Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RMG Wealth Management LLC (CIK 1844731) reported $866.4M across 572 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHG ($184.8M, 21.33%), VTV ($166.5M, 19.22%), IMCB ($117.3M, 13.54%), RYT ($86.5M, 9.98%), BWZ ($76.6M, 8.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $184.8M | 21.33% | 5.4M | Added |
| 2 | VTV | VANGUARD VALUE INDEX FUND ETF SHARES | $166.5M | 19.22% | 799,707 | Added |
| 3 | IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $117.3M | 13.54% | 1.3M | New |
| 4 | RYT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $86.5M | 9.98% | 1.5M | New |
| 5 | BWZ | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $76.6M | 8.85% | 3.1M | New |
| 6 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $57.5M | 6.63% | 1.1M | New |
| 7 | SCHA | SCHWAB U.S. SMALL-CAP ETF | $50.2M | 5.79% | 1.5M | Trimmed |
| 8 | FLOT | ISHARES FLOATING RATE BOND ETF | $30.6M | 3.53% | 601,090 | New |
| 9 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $29.4M | 3.39% | 877,133 | New |
| 10 | VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | $5.5M | 0.64% | 63,086 | Added |
| 11 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | $5.4M | 0.62% | 168,984 | New |
| 12 | VOO | VANGUARD S&P 500 ETF | $4.0M | 0.46% | 5,900 | Hold |
| 13 | AAPL | APPLE INC | $3.9M | 0.45% | 13,323 | Trimmed |
| 14 | VO | VANGUARD MID-CAP INDEX FUND ETF SHARES | $3.1M | 0.36% | 39,805 | Added |
| 15 | BIBL | INSPIRE 100 ETF | $1.5M | 0.17% | 27,916 | New |
| 16 | SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $1.4M | 0.16% | 41,508 | Added |
| 17 | SCHB | SCHWAB U.S. BROAD MARKETETF | $1.4M | 0.16% | 50,005 | Trimmed |
| 18 | LMT | LOCKHEED MARTIN CORP | $1.3M | 0.15% | 2,500 | Trimmed |
| 19 | NVDA | NVIDIA CORP | $1.2M | 0.14% | 5,379 | Added |
| 20 | SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1.2M | 0.14% | 28,760 | New |
| 21 | DE | DEERE & CO | $1.0M | 0.12% | 1,769 | Added |
| 22 | PTL | INSPIRE 500 ETF | $920,061 | 0.11% | 3,283 | New |
| 23 | CEG | CONSTELLATION ENERGY COR | $965,565 | 0.11% | 3,222 | Trimmed |
| 24 | IVW | ISHARES S&P 500 GROWTH ETF | $854,843 | 0.10% | 6,275 | New |
| 25 | IVV | ISHARES CORE S&P 500 ETF | $838,565 | 0.10% | 1,129 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31