RMG Wealth Management LLC: 13F holdings

CIK 18447312026Q2

Positions578
Reported value$969.5m
Filed2026-08-13

Change since last quarter

Positions578 (-28 vs prior quarter)
Reported value$969.5m (+11.9%)

Top 10 holdings

SecuritySharesValueWeight
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF5,875,545$209.2m21.6%
VTV VANGUARD MORNINGSTAR VALUE ETF850,915$192.6m19.9%
IMCG ISHARES MORNINGSTAR MID-CAP ETF1,332,132$133.9m13.8%
SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF3,534,764$87.9m9.1%
PKB INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF1,326,149$86.9m9.0%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF1,253,129$65.5m6.8%
SCHA SCHWAB U.S. SMALL-CAP ETF1,502,429$52.7m5.4%
FLOT ISHARES FLOATING RATE BOND ETF685,102$34.9m3.6%
SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF1,009,284$33.4m3.4%
SCHD SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF149,222$5.1m0.5%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1844731")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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