RMG Wealth Management LLC
All 13F Filings
- Location
- Platteville, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 969,453
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 584 | 969,453 | 13F-HR | RMG Wealth Management LLC |
| Q1 2026 | 5/14/2026 | 615 | 866,368 | 13F-HR | RMG Wealth Management LLC |
| Q4 2025 | 1/29/2026 | 448 | 772,167 | 13F-HR | RMG Wealth Management LLC |
| Q3 2025 | 10/30/2025 | 346 | 710,253 | 13F-HR | RMG Wealth Management LLC |
| Q2 2025 | 7/23/2025 | 331 | 650,345 | 13F-HR | RMG Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.54 K | 3.2% | 1.909 K | 0 | 1.909 K |
| ETFs | 938.9 K | 96.8% | 131.8 K | 0 | 131.8 K |
| Debt | 13 | 0.0% | 0 | 30.59 K | -30.59 K |
| Other | 0 | 0.0% | 0 | 14 | -14 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
969,453
Holdings
584
QoQ value change ($000)
103,085
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.