RMG Wealth Management LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 534 distinct equity securities held by the firm.
The portfolio is diversified across various sectors, with the largest positions including Apple Inc., holding 13,549 shares, and Amazon.com Inc., holding 2,687 shares. Other notable holdings include Berkshire Hathaway Class B (620 shares), Costco Wholesale (317 shares), and Deere & Co. (1,772 shares).
The filing also reveals significant exposure to exchange-traded funds (ETFs), with the Invesco S&P 500 Equal Weight Technology ETF holding 1,330,938 shares and the Inspire 100 ETF holding 2,791,616 shares.
RMG Wealth Management is based in Platteville, Wisconsin, and the filing was signed by Andrew Tranel, the company’s Chief Operating Officer.
