account_balance
Investment manager · 13F filer · SEC CIK 1844731
RMG Wealth Management LLC
Reported value$967Mas of Sep 30, 2026
Positions534 110 new, 154 sold out
Top 10 weight93.4%SCHG alone is 21%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHGSchwab U.s. Large-cap Growth ETF
21.3%
VTVVanguard Morningstar Value ETF
20.2%
IMCGiShares Morningstar Mid-cap ETF
13.7%
SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF
9.3%Added +6%
RSPTInvesco S&P 500 Equal Weight Technology ETF
8.8%New
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF
6.9%Added +4%
SCHASchwab U.s. Small-cap ETF
5.2%Added +3%
FLOTiShares Floating Rate Bond ETF
4.0%Added +11%
JAAAJanus Henderson Aaa Clo ETF
3.5%New
VOO0.4%
SCHD0.4%
SCHGSchwab U.s. Large-cap Growth ETF
21.3%
VTVVanguard Morningstar Value ETF
20.2%
IMCGiShares Morningstar Mid-cap ETF
13.7%
SJNKState Street SPDR Bloomberg Short Term High Yield Bond ETF
9.3%Added +6%
RSPT8.8%
IGIB6.9%
SCHA5.2%
FLOT4.0%
JAAA3.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHG Schwab U.s. Large-cap Growth ETF 21.3% Held
VTV Vanguard Morningstar Value ETF 20.2% Held
IMCG iShares Morningstar Mid-cap ETF 13.7% Held
SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF 9.3% Added +6%
RSPT Invesco S&P 500 Equal Weight Technology ETF 8.8% New
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF 6.9% Added +4%
SCHA Schwab U.s. Small-cap ETF 5.2% Added +3%
FLOT iShares Floating Rate Bond ETF 4.0% Added +11%
JAAA Janus Henderson Aaa Clo ETF 3.5% New
AAPL Apple Inc 0.5% HeldVOO Vanguard S&P 500 ETF 0.4% Added +3%
SCHD Schwab U.s. Dividend Equity ETF 0.4% Trimmed −19%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- RSPT $84.8M
- JAAA $33.9M
- BIBL $1.47M
- PTL $1.01M
arrow_upwardAdded
- FLOT +11%
- SJNK +6%
- IGIB +4%
- VOO +3%
arrow_downwardTrimmed
- SCHD −19%
- MGK −14%
- VO −14%
remove_circleSold out
- PKB $86.9M
- TMAT $2.68M
- NUEM $864K
- NULV $858K