RMR Wealth Builders
Latest statistics and disclosures from RMR Wealth Builders's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VUG, VTV, IJH, IEFA, and represent 38.34% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$12M), PRMR (+$11M), VOO (+$8.8M), AAPL (+$5.5M), IEFA, VTV, SCHO, JNJ, NEM, MO.
- Started 20 new stock positions in NEM, LYG, SOUN, WDC, RIO, VST, JPST, MYN, VLO, DVY. FDLO, AMGN, ITM, SGOV, BE, ON, JAAA, UYLD, NBIS, ET.
- Reduced shares in these 10 stocks: IWM, IJR, LIN, QCOM, ISRG, PG, IJH, , INTU, NEAR.
- Sold out of its positions in ARES, BNY, DE, FBLG, IT, SPMO, NEAR, KKR, QCOM, FLRN. XLY, NOW, SYK, TSCO, VONV, WFC, EPS, USMF.
- RMR Wealth Builders was a net buyer of stock by $64M.
- RMR Wealth Builders has $1.3B in assets under management (AUM), dropping by 1.60%.
- Central Index Key (CIK): 0001803848
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Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 277 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.5 | $121M | +7% | 202k | 597.55 |
|
| Vanguard Index Fds Growth Etf (VUG) | 9.1 | $116M | +11% | 265k | 436.79 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.9 | $113M | +3% | 574k | 196.20 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.9 | $75M | -2% | 1.1M | 67.53 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.0 | $63M | +6% | 695k | 90.53 |
|
| Northern Lts Fd Tr Ii Peakshares Rmr (PRMR) | 4.2 | $53M | +25% | 2.3M | 23.41 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $44M | 249k | 174.41 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.4 | $43M | 100k | 426.40 |
|
|
| Apple (AAPL) | 3.1 | $39M | +16% | 154k | 253.79 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.5 | $31M | +2% | 295k | 106.50 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.3 | $29M | 137k | 213.67 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.7 | $22M | +5% | 1.1M | 19.96 |
|
| Microsoft Corporation (MSFT) | 1.6 | $20M | +4% | 54k | 370.17 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 1.5 | $19M | +21% | 796k | 24.27 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.5 | $19M | +8% | 205k | 93.27 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.3 | $17M | +5% | 333k | 50.66 |
|
| Ishares Tr National Mun Etf (MUB) | 1.3 | $16M | +5% | 152k | 106.15 |
|
| Amazon (AMZN) | 1.3 | $16M | +3% | 76k | 208.27 |
|
| Broadcom (AVGO) | 1.1 | $14M | 46k | 309.51 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $12M | +3% | 39k | 294.16 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $11M | 18k | 650.34 |
|
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.8 | $11M | +14% | 386k | 27.19 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $9.1M | +3% | 32k | 286.86 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.7 | $8.6M | -2% | 14k | 616.77 |
|
| Meta Platforms Cl A (META) | 0.6 | $8.0M | +4% | 14k | 572.15 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $7.1M | -2% | 12k | 577.16 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $6.6M | +4% | 14k | 479.19 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $6.3M | -7% | 37k | 169.66 |
|
| Costco Wholesale Corporation (COST) | 0.5 | $6.2M | +5% | 6.2k | 996.48 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $6.1M | +2% | 63k | 97.13 |
|
| Tesla Motors (TSLA) | 0.5 | $6.0M | +7% | 16k | 371.76 |
|
| Federated Hermes Etf Trust Hermes Total Ret (FTRB) | 0.5 | $5.9M | +13% | 235k | 25.23 |
|
| Visa Com Cl A (V) | 0.5 | $5.8M | +10% | 19k | 302.23 |
|
| Netflix (NFLX) | 0.4 | $5.7M | +8% | 59k | 96.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $5.6M | 19k | 287.56 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $5.5M | +7% | 6.0k | 919.75 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.4 | $5.5M | +2% | 42k | 132.90 |
|
| Advanced Micro Devices (AMD) | 0.4 | $5.4M | +5% | 26k | 203.43 |
|
| Chevron Corporation (CVX) | 0.4 | $5.3M | +4% | 26k | 206.90 |
|
| Wal-Mart Stores (WMT) | 0.4 | $5.2M | 42k | 124.52 |
|
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| Home Depot (HD) | 0.4 | $5.0M | +12% | 15k | 328.90 |
|
| Verizon Communications (VZ) | 0.3 | $4.4M | 88k | 50.20 |
|
|
| Goldman Sachs (GS) | 0.3 | $4.3M | +12% | 5.1k | 845.91 |
|
| Johnson & Johnson (JNJ) | 0.3 | $4.3M | +175% | 17k | 244.44 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $4.2M | 164k | 25.64 |
|
|
| Corning Incorporated (GLW) | 0.3 | $4.2M | -10% | 31k | 135.97 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $4.1M | +11% | 11k | 390.41 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $3.9M | +3% | 32k | 122.78 |
|
| Micron Technology (MU) | 0.3 | $3.7M | +134% | 11k | 337.84 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.6M | +41% | 31k | 114.99 |
|
| Constellation Energy (CEG) | 0.3 | $3.5M | +8% | 13k | 279.25 |
|
| TJX Companies (TJX) | 0.3 | $3.4M | +10% | 21k | 159.70 |
|
| American Express Company (AXP) | 0.3 | $3.4M | +15% | 11k | 302.48 |
|
| Palantir Technologies Cl A (PLTR) | 0.3 | $3.3M | +22% | 23k | 146.28 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $3.3M | +14% | 25k | 130.94 |
|
| International Business Machines (IBM) | 0.3 | $3.3M | +15% | 14k | 242.38 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.3 | $3.2M | +22% | 7.1k | 446.54 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.2M | +33% | 11k | 283.77 |
|
| Waste Management (WM) | 0.2 | $3.2M | +19% | 14k | 229.80 |
|
| McDonald's Corporation (MCD) | 0.2 | $3.1M | +18% | 10k | 310.78 |
|
| Palo Alto Networks (PANW) | 0.2 | $3.1M | +31% | 20k | 160.32 |
|
| American Tower Reit (AMT) | 0.2 | $3.1M | +36% | 18k | 172.58 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.1M | -57% | 12k | 248.01 |
|
| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $3.1M | 40k | 76.54 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $3.0M | +11% | 3.9k | 772.56 |
|
| 3M Company (MMM) | 0.2 | $3.0M | +17% | 21k | 145.23 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $2.9M | +18% | 113k | 26.20 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $2.9M | 9.2k | 318.08 |
|
|
| Uber Technologies (UBER) | 0.2 | $2.9M | +28% | 40k | 71.93 |
|
| Altria (MO) | 0.2 | $2.9M | +764% | 43k | 65.99 |
|
| salesforce (CRM) | 0.2 | $2.7M | +38% | 15k | 186.67 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $2.7M | NEW | 25k | 108.25 |
|
| Oracle Corporation (ORCL) | 0.2 | $2.7M | +34% | 18k | 147.11 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.7M | +20% | 5.5k | 491.57 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $2.7M | 2.0k | 1321.13 |
|
|
| Progressive Corporation (PGR) | 0.2 | $2.4M | +45% | 12k | 198.24 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.3M | -64% | 19k | 124.31 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $2.3M | -3% | 28k | 82.57 |
|
| Kla Corp Com New (KLAC) | 0.2 | $2.3M | +406% | 1.6k | 1472.00 |
|
| Applied Materials (AMAT) | 0.2 | $2.3M | +449% | 6.6k | 341.80 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $2.2M | 4.4k | 499.61 |
|
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| Gilead Sciences (GILD) | 0.2 | $1.9M | 14k | 139.37 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $1.9M | 5.6k | 338.72 |
|
|
| General Motors Company (GM) | 0.1 | $1.8M | -4% | 24k | 74.50 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.7M | -13% | 3.7k | 463.16 |
|
| Honeywell International (HON) | 0.1 | $1.7M | 7.6k | 226.03 |
|
|
| Blackrock (BLK) | 0.1 | $1.7M | 1.8k | 961.77 |
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| Cme (CME) | 0.1 | $1.7M | 5.6k | 295.35 |
|
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $1.6M | +4% | 35k | 47.08 |
|
| Merck & Co (MRK) | 0.1 | $1.6M | +8% | 13k | 121.12 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $1.6M | 9.0k | 173.46 |
|
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| Abbvie (ABBV) | 0.1 | $1.6M | 7.2k | 217.48 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.5M | -58% | 3.4k | 460.99 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.5M | -7% | 17k | 87.84 |
|
| Coca-Cola Company (KO) | 0.1 | $1.5M | 20k | 76.58 |
|
|
| Teradyne (TER) | 0.1 | $1.4M | -5% | 4.8k | 296.46 |
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| PNC Financial Services (PNC) | 0.1 | $1.4M | 6.8k | 208.08 |
|
|
| Spdr Series Trust State Street Spd (SPTI) | 0.1 | $1.4M | +12% | 49k | 28.66 |
|
| Citigroup Com New (C) | 0.1 | $1.4M | 12k | 113.41 |
|
|
| Chain Bridge Bancorp Cl A (CBNA) | 0.1 | $1.4M | 39k | 34.90 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.3M | -2% | 14k | 97.23 |
|
| Public Service Enterprise (PEG) | 0.1 | $1.3M | 16k | 80.95 |
|
|
| Twilio Cl A (TWLO) | 0.1 | $1.3M | 10k | 125.82 |
|
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| Caterpillar (CAT) | 0.1 | $1.3M | 1.8k | 708.48 |
|
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| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $1.3M | +28% | 57k | 22.66 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $1.2M | -10% | 8.3k | 146.61 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -4% | 41k | 28.71 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.2M | 25k | 46.40 |
|
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.1M | 37k | 30.96 |
|
|
| CSX Corporation (CSX) | 0.1 | $1.1M | 27k | 41.05 |
|
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| Morgan Stanley Com New (MS) | 0.1 | $1.1M | 6.5k | 164.56 |
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| Monolithic Power Systems (MPWR) | 0.1 | $1.1M | 974.00 | 1093.35 |
|
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| Lam Research Corp Com New (LRCX) | 0.1 | $1.0M | +9% | 4.8k | 213.92 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $1.0M | +32% | 11k | 92.69 |
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| ConocoPhillips (COP) | 0.1 | $1.0M | -12% | 7.7k | 132.00 |
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| Paccar (PCAR) | 0.1 | $1.0M | 8.7k | 115.50 |
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| Chubb (CB) | 0.1 | $1.0M | -16% | 3.1k | 327.13 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $996k | 6.8k | 145.95 |
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| CVS Caremark Corporation (CVS) | 0.1 | $987k | 14k | 71.82 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $934k | 38k | 24.75 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $923k | 2.6k | 356.60 |
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| Truist Financial Corp equities (TFC) | 0.1 | $921k | 20k | 45.97 |
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| Capital One Financial (COF) | 0.1 | $918k | 5.0k | 182.44 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.1 | $912k | NEW | 18k | 51.26 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $892k | -10% | 7.5k | 118.62 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $881k | 4.5k | 194.14 |
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| Hilton Worldwide Holdings (HLT) | 0.1 | $877k | 2.9k | 304.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $852k | +6% | 2.0k | 430.24 |
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| Union Pacific Corporation (UNP) | 0.1 | $821k | 3.4k | 242.63 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.1 | $813k | -6% | 17k | 49.37 |
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| Electronic Arts (EA) | 0.1 | $807k | 4.0k | 203.87 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $793k | +7% | 13k | 61.26 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $790k | 21k | 37.42 |
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| Bank of America Corporation (BAC) | 0.1 | $769k | -10% | 16k | 48.75 |
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| Fastenal Company (FAST) | 0.1 | $768k | 17k | 46.40 |
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| Royal Gold (RGLD) | 0.1 | $765k | 3.0k | 254.46 |
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| Walt Disney Company (DIS) | 0.1 | $742k | -9% | 7.7k | 96.38 |
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| Nextera Energy (NEE) | 0.1 | $720k | -4% | 7.8k | 92.88 |
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| Phillips 66 (PSX) | 0.1 | $720k | 4.0k | 182.18 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Keysight Technologies (KEYS) | 0.1 | $714k | 2.5k | 282.37 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $713k | +4% | 3.7k | 192.92 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $699k | -5% | 15k | 45.65 |
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| Procter & Gamble Company (PG) | 0.1 | $689k | -73% | 4.8k | 144.44 |
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| Intel Corporation (INTC) | 0.1 | $684k | +6% | 16k | 44.13 |
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| Intercontinental Exchange (ICE) | 0.1 | $677k | 4.3k | 157.28 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.1 | $675k | 66k | 10.28 |
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| Main Street Capital Corporation (MAIN) | 0.1 | $673k | 13k | 52.96 |
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| CoStar (CSGP) | 0.1 | $669k | +3% | 17k | 40.34 |
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| Marvell Technology (MRVL) | 0.1 | $662k | +8% | 6.7k | 99.05 |
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| Frontline (FRO) | 0.1 | $653k | +3% | 19k | 34.86 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $649k | -7% | 14k | 47.83 |
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| Enbridge (ENB) | 0.1 | $640k | 12k | 54.14 |
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| Ge Vernova (GEV) | 0.0 | $634k | +5% | 726.00 | 872.95 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $625k | -4% | 9.5k | 66.00 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $610k | -2% | 19k | 32.01 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $592k | +3% | 6.3k | 93.97 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $591k | NEW | 12k | 50.61 |
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| Intuit (INTU) | 0.0 | $584k | -64% | 1.4k | 432.38 |
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| Bluerock Pvt Real Estate (BPRE) | 0.0 | $580k | -2% | 35k | 16.61 |
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| Cisco Systems (CSCO) | 0.0 | $578k | +5% | 7.4k | 77.59 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $553k | 28k | 19.53 |
|
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $550k | 1.1k | 522.71 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $550k | +25% | 2.9k | 191.95 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $543k | -3% | 1.4k | 383.40 |
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| Booking Holdings (BKNG) | 0.0 | $539k | 128.00 | 4210.32 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $538k | +4% | 2.1k | 250.62 |
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| Ishares Tr Esg Select Scre (XVV) | 0.0 | $536k | +145% | 11k | 49.22 |
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| Consolidated Edison (ED) | 0.0 | $534k | -3% | 4.7k | 113.19 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $534k | 4.5k | 118.60 |
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| Guidewire Software (GWRE) | 0.0 | $532k | 3.6k | 149.56 |
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| Philip Morris International (PM) | 0.0 | $530k | 3.2k | 165.33 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $524k | +2% | 802.00 | 653.39 |
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| L3harris Technologies (LHX) | 0.0 | $522k | +2% | 1.5k | 345.22 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $520k | +4% | 6.5k | 80.56 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $513k | +19% | 6.5k | 79.27 |
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| Lowe's Companies (LOW) | 0.0 | $487k | +2% | 2.1k | 236.25 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $485k | +4% | 2.0k | 237.62 |
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| Vaneck Etf Trust Clo Etf (CLOI) | 0.0 | $482k | +36% | 9.2k | 52.70 |
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| McKesson Corporation (MCK) | 0.0 | $480k | +17% | 554.00 | 866.20 |
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| Martin Marietta Materials (MLM) | 0.0 | $477k | 811.00 | 588.68 |
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| Elanco Animal Health (ELAN) | 0.0 | $473k | 20k | 23.93 |
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| Nuveen Nj Div Advantage Mun (NXJ) | 0.0 | $473k | 38k | 12.38 |
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $468k | 5.5k | 84.85 |
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| Boston Scientific Corporation (BSX) | 0.0 | $467k | +3% | 7.4k | 62.75 |
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| Bristol Myers Squibb (BMY) | 0.0 | $448k | +6% | 7.4k | 60.65 |
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| Western Digital (WDC) | 0.0 | $447k | NEW | 1.7k | 270.54 |
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| Metropcs Communications (TMUS) | 0.0 | $440k | 2.1k | 210.04 |
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| Linde SHS (LIN) | 0.0 | $437k | -85% | 881.00 | 495.61 |
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| Docusign (DOCU) | 0.0 | $433k | 9.1k | 47.41 |
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| Rbb Fund Trust First Eagle Over (FEOE) | 0.0 | $433k | +9% | 8.6k | 50.46 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $430k | 8.6k | 49.89 |
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| Humana (HUM) | 0.0 | $428k | 2.5k | 173.42 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $426k | -25% | 4.4k | 97.91 |
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| Barrick Mng Corp Com Shs (B) | 0.0 | $417k | 10k | 40.79 |
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| Eaton Corp SHS (ETN) | 0.0 | $412k | -18% | 1.2k | 357.75 |
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| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $412k | -14% | 11k | 36.21 |
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| Transunion (TRU) | 0.0 | $410k | 5.9k | 69.19 |
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| Sherwin-Williams Company (SHW) | 0.0 | $408k | 1.3k | 320.60 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $406k | 21k | 19.62 |
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| Axon Enterprise (AXON) | 0.0 | $402k | +7% | 947.00 | 424.69 |
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| Icici Bank Adr (IBN) | 0.0 | $398k | 15k | 25.90 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $395k | 7.5k | 52.56 |
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| BorgWarner (BWA) | 0.0 | $392k | 7.2k | 54.26 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $384k | 1.3k | 300.83 |
|
|
| Middleby Corporation (MIDD) | 0.0 | $380k | 2.9k | 132.58 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $378k | 1.2k | 327.18 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $364k | +15% | 2.1k | 174.64 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $359k | +6% | 1.5k | 244.18 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $358k | -4% | 12k | 30.68 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $349k | +2% | 1.4k | 243.08 |
|
| Edwards Lifesciences (EW) | 0.0 | $345k | 4.3k | 80.08 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $343k | +4% | 567.00 | 604.47 |
|
| Dex (DXCM) | 0.0 | $339k | 5.4k | 62.80 |
|
|
| Fortinet (FTNT) | 0.0 | $338k | +9% | 4.1k | 81.72 |
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $335k | -8% | 6.3k | 52.96 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $334k | 3.0k | 113.11 |
|
|
| Tyler Technologies (TYL) | 0.0 | $329k | +10% | 962.00 | 342.38 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $327k | 4.1k | 78.98 |
|
|
| MercadoLibre (MELI) | 0.0 | $325k | +13% | 188.00 | 1728.32 |
|
| At&t (T) | 0.0 | $323k | -27% | 11k | 28.99 |
|
| MarketAxess Holdings (MKTX) | 0.0 | $323k | 2.0k | 164.98 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $323k | NEW | 3.2k | 100.66 |
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $322k | -10% | 6.1k | 52.54 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $321k | -6% | 11k | 29.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $313k | 1.5k | 215.10 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $312k | -2% | 8.1k | 38.42 |
|
| A. O. Smith Corporation (AOS) | 0.0 | $309k | 4.7k | 65.94 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $307k | 2.8k | 111.42 |
|
|
| Valero Energy Corporation (VLO) | 0.0 | $300k | NEW | 1.2k | 247.10 |
|
| RPM International (RPM) | 0.0 | $298k | 3.0k | 99.40 |
|
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $296k | +27% | 5.5k | 53.95 |
|
| Rbc Cad (RY) | 0.0 | $295k | 1.8k | 161.78 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $294k | -18% | 1.5k | 198.24 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $289k | -3% | 20k | 14.77 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $284k | 505.00 | 561.89 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $280k | 756.00 | 370.88 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $280k | 4.6k | 60.81 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $280k | -3% | 3.7k | 75.49 |
|
| IDEX Corporation (IEX) | 0.0 | $277k | 1.5k | 189.55 |
|
|
| Microchip Technology (MCHP) | 0.0 | $277k | 4.3k | 64.60 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $277k | NEW | 5.5k | 50.57 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $276k | 1.3k | 211.22 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $274k | +3% | 2.5k | 110.39 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $271k | 2.2k | 125.46 |
|
|
| Paypal Holdings (PYPL) | 0.0 | $263k | +10% | 5.8k | 45.23 |
|
| Boeing Company (BA) | 0.0 | $259k | 1.3k | 199.10 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $254k | +5% | 791.00 | 320.87 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $239k | NEW | 12k | 19.30 |
|
| Amgen (AMGN) | 0.0 | $237k | NEW | 675.00 | 351.63 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $236k | 4.7k | 49.81 |
|
|
| Valmont Industries (VMI) | 0.0 | $235k | 589.00 | 399.57 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $235k | -2% | 3.0k | 78.66 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $235k | NEW | 2.3k | 103.76 |
|
| AutoZone (AZO) | 0.0 | $230k | -4% | 68.00 | 3377.78 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $226k | -15% | 787.00 | 287.32 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $223k | NEW | 2.4k | 93.29 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $222k | -5% | 1.1k | 209.04 |
|
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.0 | $221k | NEW | 4.8k | 46.43 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $217k | +8% | 2.6k | 82.43 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $214k | -2% | 1.6k | 130.95 |
|
| Universal Display Corporation (OLED) | 0.0 | $214k | 2.3k | 91.66 |
|
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $213k | 6.4k | 33.22 |
|
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $213k | NEW | 22k | 9.65 |
|
| UnitedHealth (UNH) | 0.0 | $212k | -21% | 783.00 | 270.72 |
|
| Vistra Energy (VST) | 0.0 | $209k | NEW | 1.4k | 150.35 |
|
| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.0 | $208k | NEW | 3.2k | 64.60 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.0 | $208k | +4% | 12k | 17.15 |
|
| Abbott Laboratories (ABT) | 0.0 | $206k | -2% | 2.0k | 102.67 |
|
| Putnam Etf Trust Franklin Muni Hi (FTMH) | 0.0 | $204k | 18k | 11.53 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $204k | NEW | 1.5k | 135.49 |
|
| ON Semiconductor (ON) | 0.0 | $203k | NEW | 3.3k | 61.92 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $203k | NEW | 1.3k | 151.38 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $172k | 11k | 15.91 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $81k | NEW | 16k | 5.03 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $80k | NEW | 12k | 6.87 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $54k | -8% | 12k | 4.68 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- RMR Wealth Builders 2026 Q1 filed April 22, 2026
- RMR Wealth Builders 2025 Q4 filed Jan. 29, 2026
- RMR Wealth Builders 2025 Q3 filed Nov. 5, 2025
- RMR Wealth Builders 2025 Q2 filed July 8, 2025
- RMR Wealth Builders 2025 Q1 filed April 16, 2025
- RMR Wealth Builders 2024 Q4 restated filed Jan. 14, 2025
- RMR Wealth Builders 2024 Q4 filed Jan. 10, 2025
- RMR Wealth Builders 2024 Q3 filed Oct. 21, 2024
- RMR Wealth Builders 2024 Q2 filed July 23, 2024
- RMR Wealth Builders 2024 Q1 filed April 15, 2024
- RMR Wealth Builders 2023 Q4 filed Feb. 6, 2024
- RMR Wealth Builders 2023 Q3 filed Oct. 23, 2023
- RMR Wealth Builders 2023 Q2 filed July 21, 2023
- RMR Wealth Builders 2023 Q1 filed April 11, 2023
- RMR Wealth Builders 2022 Q4 restated filed Feb. 15, 2023
- RMR Wealth Builders 2022 Q4 filed Feb. 2, 2023