RMG Wealth Management LLC - Portfolio Stock Holdings
RMG Wealth Management LLC disclosed 719 stock positions in a recent SEC 13F filing. $1,011,140,645 of stock holdings were filed, with the largest holdings including SCHG, VTV, and PKB. This filing represented positions held on June 30, 2026, and was filed on Aug. 13, 2026.We estimate the fund has a total AUM of $913,963,492 and has 23 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
719Est. Stock Holding Value:
$1,011,140,645Top Stock Holdings By Sector
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Portfolio Stock Holdings - RMG Wealth Management LLC
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% of Portfolio
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