RMG Wealth Management LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1844731
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$969.5M
Holdings
578
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
RMG Wealth Management LLC disclosed 578 positions worth $969.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 190 new positions and exited 220. The portfolio is most concentrated in Other (97.0% of disclosed assets). All figures are sourced directly from RMG Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1844731.
AI Fund Analysis
StableSCHWAB U.S. LARGE-CAP GROW
21.6% weight
Held 5 quarters
VANGUARD MORNINGSTAR VALUE
19.9% weight
Held 5 quarters
SCHWAB U.S. SMALL-CAP ETF
5.4% weight
Held 5 quarters
VANGUARD S&P 500 ETF - SHS
0.4% weight
Held 5 quarters
$AAPL0.4% weight
Held 5 quarters
VANGUARD MORNINGSTAR VALUE
4 quarters accumulating
$IBIT4 quarters accumulating
$TSLA4 quarters accumulating
$WFC4 quarters accumulating
ISHARES FLOATING RATE BOND
3 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsConsumer DiscretionaryUtilities
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SCHWAB U.S. LARGE-CAP GROWTH ETF - SHS
—Quality
$209.2M5,875,545 shVANGUARD MORNINGSTAR VALUE ETF - SHS
—Quality
$192.6M850,915 shISHARES MORNINGSTAR MID-CAP ETF - SHS
—Quality
$133.9M1,332,132 shSTATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF - SHS
—Quality
$87.9M3,534,764 shINVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF - SHS
—Quality
$86.9M1,326,149 shISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - SHS
—Quality
$65.5M1,253,129 shSCHWAB U.S. SMALL-CAP ETF - SHS
—Quality
$52.7M1,502,429 shISHARES FLOATING RATE BOND ETF - SHS
—Quality
$34.9M685,102 shSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - SHS
—Quality
$33.4M1,009,284 shSCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF - SHS
—Quality
$5.1M149,222 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB U.S. LARGE-CAP GROWTH ETF - SHS | — | $209.2M | 5,875,545 |
| VANGUARD MORNINGSTAR VALUE ETF - SHS | — | $192.6M | 850,915 |
| ISHARES MORNINGSTAR MID-CAP ETF - SHS | — | $133.9M | 1,332,132 |
| STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF - SHS | — | $87.9M | 3,534,764 |
| INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF - SHS | — | $86.9M | 1,326,149 |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - SHS | — | $65.5M | 1,253,129 |
| SCHWAB U.S. SMALL-CAP ETF - SHS | — | $52.7M | 1,502,429 |
| ISHARES FLOATING RATE BOND ETF - SHS | — | $34.9M | 685,102 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - SHS | — | $33.4M | 1,009,284 |
| SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF - SHS | — | $5.1M | 149,222 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of RMG Wealth Management LLC's 578 positions.
Showing top 10 of 578 holdings.
Sector Allocation
Other
$939.9M
Technology
$10.2M
Industrials
$4.7M
Financials
$4.0M
Consumer Discretionary
$3.1M
Utilities
$2.7M
Healthcare
$1.7M
Energy
$1.1M
Top Holdings — RMG Wealth Management LLC (Q2 2026)
Top 150 of 578 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - SHS | $209.2M | 21.6% | +9% | — |
| 2 | — | VANGUARD MORNINGSTAR VALUE ETF - SHS | $192.6M | 19.9% | +6% | — |
| 3 | — | ISHARES MORNINGSTAR MID-CAP ETF - SHS | $133.9M | 13.8% | NEW | — |
| 4 | — | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF - SHS | $87.9M | 9.1% | NEW | — |
| 5 | — | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF - SHS | $86.9M | 9.0% | NEW | — |
| 6 | — | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF - SHS | $65.5M | 6.8% | +16% | — |
| 7 | — | SCHWAB U.S. SMALL-CAP ETF - SHS | $52.7M | 5.4% | +0% | — |
| 8 | — | ISHARES FLOATING RATE BOND ETF - SHS | $34.9M | 3.6% | +14% | — |
| 9 | — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - SHS | $33.4M | 3.5% | +15% | — |
| 10 | — | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF - SHS | $5.1M | 0.5% | -12% | — |
| 11 | — | VANGUARD S&P 500 ETF - SHS | $4.2M | 0.4% | +1% | — |
| 12 | $AAPL | Apple Inc. | $4.0M | 0.4% | +1% | 76.4 |
| 13 | — | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - SHS | $3.5M | 0.4% | NEW | — |
| 14 | — | VANGUARD MORNINGSTAR MID-CAP ETF - SHS | $3.3M | 0.3% | -0% | — |
| 15 | — | INSPIRE 100 ETF - SHS | $2.7M | 0.3% | NEW | — |
| 16 | — | VANGUARD MORNINGSTAR GROWTH ETF - SHS | $2.5M | 0.3% | -55% | — |
| 17 | — | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF - SHS | $1.8M | 0.2% | +49% | — |
| 18 | — | SCHWAB U.S. BROAD MARKETETF - SHS | $1.5M | 0.2% | +2% | — |
| 19 |  $LMT | LOCKHEED MARTIN CORP | $1.5M | 0.2% | +0% | 65.6 |
| 20 | — | SCHWAB U.S. LARGE-CAP VALUE ETF - SHS | $1.5M | 0.1% | +0% | — |
| 21 |  $NVDA | NVIDIA CORP | $1.2M | 0.1% | +3% | 85.9 |
| 22 |  $DE | DEERE & CO | $1.1M | 0.1% | -0% | 55.4 |
| 23 |  $MSFT | MICROSOFT CORP | $929,320 | 0.1% | +5% | 79.8 |
| 24 |  $CEG | Constellation Energy Corp | $897,873 | 0.1% | +0% | 59.4 |
| 25 | — | ISHARES S&P 500 GROWTH ETF - SHS | $887,850 | 0.1% | +0% | — |
| 26 | — | ISHARES CORE S&P 500 ETF - SHS | $876,319 | 0.1% | +0% | — |
| 27 | — | NUVEEN ESG DIVIDEND ETF - SHS | $864,341 | 0.1% | NEW | — |
| 28 | — | NUVEEN ESG LARGE-CAP GROWTH ETF - SHS | $857,970 | 0.1% | NEW | — |
| 29 | — | INSPIRE SMALL/MID CAP ETF - SHS | $746,102 | 0.1% | +5% | — |
| 30 |  $AMZN | AMAZON COM INC | $718,068 | 0.1% | -3% | 68.7 |
| 31 |  $AMD | ADVANCED MICRO DEVICES INC | $712,322 | 0.1% | +0% | 79.8 |
| 32 |  $LNT | ALLIANT ENERGY CORP | $700,082 | 0.1% | +0% | 53.6 |
| 33 | — | ISHARES RUSSELL 2000 ETF - SHS | $689,876 | 0.1% | +1% | — |
| 34 | — | SCHWAB MUNICIPAL BOND ETF - SHS | $689,780 | 0.1% | NEW | — |
| 35 |  $JNJ | JOHNSON & JOHNSON | $685,801 | 0.1% | +7% | 69 |
| 36 | — | SPACE EX TECH SPACEX CLASS A - CL A | $620,699 | 0.1% | NEW | — |
| 37 | — | INSPIRE CORPORATE BOND ETF - SHS | $620,232 | 0.1% | NEW | — |
| 38 |  $WMT | Walmart Inc. | $606,964 | 0.1% | +6% | 60.2 |
| 39 |  $JPM | JPMORGAN CHASE & CO | $586,114 | 0.1% | +5% | 70.7 |
| 40 |  $GOOG | Alphabet Inc. | $579,208 | 0.1% | -1% | 78.2 |
| 41 | — | CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF - SHS | $573,625 | 0.1% | NEW | — |
| 42 |  $MCD | MCDONALDS CORP | $570,148 | 0.1% | +4% | 69 |
| 43 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUN - SHS | $563,609 | 0.1% | -27% | — |
| 44 | — | NUVEEN ESG HIGH YIELD CORPORATE BOND ETF - SHS | $479,164 | 0.1% | NEW | — |
| 45 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $461,721 | 0.1% | +0% | — |
| 46 |  $MCK | MCKESSON CORP | $435,850 | 0.0% | +0% | 63.4 |
| 47 |  $PCN | PIMCO CORPORATE & INCOME STRATEGY FUND | $424,942 | 0.0% | NEW | — |
| 48 |  $USB | US BANCORP \DE\ | $413,917 | 0.0% | +0% | 65.3 |
| 49 |  $ETN | Eaton Corp plc | $409,824 | 0.0% | -1% | — |
| 50 |  $XOM.R34088 | EXXON MOBIL CORP | $375,746 | 0.0% | -2% | 57.9 |
| 51 |  $MGEE | MGE ENERGY INC | $348,456 | 0.0% | +0% | 52.2 |
| 52 | $IBIT | iShares Bitcoin Trust ETF | $342,175 | 0.0% | +9% | — |
| 53 |  $FIS | Fidelity National Information Services, Inc. | $340,893 | 0.0% | +160% | 68.9 |
| 54 |  $ALL | ALLSTATE CORP | $324,661 | 0.0% | -1% | 78.5 |
| 55 |  $UMBF | UMB FINANCIAL CORP | $315,190 | 0.0% | +0% | 77.3 |
| 56 |  $AVGO | Broadcom Inc. | $313,286 | 0.0% | +50% | 84.5 |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $311,461 | 0.0% | +4% | 66.2 |
| 58 |  $BRK.B | BERKSHIRE HATHAWAY INC | $311,100 | 0.0% | +135% | 73.8 |
| 59 | $TSLA | Tesla, Inc. | $303,274 | 0.0% | +8% | 53.9 |
| 60 | — | VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES - SHS | $296,659 | 0.0% | +0% | — |
| 61 | — | SCHWAB U.S. MID-CAP ETF - SHS | $284,700 | 0.0% | +0% | — |
| 62 |  $HD | HOME DEPOT, INC. | $284,360 | 0.0% | +10% | 60.3 |
| 63 | — | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF - SHS | $273,390 | 0.0% | +0% | — |
| 64 | — | VANGUARD MORNINGSTAR SMALL-CAP ETF - SHS | $252,256 | 0.0% | NEW | — |
| 65 |  $ABBV | AbbVie Inc. | $248,947 | 0.0% | +9% | 72.6 |
| 66 |  $EXC | EXELON CORP | $248,702 | 0.0% | -4% | 59.6 |
| 67 |  $CVX | CHEVRON CORP | $241,228 | 0.0% | -9% | 62.8 |
| 68 |  $AMGN | AMGEN INC | $239,720 | 0.0% | +8% | 79.2 |
| 69 |  $META | Meta Platforms, Inc. | $238,486 | 0.0% | -4% | 79.6 |
| 70 | — | NUVEEN ESG SMALL-CAP ETF - SHS | $228,957 | 0.0% | NEW | — |
| 71 | — | GRAPHENE MFG GROUP ORDF - ORD SHS | $226,639 | 0.0% | NEW | — |
| 72 | — | JPMORGAN ULTRA-SHORT INCOME ETF - SHS | $220,308 | 0.0% | NEW | — |
| 73 |  $SPY | SPDR S&P 500 ETF TRUST | $218,615 | 0.0% | +0% | — |
| 74 |  $PFGC | Performance Food Group Co | $214,820 | 0.0% | -2% | 55.7 |
| 75 | — | STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF - SHS | $213,429 | 0.0% | NEW | — |
| 76 | — | ISHARES MSCI USA VALUE FACTOR ETF - SHS | $207,269 | 0.0% | +0% | — |
| 77 |  $MIDD | MIDDLEBY Corp | $192,461 | 0.0% | +0% | 40.6 |
| 78 |  $GE | GENERAL ELECTRIC CO | $191,466 | 0.0% | +11% | 73.8 |
| 79 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $189,345 | 0.0% | -1% | 65.1 |
| 80 | — | NESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS - SPON ADR | $184,278 | 0.0% | +0% | — |
| 81 |  $MTZ | MASTEC INC | $183,003 | 0.0% | +0% | 58.8 |
| 82 | — | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF - SHS | $181,575 | 0.0% | +142% | — |
| 83 | — | VANECK SEMICONDUCTOR ETF - SHS | $180,712 | 0.0% | +0% | — |
| 84 | — | ISHARES ESG 1-5 YEAR USDCORPORATE BOND ETF - SHS | $180,026 | 0.0% | NEW | — |
| 85 |  $PLTR | Palantir Technologies Inc. | $178,737 | 0.0% | +2% | 84.6 |
| 86 |  $FTNT | Fortinet, Inc. | $171,295 | 0.0% | -2% | 80.1 |
| 87 | — | VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES - SHS | $169,470 | 0.0% | +104% | — |
| 88 | — | INVESCO RAFI US 1500 SMALL-MID ETF - SHS | $160,998 | 0.0% | NEW | — |
| 89 |  $SO | SOUTHERN CO | $154,693 | 0.0% | +0% | 62 |
| 90 | — | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES - SHS | $153,195 | 0.0% | NEW | — |
| 91 |  $AMAT | APPLIED MATERIALS INC /DE | $151,838 | 0.0% | +0% | 72.3 |
| 92 | — | INVESCO NASDAQ 100 ETF - SHS | $150,778 | 0.0% | NEW | — |
| 93 |  $INTC | INTEL CORP | $147,100 | 0.0% | +4% | 45.6 |
| 94 |  $IVZ | Invesco Ltd. | $144,397 | 0.0% | +0% | — |
| 95 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - SHS | $144,289 | 0.0% | +0% | — |
| 96 |  $CCJ | CAMECO CORP | $138,642 | 0.0% | +0% | — |
| 97 | — | ISHARES MSCI USA QUALITYFACTOR ETF - SHS | $137,975 | 0.0% | NEW | — |
| 98 |  $CSL | CARLISLE COMPANIES INC | $135,827 | 0.0% | +0% | 59.4 |
| 99 |  $FANG | Diamondback Energy, Inc. | $132,956 | 0.0% | -2% | 76.1 |
| 100 | — | FIRST TRUST TECHNOLOGY ALPHADEX FUND - SHS | $132,599 | 0.0% | NEW | — |
| 101 | — | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF - SHS | $132,430 | 0.0% | +161% | — |
| 102 |  $GEV | GE Vernova Inc. | $127,908 | 0.0% | +7% | 81.1 |
| 103 |  $CAT | CATERPILLAR INC | $127,484 | 0.0% | +0% | 66.5 |
| 104 |  $LKQ | LKQ CORP | $126,021 | 0.0% | +0% | 46.9 |
| 105 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $120,561 | 0.0% | +0% | 57.5 |
| 106 | — | HYDROGRAPH CLEAN PWR I F - COM | $120,557 | 0.0% | NEW | — |
| 107 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - SHS | $117,184 | 0.0% | NEW | — |
| 108 |  $WEC | WEC ENERGY GROUP, INC. | $115,547 | 0.0% | +0% | 60.1 |
| 109 |  $CDW | CDW Corp | $113,983 | 0.0% | -1% | 55.5 |
| 110 | $WFC | WELLS FARGO & COMPANY/MN | $113,475 | 0.0% | +0% | 61.8 |
| 111 |  $NEE | NEXTERA ENERGY INC | $111,991 | 0.0% | +0% | 64.6 |
| 112 | — | ISHARES RUSSELL 1000 GROWTH ETF - SHS | $109,490 | 0.0% | +0% | — |
| 113 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $107,717 | 0.0% | -13% | — |
| 114 |  $GLD | SPDR GOLD TRUST | $103,660 | 0.0% | +0% | — |
| 115 | — | T. ROWE PRICE SMALL-MID CAP ETF - SHS | $101,863 | 0.0% | NEW | — |
| 116 | — | ISHARES INTERNATIONAL SELECT DIVIDEND ETF - SHS | $97,925 | 0.0% | NEW | — |
| 117 | — | AMERICAN CONSERVATIVE VALUES ETF - SHS | $97,134 | 0.0% | -2% | — |
| 118 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - SHS | $95,993 | 0.0% | NEW | — |
| 119 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND - SHS | $95,563 | 0.0% | +0% | — |
| 120 |  $IAU | ISHARES GOLD TRUST | $95,178 | 0.0% | +2241% | — |
| 121 |  $CRWD | CrowdStrike Holdings, Inc. | $94,922 | 0.0% | +260% | 67.7 |
| 122 | — | AMTRUST FINL S PFDPFD SER D - PFD SER D | $94,419 | 0.0% | +0% | — |
| 123 | — | FIDELITY NASDAQ COMPOSITE INDEX ETF - SHS | $93,192 | 0.0% | NEW | — |
| 124 |  $MS | MORGAN STANLEY | $92,932 | 0.0% | +72% | 75.8 |
| 125 |  $WPM | Wheaton Precious Metals Corp. | $92,797 | 0.0% | +0% | — |
| 126 |  $MFC | MANULIFE FINANCIAL CORP | $91,982 | 0.0% | +0% | — |
| 127 |  $CSCO | CISCO SYSTEMS, INC. | $89,523 | 0.0% | +70% | 70.3 |
| 128 |  $V | VISA INC. | $88,417 | 0.0% | -15% | 82.9 |
| 129 |  $MTG | MGIC INVESTMENT CORP | $88,151 | 0.0% | -12% | 56.6 |
| 130 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - SHS | $87,211 | 0.0% | NEW | — |
| 131 |  $EMR | EMERSON ELECTRIC CO | $86,978 | 0.0% | +6% | 65.3 |
| 132 |  $ATO | ATMOS ENERGY CORP | $84,965 | 0.0% | +0% | 57.6 |
| 133 |  $PFE | PFIZER INC | $84,455 | 0.0% | +6% | 62 |
| 134 |  $WCC | WESCO INTERNATIONAL INC | $83,858 | 0.0% | +0% | 48.8 |
| 135 |  $SB | SAFE BULKERS, INC. | $83,592 | 0.0% | +0% | — |
| 136 | — | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF - SHS | $83,339 | 0.0% | -19% | — |
| 137 |  $TMUS | T-Mobile US, Inc. | $80,594 | 0.0% | +0% | 69.1 |
| 138 |  $JKHY | JACK HENRY & ASSOCIATES INC | $79,810 | 0.0% | +0% | 66.2 |
| 139 |  $ALPS | Alps Group Inc | $79,405 | 0.0% | +0% | — |
| 140 | — | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND - SHS | $77,167 | 0.0% | +16% | — |
| 141 | — | SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS - SPON ADR | $76,824 | 0.0% | -7% | — |
| 142 |  $SLV | iShares Silver Trust | $75,774 | 0.0% | +0% | — |
| 143 |  $GLW | CORNING INC /NY | $75,348 | 0.0% | +0% | 73.7 |
| 144 | — | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF - SHS | $74,898 | 0.0% | NEW | — |
| 145 |  $MFP | Midera Food Processing, Inc. | $70,771 | 0.0% | NEW | — |
| 146 | — | ISHARES U.S. HOME CONSTRUCTION ETF - SHS | $69,701 | 0.0% | +0% | — |
| 147 |  $NSC | NORFOLK SOUTHERN CORP | $68,424 | 0.0% | +0% | 63.2 |
| 148 |  $T | AT&T INC. | $67,107 | 0.0% | +1% | 65.7 |
| 149 |  $SYK | STRYKER CORP | $67,012 | 0.0% | +0% | 72.1 |
| 150 |  $NFLX | NETFLIX INC | $66,789 | 0.0% | -20% | 78.8 |
New Positions (190)
ISHARES MORNINGSTAR MID-CAP ETF - SHS$133.9M
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF - SHS$87.9M
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF - SHS$86.9M
VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF - SHS$3.5M
INSPIRE 100 ETF - SHS$2.7M
NUVEEN ESG DIVIDEND ETF - SHS$864,341
NUVEEN ESG LARGE-CAP GROWTH ETF - SHS$857,970
SCHWAB MUNICIPAL BOND ETF - SHS$689,780
SPACE EX TECH SPACEX CLASS A - CL A$620,699
INSPIRE CORPORATE BOND ETF - SHS$620,232
CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF - SHS$573,625
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF - SHS$479,164
$PCN PIMCO CORPORATE & INCOME STRATEGY FUND$424,942 VANGUARD MORNINGSTAR SMALL-CAP ETF - SHS$252,256
NUVEEN ESG SMALL-CAP ETF - SHS$228,957
Exited Positions (220)
ISHARES MORNINGSTAR MID-CAP ETF
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
INSPIRE 100 ETF
INSPIRE 500 ETF
NUVEEN ESG LARGE-CAP GROWTH ETF
NUVEEN ESG DIVIDEND ETF
$PTY PIMCO CORPORATE & INCOME OPPORTUNITY FUND INSPIRE CORPORATE BOND ETF
CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF
GRAPHENE MFG GROUP ORDF
NUVEEN ESG HIGH YIELD CORPORATE BOND ETF
VANGUARD SMALL-CAP INDEXFUND ETF SHARES
SCHWAB MUNICIPAL BOND ETF
ISHARES MSCI USA MIN VOLFACTOR ETF
STATE STREET SPDR NUVEENICE HIGH YIELD MUNICIPALBOND ETF
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for RMG Wealth Management LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track RMG Wealth Management LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for RMG Wealth Management LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: RMG Wealth Management LLC
13F Pro is an AI hedge fund tracker and stock research platform. For RMG Wealth Management LLC (SEC CIK: 1844731), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in RMG Wealth Management LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.