RMG Wealth Management LLC

PLATTEVILLE, WI · CIK 1844731 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyPlatteville, WI

$969.5m reported value +11.9% vs Q1 2026

578positions

93.1%in top 10

205 new 80 added 92 reduced 232 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	5,875,545	$209.2m21.58%	21.58%	Added +461.7k	+461,719 8.5%
2	VANGUARD INDEX FDS VALUE ETF VTV	VTV	850,915	$192.6m19.86%	19.86%	Added +51.2k	+51,208 6.4%
3	ISHARES TR MRGSTR MD CP GRW IMCG	IMCG	1,332,132	$133.9m13.81%	13.81%	New
4	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	3,534,764	$87.9m9.07%	9.07%	New
5	INVESCO EXCHANGE TRADED FD T BUILDING & CONST PKB	PKB	1,326,149	$86.9m8.97%	8.97%	New
6	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	1,253,129	$65.5m6.75%	6.75%	Added +173.2k	+173,208 16.0%
7	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	1,502,429	$52.7m5.44%	5.44%	Added +2.0k	+2,020 0.1%
8	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	685,102	$34.9m3.60%	3.60%	Added +84.0k	+84,012 14.0%
9	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	1,009,284	$33.4m3.45%	3.45%	Added +132.2k	+132,151 15.1%
10	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	149,222	$5.1m0.53%	0.53%	Reduced -19.8k	-19,762 -11.7%
11	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	5,936	$4.2m0.43%	0.43%	Added +36	+36 0.6%
12	APPLE INC COM AAPL	AAPL	13,397	$4.0m0.42%	0.42%	Added +74	+74 0.6%
13	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	40,336	$3.5m0.36%	0.36%	New
14	VANGUARD INDEX FDS MID CAP ETF VO	VO	39,626	$3.3m0.34%	0.34%	Reduced -119.6k	-119,594 -75.1%
15	NORTHERN LTS FD TR IV MAIN THEMATC IN TMAT	TMAT	31,655	$2.7m0.28%	0.28%	New
16	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	28,645	$2.5m0.26%	0.26%	Reduced -349.9k	-349,871 -92.4%
17	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	42,730	$1.8m0.19%	0.19%	Added +14.0k	+13,970 48.6%
18	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	50,976	$1.5m0.16%	0.16%	Added +971	+971 1.9%
19	LOCKHEED MARTIN CORP COM LMT	LMT	2,500	$1.5m0.16%	0.16%	Unchanged
20	SCHWAB STRATEGIC TR US LCAP VA ETF SCHV	SCHV	41,508	$1.5m0.15%	0.15%	Unchanged
21	NVIDIA CORPORATION COM NVDA	NVDA	5,550	$1.2m0.13%	0.13%	Added +171	+171 3.2%
22	DEERE & CO COM DE	DE	1,762	$1.1m0.11%	0.11%	Reduced -7	-7 -0.4%
23	MICROSOFT CORP COM MSFT	MSFT	1,887	$929.3k0.10%	0.10%	Added +94	+94 5.2%
24	CONSTELLATION ENERGY CORP COM CEG	CEG	3,222	$897.9k0.09%	0.09%	Unchanged
25	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,275	$887.9k0.09%	0.09%	Unchanged
26	ISHARES TR CORE S&P500 ETF IVV	IVV	1,129	$876.3k0.09%	0.09%	Unchanged
27	NUSHARES ETF TR NUVEEN ESG EMRGN NUEM	NUEM	25,288	$864.3k0.09%	0.09%	New
28	NUSHARES ETF TR NUVEEN ESG LRGVL NULV	NULV	7,314	$858.0k0.09%	0.09%	New
29	NORTHERN LTS FD TR IV INSPIRE SML/ MID ISMD	ISMD	14,836	$746.1k0.08%	0.08%	Added +700	+700 5.0%
30	AMAZON COM INC COM AMZN	AMZN	2,687	$718.1k0.07%	0.07%	Reduced -84	-84 -3.0%
31	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,475	$712.3k0.07%	0.07%	Added +5	+5 0.3%
32	ALLIANT ENERGY CORP COM LNT	LNT	9,967	$700.1k0.07%	0.07%	Unchanged
33	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,279	$689.9k0.07%	0.07%	Added +31	+31 1.4%
34	SCHWAB STRATEGIC TR FUNDAMENTAL US S FNDA	FNDA	27,146	$689.8k0.07%	0.07%	New
35	JOHNSON & JOHNSON COM JNJ	JNJ	2,629	$685.8k0.07%	0.07%	Added +166	+166 6.7%
36	SPACE EX TECH SPACEX CLASS A CL A CL A		4,247	$620.7k0.06%	0.06%	New
37	NORTHERN LTS FD TR IV INVERSE CRAMER INVERSE CRAMER		26,231	$620.2k0.06%	0.06%	New
38	WALMART INC COM WMT	WMT	5,232	$607.0k0.06%	0.06%	Added +292	+292 5.9%
39	JPMORGAN CHASE & CO COM JPM	JPM	1,605	$586.1k0.06%	0.06%	Added +70	+70 4.6%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,686	$579.2k0.06%	0.06%	Reduced -17	-17 -1.0%
41	CALVERT US MID-CAP CORE RESPONSIBLE INDEX ETF SHS SHS		7,324	$573.6k0.06%	0.06%	New
42	MCDONALDS CORP COM MCD	MCD	2,068	$570.1k0.06%	0.06%	Added +79	+79 4.0%
43	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	6,941	$563.6k0.06%	0.06%	Reduced -2.5k	-2,534 -26.7%
44	NUSHARES ETF TR NUVEEN ENHNC YLD NUAG	NUAG	22,528	$479.2k0.05%	0.05%	New
45	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	638	$461.7k0.05%	0.05%	Unchanged
46	MCKESSON CORP COM MCK	MCK	496	$435.9k0.04%	0.04%	Unchanged
47	PIMCO CORPORATE & INCM STRG COM PCN	PCN	35,765	$424.9k0.04%	0.04%	New
48	US BANCORP DEL COM NEW USB	USB	6,366	$413.9k0.04%	0.04%	Unchanged
49	EATON CORP PLC SHS ETN	ETN	891	$409.8k0.04%	0.04%	Reduced -8	-8 -0.9%
50	EXXON MOBIL CORP COM XOM	XOM	2,352	$375.7k0.04%	0.04%	Reduced -44	-44 -1.8%
51	MGE ENERGY INC COM MGEE	MGEE	4,285	$348.5k0.04%	0.04%	Unchanged
52	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	9,534	$342.2k0.04%	0.04%	Added +803	+803 9.2%
53	FIDELITY NATL INFORMATION SV COM FIS	FIS	8,132	$340.9k0.04%	0.04%	Added +5.0k	+4,999 159.6%
54	ALLSTATE CORP COM ALL	ALL	1,269	$324.7k0.03%	0.03%	Reduced -12	-12 -0.9%
55	UMB FINL CORP COM UMBF	UMBF	2,109	$315.2k0.03%	0.03%	Unchanged
56	BROADCOM INC COM AVGO	AVGO	753	$313.3k0.03%	0.03%	Added +252	+252 50.3%
57	COSTCO WHSL CORP NEW COM COST	COST	328	$311.5k0.03%	0.03%	Added +12	+12 3.8%
58	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	610	$311.1k0.03%	0.03%	Added +350	+350 134.6%
59	TESLA INC COM TSLA	TSLA	926	$303.3k0.03%	0.03%	Added +66	+66 7.7%
60	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,205	$296.7k0.03%	0.03%	Unchanged
61	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	7,843	$284.7k0.03%	0.03%	Unchanged
62	HOME DEPOT INC COM HD	HD	828	$284.4k0.03%	0.03%	Added +75	+75 10.0%
63	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	716	$273.4k0.03%	0.03%	Unchanged
64	VANGUARD ADMIRAL FDS INC SMLCP 600 VAL VIOV	VIOV	821	$252.3k0.03%	0.03%	New
65	ABBVIE INC COM ABBV	ABBV	1,001	$248.9k0.03%	0.03%	Added +83	+83 9.0%
66	EXELON CORP COM EXC	EXC	5,500	$248.7k0.03%	0.03%	Reduced -243	-243 -4.2%
67	CHEVRON CORP NEW COM CVX	CVX	1,227	$241.2k0.02%	0.02%	Reduced -117	-117 -8.7%
68	AMGEN INC COM AMGN	AMGN	576	$239.7k0.02%	0.02%	Added +41	+41 7.7%
69	META PLATFORMS INC CL A META	META	412	$238.5k0.02%	0.02%	Reduced -16	-16 -3.7%
70	NUSHARES ETF TR NUVEEN ESG MIDVL NUMV	NUMV	4,330	$229.0k0.02%	0.02%	New
71	GRAPHEX GROUP LTD SPONSORED ADS SPONSORED ADS		154,860	$226.6k0.02%	0.02%	New
72	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	4,366	$220.3k0.02%	0.02%	New
73	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	283	$218.6k0.02%	0.02%	Unchanged
74	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	2,000	$214.8k0.02%	0.02%	Reduced -46	-46 -2.2%
75	SPDR SER TR NUVEEN BLMBRG SH SHM	SHM	8,544	$213.4k0.02%	0.02%	New
76	ISHARES TR MSCI USA VALUE VLUE	VLUE	1,035	$207.3k0.02%	0.02%	Unchanged
77	MIDDLEBY CORP COM MIDD	MIDD	1,618	$192.5k0.02%	0.02%	Unchanged
78	GE AEROSPACE COM NEW GE	GE	524	$191.5k0.02%	0.02%	Added +52	+52 11.0%
79	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	314	$189.3k0.02%	0.02%	Reduced -4	-4 -1.3%
80	Nestle SA ADR COM NSRGY	NSRGY	1,891	$184.3k0.02%	0.02%	Unchanged
81	MASTEC INC COM MTZ	MTZ	651	$183.0k0.02%	0.02%	Added +1	+1 0.1%
82	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	5,736	$181.6k0.02%	0.02%	Added +3.4k	+3,369 142.3%
83	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	309	$180.7k0.02%	0.02%	Unchanged
84	ISHARES TR US INFRASTRUC IFRA	IFRA	7,245	$180.0k0.02%	0.02%	New
85	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,045	$178.7k0.02%	0.02%	Added +18	+18 1.8%
86	FORTINET INC COM FTNT	FTNT	1,065	$171.3k0.02%	0.02%	Reduced -20	-20 -1.8%
87	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	2,312	$169.5k0.02%	0.02%	Added +1.2k	+1,178 103.9%
88	INVESCO EXCHANGE TRADED FD T DJ INDL AVG DV DJD	DJD	2,858	$161.0k0.02%	0.02%	New
89	SOUTHERN CO COM SO	SO	1,672	$154.7k0.02%	0.02%	Unchanged
90	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	1,750	$153.2k0.02%	0.02%	New
91	APPLIED MATLS INC COM AMAT	AMAT	277	$151.8k0.02%	0.02%	Unchanged
92	INVESCO NASDAQ 100 ETF SHS SHS		506	$150.8k0.02%	0.02%	New
93	INTEL CORP COM INTC	INTC	1,457	$147.1k0.02%	0.02%	Added +50	+50 3.5%
94	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	2,573	$144.4k0.01%	0.01%	Unchanged
95	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	764	$144.3k0.01%	0.01%	Unchanged
96	CAMECO CORP COM CCJ	CCJ	1,400	$138.6k0.01%	0.01%	Unchanged
97	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	612	$138.0k0.01%	0.01%	New
98	CARLISLE COS INC COM CSL	CSL	355	$135.8k0.01%	0.01%	Unchanged
99	DIAMONDBACK ENERGY INC COM FANG	FANG	662	$133.0k0.01%	0.01%	Reduced -13	-13 -1.9%
100	FIRST TR EXCH TRD ALPHDX FD EMERG MKT ALPH FEM	FEM	600	$132.6k0.01%	0.01%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR IMCB	IMCB	1,284,701	$117.3m1.3m shares
INVESCO EXCHANGE TRADED FD T RSPT	RSPT	1,467,902	$86.5m1.5m shares
SPDR SERIES TRUST BWZ	BWZ	3,062,058	$76.6m3.1m shares
NORTHERN LTS FD TR IV BIBL	BIBL	27,916	$1.5m27.9k shares
NORTHERN LTS FD TR IV PTL	PTL	3,283	$920.1k3.3k shares
NUSHARES ETF TR		5,876	$641.6k5.9k shares
NUSHARES ETF TR		18,528	$591.9k18.5k shares
PIMCO CORPORATE & INCOME OPP PTY	PTY	36,308	$436.6k36.3k shares
NORTHERN LTS FD TR IV IBD	IBD	18,082	$431.6k18.1k shares
MORGAN STANLEY ETF TRUST CVMC	CVMC	5,703	$405.5k5.7k shares
GRAPHENE MFG GROUP ORDF		154,860	$292.0k154.9k shares
NUSHARES ETF TR NUHY	NUHY	11,845	$253.0k11.8k shares
VANGUARD INDEX FDS VB	VB	835	$241.0k835 shares
INVESCO EXCH TRADED FD TR II QQQM	QQQM	808	$237.3k808 shares
SCHWAB STRATEGIC TR SCMB	SCMB	9,237	$237.2k9.2k shares
ISHARES INC PICK	PICK	1,049	$234.8k1.0k shares
SPDR SER TR HYMB	HYMB	8,544	$214.6k8.5k shares
VANGUARD WORLD FD VCEB	VCEB	3,021	$189.7k3.0k shares
NUSHARES ETF TR NUSC	NUSC	3,244	$159.2k3.2k shares
STATE STR CORP STT	STT	1,659	$155.4k1.7k shares
VANGUARD INTL EQUITY INDEX F VNQI	VNQI	1,718	$146.7k1.7k shares
INVESCO EXCHANGE TRADED FD T PRFZ	PRFZ	2,858	$145.9k2.9k shares
HYDROGRAPH CLEAN PWR I F HGRAF	HGRAF	26,380	$132.4k26.4k shares
SCHWAB STRATEGIC TR FNDC	FNDC	2,390	$127.8k2.4k shares
FIRST TR EXCHANGE TRADED FD FXL	FXL	600	$118.5k600 shares