	0.0	$86k	-26%	839.00	102.54	View chart
MGIC Investment (MTG)	0.0	$85k	-2%	3.3k	26.10	View chart
WESCO International (WCC)	0.0	$84k	NEW	230.00	366.30	View chart
Manulife Finl Corp (MFC)	0.0	$84k		2.1k	39.97	View chart
Safe Bulkers Inc Com Stk (SB)	0.0	$82k	NEW	3.2k	26.08	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Van Ftse Dev Mkt (VEA)	0.0	$80k	-60%	1.1k	70.82	View chart
Pfizer (PFE)	0.0	$79k	-7%	3.0k	25.81	View chart
Alps International Sector Dividend Dogs Etf Intl Sec Dv Dog (IDOG)	0.0	$78k		1.8k	43.24	View chart
Pimco Investment Grade Corporate Bond Index Exchange-traded Fund Inv Grd Crp Bd (CORP)	0.0	$77k	NEW	797.00	96.85	View chart
Accenture Plc Ireland Fclass Class A Shs Class A (ACN)	0.0	$77k	+825%	444.00	172.35	View chart
Ishares 3-7 Year Treasury Bond Etf 3 7 Yr Treas Bd (IEI)	0.0	$76k	NEW	647.00	117.80	View chart
Jack Henry & Associates (JKHY)	0.0	$75k	-19%	524.00	143.65	View chart
Emerson Electric (EMR)	0.0	$70k	+13%	499.00	139.43	View chart
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)	0.0	$69k	-98%	2.4k	29.07	View chart
At&t (T)	0.0	$68k	NEW	2.7k	24.87	View chart
First Trust Nasdaq Cleanedge Smart Grid Infrastructure Index Fun Nas Clnedg Green (QCLN)	0.0	$66k	NEW	330.00	199.80	View chart
Vaneck Gold Miners Etf Gold Miners Etf (GDX)	0.0	$66k		671.00	97.60	View chart
Ishares U.s. Home Construction Etf Us Home Cons Etf (ITB)	0.0	$65k	NEW	710.00	91.49	View chart
Crowdstrike Hldgs Inc Class Class A Cl A (CRWD)	0.0	$65k	+11%	119.00	542.26	View chart
Norfolk Southern (NSC)	0.0	$64k		204.00	311.11	View chart
Martin Marietta Materials (MLM)	0.0	$62k	+8%	106.00	585.98	View chart
Ishares U.s. Healthcare Providers Etf Us Hlthcr Pr Etf (IHF)	0.0	$58k	NEW	1.2k	50.06	View chart
salesforce (CRM)	0.0	$58k	+63%	326.00	177.49	View chart
First Trust Dow Jones Global Select Dividend Index Fund Etf	0.0	$57k	NEW	1.7k	33.80	View chart
Oracle Corporation (ORCL)	0.0	$57k	+5%	294.00	193.84	View chart
Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK)	0.0	$57k	+972%	504.00	112.90	View chart
First Trust Health Care Alphadex Fund Hlth Care Alph (FXH)	0.0	$57k	-33%	502.00	112.47	View chart
Stryker Corporation (SYK)	0.0	$55k		193.00	282.58	View chart
Pepsi (PEP)	0.0	$54k	+15%	362.00	149.41	View chart
First Trust Nyse Arca Biotechnology Index Fund Ny Arca Biotech (FBT)	0.0	$54k	NEW	258.00	209.35	View chart
Verizon Communications (VZ)	0.0	$54k	+53%	1.1k	47.22	View chart
State Street Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)	0.0	$53k	NEW	78.00	673.63	View chart
Analog Devices (ADI)	0.0	$52k		124.00	422.73	View chart
Xcel Energy (XEL)	0.0	$52k	-3%	648.00	80.60	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.0	$52k	NEW	129.00	403.13	View chart
Ishares 10-20 Year Treasury Bond Etf 10-20 Yr Trs Etf (TLH)	0.0	$52k	NEW	517.00	99.77	View chart
Cirrus Logic (CRUS)	0.0	$50k		287.00	174.23	View chart
Nucor Corporation (NUE)	0.0	$49k	+243%	213.00	232.00	View chart
Goldman Sachs (GS)	0.0	$49k	+108%	52.00	944.87	View chart
Casey's General Stores (CASY)	0.0	$49k	+250%	56.00	877.07	View chart
State Street Financial Select Sector Spdr Etf State Street Fin (XLF)	0.0	$48k		941.00	51.18	View chart
Morgan Stanley Com New (MS)	0.0	$47k		248.00	191.10	View chart
United Parcel Svc Inc Class Class B CL B (UPS)	0.0	$47k	+37%	473.00	100.00	View chart
Schwab Fundamental International Small Equity Etf Fundamental Intl (FNDF)	0.0	$46k	NEW	915.00	50.61	View chart
State Street Consumer Discretionary Select Sector Spdr Etf State Street Con (XLY)	0.0	$46k		384.00	119.37	View chart
Schwab International Equity Etf Intl Eqty Etf (SCHF)	0.0	$46k		1.7k	27.36	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Ftse Emr Mkt Etf (VWO)	0.0	$43k		714.00	60.39	View chart
State Street Industrial Select Sector Spdr Etf State Street Ind (XLI)	0.0	$43k		246.00	175.04	View chart
Cisco Systems (CSCO)	0.0	$42k	+308%	425.00	98.64	View chart
Starbucks Corporation (SBUX)	0.0	$42k	+2%	392.00	105.74	View chart
Asml Hldg N V Fsponsored Adr 1 Adr Reps 1 Ord N Y Registry Shs (ASML)	0.0	$41k	+160%	26.00	1565.81	View chart
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)	0.0	$40k	NEW	170.00	234.63	View chart
Ishares Russell 3000 Etf Russell 3000 Etf (IWV)	0.0	$40k	NEW	95.00	419.06	View chart
Thrivent Mid Cap Value Etf Small Mid Cap Eq (TSME)	0.0	$39k	NEW	2.3k	17.03	View chart
Suncor Energy (SU)	0.0	$38k		588.00	65.12	View chart
Vanguard Esg International Stock Etf Esg Intl Stk Etf (VSGX)	0.0	$38k	NEW	463.00	81.00	View chart
Abbott Laboratories (ABT)	0.0	$37k	NEW	453.00	82.56	View chart
Tapestry (TPR)	0.0	$37k		274.00	133.34	View chart
Ishares U.s. Oil & Gas Exploration & Productionetf Us Oil Gs Ex Etf (IEO)	0.0	$35k	NEW	300.00	116.37	View chart
Ishares Core S&p Small-cap Etf Core S&p Mcp Etf (IJH)	0.0	$34k	-82%	245.00	137.35	View chart
Servicenow (NOW)	0.0	$32k	+4%	354.00	91.49	View chart
Procter & Gamble Company (PG)	0.0	$32k		221.00	143.36	View chart
Charles Schwab Corporation (SCHW)	0.0	$32k	+26%	360.00	87.83	View chart
Ishares U.s. Medical Devices Etf U.s. Med Dvc Etf (IHI)	0.0	$31k	NEW	660.00	47.55	View chart
Amphenol Corp New Class Class A Cl A (APH)	0.0	$31k		256.00	122.47	View chart
Ishares Fallen Angels Usd Bond Etf Faln Angls Usd (FALN)	0.0	$31k	NEW	1.2k	27.04	View chart
Bank of America Corporation (BAC)	0.0	$31k	-3%	604.00	50.51	View chart
Honeywell International (HON)	0.0	$30k		138.00	219.11	View chart
Zoetis Inc Class Class A Cl A (ZTS)	0.0	$30k	-19%	394.00	76.67	View chart
Ishares U.s. Healthcare Etf Glob Hlthcre Etf (IXJ)	0.0	$30k	NEW	500.00	60.23	View chart
Wisdomtree U.s. Midcap Dividend Fund Intl Midcap Dv (DIM)	0.0	$30k	NEW	543.00	54.89	View chart
Capital One Financial (COF)	0.0	$29k	+26%	160.00	183.93	View chart
Block Inc A Class Class A Cl A (XYZ)	0.0	$29k		400.00	73.17	View chart
Kkr & Co (KKR)	0.0	$29k		288.00	99.46	View chart
Mastercard Inc Class Class A Cl A (MA)	0.0	$28k		57.00	497.81	View chart
Blackrock (BLK)	0.0	$28k	NEW	26.00	1081.31	View chart
Boston Scientific Corporation (BSX)	0.0	$28k	+4%	520.00	53.37	View chart
First Trust Nasdaq Cybersecurity Etf Nasdaq Cyb Etf (CIBR)	0.0	$27k	-27%	358.00	75.43	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.0	$27k	NEW	120.00	224.58	View chart
FedEx Corporation (FDX)	0.0	$27k		70.00	378.90	View chart
Edwards Lifesciences (EW)	0.0	$26k	NEW	342.00	77.17	View chart
Ishares Core S&p Total U.s. Stock Market Etf Core S&p Ttl Stk (ITOT)	0.0	$26k	NEW	162.00	161.50	View chart
Ishares U.s. Energy Etf U.s. Energy Etf (IYE)	0.0	$25k	NEW	418.00	60.63	View chart
Xpo Logistics Inc equity (XPO)	0.0	$24k	-39%	121.00	201.60	View chart
Amtrust Finl 7.25 Pfdpfd Ser B Pfd Ser B (AFSIB)	0.0	$24k		1.6k	14.75	View chart
American Tower Reit (AMT)	0.0	$24k	NEW	135.00	177.47	View chart
Union Pacific Corporation (UNP)	0.0	$24k	NEW	90.00	263.36	View chart
Astrazeneca Plc F Sponsored Adr	0.0	$24k	NEW	129.00	181.86	View chart
Barrick Mng Corp F Com Shs (B)	0.0	$23k	NEW	497.00	47.00	View chart
RPM International (RPM)	0.0	$22k		225.00	99.54	View chart
State Street Health Careselect Sector Spdr Etf State Street Hea (XLV)	0.0	$22k		155.00	143.04	View chart
Centrus Energy Corp Class A Cl A (LEU)	0.0	$21k	NEW	100.00	213.22	View chart
Intuit (INTU)	0.0	$21k	-32%	53.00	393.28	View chart
Prudential Financial (PRU)	0.0	$21k	+100%	204.00	101.12	View chart
Vertiv Hldgs Co Class A Com Cl A (VRT)	0.0	$21k	+273%	56.00	367.93	View chart
Ford Motor Company (F)	0.0	$21k		1.7k	12.05	View chart
Fs Specialty Lending Fun Com Sh Ben Int (FSSL)	0.0	$20k	NEW	1.7k	11.70	View chart
Ishares Russell Mid-cap Etf Rus Mid Cap Etf (IWR)	0.0	$20k	NEW	193.00	105.53	View chart
Republic Services (RSG)	0.0	$20k	+15%	103.00	197.73	View chart
Williams Companies (WMB)	0.0	$20k		274.00	74.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$20k		165.00	121.40	View chart
Iron Mountain (IRM)	0.0	$20k		150.00	129.96	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$19k	NEW	1.2k	16.86	View chart
Schneider Elec Sa Fsponsored Adr 1 Adr Reps 0.2 Ord Adr (SLB)	0.0	$19k	+120%	295.00	65.61	View chart
Danaher Corporation (DHR)	0.0	$19k	+54%	116.00	166.52	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	0.0	$19k		49.00	386.78	View chart
Maiden Holdings 7.75 Pfd Due 12/01/43subj To Xtro Redemption PFD (MHNC)	0.0	$19k	NEW	1.4k	13.31	View chart
Carnival Corp Ltd F Ads (CUK)	0.0	$19k	NEW	730.00	25.44	View chart
Kla Corp Com New (KLAC)	0.0	$19k	+25%	10.00	1845.20	View chart
Eli Lilly & Co. (LLY)	0.0	$18k		19.00	967.00	View chart
Raytheon Technologies Corp (RTX)	0.0	$18k	+11%	98.00	179.01	View chart
B. Riley Financial (RILY)	0.0	$17k		1.9k	9.05	View chart
Cme (CME)	0.0	$17k		60.00	282.58	View chart
Walt Disney Company (DIS)	0.0	$17k	-59%	162.00	104.47	View chart
AeroVironment (AVAV)	0.0	$17k		100.00	166.45	View chart
Axa Sa Fsponsored Adr 1 Adr Reps 1 Ord Adr (AXAHY)	0.0	$17k	NEW	358.00	46.26	View chart
TJX Companies (TJX)	0.0	$16k	+35%	104.00	148.91	View chart
Travelers Companies (TRV)	0.0	$16k		52.00	297.13	View chart
Bk Nova Cad (BNS)	0.0	$15k	NEW	198.00	77.04	View chart
Paypal Holdings (PYPL)	0.0	$15k		338.00	45.07	View chart

Past Filings by RMG Wealth Management

SEC 13F filings are viewable for RMG Wealth Management going back to 2025

RMG Wealth Management 2026 Q1 filed May 14, 2026
RMG Wealth Management 2025 Q4 filed Jan. 29, 2026
RMG Wealth Management 2025 Q3 filed Oct. 30, 2025
RMG Wealth Management 2025 Q2 filed July 23, 2025

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