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Rmr Wealth Builders Top Holdings and 13F Report (2025)

About Rmr Wealth Builders

Investment Activity

  • Rmr Wealth Builders has $1.10 billion in total holdings as of June 30, 2025.
  • Rmr Wealth Builders owns shares of 285 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 5.65% of the portfolio was purchased this quarter.
  • About 0.59% of the portfolio was sold this quarter.
  • This quarter, Rmr Wealth Builders has purchased 259 new stocks and bought additional shares in 143 stocks.
  • Rmr Wealth Builders sold shares of 77 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$89,520,346

Largest New Holdings this Quarter

718546104 - Phillips 66
$2,574,017 Holding
46431W507 - iShares Short Duration Bond Active ETF
$1,761,570 Holding
46434V282 - iShares U.S. Equity Factor ETF
$868,962 Holding

Largest Purchases this Quarter

Vanguard Value ETF
28,157 shares (about $5.00M)
iShares Core S&P Mid-Cap ETF
66,072 shares (about $4.10M)
Vanguard S&P 500 ETF
5,535 shares (about $3.15M)
Schwab Short-Term U.S. Treasury ETF
107,768 shares (about $2.63M)
Phillips 66
21,576 shares (about $2.57M)

Largest Sales this Quarter

Adobe
2,688 shares (about $1.04M)
Advanced Micro Devices
2,151 shares (about $305.23K)
Vanguard Growth ETF
477 shares (about $209.36K)
Texas Instruments
888 shares (about $184.37K)
iShares Russell 1000 Growth ETF
416 shares (about $176.62K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRmr Wealth Builders

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$99,274,205$209,359 -0.2%226,1859.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$97,912,033$3,153,711 3.3%171,8438.9%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$89,520,346$5,003,512 5.9%503,7718.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$85,660,087$4,097,785 5.0%1,381,1697.8%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$48,116,539$2,487,621 5.5%576,3844.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$44,005,091$176,625 -0.4%103,6444.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$40,012,346$215,038 0.5%253,2433.6%Computer and Technology
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$27,120,987$1,667,520 6.6%255,0402.5%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$26,783,066$299,696 1.1%137,8942.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$26,307,316$1,637,711 6.6%240,7112.4%ETF
Apple Inc. stock logo
AAPL
Apple
$26,121,024$1,420,803 5.8%127,3142.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$25,283,464$983,384 4.0%50,8302.3%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$17,914,827$959,751 5.7%171,4671.6%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$17,426,699$1,085,329 6.6%349,7931.6%Manufacturing
FSMB
First Trust Short Duration Managed Municipal ETF
$17,161,452$978,490 6.0%862,1681.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$15,865,144$312,410 2.0%72,3151.4%Retail/Wholesale
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$15,469,519$1,202,500 8.4%312,4521.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$15,436,554$272,340 1.8%56,0011.4%Computer and Technology
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund stock logo
HYS
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
$15,165,031$1,029,054 7.3%159,6151.4%ETF
Schwab Short-Term U.S. Treasury ETF stock logo
SCHO
Schwab Short-Term U.S. Treasury ETF
$10,852,320$2,627,384 31.9%445,1321.0%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$10,215,578$457,189 4.7%35,2370.9%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,965,081$507,861 5.4%16,1290.9%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,881,055$219,222 2.5%12,0320.8%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$8,319,373$182,974 2.2%14,6860.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$7,956,696$57,832 0.7%36,8720.7%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$6,919,510$6,696 0.1%5,1670.6%Consumer Discretionary
Visa Inc. stock logo
V
Visa
$6,221,727$102,962 1.7%17,5240.6%Business Services
Invesco QQQ stock logo
QQQ
Invesco QQQ
$6,187,874$200,249 3.3%11,2170.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,599,116$1,796,905 47.3%11,5260.5%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$5,453,534$5,900 0.1%61,0080.5%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,146,445$506 0.0%20,3230.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,820,161$74,248 1.6%4,8690.4%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$4,670,575$237,213 5.4%12,7390.4%Retail/Wholesale
CrowdStrike stock logo
CRWD
CrowdStrike
$4,533,347$147,699 3.4%8,9010.4%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$4,112,252$83,905 2.1%23,1820.4%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$4,105,071$321,118 8.5%167,9650.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,048,862$215,929 5.6%5,1940.4%Medical
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$4,040,290$57,458 1.4%37,4790.4%Energy
Tesla, Inc. stock logo
TSLA
Tesla
$4,002,228$69,886 1.8%12,5990.4%Auto/Tires/Trucks
FEDERATED HERMES ETF TRUST
$3,611,766$557,926 18.3%143,2340.3%HERMES TOTAL RET
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$3,530,627$4,519 -0.1%10,9390.3%Energy
Blackstone Inc. stock logo
BX
Blackstone
$3,474,059$478,964 16.0%23,2250.3%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$3,377,837$210,300 6.6%6,2160.3%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$3,263,005$134,397 4.3%75,4100.3%Computer and Technology
ARISTA NETWORKS INC
$3,214,887$79,904 2.5%31,4230.3%COM SHS
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,160,083$160,189 5.3%17,9320.3%Computer and Technology
Chevron Corporation stock logo
CVX
Chevron
$3,092,569$219,650 7.6%21,5980.3%Energy
Walmart Inc. stock logo
WMT
Walmart
$3,014,077$16,525 -0.5%30,8250.3%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$2,961,231$499,336 20.3%10,0460.3%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$2,891,859$4,228 0.1%39,6670.3%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$2,841,229$13,449 -0.5%4,0140.3%Finance
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,769,005$4,261 0.2%9,0980.3%ETF
American Express Company stock logo
AXP
American Express
$2,677,525$120,894 4.7%8,3940.2%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$2,616,383$101,711 4.0%4,6560.2%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$2,600,911$301,913 13.1%16,3250.2%Consumer Staples
Salesforce Inc. stock logo
CRM
Salesforce
$2,593,247$184,609 7.7%9,5100.2%Computer and Technology
Phillips 66 stock logo
PSX
Phillips 66
$2,574,017$2,574,017 New Holding21,5760.2%Energy
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$2,444,477$166 0.0%29,5010.2%Manufacturing
Intuit Inc. stock logo
INTU
Intuit
$2,423,140$106,347 4.6%3,0760.2%Computer and Technology
American Tower Corporation stock logo
AMT
American Tower
$2,369,665$102,779 4.5%10,7210.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$2,322,949$124,248 5.7%10,1520.2%Business Services
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$2,270,570$117,981 5.5%5,1000.2%Medical
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$2,262,525$194,344 9.4%24,2500.2%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$2,253,525$225,199 11.1%10,3070.2%Computer and Technology
LINDE PLC
$2,218,732$246,317 12.5%4,7290.2%SHS
3M Company stock logo
MMM
3M
$2,195,768$135,038 6.6%14,4230.2%Multi-Sector Conglomerates
BLACKROCK INC
$2,192,933$3,148 0.1%2,0900.2%COM
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$2,127,548$61,253 -2.8%4,8280.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,117,716$305,227 -12.6%14,9240.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$2,104,224$1,225,510 139.5%15,4360.2%CL A
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$2,077,374$139,545 7.2%16,8220.2%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$2,075,630$152,225 7.9%7,1040.2%Retail/Wholesale
Duke Energy Corporation stock logo
DUK
Duke Energy
$2,069,025$147,029 7.6%17,5340.2%Utilities
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$2,062,476$14,431 -0.7%9,4330.2%Finance
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$2,032,862$299,209 17.3%4,3890.2%Aerospace
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$2,006,018$162,502 8.8%3,6540.2%Construction
Accenture PLC stock logo
ACN
Accenture
$1,877,238$127,321 7.3%6,2810.2%Computer and Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$1,870,567$783,297 72.0%22,3380.2%Manufacturing
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,848,412$211,776 12.9%1,7980.2%Computer and Technology
Fidelity National Information Services, Inc. stock logo
FIS
Fidelity National Information Services
$1,834,986$113,974 6.6%22,5400.2%Business Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,814,082$147,471 8.8%11,3910.2%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$1,800,350$7,717 0.4%6,5320.2%Finance
ASML Holding N.V. stock logo
ASML
ASML
$1,762,837$72,116 4.3%2,2000.2%Computer and Technology
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$1,761,570$1,761,570 New Holding34,4730.2%ETF
Phillips Edison & Company, Inc. stock logo
PECO
Phillips Edison & Company, Inc.
$1,750,992$74,234 4.4%49,8400.2%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$1,735,316$18,862 1.1%7,4520.2%Multi-Sector Conglomerates
Corning Incorporated stock logo
GLW
Corning
$1,731,197$111,174 6.9%32,9190.2%Computer and Technology
Comcast Corporation stock logo
CMCSA
Comcast
$1,654,188$60,815 -3.5%46,3490.2%Consumer Discretionary
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$1,650,625$290,055 21.3%62,1940.2%ETF
CocaCola Company (The) stock logo
KO
CocaCola
$1,481,952$18,953 1.3%20,7990.1%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$1,467,483$73,875 -4.8%7,9060.1%Medical
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,448,944$285,816 24.6%3,5740.1%Medical
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,438,021$53,219 3.8%12,9700.1%Medical
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$1,435,448$311,346 27.7%2,7340.1%Medical
Public Service Enterprise Group Incorporated stock logo
PEG
Public Service Enterprise Group
$1,432,875$1,768 0.1%17,0220.1%Utilities
Chubb Limited stock logo
CB
Chubb
$1,376,748$59,581 4.5%4,7370.1%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,357,068$24,262 1.8%10,0680.1%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,336,695$11,155 -0.8%25,5240.1%ETF
Twilio Inc. stock logo
TWLO
Twilio
$1,292,225$497 0.0%10,3910.1%Computer and Technology
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,268,573$76,613 6.4%13,7930.1%ETF

Showing largest 100 holdings. View all holdings.
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