RMG Wealth Management LLC
Annual return '25
+15.7%
SPY '25
+17.7%
Alpha
-2.0ptsvs SPY
Invested
$866.4M
Holdings
573
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
Q4 2025: Sold 100.0% (4.95M → 2.4k shares)
21.3%
02
$VTV
VANGUARD VALUE INDEX FUND ETF SHARES
Q4 2025: Increased +7.3% (722.1k → 775.1k shares)
19.2%
03
$IMCB
ISHARES MORNINGSTAR MID-CAP ETF
Q4 2025: Exited (was 1.13M shares)
13.5%
04
$RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
Q4 2025: Exited (was 1.37M shares)
10.0%
05
$BWZ
STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF
Held since at least Q1 2024
8.9%
06
$IGIB
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Held since at least Q1 2024
6.6%
07
$SCHA
SCHWAB U.S. SMALL-CAP ETF
Q4 2025: Increased +612.3% (1.43M → 10.15M shares)
5.8%
08
$FLOT
ISHARES FLOATING RATE BOND ETF
Q4 2025: Exited (was 509.2k shares)
3.5%
09
$SPIB
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
Q4 2025: Exited (was 753.0k shares)
3.4%
10
$VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
Q2 2025: New position (730 shares)
0.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:30 UTC.