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
AAPL0.5%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% HeldVTV Vanguard Morningstar Value ETF 20.2% HeldIMCG iShares Morningstar Mid-cap ETF 13.7% HeldSJNK 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% NewIGIB 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% NewAAPL 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