Rmr Wealth Builders Top Holdings and 13F Report (2025) About Rmr Wealth BuildersInvestment ActivityRmr 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 Growth ETF $99,274,205Vanguard S&P 500 ETF $97,912,033Vanguard Value ETF $89,520,346iShares Core S&P Mid-Cap ETF $85,660,087iShares Core MSCI EAFE ETF $48,116,539 Largest New Holdings this Quarter 718546104 - Phillips 66 $2,574,017 Holding46431W507 - iShares Short Duration Bond Active ETF $1,761,570 Holding46641Q241 - JPMorgan BetaBuilders U.S. Aggregate Bond ETF $970,355 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $894,071 Holding46434V282 - 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 TimeMap of 500 Largest Holdings ofRmr Wealth Builders Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVUGVanguard Growth ETF$99,274,205$209,359 ▼-0.2%226,1859.0%ETFVOOVanguard S&P 500 ETF$97,912,033$3,153,711 ▲3.3%171,8438.9%ETFVTVVanguard Value ETF$89,520,346$5,003,512 ▲5.9%503,7718.1%ETFIJHiShares Core S&P Mid-Cap ETF$85,660,087$4,097,785 ▲5.0%1,381,1697.8%ETFIEFAiShares Core MSCI EAFE ETF$48,116,539$2,487,621 ▲5.5%576,3844.4%ETFIWFiShares Russell 1000 Growth ETF$44,005,091$176,625 ▼-0.4%103,6444.0%ETFNVDANVIDIA$40,012,346$215,038 ▲0.5%253,2433.6%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$27,120,987$1,667,520 ▲6.6%255,0402.5%ETFIWDiShares Russell 1000 Value ETF$26,783,066$299,696 ▲1.1%137,8942.4%ETFIJRiShares Core S&P Small-Cap ETF$26,307,316$1,637,711 ▲6.6%240,7112.4%ETFAAPLApple$26,121,024$1,420,803 ▲5.8%127,3142.4%Computer and TechnologyMSFTMicrosoft$25,283,464$983,384 ▲4.0%50,8302.3%Computer and TechnologyMUBiShares National Muni Bond ETF$17,914,827$959,751 ▲5.7%171,4671.6%ETFFMBFirst Trust Managed Municipal ETF$17,426,699$1,085,329 ▲6.6%349,7931.6%ManufacturingFSMBFirst Trust Short Duration Managed Municipal ETF$17,161,452$978,490 ▲6.0%862,1681.6%ETFAMZNAmazon.com$15,865,144$312,410 ▲2.0%72,3151.4%Retail/WholesaleBNDXVanguard Total International Bond ETF$15,469,519$1,202,500 ▲8.4%312,4521.4%ETFAVGOBroadcom$15,436,554$272,340 ▲1.8%56,0011.4%Computer and TechnologyHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$15,165,031$1,029,054 ▲7.3%159,6151.4%ETFSCHOSchwab Short-Term U.S. Treasury ETF$10,852,320$2,627,384 ▲31.9%445,1321.0%ETFJPMJPMorgan Chase & Co.$10,215,578$457,189 ▲4.7%35,2370.9%FinanceSPYSPDR S&P 500 ETF Trust$9,965,081$507,861 ▲5.4%16,1290.9%FinanceMETAMeta Platforms$8,881,055$219,222 ▲2.5%12,0320.8%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$8,319,373$182,974 ▲2.2%14,6860.8%ETFIWMiShares Russell 2000 ETF$7,956,696$57,832 ▲0.7%36,8720.7%FinanceNFLXNetflix$6,919,510$6,696 ▲0.1%5,1670.6%Consumer DiscretionaryVVisa$6,221,727$102,962 ▲1.7%17,5240.6%Business ServicesQQQInvesco QQQ$6,187,874$200,249 ▲3.3%11,2170.6%FinanceBRK.BBerkshire Hathaway$5,599,116$1,796,905 ▲47.3%11,5260.5%FinanceEFAiShares MSCI EAFE ETF$5,453,534$5,900 ▲0.1%61,0080.5%FinanceXLKTechnology Select Sector SPDR Fund$5,146,445$506 ▲0.0%20,3230.5%ETFCOSTCostco Wholesale$4,820,161$74,248 ▲1.6%4,8690.4%Retail/WholesaleHDHome Depot$4,670,575$237,213 ▲5.4%12,7390.4%Retail/WholesaleCRWDCrowdStrike$4,533,347$147,699 ▲3.4%8,9010.4%Computer and TechnologyGOOGAlphabet$4,112,252$83,905 ▲2.1%23,1820.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$4,105,071$321,118 ▲8.5%167,9650.4%ETFLLYEli Lilly and Company$4,048,862$215,929 ▲5.6%5,1940.4%MedicalXOMExxon Mobil$4,040,290$57,458 ▲1.4%37,4790.4%EnergyTSLATesla$4,002,228$69,886 ▲1.8%12,5990.4%Auto/Tires/TrucksFEDERATED HERMES ETF TRUST$3,611,766$557,926 ▲18.3%143,2340.3%HERMES TOTAL RETCEGConstellation Energy$3,530,627$4,519 ▼-0.1%10,9390.3%EnergyBXBlackstone$3,474,059$478,964 ▲16.0%23,2250.3%FinanceISRGIntuitive Surgical$3,377,837$210,300 ▲6.6%6,2160.3%MedicalVZVerizon Communications$3,263,005$134,397 ▲4.3%75,4100.3%Computer and TechnologyARISTA NETWORKS INC$3,214,887$79,904 ▲2.5%31,4230.3%COM SHSGOOGLAlphabet$3,160,083$160,189 ▲5.3%17,9320.3%Computer and TechnologyCVXChevron$3,092,569$219,650 ▲7.6%21,5980.3%EnergyWMTWalmart$3,014,077$16,525 ▼-0.5%30,8250.3%Retail/WholesaleIBMInternational Business Machines$2,961,231$499,336 ▲20.3%10,0460.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$2,891,859$4,228 ▲0.1%39,6670.3%ETFGSThe Goldman Sachs Group$2,841,229$13,449 ▼-0.5%4,0140.3%FinanceOEFiShares S&P 100 ETF$2,769,005$4,261 ▲0.2%9,0980.3%ETFAXPAmerican Express$2,677,525$120,894 ▲4.7%8,3940.2%FinanceMAMastercard$2,616,383$101,711 ▲4.0%4,6560.2%Business ServicesPGProcter & Gamble$2,600,911$301,913 ▲13.1%16,3250.2%Consumer StaplesCRMSalesforce$2,593,247$184,609 ▲7.7%9,5100.2%Computer and TechnologyPSXPhillips 66$2,574,017$2,574,017 ▲New Holding21,5760.2%EnergySHYiShares 1-3 Year Treasury Bond ETF$2,444,477$166 ▲0.0%29,5010.2%ManufacturingINTUIntuit$2,423,140$106,347 ▲4.6%3,0760.2%Computer and TechnologyAMTAmerican Tower$2,369,665$102,779 ▲4.5%10,7210.2%FinanceWMWaste Management$2,322,949$124,248 ▲5.7%10,1520.2%Business ServicesVRTXVertex Pharmaceuticals$2,270,570$117,981 ▲5.5%5,1000.2%MedicalUBERUber Technologies$2,262,525$194,344 ▲9.4%24,2500.2%Computer and TechnologyORCLOracle$2,253,525$225,199 ▲11.1%10,3070.2%Computer and TechnologyLINDE PLC$2,218,732$246,317 ▲12.5%4,7290.2%SHSMMM3M$2,195,768$135,038 ▲6.6%14,4230.2%Multi-Sector ConglomeratesBLACKROCK INC$2,192,933$3,148 ▲0.1%2,0900.2%COMDIASPDR Dow Jones Industrial Average ETF Trust$2,127,548$61,253 ▼-2.8%4,8280.2%FinanceAMDAdvanced Micro Devices$2,117,716$305,227 ▼-12.6%14,9240.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,104,224$1,225,510 ▲139.5%15,4360.2%CL ATJXTJX Companies$2,077,374$139,545 ▲7.2%16,8220.2%Retail/WholesaleMCDMcDonald's$2,075,630$152,225 ▲7.9%7,1040.2%Retail/WholesaleDUKDuke Energy$2,069,025$147,029 ▲7.6%17,5340.2%UtilitiesMMCMarsh & McLennan Companies$2,062,476$14,431 ▼-0.7%9,4330.2%FinanceLMTLockheed Martin$2,032,862$299,209 ▲17.3%4,3890.2%AerospaceMLMMartin Marietta Materials$2,006,018$162,502 ▲8.8%3,6540.2%ConstructionACNAccenture$1,877,238$127,321 ▲7.3%6,2810.2%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,870,567$783,297 ▲72.0%22,3380.2%ManufacturingNOWServiceNow$1,848,412$211,776 ▲12.9%1,7980.2%Computer and TechnologyFISFidelity National Information Services$1,834,986$113,974 ▲6.6%22,5400.2%Business ServicesQCOMQUALCOMM$1,814,082$147,471 ▲8.8%11,3910.2%Computer and TechnologyCMECME Group$1,800,350$7,717 ▲0.4%6,5320.2%FinanceASMLASML$1,762,837$72,116 ▲4.3%2,2000.2%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$1,761,570$1,761,570 ▲New Holding34,4730.2%ETFPECOPhillips Edison & Company, Inc.$1,750,992$74,234 ▲4.4%49,8400.2%FinanceHONHoneywell International$1,735,316$18,862 ▲1.1%7,4520.2%Multi-Sector ConglomeratesGLWCorning$1,731,197$111,174 ▲6.9%32,9190.2%Computer and TechnologyCMCSAComcast$1,654,188$60,815 ▼-3.5%46,3490.2%Consumer DiscretionaryPYLDPIMCO Multi Sector Bond Active ETF$1,650,625$290,055 ▲21.3%62,1940.2%ETFKOCocaCola$1,481,952$18,953 ▲1.3%20,7990.1%Consumer StaplesABBVAbbVie$1,467,483$73,875 ▼-4.8%7,9060.1%MedicalTMOThermo Fisher Scientific$1,448,944$285,816 ▲24.6%3,5740.1%MedicalGILDGilead Sciences$1,438,021$53,219 ▲3.8%12,9700.1%MedicalREGNRegeneron Pharmaceuticals$1,435,448$311,346 ▲27.7%2,7340.1%MedicalPEGPublic Service Enterprise Group$1,432,875$1,768 ▲0.1%17,0220.1%UtilitiesCBChubb$1,376,748$59,581 ▲4.5%4,7370.1%FinanceXLVHealth Care Select Sector SPDR Fund$1,357,068$24,262 ▲1.8%10,0680.1%ETFXLFFinancial Select Sector SPDR Fund$1,336,695$11,155 ▼-0.8%25,5240.1%ETFTWLOTwilio$1,292,225$497 ▼0.0%10,3910.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$1,268,573$76,613 ▲6.4%13,7930.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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