13F Filings History of RMG Wealth Management LLC

Latest 13F report
Q4 2025 - 29 Jan 2026
Value $
$628,790,556
Signature - Title
Andrew Tranel - CCO
Location
Platteville, WI
Summary
This page shows a list of all the recent 13F filings made by RMG Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RMG Wealth Management LLC reported 424 stock holdings with total value $628,790,556 as of Q4 2025. Top holdings included SCHA, VTV, ICOL, ISHARES TRT IS 5-10 INV GR CR BD ETF, and SCHE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 424 $628,790,556 +$406,864,734 -$470,652,920 -$63,788,186 SCHA, VTV, ICOL, ISHARES TRT IS 5-10 INV GR CR BD ETF, SCHE 13F-HR 29 Jan 2026, 09:59
Q3 2025 335 $709,071,052 +$161,140,655 -$128,590,506 +$32,550,149 SCHG, VTV, IMCB, SJNK, RSPT 13F-HR 30 Oct 2025, 17:20
Q2 2025 326 $650,048,962 $0 $0 $0 SCHG, SCHD, IMCB, SJNK, RSPT 13F-HR 23 Jul 2025, 08:42