Rmr Wealth Builders Top Holdings and 13F Report (2026) About Rmr Wealth BuildersInvestment ActivityRmr Wealth Builders has $1.72 billion in total holdings as of September 30, 2026.Rmr Wealth Builders owns shares of 310 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 7.97% of the portfolio was purchased this quarter.About 2.13% of the portfolio was sold this quarter.This quarter, Rmr Wealth Builders has purchased 316 new stocks and bought additional shares in 166 stocks.Rmr Wealth Builders sold shares of 102 stocks and completely divested from 27 stocks this quarter.Largest Holdings Vanguard Growth ETF $169,112,090Vanguard S&P 500 ETF $166,335,427Vanguard Value ETF $149,220,891iShares Core S&P Mid-Cap ETF $87,643,306iShares Core MSCI EAFE ETF $77,644,748 Largest New Holdings this Quarter 31609A404 - FIDELITY COVINGTON TRUST $36,055,687 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $7,525,652 Holding949746101 - Wells Fargo & Company $1,912,343 HoldingG2004J103 - CARNIVAL CORP LTD $1,881,768 Holding48251W104 - KKR & Co. Inc. $698,361 Holding Largest Purchases this Quarter FIDELITY COVINGTON TRUST 903,425 shares (about $36.06M)CrowdStrike 30,438 shares (about $8.06M)EXXONMOBIL HOLDINGS CORP 46,241 shares (about $7.53M)Vanguard Value ETF 33,603 shares (about $7.26M)Schwab Short-Term U.S. Treasury ETF 303,767 shares (about $7.25M) Largest Sales this Quarter Oracle 18,764 shares (about $2.58M)Advanced Micro Devices 3,876 shares (about $2.37M)Fidelity Total Bond ETF 37,899 shares (about $1.65M)Tesla 4,358 shares (about $1.55M)Fidelity High Dividend ETF 21,727 shares (about $1.32M) 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$169,112,090$5,408,494 ▲3.3%1,876,7299.9%ETFVOOVanguard S&P 500 ETF$166,335,427$6,914,698 ▲4.3%237,3309.7%ETFVTVVanguard Value ETF$149,220,891$7,260,933 ▲5.1%690,5828.7%ETFIJHiShares Core S&P Mid-Cap ETF$87,643,306$4,683,226 ▲5.6%1,218,1145.1%ETFIEFAiShares Core MSCI EAFE ETF$77,644,748$4,681,531 ▲6.4%801,4534.5%ETFNORTHERN LTS FD TR II$70,875,517$2,316,101 ▲3.4%2,478,6074.1%PEAKSHARES RMRNVDANVIDIA$57,753,199$709,203 ▲1.2%252,6083.4%TechnologyAAPLApple$53,928,411$1,222,520 ▲2.3%161,9373.1%TechnologyIWFiShares Russell 1000 Growth ETF$48,713,903$1,113,938 ▼-2.2%388,9022.8%ETFSCHOSchwab Short-Term U.S. Treasury ETF$46,633,833$7,247,879 ▲18.4%1,954,4782.7%ETFFIDELITY COVINGTON TRUST$36,055,687$36,055,687 ▲New Holding903,4252.1%ENHANCED INTLSUBiShares Short-Term National Muni Bond ETF$34,661,337$1,917,365 ▲5.9%331,5612.0%ETFIWDiShares Russell 1000 Value ETF$32,758,727$1,086,181 ▼-3.2%132,1291.9%ETFMSFTMicrosoft$30,912,830$1,436,625 ▲4.9%60,2711.8%TechnologyFSMBFirst Trust Short Duration Managed Municipal ETF$23,817,633$1,410,344 ▲6.3%1,223,9281.4%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$23,032,717$2,407,315 ▲11.7%254,5611.3%ETFAMZNAmazon.com$21,016,481$728,014 ▲3.6%84,3531.2%Consumer DiscretionaryFMBFirst Trust Managed Municipal ETF$18,059,365$1,225,026 ▲7.3%377,3371.1%ETFMUBiShares National Muni Bond ETF$17,472,345$1,035,165 ▲6.3%172,8221.0%ETFAVGOBroadcom$15,359,263$102,196 ▲0.7%43,7350.9%TechnologyAMDAdvanced Micro Devices$14,407,780$2,371,218 ▼-14.1%23,5510.8%TechnologyJPMJPMorgan Chase & Co.$14,319,589$195,189 ▲1.4%43,2840.8%FinanceSPYSPDR S&P 500 ETF Trust$13,376,123$3,813 ▼0.0%17,5390.8%ETFMUMicron Technology$12,447,308$984,196 ▼-7.3%11,6860.7%TechnologyMETAMeta Platforms$12,270,048$438,734 ▲3.7%16,9200.7%Communication ServicesGOOGAlphabet$12,227,573$281,113 ▲2.4%35,8850.7%Communication ServicesCGMUCapital Group Municipal Income ETF$11,651,532$878,320 ▲8.2%448,4340.7%ETFCRWDCrowdStrike$11,262,327$8,058,551 ▲251.5%42,5390.7%TechnologyQQQInvesco QQQ$9,355,849$509,700 ▼-5.2%12,6470.5%ETFXLKTechnology Select Sector SPDR Fund$8,920,795$278,750 ▲3.2%45,5720.5%ETFLLYEli Lilly and Company$8,885,798$313,548 ▲3.7%7,6800.5%HealthcareBRK.BBerkshire Hathaway$8,604,882$236,521 ▲2.8%17,2810.5%FinanceMDYSPDR S&P MidCap 400 ETF Trust$8,354,161$442,631 ▼-5.0%12,7210.5%ETFPANWPalo Alto Networks$8,007,601$1,303,147 ▼-14.0%20,1550.5%TechnologyARISTA NETWORKS INC$7,877,762$60,670 ▼-0.8%38,6940.5%COM SHSEXXONMOBIL HOLDINGS CORP$7,525,652$7,525,652 ▲New Holding46,2410.4%COM SHSGOOGLAlphabet$7,312,252$436,285 ▲6.3%21,2520.4%Communication ServicesCOSTCostco Wholesale$6,951,668$193,001 ▲2.9%7,6360.4%Consumer StaplesFEDERATED HERMES ETF TRUST$6,802,768$582,848 ▲9.4%283,0830.4%TOTA RETU BD ETFCVXChevron$6,796,884$373,294 ▲5.8%33,2840.4%EnergyEFAiShares MSCI EAFE ETF$6,676,584$37,193 ▲0.6%64,2660.4%ETFGILDGilead Sciences$6,401,721$555,959 ▲9.5%42,9500.4%HealthcareWALMART INC$6,373,405$863,990 ▲15.7%61,3300.4%COMPALANTIR TECHNOLOGIES INC$6,252,739$579,858 ▲10.2%33,4280.4%CL AJNJJohnson & Johnson$6,112,578$273,476 ▲4.7%23,0890.4%HealthcareCATCaterpillar$5,645,579$1,545,379 ▲37.7%6,9630.3%IndustrialsTSLATesla$5,604,598$1,546,267 ▼-21.6%15,7960.3%Consumer DiscretionaryHDHome Depot$5,494,449$207,966 ▲3.9%19,3130.3%Consumer DiscretionaryGSThe Goldman Sachs Group$5,422,650$90,933 ▼-1.6%6,0230.3%FinanceVZVerizon Communications$5,419,245$371,591 ▲7.4%118,1440.3%Communication ServicesNFLXNetflix$5,289,562$212,498 ▲4.2%76,0210.3%Communication ServicesCMECME Group$5,289,325$632,676 ▲13.6%20,1900.3%FinanceCEGConstellation Energy$4,910,039$547,931 ▲12.6%19,3290.3%UtilitiesGLWCorning$4,759,250$834,314 ▼-14.9%30,9520.3%TechnologyNEMNewmont$4,704,893$825,132 ▲21.3%40,7920.3%MaterialsMMM3M$4,623,252$195,173 ▲4.4%28,1650.3%IndustrialsAXPAmerican Express$4,576,997$100,353 ▲2.2%15,0510.3%FinanceASMLASML$4,565,992$831,663 ▲22.3%2,5200.3%TechnologyGEGE Aerospace$4,544,394$31,853 ▲0.7%14,5520.3%IndustrialsREGNRegeneron Pharmaceuticals$4,517,778$469,370 ▲11.6%5,9580.3%HealthcareWELLWelltower$4,499,846$1,205,546 ▲36.6%19,5440.3%Real EstateSCHXSchwab US Large-Cap ETF$4,462,924$95,670 ▼-2.1%148,7640.3%ETFMOAltria Group$4,314,303$229,025 ▲5.6%64,0670.3%Consumer StaplesAMATApplied Materials$4,185,699$320,128 ▼-7.1%8,1850.2%TechnologyWDCWestern Digital$4,162,724$1,158,837 ▲38.6%9,1600.2%TechnologyDUKDuke Energy$4,157,836$248,656 ▲6.4%36,4690.2%UtilitiesVVisa$4,109,320$867,427 ▼-17.4%11,4360.2%FinanceMCDMcDonald's$4,085,822$515,924 ▲14.5%17,6920.2%Consumer DiscretionaryTJXTJX Companies$4,014,271$226,249 ▲6.0%30,3400.2%Consumer DiscretionaryIBMInternational Business Machines$3,993,156$180,127 ▲4.7%18,1560.2%TechnologyUBERUber Technologies$3,874,942$302,130 ▲8.5%56,5600.2%IndustrialsKLACKLA$3,702,457$453,012 ▼-10.9%18,9940.2%TechnologyPGRProgressive$3,665,675$186,373 ▲5.4%17,6820.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,627,144$3,501 ▲0.1%40,4090.2%ETFCSCOCisco Systems$3,526,913$2,726,364 ▲340.6%32,7690.2%TechnologyOEFiShares S&P 100 ETF$3,520,108$4,203 ▲0.1%9,2130.2%ETFPYLDPIMCO Multi Sector Bond Active ETF$3,466,450$183,570 ▲5.6%136,5280.2%ETFDELLDell Technologies$3,225,811$413,717 ▲14.7%5,9960.2%TechnologyCDNSCadence Design Systems$3,169,439$1,016,968 ▲47.2%9,5990.2%TechnologyTWLOTwilio$2,904,885$3,217 ▲0.1%9,9330.2%TechnologyMRKMerck & Co., Inc.$2,760,118$78,611 ▲2.9%18,9950.2%HealthcareTSMTaiwan Semiconductor Manufacturing$2,688,312$23,722 ▲0.9%5,8930.2%TechnologyIWMiShares Russell 2000 ETF$2,610,892$234,272 ▼-8.2%9,3950.2%ETFMAMastercard$2,450,751$13,235 ▲0.5%4,4440.1%FinanceINTCIntel$2,287,039$3,847 ▲0.2%19,0220.1%TechnologySHYiShares 1-3 Year Treasury Bond ETF$2,269,059$162 ▲0.0%27,9440.1%ETFCRMSalesforce$2,131,702$25,940 ▲1.2%9,2860.1%TechnologyWFCWells Fargo & Company$1,912,343$1,912,343 ▲New Holding23,8890.1%FinanceABBVAbbVie$1,887,222$19,097 ▼-1.0%7,2140.1%HealthcareCARNIVAL CORP LTD$1,881,768$1,881,768 ▲New Holding76,6820.1%COMMON SHARESGMGeneral Motors$1,870,020$32,263 ▲1.8%24,2860.1%Consumer DiscretionaryBLACKROCK INC$1,856,469$7,409 ▲0.4%1,7540.1%COMTERTeradyne$1,841,934$60,542 ▼-3.2%4,5940.1%TechnologyKOCoca-Cola$1,802,081$11,952 ▲0.7%20,8070.1%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$1,790,822$4,578 ▼-0.3%3,5210.1%ETFCHAIN BRIDGE BANCORP INC$1,783,7570.0%38,7100.1%CL AIJRiShares Core S&P Small-Cap ETF$1,663,637$182,702 ▼-9.9%12,2290.1%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,656,937$7,487 ▼-0.4%17,0400.1%ETFCCitigroup$1,616,473$9,711 ▲0.6%12,4840.1%FinanceISRGIntuitive Surgical$1,609,848$197,622 ▲14.0%3,9590.1%HealthcareShowing largest 100 holdings. 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