LATEST PORTFOLIO VALUE
$710.25 M
09/30/2025
TOTAL ASSETS HELD
$345
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
94.12%
CIK: 0001844731
CIK: 0001844731
RMG Wealth Management LLC (CIK: 0001844731) is a financial institution headquartered at 1290 e. mineral st., , platteville, WISCONSIN 53818. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.
As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $710,252,506, comprising 344 distinct securities. Over its filing history, it has submitted 2 Form 13F reports.
To view the institution’s full SEC filing history:
🔗 View All SEC Filings
| Name | Shares | Market Value | Weight | Change | Activity |
|---|---|---|---|---|---|
| 4,950,788 | $158,811,370 | 22.36% | ▲ 155,163 | Add 3.2% | |
| 722,136 | $135,032,281 | 19.01% | ▲ 720,357 | Add 40492.2% | |
| 1,129,819 | $93,678,951 | 13.19% | ▲ 46,110 | Add 4.3% | |
| 2,659,598 | $67,580,392 | 9.51% | ▲ 203,885 | Add 8.3% | |
| 1,374,742 | $61,767,180 | 8.70% | ▲ 44,919 | Add 3.4% | |
| 2,228,596 | $52,227,153 | 7.35% | ▲ 131,149 | Add 6.3% | |
| 1,425,037 | $39,915,298 | 5.62% | ▲ 46,716 | Add 3.4% | |
| 509,191 | $25,978,875 | 3.66% | ▲ 33,618 | Add 7.1% | |
| 752,977 | $25,603,628 | 3.60% | ▲ 46,806 | Add 6.6% | |
| 281,831 | $7,640,100 | 1.08% | ▼ 4,622,777 | Reduce -94.3% |