Long-term investor

Rmg Wealth Management LLC @rmgwealthmanagementllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844731).

Record

  • Tracked since 2025-06-30 (449 days), 88 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.0% · 1 year n/a · all +0.0%
  • Max drawdown n/a · win rate 80% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 808524300 · 21.6% · long · since 2025-06-30
  • 922908744 · 19.9% · long · since 2025-06-30
  • 464288307 · 13.8% · long · since 2026-06-30
  • 78468R408 · 9.1% · long · since 2025-06-30
  • 46137V779 · 9.0% · long · since 2026-06-30
  • 464288638 · 6.8% · long · since 2026-03-31
  • 808524607 · 5.4% · long · since 2025-06-30
  • 46429B655 · 3.6% · long · since 2025-06-30
  • 78464A375 · 3.4% · long · since 2025-06-30
  • 808524797 · 0.5% · long · since 2025-06-30
  • 922908363 · 0.4% · long · since 2025-06-30
  • AAPL · 0.4% · long · since 2025-06-30

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