Rmr Wealth Builders Top Holdings and 13F Report (2026) About Rmr Wealth BuildersInvestment ActivityRmr Wealth Builders has $1.27 billion in total holdings as of March 31, 2026.Rmr Wealth Builders owns shares of 277 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 7.53% of the portfolio was purchased this quarter.About 2.49% of the portfolio was sold this quarter.This quarter, Rmr Wealth Builders has purchased 275 new stocks and bought additional shares in 141 stocks.Rmr Wealth Builders sold shares of 88 stocks and completely divested from 18 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $120,887,719Vanguard Growth ETF $115,628,127Vanguard Value ETF $112,610,170iShares Core S&P Mid-Cap ETF $74,919,442iShares Core MSCI EAFE ETF $62,870,841 Largest New Holdings this Quarter 651639106 - Newmont $2,703,834 Holding03463K752 - ANGEL OAK FUNDS TRUST $911,883 Holding46641Q837 - JPMorgan Ultra-Short Income ETF $590,451 Holding958102105 - Western Digital $447,197 Holding46436E718 - iShares 0-3 Month Treasury Bond ETF $322,818 Holding Largest Purchases this Quarter Vanguard Growth ETF 26,346 shares (about $11.51M)NORTHERN LTS FD TR II 454,420 shares (about $10.64M)Vanguard S&P 500 ETF 14,648 shares (about $8.75M)Apple 21,548 shares (about $5.47M)iShares Core MSCI EAFE ETF 43,675 shares (about $3.95M) Largest Sales this Quarter iShares Russell 2000 ETF 17,045 shares (about $4.23M)iShares Core S&P Small-Cap ETF 33,619 shares (about $4.18M)LINDE PLC 5,288 shares (about $2.62M)Intuitive Surgical 4,751 shares (about $2.19M)Procter & Gamble 12,909 shares (about $1.86M) 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 PortfolioSectorVOOVanguard S&P 500 ETF$120,887,719$8,752,896 ▲7.8%202,3069.5%ETFVUGVanguard Growth ETF$115,628,127$11,507,690 ▲11.1%264,7229.1%ETFVTVVanguard Value ETF$112,610,170$3,471,367 ▲3.2%573,9568.9%ETFIJHiShares Core S&P Mid-Cap ETF$74,919,442$1,694,124 ▼-2.2%1,109,4255.9%ETFIEFAiShares Core MSCI EAFE ETF$62,870,841$3,953,899 ▲6.7%694,4755.0%ETFNORTHERN LTS FD TR II$52,838,803$10,637,020 ▲25.2%2,257,3064.2%PEAKSHARES RMRNVDANVIDIA$43,501,171$566,833 ▼-1.3%249,4193.4%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$42,630,143$266,500 ▼-0.6%99,9773.4%ETFAAPLApple$39,101,610$5,468,657 ▲16.3%154,0713.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$31,378,811$702,793 ▲2.3%294,6372.5%ETFIWDiShares Russell 1000 Value ETF$29,312,125$270,079 ▼-0.9%137,1842.3%ETFFSMBFirst Trust Short Duration Managed Municipal ETF$21,502,249$1,078,738 ▲5.3%1,077,2671.7%ETFMSFTMicrosoft$19,851,766$876,559 ▲4.6%53,6291.6%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$19,327,585$3,386,951 ▲21.2%796,3571.5%ETFHYSPIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund$19,111,757$1,496,516 ▲8.5%204,9081.5%ETFFMBFirst Trust Managed Municipal ETF$16,872,296$879,305 ▲5.5%333,0501.3%ManufacturingMUBiShares National Muni Bond ETF$16,159,927$868,942 ▲5.7%152,2371.3%ETFAMZNAmazon.com$15,889,286$496,931 ▲3.2%76,2921.3%Retail/WholesaleAVGOBroadcom$14,106,675$163,732 ▼-1.1%45,5771.1%Computer and TechnologyJPMJPMorgan Chase & Co.$11,454,957$415,945 ▲3.8%38,9410.9%FinanceSPYSPDR S&P 500 ETF Trust$11,371,879$53,328 ▼-0.5%17,4860.9%FinanceCGMUCapital Group Municipal Income ETF$10,484,450$1,297,134 ▲14.1%385,5970.8%ETFGOOGAlphabet$9,084,659$275,675 ▲3.1%31,6690.7%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$8,613,781$264,593 ▼-3.0%13,9660.7%ETFMETAMeta Platforms$8,040,945$326,123 ▲4.2%14,0540.6%Computer and TechnologyQQQInvesco QQQ$7,086,946$177,765 ▼-2.4%12,2790.6%FinanceBRK.BBerkshire Hathaway$6,639,131$302,846 ▲4.8%13,8550.5%FinanceXOMExxonMobil$6,251,971$497,952 ▼-7.4%36,8500.5%EnergyCOSTCostco Wholesale$6,165,195$348,766 ▲6.0%6,1870.5%Retail/WholesaleEFAiShares MSCI EAFE ETF$6,148,579$169,588 ▲2.8%63,3030.5%FinanceTSLATesla$5,993,514$415,999 ▲7.5%16,1220.5%Auto/Tires/TrucksFEDERATED HERMES ETF TRUST$5,937,079$695,206 ▲13.3%235,3460.5%HERMES TOTAL RETVVisa$5,812,535$552,783 ▲10.5%19,2320.5%Business ServicesNFLXNetflix$5,684,157$424,692 ▲8.1%59,1180.4%Consumer DiscretionaryGOOGLAlphabet$5,592,685$25,880 ▲0.5%19,4490.4%Computer and TechnologyLLYEli Lilly and Company$5,536,886$382,615 ▲7.4%6,0200.4%MedicalXLKTechnology Select Sector SPDR Fund$5,522,872$147,385 ▲2.7%41,5570.4%ETFAMDAdvanced Micro Devices$5,363,025$288,057 ▲5.7%26,3630.4%Computer and TechnologyCVXChevron$5,301,702$230,905 ▲4.6%25,6240.4%EnergyWALMART INC$5,190,585$91,275 ▲1.8%41,6840.4%COMHDHome Depot$4,966,380$566,036 ▲12.9%15,1000.4%Retail/WholesaleVZVerizon Communications$4,412,464$75,049 ▲1.7%87,8980.3%Computer and TechnologyGSThe Goldman Sachs Group$4,278,634$488,938 ▲12.9%5,0580.3%FinanceJNJJohnson & Johnson$4,261,567$2,714,506 ▲175.5%17,4340.3%MedicalSCHXSchwab US Large-Cap ETF$4,199,176$31,794 ▼-0.8%163,7740.3%ETFGLWCorning$4,166,736$484,997 ▼-10.4%30,6450.3%Computer and TechnologyCRWDCrowdStrike$4,103,196$428,278 ▲11.7%10,5100.3%Computer and TechnologyARISTA NETWORKS INC$3,884,514$135,917 ▲3.6%31,6380.3%COM SHSMUMicron Technology$3,665,574$2,101,371 ▲134.3%10,8500.3%Computer and TechnologyBXBlackstone$3,597,865$1,054,327 ▲41.5%31,2890.3%FinanceCEGConstellation Energy$3,549,280$283,998 ▲8.7%12,7100.3%EnergyTJXTJX Companies$3,419,289$336,643 ▲10.9%21,4110.3%Retail/WholesaleAXPAmerican Express$3,355,382$447,364 ▲15.4%11,0930.3%FinancePALANTIR TECHNOLOGIES INC$3,293,215$595,362 ▲22.1%22,5130.3%CL ADUKDuke Energy$3,271,420$408,142 ▲14.3%24,9840.3%UtilitiesIBMInternational Business Machines$3,265,169$443,565 ▲15.7%13,4710.3%Computer and TechnologyVRTXVertex Pharmaceuticals$3,174,899$589,879 ▲22.8%7,1100.3%MedicalGEGE Aerospace$3,173,706$794,845 ▲33.4%11,1840.2%AerospaceWMWaste Management$3,161,794$511,071 ▲19.3%13,7590.2%Business ServicesMCDMcDonald's$3,149,428$481,085 ▲18.0%10,1340.2%Retail/WholesalePANWPalo Alto Networks$3,121,671$744,347 ▲31.3%19,4720.2%Computer and TechnologyAMTAmerican Tower$3,108,527$836,672 ▲36.8%18,0120.2%FinanceIWMiShares Russell 2000 ETF$3,080,779$4,227,329 ▼-57.8%12,4220.2%FinanceSPLGSPDR Portfolio S&P 500 ETF$3,069,383$14,466 ▲0.5%40,1020.2%ETFREGNRegeneron Pharmaceuticals$2,992,122$319,840 ▲12.0%3,8730.2%MedicalMMM3M$2,976,804$445,134 ▲17.6%20,4970.2%Multi-Sector ConglomeratesPYLDPIMCO Multi Sector Bond Active ETF$2,946,609$462,797 ▲18.6%112,4660.2%ETFOEFiShares S&P 100 ETF$2,918,690$8,270 ▲0.3%9,1760.2%ETFUBERUber Technologies$2,858,731$629,751 ▲28.3%39,7430.2%Computer and TechnologyMOAltria Group$2,851,982$2,522,095 ▲764.5%43,2180.2%Consumer StaplesCRMSalesforce$2,721,882$758,080 ▲38.6%14,5810.2%Computer and TechnologyNEMNewmont$2,703,834$2,703,834 ▲New Holding24,9780.2%Basic MaterialsORCLOracle$2,694,620$694,949 ▲34.8%18,3170.2%Computer and TechnologyTMOThermo Fisher Scientific$2,690,341$465,021 ▲20.9%5,4730.2%MedicalASMLASML$2,672,637$5,285 ▲0.2%2,0230.2%Computer and TechnologyPGRProgressive$2,358,492$732,705 ▲45.1%11,8970.2%FinanceIJRiShares Core S&P Small-Cap ETF$2,343,519$4,179,226 ▼-64.1%18,8520.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,305,789$72,745 ▼-3.1%27,9250.2%ManufacturingKLACKLA$2,288,963$1,837,058 ▲406.5%1,5550.2%Computer and TechnologyAMATApplied Materials$2,268,889$1,855,649 ▲449.0%6,6380.2%Computer and TechnologyMAMastercard$2,205,798$15,488 ▼-0.7%4,4150.2%Business ServicesGILDGilead Sciences$1,935,056$8,641 ▲0.4%13,8840.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,882,619$34,550 ▲1.9%5,5580.1%Computer and TechnologyGMGeneral Motors$1,786,734$90,592 ▼-4.8%23,9830.1%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$1,725,275$257,981 ▼-13.0%3,7250.1%FinanceHONHoneywell International$1,714,413$5,425 ▲0.3%7,5850.1%Multi-Sector ConglomeratesBLACKROCK INC$1,687,904$20,197 ▲1.2%1,7550.1%COMCMECME Group$1,653,960$591 ▲0.0%5,6000.1%FinanceJCPBJPMorgan Core Plus Bond ETF$1,626,948$75,705 ▲4.9%34,5570.1%ETFMRKMerck & Co., Inc.$1,582,543$127,902 ▲8.8%13,0660.1%MedicalMARSH & MCLENNAN COS INC$1,565,288$15,438 ▼-1.0%9,0240.1%COMABBVAbbVie$1,560,615$21,313 ▼-1.3%7,1760.1%MedicalISRGIntuitive Surgical$1,548,004$2,190,163 ▼-58.6%3,3580.1%MedicalDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,509,018$128,511 ▼-7.8%17,1790.1%ManufacturingKOCocaCola$1,493,166$29,560 ▼-1.9%19,4980.1%Consumer StaplesTERTeradyne$1,427,158$85,677 ▼-5.7%4,8140.1%Computer and TechnologyPNCThe PNC Financial Services Group$1,413,672$9,363 ▼-0.7%6,7940.1%FinanceSPTISPDR Portfolio Intermediate Term Treasury ETF$1,402,053$157,229 ▲12.6%48,9200.1%ETFCCitigroup$1,370,185$2,608 ▲0.2%12,0820.1%Financial ServicesCHAIN BRIDGE BANCORP INC$1,350,9790.0%38,7100.1%CL AShowing largest 100 holdings. 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