Rmr Wealth Builders Top Holdings and 13F Report (2026)

About Rmr Wealth Builders

Investment Activity

Rmr Wealth Builders has $1.61 billion in total holdings as of June 30, 2026.
Rmr Wealth Builders owns shares of 316 different stocks, but just 42 companies or ETFs make up 80% of its holdings.
Approximately 21.92% of the portfolio was purchased this quarter.
About 1.92% of the portfolio was sold this quarter.
This quarter, Rmr Wealth Builders has purchased 277 new stocks and bought additional shares in 159 stocks.
Rmr Wealth Builders sold shares of 84 stocks and completely divested from 11 stocks this quarter.

Largest Holdings

Vanguard Growth ETF: $156,491,267
Vanguard S&P 500 ETF: $156,224,324
Vanguard Value ETF: $143,175,452
iShares Core S&P Mid-Cap ETF: $88,909,654
iShares Core MSCI EAFE ETF: $72,737,248

Largest New Holdings this Quarter

95040Q104 - Welltower: $3,247,487 Holding
127387108 - Cadence Design Systems: $2,446,711 Holding
24703L202 - Dell Technologies: $2,255,324 Holding
316188309 - Fidelity Total Bond ETF: $2,064,134 Holding
46641Q332 - JPMorgan Equity Premium Income ETF: $1,636,338 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 1,551,986 shares (about $133.69M)
iShares Russell 1000 Growth ETF: 297,818 shares (about $36.98M)
Schwab Short-Term U.S. Treasury ETF: 854,354 shares (about $20.62M)
Vanguard Value ETF: 83,023 shares (about $18.09M)
Vanguard S&P 500 ETF: 25,158 shares (about $17.28M)

Largest Sales this Quarter

Blackstone: 21,388 shares (about $2.52M)
Visa: 5,382 shares (about $1.85M)
Vertex Pharmaceuticals: 3,589 shares (about $1.78M)
Waste Management: 7,817 shares (about $1.74M)
American Tower: 9,565 shares (about $1.56M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VUG Vanguard Growth ETF	$156,491,267	$133,688,108 â–²	586.3%	1,816,708	9.7%	ETF
VOO Vanguard S&P 500 ETF	$156,224,324	$17,278,741 â–²	12.4%	227,464	9.7%	ETF
VTV Vanguard Value ETF	$143,175,452	$18,093,205 â–²	14.5%	656,979	8.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$88,909,654	$3,361,918 â–²	3.9%	1,153,024	5.5%	ETF
IEFA iShares Core MSCI EAFE ETF	$72,737,248	$5,664,896 â–²	8.4%	753,130	4.5%	ETF
NORTHERN LTS FD TR II	$68,516,362	$4,009,459 â–²	6.2%	2,397,610	4.3%	PEAKSHARES RMR
NVDA NVIDIA	$49,923,565	$17,408 â–²	0.0%	249,506	3.1%	Computer and Technology
IWF iShares Russell 1000 Growth ETF	$49,394,233	$36,980,082 â–²	297.9%	397,795	3.1%	ETF
AAPL Apple	$45,795,901	$1,213,867 â–²	2.7%	158,266	2.8%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$39,848,157	$20,624,102 â–²	107.3%	1,650,711	2.5%	ETF
SUB iShares Short-Term National Muni Bond ETF	$33,348,535	$1,978,532 â–²	6.3%	313,220	2.1%	ETF
IWD iShares Russell 1000 Value ETF	$33,094,048	$163,397 â–¼	-0.5%	136,510	2.1%	ETF
FSMB First Trust Short Duration Managed Municipal ETF	$23,017,559	$1,482,998 â–²	6.9%	1,151,454	1.4%	ETF
MSFT Microsoft	$21,437,570	$1,432,777 â–²	7.2%	57,470	1.3%	Computer and Technology
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund	$21,318,351	$2,155,355 â–²	11.2%	227,955	1.3%	ETF
AMZN Amazon.com	$19,408,240	$1,224,828 â–²	6.7%	81,431	1.2%	Retail/Wholesale
FMB First Trust Managed Municipal ETF	$18,067,935	$960,104 â–²	5.6%	351,741	1.1%	Manufacturing
MUB iShares National Muni Bond ETF	$17,497,220	$1,113,439 â–²	6.8%	162,583	1.1%	ETF
AVGO Broadcom	$16,410,901	$805,737 â–¼	-4.7%	43,444	1.0%	Computer and Technology
AMD Advanced Micro Devices	$15,932,619	$618,088 â–²	4.0%	27,427	1.0%	Computer and Technology
MU Micron Technology	$14,555,778	$2,031,576 â–²	16.2%	12,610	0.9%	Computer and Technology
JPM JPMorgan Chase & Co.	$13,974,964	$1,228,464 â–²	9.6%	42,694	0.9%	Finance
SPY SPDR S&P 500 ETF Trust	$13,101,432	$43,313 â–²	0.3%	17,544	0.8%	Finance
GOOG Alphabet	$12,387,573	$1,198,125 â–²	10.7%	35,060	0.8%	Computer and Technology
CGMU Capital Group Municipal Income ETF	$11,405,139	$798,605 â–²	7.5%	414,630	0.7%	ETF
QQQ Invesco QQQ	$9,820,845	$778,392 â–²	8.6%	13,336	0.6%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$9,420,940	$401,594 â–¼	-4.1%	13,395	0.6%	ETF
GLW Corning	$9,292,131	$1,464,396 â–²	18.7%	36,378	0.6%	Computer and Technology
CRWD CrowdStrike	$9,234,591	$1,214,134 â–²	15.1%	12,101	0.6%	Computer and Technology
META Meta Platforms	$9,189,858	$1,273,568 â–²	16.1%	16,315	0.6%	Computer and Technology
LLY Eli Lilly and Company	$8,886,211	$1,665,940 â–²	23.1%	7,409	0.6%	Medical
TSLA Tesla	$8,476,954	$1,695,896 â–²	25.0%	20,154	0.5%	Auto/Tires/Trucks
XLK Technology Select Sector SPDR Fund	$8,411,063	$493,637 â–²	6.2%	44,148	0.5%	ETF
BRK.B Berkshire Hathaway	$8,409,361	$1,476,617 â–²	21.3%	16,806	0.5%	Finance
PANW Palo Alto Networks	$7,991,634	$1,351,434 â–²	20.4%	23,435	0.5%	Computer and Technology
GOOGL Alphabet	$7,141,562	$191,190 â–²	2.8%	19,984	0.4%	Computer and Technology
COST Costco Wholesale	$6,944,729	$1,157,143 â–²	20.0%	7,424	0.4%	Retail/Wholesale
EFA iShares MSCI EAFE ETF	$6,638,744	$62,847 â–²	1.0%	63,908	0.4%	Finance
ARISTA NETWORKS INC	$6,623,961	$1,249,298 â–²	23.2%	38,992	0.4%	COM SHS
HD Home Depot	$6,553,419	$1,228,017 â–²	23.1%	18,582	0.4%	Retail/Wholesale
FEDERATED HERMES ETF TRUST	$6,525,570	$592,051 â–²	10.0%	258,829	0.4%	TOTA RETU BD ETF
KLAC KLA	$6,431,918	$5,962,754 â–²	1,270.9%	21,318	0.4%	Computer and Technology
AMAT Applied Materials	$6,370,544	$1,571,126 â–²	32.7%	8,811	0.4%	Computer and Technology
GS The Goldman Sachs Group	$6,193,178	$1,078,042 â–²	21.1%	6,124	0.4%	Finance
WALMART INC	$6,004,577	$1,283,459 â–²	27.2%	53,016	0.4%	COM
JNJ Johnson & Johnson	$5,601,614	$1,173,860 â–²	26.5%	22,056	0.3%	Medical
GE GE Aerospace	$5,400,563	$1,220,639 â–²	29.2%	14,450	0.3%	Aerospace
CAT Caterpillar	$5,385,066	$3,421,439 â–²	174.2%	5,057	0.3%	Industrials
CVX Chevron	$5,214,145	$966,712 â–²	22.8%	31,456	0.3%	Energy
NFLX Netflix	$5,209,848	$988,819 â–²	23.4%	72,967	0.3%	Consumer Discretionary
AXP American Express	$4,979,448	$1,227,188 â–²	32.7%	14,721	0.3%	Finance
GILD Gilead Sciences	$4,955,087	$3,200,971 â–²	182.5%	39,220	0.3%	Medical
IBM International Business Machines	$4,875,244	$1,087,137 â–²	28.7%	17,337	0.3%	Computer and Technology
V Visa	$4,751,798	$1,846,511 â–¼	-28.0%	13,850	0.3%	Business Services
VZ Verizon Communications	$4,659,210	$937,617 â–²	25.2%	110,043	0.3%	Computer and Technology
SCHX Schwab US Large-Cap ETF	$4,471,981	$347,892 â–¼	-7.2%	151,953	0.3%	ETF
MMM 3M	$4,367,644	$1,049,005 â–²	31.6%	26,976	0.3%	Multi-Sector Conglomerates
MO Altria Group	$4,364,928	$1,255,386 â–²	40.4%	60,666	0.3%	Consumer Staples
DUK Duke Energy	$4,340,237	$1,177,717 â–²	37.2%	34,288	0.3%	Utilities
TJX TJX Companies	$4,337,517	$1,093,697 â–²	33.7%	28,630	0.3%	Retail/Wholesale
CEG Constellation Energy	$4,265,086	$1,108,247 â–²	35.1%	17,172	0.3%	Energy
WDC Western Digital	$4,222,246	$3,166,365 â–²	299.9%	6,610	0.3%	Computer and Technology
MCD McDonald's	$4,178,572	$1,439,172 â–²	52.5%	15,458	0.3%	Retail/Wholesale
ASML ASML	$4,100,085	$75,596 â–²	1.9%	2,061	0.3%	Computer and Technology
CME CME Group	$3,925,162	$2,688,543 â–²	217.4%	17,775	0.2%	Finance
UBER Uber Technologies	$3,763,161	$895,293 â–²	31.2%	52,150	0.2%	Computer and Technology
PGR Progressive	$3,666,327	$1,067,370 â–²	41.1%	16,783	0.2%	Finance
SPLG SPDR Portfolio S&P 500 ETF	$3,547,756	$23,552 â–²	0.7%	40,370	0.2%	ETF
PALANTIR TECHNOLOGIES INC	$3,538,408	$911,786 â–²	34.7%	30,328	0.2%	CL A
PYLD PIMCO Multi Sector Bond Active ETF	$3,428,974	$446,383 â–²	15.0%	129,298	0.2%	ETF
OEF iShares S&P 100 ETF	$3,366,558	$9,512 â–²	0.3%	9,202	0.2%	ETF
REGN Regeneron Pharmaceuticals	$3,329,257	$914,158 â–²	37.9%	5,339	0.2%	Medical
ORCL Oracle	$3,279,578	$595,274 â–²	22.2%	22,379	0.2%	Computer and Technology
WELL Welltower	$3,247,487	$3,247,487 â–²	New Holding	14,308	0.2%	Finance
NEM Newmont	$3,141,764	$808,838 â–²	34.7%	33,638	0.2%	Basic Materials
IWM iShares Russell 2000 ETF	$3,075,960	$656,173 â–¼	-17.6%	10,238	0.2%	Finance
TSM Taiwan Semiconductor Manufacturing	$2,789,567	$135,156 â–²	5.1%	5,841	0.2%	Computer and Technology
INTC Intel	$2,651,574	$486,611 â–²	22.5%	18,990	0.2%	Computer and Technology
CDNS Cadence Design Systems	$2,446,711	$2,446,711 â–²	New Holding	6,519	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$2,371,302	$692,347 â–²	41.2%	18,454	0.1%	Medical
TER Teradyne	$2,295,821	$33,385 â–¼	-1.4%	4,745	0.1%	Computer and Technology
SHY iShares 1-3 Year Treasury Bond ETF	$2,294,289	$1,396 â–²	0.1%	27,942	0.1%	Manufacturing
MA Mastercard	$2,270,115	$2,568 â–²	0.1%	4,420	0.1%	Business Services
DELL Dell Technologies	$2,255,324	$2,255,324 â–²	New Holding	5,227	0.1%	Computer and Technology
FBND Fidelity Total Bond ETF	$2,064,134	$2,064,134 â–²	New Holding	45,208	0.1%	ETF
TWLO Twilio	$2,047,206	$102,133 â–¼	-4.8%	9,922	0.1%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$2,012,855	$783,074 â–¼	-28.0%	13,572	0.1%	ETF
LAM RESEARCH CORP	$1,984,192	$92,731 â–¼	-4.5%	4,579	0.1%	COM NEW
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,844,017	$101,865 â–¼	-5.2%	3,530	0.1%	Finance
GM General Motors	$1,839,668	$8,941 â–¼	-0.5%	23,867	0.1%	Auto/Tires/Trucks
ABBV AbbVie	$1,833,673	$27,932 â–²	1.5%	7,287	0.1%	Medical
MRVL Marvell Technology	$1,800,420	$189,157 â–¼	-9.5%	6,044	0.1%	Computer and Technology
VRTX Vertex Pharmaceuticals	$1,748,986	$1,782,764 â–¼	-50.5%	3,521	0.1%	Medical
PNC The PNC Financial Services Group	$1,746,450	$73,620 â–²	4.4%	7,093	0.1%	Finance
C Citigroup	$1,736,740	$45,766 â–²	2.7%	12,409	0.1%	Financial Services
KO CocaCola	$1,690,759	$95,790 â–²	6.0%	20,669	0.1%	Consumer Staples
BLACKROCK INC	$1,679,986	$7,693 â–¼	-0.5%	1,747	0.1%	COM
DGRW WisdomTree U.S. Quality Dividend Growth Fund	$1,636,770	$5,929 â–¼	-0.4%	17,117	0.1%	Manufacturing
JEPI JPMorgan Equity Premium Income ETF	$1,636,338	$1,636,338 â–²	New Holding	28,972	0.1%	ETF
CHAIN BRIDGE BANCORP INC	$1,627,756		0.0%	38,710	0.1%	CL A

Showing largest 100 holdings. View all holdings.

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Rmr Wealth Builders Top Holdings and 13F Report (2026)

About Rmr Wealth Builders

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Rmr Wealth Builders Top Holdings and 13F Report (2026)

About Rmr Wealth Builders

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRmr Wealth Builders

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools