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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, IMCG, SJNK, RSPT, and represent 73.31% of RMG Wealth Management's stock portfolio.
Added to shares of these 10 stocks: RSPT (+$85M), JAAA (+$34M), SJNK, FLOT, VTV, IGIB, IMCG, BIBL, SCHA, PTL.
Started 110 new stock positions in TMSL, CIM, HYMB, VB, EZM, CIBR, IYY, PCRFF, Echo Automotive Inc Com Usd0.001, ALIZY.
Reduced shares in these 10 stocks: PKB (-$87M), SPIB (-$33M), TMAT, SHYG, SCHD, NUEM, NULV, FNDA, Space Ex Tech Spacex Class A, Northern Lts Fd Tr Iv.
Sold out of its positions in Angi Homeservices, ASX, Allianz SE, ALT, QINT, AXP, ARWR, AstraZeneca, AUB, ATLCZ.
RMG Wealth Management was a net buyer of stock by $15M.
RMG Wealth Management has $967M in assets under management (AUM), dropping by -0.45%.
Central Index Key (CIK): 0001844731

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Portfolio Holdings for RMG Wealth Management

RMG Wealth Management holds 534 positions in its portfolio as reported in the September 2026 quarterly 13F filing

RMG Wealth Management has 534 total positions. Only the first 250 positions are shown.

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Download the RMG Wealth Management September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	21.3	$206M		5.9M	34.94	View chart
Vanguard Morningstar Value Etf Etf (VTV)	20.2	$195M		865k	225.83	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCG)	13.7	$133M		1.4M	97.59	View chart
State Street Spdr Bloomberg Short Term High Yield Bond Etf Etf (SJNK)	9.3	$90M	+5%	3.7M	24.12	View chart
Invesco S&p 500 Equal Weight Technology Etf Etf (RSPT)	8.8	$85M	NEW	1.3M	63.71	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	6.9	$67M	+4%	1.3M	51.14	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	5.2	$50M	+2%	1.5M	32.57	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	4.0	$39M	+10%	759k	50.99	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	3.5	$34M	NEW	671k	50.60	View chart
Apple (AAPL)	0.5	$4.7M		14k	346.05	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.4	$4.3M	+3%	6.1k	700.93	View chart
Schwab U.s. Dividend Equity Etf Etf (SCHD)	0.4	$4.3M	-19%	121k	35.26	View chart
Vanguard Morningstar Mega Cap Growth Etf Etf (MGK)	0.3	$3.1M	-14%	35k	89.03	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.3	$2.7M	-14%	34k	80.92	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.3	$2.5M		29k	87.06	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.2	$1.5M	+4%	44k	34.45	View chart
Schwab U.s. Broad Marketetf Us Brd Mkt Etf (SCHB)	0.2	$1.5M		51k	29.28	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$1.5M	NEW	28k	52.58	View chart
Lockheed Martin Corporation (LMT)	0.2	$1.5M		2.5k	585.83	View chart
NVIDIA Corporation (NVDA)	0.1	$1.2M		5.6k	212.42	View chart
Deere & Company (DE)	0.1	$1.1M		1.8k	639.48	View chart
Microsoft Corporation (MSFT)	0.1	$1.0M	+2%	1.9k	523.53	View chart
Inspire 500 Etf Etf (PTL)	0.1	$1.0M	NEW	3.8k	268.01	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$865k		1.1k	765.95	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$861k		6.3k	137.22	View chart
Nuveen Esg Dividend Etf Etf (NUDV)	0.1	$860k	NEW	25k	33.83	View chart
Constellation Energy (CEG)	0.1	$824k		3.2k	255.82	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.1	$804k	NEW	7.3k	109.59	View chart
Advanced Micro Devices (AMD)	0.1	$752k		1.5k	509.71	View chart
Johnson & Johnson (JNJ)	0.1	$713k		2.7k	268.16	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$702k	+11%	2.5k	275.80	View chart
Alliant Energy Corporation (LNT)	0.1	$697k		10k	69.94	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$691k		15k	46.49	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.1	$680k	NEW	28k	24.58	View chart
Amazon (AMZN)	0.1	$672k		2.7k	250.03	View chart
Space Ex Tech Spacex Class A Cla (SPCX)	0.1	$632k	NEW	4.3k	145.47	View chart
Wal-Mart Stores (WMT)	0.1	$629k		5.2k	120.41	View chart
Calvert Us Mid-cap Core Responsible Index Etf Etf (CVMC)	0.1	$551k	NEW	7.3k	75.17	View chart
Alphabet Inc Class A Cap Stk Cl A (GOOGL)	0.1	$548k		1.7k	324.86	View chart
Inspire Corporate Bond Etf Etf (IBD)	0.1	$542k	NEW	23k	23.32	View chart
JPMorgan Chase & Co. (JPM)	0.1	$533k		1.6k	334.62	View chart
Invesco Qqq Tr Etf (QQQ)	0.1	$528k	+17%	749.00	704.62	View chart
McDonald's Corporation (MCD)	0.1	$508k	-2%	2.0k	251.69	View chart
McKesson Corporation (MCK)	0.1	$500k		496.00	1008.40	View chart
Nuveen Esg High Yield Corporate Bond Etf Etf (NUHY)	0.0	$464k	NEW	23k	20.35	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$443k		9.7k	45.87	View chart
Exxon Mobil Corporation	0.0	$417k		2.4k	177.27	View chart
Us Bancorp Del Com New (USB)	0.0	$382k		6.4k	59.93	View chart
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB)	0.0	$351k	NEW	5.8k	60.46	View chart
Tesla Motors (TSLA)	0.0	$350k		926.00	377.98	View chart
Berkshire Hathaway Class Class B Cl B New (BRK.B)	0.0	$341k		620.00	549.61	View chart
Eaton Corp Plc F SHS (ETN)	0.0	$329k		891.00	369.55	View chart
Allstate Corporation (ALL)	0.0	$329k		1.3k	259.03	View chart
Costco Wholesale Corporation (COST)	0.0	$321k	-3%	317.00	1013.66	View chart
MGE Energy (MGEE)	0.0	$318k		4.3k	74.17	View chart
Vanguard Dividend Appreciation Index Fund Etf Shares Etf (VIG)	0.0	$295k		1.2k	244.47	View chart
UMB Financial Corporation (UMBF)	0.0	$286k		2.1k	135.80	View chart
Abbvie (ABBV)	0.0	$285k		1.0k	284.36	View chart
Chevron Corporation (CVX)	0.0	$272k	-2%	1.2k	226.37	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$271k		7.8k	34.59	View chart
Home Depot (HD)	0.0	$270k		828.00	325.75	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.0	$268k		716.00	374.22	View chart
Amgen (AMGN)	0.0	$258k		576.00	448.66	View chart
Broadcom (AVGO)	0.0	$254k	+3%	782.00	324.30	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$243k	-8%	376.00	646.55	View chart
Exelon Corporation (EXC)	0.0	$237k	-3%	5.3k	44.60	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.0	$236k	NEW	821.00	287.45	View chart
Fidelity National Information Services (FIS)	0.0	$232k	-24%	6.1k	37.90	View chart
Graphene Mfg Group Ordf Os (GMGMF)	0.0	$225k	NEW	155k	1.45	View chart
State Street Spdr S&p 500 Etf Trust Etf (SPY)	0.0	$216k		283.00	762.63	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$215k	NEW	4.3k	49.67	View chart
Thermo Fisher Scientific (TMO)	0.0	$213k		314.00	679.10	View chart
State Street Spdr Nuveenice High Yield Municipalbond Etf Etf (HYMB)	0.0	$203k	NEW	8.5k	23.79	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$200k		1.0k	193.21	View chart
Pimco Corporate & Income PCN (PCN)	0.0	$199k	-48%	19k	10.71	View chart
Nestle SA Reg Shs. Ser. B Spons (NSRGY)	0.0	$196k		1.9k	103.56	View chart
Performance Food (PFGC)	0.0	$196k		2.0k	97.78	View chart
Fortinet (FTNT)	0.0	$184k		1.1k	172.84	View chart
Pimco Corporate & Income Pty (PTY)	0.0	$184k	NEW	17k	10.68	View chart
Global X Silver Miners Etf Etf (SIL)	0.0	$184k	NEW	2.4k	76.16	View chart
Middleby Corporation (MIDD)	0.0	$181k		1.6k	111.94	View chart
Palantir Technologies Inclass Class A Cl A (PLTR)	0.0	$169k	-18%	854.00	197.33	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$162k		309.00	525.24	View chart
Vanguard Ftse Developed Markets Index Fund Etf Shares Etf (VEA)	0.0	$160k		2.3k	69.29	View chart
Southern Company (SO)	0.0	$156k		1.7k	93.26	View chart
Ge Aerospace Com New (GE)	0.0	$152k		524.00	289.88	View chart
Invesco Rafi Us 1500 Small-mid Etf Etf (PRFZ)	0.0	$151k	NEW	2.9k	52.80	View chart
Bank First National Corporation (BFC)	0.0	$151k	NEW	1.0k	147.03	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$147k	NEW	506.00	290.17	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$145k		2.6k	56.18	View chart
Vanguard Total International Stock Index Fund Etf Shares Etf (VXUS)	0.0	$142k		1.7k	82.75	View chart
Vanguard Intermediate-term Corporate Bond Index Fun Int-term Corp (VCIT)	0.0	$142k	-74%	1.8k	79.54	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$139k		764.00	182.25	View chart
Ishares Msci Usa Qualityfactor Etf Etf (QUAL)	0.0	$137k		612.00	224.32	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$131k	+52%	1.5k	89.75	View chart
Diamondback Energy (FANG)	0.0	$131k		662.00	198.22	View chart
First Trust Technology Alphadex Fund Etf (FXL)	0.0	$131k	NEW	600.00	217.68	View chart
Cdw (CDW)	0.0	$130k	-2%	814.00	160.02	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$129k		2.4k	53.78	View chart
Intel Corporation (INTC)	0.0	$125k		1.5k	85.96	View chart
Carlisle Companies (CSL)	0.0	$124k		355.00	350.22	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$124k	NEW	571.00	217.22	View chart
Wec Energy Group (WEC)	0.0	$118k		1.1k	111.26	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$116k		2.0k	57.18	View chart
Principal Financial (PFG)	0.0	$116k		1.1k	109.12	View chart
LKQ Corporation (LKQ)	0.0	$114k		5.1k	22.43	View chart
MasTec (MTZ)	0.0	$114k		659.00	172.63	View chart
Ishares Dow Jones U.s. Etf Etf (IYY)	0.0	$111k	NEW	597.00	185.29	View chart
Cameco Corporation (CCJ)	0.0	$110k		1.4k	78.65	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.0	$110k	NEW	3.4k	32.68	View chart
Wells Fargo & Company (WFC)	0.0	$106k		1.3k	82.88	View chart
Nextera Energy (NEE)	0.0	$106k		1.3k	81.10	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.0	$106k		880.00	120.10	View chart
Applied Materials (AMAT)	0.0	$105k		277.00	379.78	View chart
Crowdstrike Hldgs Inc Class Class A Cl A (CRWD)	0.0	$105k	+3%	441.00	237.54	View chart
Caterpillar (CAT)	0.0	$104k		149.00	700.70	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.0	$103k		251.00	411.06	View chart
Visa Inc Class A Cl A (V)	0.0	$102k		246.00	413.83	View chart
Ge Vernova (GEV)	0.0	$102k		123.00	825.87	View chart
Pfizer (PFE)	0.0	$97k		3.2k	30.21	View chart
Manulife Finl Corp (MFC)	0.0	$96k		2.1k	45.61	View chart
Spdr Gold Shares Gold Shs (GLD)	0.0	$95k		256.00	370.60	View chart
American Conservative Values Etf Etf (ACVF)	0.0	$94k		1.7k	54.96	View chart
T. Rowe Price Small-mid Cap Etf Etf (TMSL)	0.0	$94k	NEW	2.3k	40.98	View chart
Ishares International Select Dividend Etf Etf (IDV)	0.0	$94k		2.2k	42.30	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.0	$92k		328.00	281.01	View chart
Amtrust Finl S 7.5 Pfdpfd Ser D Ser D (AFSIP)	0.0	$91k		6.4k	14.17	View chart
Fidelity Nasdaq Composite Index Etf Etf (ONEQ)	0.0	$91k	NEW	890.00	102.45	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$88k		305.00	288.37	View chart
Ishares Gold Trust Etf (IAU)	0.0	$87k	NEW	1.1k	76.00	View chart
Atmos Energy Corporation (ATO)	0.0	$86k		501.00	172.32	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$85k		688.00	124.03	View chart
Jack Henry & Associates (JKHY)	0.0	$85k		524.00	161.31	View chart
Safe Bulkers, In 8 Pfdp PS (SB.PC)	0.0	$81k	NEW	3.2k	25.75	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.0	$81k		298.00	271.31	View chart
Emerson Electric (EMR)	0.0	$79k	-6%	499.00	158.58	View chart
MGIC Investment (MTG)	0.0	$78k	-3%	2.8k	28.30	View chart
Alps International Sector Dividend Dogs Etf Etf (IDOG)	0.0	$77k		1.8k	42.69	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$76k	+72%	294.00	258.14	View chart
Cisco Systems (CSCO)	0.0	$76k		723.00	104.39	View chart
WESCO International (WCC)	0.0	$74k		230.00	323.54	View chart
Ishares U.s. Oil & Gas Exploration & Productionetf Us Oil Gs Ex Etf (IEO)	0.0	$74k	+66%	500.00	148.19	View chart
State Street Spdr Portfolio S&p 500 Growthetf ST STR P500GRW (SPYG)	0.0	$74k	+47%	621.00	118.80	View chart
Morgan Stanley Com New (MS)	0.0	$73k	-6%	399.00	183.60	View chart
Metropcs Communications (TMUS)	0.0	$72k		455.00	157.85	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$71k	-58%	2.4k	29.99	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$71k		675.00	104.57	View chart
Ishares U.s. Healthcare Providers Etf Etf (IHF)	0.0	$70k		1.2k	60.61	View chart
Ishares Core S&p Small-cap Etf Etf (IJR)	0.0	$69k	+102%	496.00	138.17	View chart
Norfolk Southern (NSC)	0.0	$69k		204.00	335.79	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$68k	NEW	502.00	135.78	View chart
Wisdomtree U.s. Largecapdividend Fund Etf (DLN)	0.0	$66k		659.00	100.17	View chart
Midera Food Processing (MFP)	0.0	$65k		1.6k	40.45	View chart
Procter & Gamble Company (PG)	0.0	$65k	+6%	393.00	166.09	View chart
Ishares Silver Trust Etf (SLV)	0.0	$64k		1.3k	49.57	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.0	$62k	+77%	1.3k	49.22	View chart
Vanguard Ftse Emerging Markets Index Fund Etf Shares Etf (VWO)	0.0	$62k		1.1k	56.79	View chart
Netflix (NFLX)	0.0	$60k		900.00	67.09	View chart
Softbank Grp Corp Fsponsored Adr 1 Adr Reps 0.5 Ord Adr (SFTBY)	0.0	$60k		4.4k	13.60	View chart
State Street Spdr Portfolio Long Term Corporate Bond Etf Etf (SPLB)	0.0	$60k	-27%	2.8k	21.10	View chart
Wisdomtree U.s. Quality Dividend Growth Fund Etf (DGRW)	0.0	$60k	+63%	602.00	98.82	View chart
Stryker Corporation (SYK)	0.0	$59k		193.00	306.06	View chart
International Business Machines (IBM)	0.0	$58k		232.00	249.20	View chart
Ishares Russell 3000 Etf Etf (IWV)	0.0	$57k	+38%	132.00	432.01	View chart
Hydrograph Clean Power (HGRAF)	0.0	$57k	NEW	26k	2.14	View chart
Corning Incorporated (GLW)	0.0	$56k		450.00	123.99	View chart
Nucor Corporation (NUE)	0.0	$55k		213.00	258.22	View chart
Starbucks Corporation (SBUX)	0.0	$55k	-7%	541.00	101.65	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$55k		671.00	81.78	View chart
Coinbase Global Inc Class Class A Cl A (COIN)	0.0	$55k	-23%	326.00	167.51	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$54k		504.00	107.25	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$54k		129.00	416.57	View chart
Servicenow (NOW)	0.0	$53k		340.00	157.13	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$53k		941.00	56.55	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$52k		78.00	662.53	View chart
Xcel Energy (XEL)	0.0	$51k		648.00	78.96	View chart
Martin Marietta Materials (MLM)	0.0	$50k		98.00	511.72	View chart
salesforce (CRM)	0.0	$50k		200.00	249.13	View chart
Analog Devices (ADI)	0.0	$48k		124.00	389.75	View chart
Pepsi (PEP)	0.0	$47k	+7%	338.00	138.27	View chart
Abbott Laboratories (ABT)	0.0	$47k		456.00	102.32	View chart
Philip Morris International (PM)	0.0	$46k		230.00	201.35	View chart
Suncor Energy (SU)	0.0	$46k		588.00	77.99	View chart
Vanguard International Dividend Appreciation Index Fund Etf Shares Etf (VIGI)	0.0	$46k		462.00	98.79	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$45k	NEW	915.00	49.20	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$45k		1.7k	26.87	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$44k		384.00	114.98	View chart
Biogen Idec (BIIB)	0.0	$44k	+3420%	176.00	250.32	View chart
Vanguard Russell 1000 Growth Index Fund Etf Shares Etf (VONG)	0.0	$44k	NEW	352.00	123.63	View chart
Vanguard Morningstar Mid-cap Value Etf Etf (VOE)	0.0	$42k		200.00	208.09	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$41k		246.00	165.91	View chart
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)	0.0	$41k	NEW	751.00	54.02	View chart
Thrivent Mid Cap Value Etf Etf (TMVE)	0.0	$40k	NEW	2.3k	17.40	View chart
Amphenol Corp New Class Class A Cl A (APH)	0.0	$38k	+104%	523.00	72.73	View chart
Ishares U.s. Healthcare Etf Etf (IYH)	0.0	$38k		500.00	75.98	View chart
Alphabet Inc Class Class C Cap Stk Cl C (GOOG)	0.0	$37k		114.00	321.39	View chart
Raytheon Technologies Corp (RTX)	0.0	$37k		190.00	192.30	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$36k	NEW	408.00	89.19	View chart
Verizon Communications (VZ)	0.0	$36k		813.00	44.71	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.0	$36k		660.00	54.55	View chart
Mastercard Inc Class Class A Cl A (MA)	0.0	$36k		57.00	631.40	View chart
Oracle Corporation (ORCL)	0.0	$35k	-6%	280.00	123.28	View chart
Coca-Cola Company (KO)	0.0	$34k		361.00	94.85	View chart
Blackrock (BLK)	0.0	$34k		30.00	1138.83	View chart
Ford Motor Company (F)	0.0	$34k	+2%	2.8k	11.88	View chart
State Street Spdr S&p 1500 Value Tilt Etf Etf (VLU)	0.0	$33k	NEW	134.00	246.80	View chart
Boeing Company (BA)	0.0	$33k	-10%	175.00	188.22	View chart
Bank of America Corporation (BAC)	0.0	$32k	-13%	636.00	50.91	View chart
Zoetis Inc Class Class A Cl A (ZTS)	0.0	$32k		394.00	81.59	View chart
Tapestry (TPR)	0.0	$32k		281.00	114.11	View chart
Cirrus Logic (CRUS)	0.0	$32k		287.00	111.01	View chart
Block Inc A Class Class A Cl A (XYZ)	0.0	$31k		400.00	78.52	View chart
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)	0.0	$31k		543.00	56.67	View chart
Ishares U.s. Energy Etf Etf (IYE)	0.0	$30k		418.00	70.89	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$29k		120.00	238.55	View chart
State Street Health Careselect Sector Spdr Etf Etf (XLV)	0.0	$28k		155.00	180.83	View chart
Eli Lilly & Co. (LLY)	0.0	$27k	+10%	21.00	1291.33	View chart
Edwards Lifesciences (EW)	0.0	$27k		300.00	89.26	View chart
Dell Technologies Inc Class Class C CL C (DELL)	0.0	$27k		59.00	451.76	View chart
Kkr & Co (KKR)	0.0	$27k		288.00	92.01	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.0	$26k	-99%	808.00	32.62	View chart
Capital One Financial (COF)	0.0	$26k		126.00	203.81	View chart
First Trust Value Line Dividend Index Fund SHS (FVD)	0.0	$25k		500.00	50.46	View chart
RPM International (RPM)	0.0	$25k		247.00	101.43	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$25k	NEW	256.00	96.18	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$24k	NEW	252.00	96.19	View chart
Accenture Plc Ireland Fclass Class A Shs Class A (ACN)	0.0	$23k	-62%	93.00	249.81	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.0	$23k	NEW	303.00	76.04	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.0	$22k	NEW	217.00	102.45	View chart
Amtrust Finl 7.25 Pfdpfd Ser B Ser B (AFSIB)	0.0	$22k		1.6k	13.68	View chart
Goldman Sachs (GS)	0.0	$22k		25.00	888.72	View chart
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)	0.0	$22k	NEW	154.00	144.09	View chart
Republic Services (RSG)	0.0	$22k		89.00	242.00	View chart
Paypal Holdings (PYPL)	0.0	$21k		372.00	57.17	View chart
Travelers Companies (TRV)	0.0	$21k		52.00	407.44	View chart
FedEx Corporation (FDX)	0.0	$21k		70.00	302.60	View chart
Ishares Russell Mid-cap Etf Etf (IWR)	0.0	$21k		193.00	109.50	View chart
FS Specialty Lending Fund (FSSL)	0.0	$21k	NEW	1.7k	11.82	View chart
Avantis Us Small Cap Value Etf Etf (AVUV)	0.0	$21k	NEW	169.00	121.93	View chart
Vanguard Long-term Corporate Bond Index Fund Etf (VCLT)	0.0	$21k	NEW	289.00	70.91	View chart
Wisdomtree U.s. Midcap Earnings Fund Ezm (EZM)	0.0	$20k	NEW	265.00	73.84	View chart
Williams Companies (WMB)	0.0	$19k		274.00	70.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$19k		165.00	116.70	View chart
Prudential Financial (PRU)	0.0	$19k	-20%	162.00	117.17	View chart
Xpo Logistics Inc equity (XPO)	0.0	$19k		100.00	189.53	View chart
At&t (T)	0.0	$19k	-70%	829.00	22.53	View chart
Bk Nova Cad (BNS)	0.0	$19k		198.00	93.58	View chart
Vanguard Short Term Cor Bd Etf Etf (VCSH)	0.0	$19k	NEW	238.00	77.76	View chart
Cme Group Inc Class Class A Cl A (CME)	0.0	$18k		60.00	306.35	View chart
Ecolab (ECL)	0.0	$18k		60.00	290.90	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 Q3 filed Oct. 26, 2026
RMG Wealth Management 2026 Q2 filed Aug. 13, 2026
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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