RMG Wealth Management LLC ETF holdings
Platteville, WI
Reported $937.1M in 134 ETFs in its Form 13F for June 30, 2026.
ETF value
$937.1M
ETFs held
134
Change from prior quarter
+12.0%
With price moves
ETFs as a share of its 13F
96.7%
of $969.5M
Top 10 of 134 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SCHG | Schwab U.S. Large-Cap Growth ETF | $209.2M | 5,875,545 | +461,719 shares |
| VTV | Vanguard Morningstar Value ETF | $192.6M | 850,915 | +51,208 shares |
| IMCG | iShares Morningstar Mid-Cap Growth ETF | $133.9M | 1,332,132 | New position |
| SJNK | State Street SPDR Bloomberg Short Term High Yield Bond ETF | $87.9M | 3,534,764 | New position |
| PKB | Invesco Building & Construction ETF | $86.9M | 1,326,149 | New position |
| IGIB | iShares 5-10 Year Investment Grade Corporate Bond ETF | $65.5M | 1,253,129 | +173,208 shares |
| SCHA | Schwab U.S. Small-Cap ETF | $52.7M | 1,502,429 | +2,020 shares |
| FLOT | iShares Floating Rate Bond ETF | $34.9M | 685,102 | +84,012 shares |
| SPIB | State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF | $33.4M | 1,009,284 | +132,151 shares |
| SCHD | Schwab U.S. Dividend Equity ETF | $5.1M | 149,222 | −19,762 shares |
124 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001844731. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does RMG Wealth Management LLC own?
RMG Wealth Management LLC reported 134 ETF positions worth $937.1M in its Form 13F for June 30, 2026. The largest was SCHG, at $209.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.