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Andrew Tranel

Rmg Wealth Management Llc

Assets Managed
$866.368M
Holdings
606
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
12.2%(2Q avg: 10.46%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Rmg Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 606 positions.

Assets under management

The assets under management (AUM) of Rmg Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 866.368M in assets, with a quarterly growth rate of 12.2% and a 2-quarter average growth rate of 10.46%. The portfolio is managed by Andrew Tranel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 228621%
21.33%
$184.774M
5.414M shares@ $34.14 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 3.18%
19.23%
$166.539M
799,707 shares@ $208.26 avg price
IMCB
Ishares Morningstar Mid-cap
Recent Activity
New Position
13.54%
$117.28M
1.285M shares@ $91.29 avg price
RSPT
Invesco S&p 500 Equal Weight
Recent Activity
New Position
9.99%
$86.489M
1.468M shares@ $58.93 avg price
BWZ
Spdr Bloomberg Short Term In
Recent Activity
New Position
8.85%
$76.643M
3.062M shares@ $25.04 avg price
IGIB
Ishares 5-10y Inv Grade Corp
Recent Activity
New Position
6.64%
$57.452M
1.08M shares@ $53.2 avg price
SCHA
Schwab Us Small-cap Etf
Recent Activity
Decreased -70.44%
5.8%
$50.204M
1.5M shares@ $33.47 avg price
FLOT
Ishares Floating Rate Bond E
Recent Activity
New Position
3.54%
$30.601M
601,090 shares@ $50.91 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
New Position
3.39%
$29.366M
877,133 shares@ $33.49 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 8333.96%
0.64%
$5.519M
63,086 shares@ $87.49 avg price

1-10 of 606