Rmg Wealth Management
$967M 13F equity value
638 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Rmg Wealth Management covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 5,903,196 | $206M | 21.3% |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | 864,666 | $195M | 20.2% |
| IMCG | ISHARES MORNINGSTAR MID-CAP ETF | 1,358,033 | $133M | 13.7% |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | 3,731,090 | $90M | 9.3% |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | 1,330,938 | $85M | 8.8% |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 1,304,233 | $67M | 6.9% |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | 1,542,187 | $50M | 5.2% |
| FLOT | ISHARES FLOATING RATE BOND ETF | 758,487 | $39M | 4.0% |
| JAAA | JANUS HENDERSON AAA CLO ETF | 670,861 | $34M | 3.5% |
| AAPL | APPLE INC | 13,549 | $5M | 0.5% |
Track Rmg Wealth Management's 13F portfolio: $967M in reported holdings, 638 positions. Top holdings and quarterly changes on SentiSense.
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