§ 13F · FUND PROFILE
RMG Wealth Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $650.3T (13F)Positions · 334Turnover · — · Q4Filed · Jan 29, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$414.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHA | SCHWAB US LARGE CAP GROWTH ETF | 5.08M | $162.8T | 21.1% | +256% |
| 2 | VTV | VANGUARD VALUE ETF | 775K | $154.0T | 19.9% | +7% |
| 3 | ICOLEUR | ISHARES MORNINGSTAR MID CAP ETF | 1.23M | $105.8T | 13.7% | NEW |
| 4 | SPTM | ST STRET SPDR BBRG SRT TRM HG YD ETF | 2.92M | $74.4T | 9.6% | NEW |
| 5 | SPMO | INVSC SP 500 EQUAL WEIGHT TECH ETF | 1.41M | $66.9T | 8.7% | NEW |
| 6 | — | ISHARES TRT IS 5-10 INV GR CR BD ETF | 994K | $53.6T | 6.9% | NEW |
| 7 | SCHE | SCHWAB US SMALL CAP ETF | 1.45M | $45.0T | 5.8% | NEW |
| 8 | MXI | ISHARES FLOATING RATE BOND ETF | 567K | $28.9T | 3.7% | NEW |
| 9 | — | ST SRT SPDR PRTFL INTDT TRM C ETF IV | 830K | $28.0T | 3.6% | NEW |
| 10 | SCHX | SCHWAB US DIVIDEND EQUITY ETF | 197K | $5.7T | 0.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RMG SIGNAL
AC read
RMG Wealth Management LLC is a Other fund managing $650344.6 trillion in assets. The fund runs a broad portfolio of 334 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed