RSM US WEALTH MANAGEMENT LLC

RIA/Wealth

RSM US WEALTH MANAGEMENT LLC is a RIA/Wealth based in Rockford, IL led by Lawrence Kenneth Miles, reporting $18.2B in AUM as of Q3 2025 with 56% ETF concentration.

CEOLawrence Kenneth Miles

Portfolio Value: $7.7B
Positions: 1,542
Top Holding: VUG at 6.37%
Last Reported: Q3 2025

Address6735 Vistagreen Way, Suite 110, Rockford, IL, 61107, United States

Top Holdings

Largest long holdings in RSM US WEALTH MANAGEMENT LLC's portfolio (31.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Growth VUG	ETF ETF	$488.7M	6.37%	-$3.1M Sold	— 1.0M shares	Q1 2014 Held for 11y 8m
2 Vanguard Value VTV	ETF ETF	$392.5M	5.12%	-$2.9M Sold	— 2.1M shares	Q1 2014 Held for 11y 8m
3 iShares Russell 1000 Growth IWF	ETF ETF	$300.2M	3.91%	-$8.2M Sold	— 640.8K shares	Q1 2014 Held for 11y 8m
4 Apple AAPL	Consumer Electronics Technology	$240.1M	3.13%	+$5.4M Bought	0.01% 942.8K shares	Q1 2014 Held for 11y 8m
5 Nvidia NVDA	Semiconductors Technology	$167.8M	2.19%	+$1.8M Bought	0.00% 899.6K shares	Q4 2016 Held for 8y 11m
6 Microsoft MSFT	Software - Infrastructure Technology	$165.2M	2.15%	+$2.1M Bought	0.00% 318.9K shares	Q1 2014 Held for 11y 8m
7 Vanguard Small-Cap Value VBR	ETF ETF	$164.8M	2.15%	+$1.7M Bought	— 785.9K shares	Q1 2014 Held for 11y 8m
8 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$164.6M	2.15%	+$13.7M Bought	— 1.9M shares	Q3 2020 Held for 5y 2m
9 Vanguard Small-Cap Growth VBK	ETF ETF	$152.1M	1.98%	-$895.4K Sold	— 510.2K shares	Q1 2014 Held for 11y 8m
10 Vanguard FTSE Emerging Markets VWO	ETF ETF	$148.8M	1.94%	-$588.7K Sold	— 2.7M shares	Q1 2014 Held for 11y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in RSM US WEALTH MANAGEMENT LLC's latest filing

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Market Value

$7.7B

Prior: $7.2B

Q/Q Change

+7.03%

+$504.1M

Net Flows % of MV

-0.338%

Turnover Ratio

2.98%

New Purchases

78 stocks

$25.4M

Added To

673 stocks

+$171.1M

Sold Out Of

102 stocks

$55.1M

Reduced Holdings

654 stocks

-$167.3M

Increased Positions

Position	Shares Δ	Change
1 Direxion Daily S&P 500 High Beta Bear 3X HIBS	New	0 → 364.5K +$2.4M
2 Resideo Technologies, Inc. REZI	New	0 → 19.5K +$839.9K
3 RYAAY Ryanair Holdings plc RYAAY	New	0 → 13.4K +$805.5K
4 Olin OLN	New	0 → 29.1K +$726.1K
5 Barnes Group B	New	0 → 19.6K +$641.3K

Decreased Positions

Position	Shares Δ	Change
1 Fiserv FI	Sold	136.7K → 0 −$23.6M
2 Walgreens Boots Alliance WBA	Sold	109.4K → 0 −$1.3M
3 ProShares Short High Yield SJB	Sold	75.1K → 0 −$1.2M
4 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	Sold	42.2K → 0 −$1.0M
5 Ansys ANSS	Sold	2.8K → 0 −$997.1K

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Analytics

Portfolio insights and performance metrics for RSM US WEALTH MANAGEMENT LLC

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Sector Allocation

ETF

56.40%

Technology

12.20%

Financial Services

8.10%

Consumer Cyclical

4.50%

Industrials

3.90%

Communication Services

3.40%

Healthcare

3.20%

Consumer Defensive

2.10%

Energy

1.30%

Utilities

0.90%

Basic Materials

0.70%

Real Estate

0.70%

Market Cap Distribution

Mega Cap (> $200B)

23.14%

Large Cap ($10B - $200B)

14.06%

Mid Cap ($2B - $10B)

2.84%

Small Cap ($300M - $2B)

0.75%

Micro Cap ($50M - $300M)

0.05%

Nano Cap (< $50M)

0.06%

N/A (ETF or Unknown)

59.10%

Portfolio Concentration

Top 10 Holdings %

31.09%

Top 20 Holdings %

43.4%

Top 50 Holdings %

61.26%

Top 100 Holdings %

73.57%