RMR Wealth Builders
Latest statistics and disclosures from RMR Wealth Builders's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VUG, VOO, VTV, IJH, IEFA, and represent 38.35% of RMR Wealth Builders's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$134M), IWF (+$37M), SCHO (+$21M), VTV (+$18M), VOO (+$17M), KLAC (+$6.0M), IEFA (+$5.7M), PRMR, CAT, IJH.
- Started 50 new stock positions in COWZ, NMZ, PFF, RVT, CRF, JEPI, DIVO, QUAL, SNDK, ALAB.
- Reduced shares in these 10 stocks: , TMO, BX, V, VRTX, WM, Honeywell International, AMT, CRM, AVGO.
- Sold out of its positions in ABT, AZO, XOM, FDLO, QYLD, Honeywell International, NXJ, TMO, UNH, ITM. ACN.
- RMR Wealth Builders was a net buyer of stock by $322M.
- RMR Wealth Builders has $1.6B in assets under management (AUM), dropping by 26.81%.
- Central Index Key (CIK): 0001803848
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Portfolio Holdings for RMR Wealth Builders
RMR Wealth Builders holds 316 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Growth Etf (VUG) | 9.7 | $157M | +586% | 1.8M | 86.14 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 9.7 | $156M | +12% | 228k | 686.81 |
|
| Vanguard Index Fds Value Etf (VTV) | 8.9 | $143M | +14% | 657k | 217.93 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.5 | $89M | +3% | 1.2M | 77.11 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 4.5 | $73M | +8% | 753k | 96.58 |
|
| Northern Lts Fd Tr Ii Peakshares Rmr (PRMR) | 4.3 | $69M | +6% | 2.4M | 28.58 |
|
| NVIDIA Corporation (NVDA) | 3.1 | $50M | 250k | 200.09 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 3.1 | $49M | +297% | 398k | 124.17 |
|
| Apple (AAPL) | 2.8 | $46M | +2% | 158k | 289.36 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 2.5 | $40M | +107% | 1.7M | 24.14 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.1 | $33M | +6% | 313k | 106.47 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 2.1 | $33M | 137k | 242.43 |
|
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 1.4 | $23M | +6% | 1.2M | 19.99 |
|
| Microsoft Corporation (MSFT) | 1.3 | $21M | +7% | 58k | 373.02 |
|
| Pimco Etf Tr 0-5 High Yield (HYS) | 1.3 | $21M | +11% | 228k | 93.52 |
|
| Amazon (AMZN) | 1.2 | $19M | +6% | 81k | 238.34 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.1 | $18M | +5% | 352k | 51.37 |
|
| Ishares Tr National Mun Etf (MUB) | 1.1 | $18M | +6% | 163k | 107.62 |
|
| Broadcom (AVGO) | 1.0 | $16M | -4% | 43k | 377.75 |
|
| Advanced Micro Devices (AMD) | 1.0 | $16M | +4% | 27k | 580.91 |
|
| Micron Technology (MU) | 0.9 | $15M | +16% | 13k | 1154.30 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $14M | +9% | 43k | 327.33 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.8 | $13M | 18k | 746.78 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $12M | +10% | 35k | 353.32 |
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.7 | $11M | +7% | 415k | 27.51 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.6 | $9.8M | +8% | 13k | 736.42 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.6 | $9.4M | -4% | 13k | 703.32 |
|
| Corning Incorporated (GLW) | 0.6 | $9.3M | +18% | 36k | 255.43 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $9.2M | +15% | 12k | 763.13 |
|
| Meta Platforms Cl A (META) | 0.6 | $9.2M | +16% | 16k | 563.28 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $8.9M | +23% | 7.4k | 1199.38 |
|
| Tesla Motors (TSLA) | 0.5 | $8.5M | +25% | 20k | 420.61 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $8.4M | +6% | 44k | 190.52 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $8.4M | +21% | 17k | 500.38 |
|
| Palo Alto Networks (PANW) | 0.5 | $8.0M | +20% | 23k | 341.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $7.1M | +2% | 20k | 357.36 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $6.9M | +19% | 7.4k | 935.44 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $6.6M | 64k | 103.88 |
|
|
| Arista Networks Com Shs (ANET) | 0.4 | $6.6M | +23% | 39k | 169.88 |
|
| Home Depot (HD) | 0.4 | $6.6M | +23% | 19k | 352.68 |
|
| Federated Hermes Etf Trust Tota Retu Bd Etf (FTRB) | 0.4 | $6.5M | +9% | 259k | 25.21 |
|
| Kla Corp Com New (KLAC) | 0.4 | $6.4M | +1270% | 21k | 301.71 |
|
| Applied Materials (AMAT) | 0.4 | $6.4M | +32% | 8.8k | 723.02 |
|
| Goldman Sachs (GS) | 0.4 | $6.2M | +21% | 6.1k | 1011.30 |
|
| Wal-Mart Stores (WMT) | 0.4 | $6.0M | +27% | 53k | 113.26 |
|
| Johnson & Johnson (JNJ) | 0.3 | $5.6M | +26% | 22k | 253.97 |
|
| Ge Aerospace Com New (GE) | 0.3 | $5.4M | +29% | 15k | 373.74 |
|
| Caterpillar (CAT) | 0.3 | $5.4M | +174% | 5.1k | 1064.87 |
|
| Chevron Corporation (CVX) | 0.3 | $5.2M | +22% | 32k | 165.76 |
|
| Netflix (NFLX) | 0.3 | $5.2M | +23% | 73k | 71.40 |
|
| American Express Company (AXP) | 0.3 | $5.0M | +32% | 15k | 338.25 |
|
| Gilead Sciences (GILD) | 0.3 | $5.0M | +182% | 39k | 126.34 |
|
| International Business Machines (IBM) | 0.3 | $4.9M | +28% | 17k | 281.20 |
|
| Visa Com Cl A (V) | 0.3 | $4.8M | -27% | 14k | 343.09 |
|
| Verizon Communications (VZ) | 0.3 | $4.7M | +25% | 110k | 42.34 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $4.5M | -7% | 152k | 29.43 |
|
| 3M Company (MMM) | 0.3 | $4.4M | +31% | 27k | 161.91 |
|
| Altria (MO) | 0.3 | $4.4M | +40% | 61k | 71.95 |
|
| Duke Energy Corp Com New (DUK) | 0.3 | $4.3M | +37% | 34k | 126.58 |
|
| TJX Companies (TJX) | 0.3 | $4.3M | +33% | 29k | 151.50 |
|
| Constellation Energy (CEG) | 0.3 | $4.3M | +35% | 17k | 248.37 |
|
| Western Digital (WDC) | 0.3 | $4.2M | +299% | 6.6k | 638.77 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.2M | +52% | 16k | 270.32 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $4.1M | 2.1k | 1989.37 |
|
|
| Cme (CME) | 0.2 | $3.9M | +217% | 18k | 220.82 |
|
| Uber Technologies (UBER) | 0.2 | $3.8M | +31% | 52k | 72.16 |
|
| Progressive Corporation (PGR) | 0.2 | $3.7M | +41% | 17k | 218.45 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.2 | $3.5M | 40k | 87.88 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.5M | +34% | 30k | 116.67 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $3.4M | +14% | 129k | 26.52 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.2 | $3.4M | 9.2k | 365.85 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $3.3M | +37% | 5.3k | 623.57 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.3M | +22% | 22k | 146.55 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $3.2M | NEW | 14k | 226.97 |
|
| Newmont Mining Corporation (NEM) | 0.2 | $3.1M | +34% | 34k | 93.40 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $3.1M | -17% | 10k | 300.45 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $2.8M | +5% | 5.8k | 477.58 |
|
| Intel Corporation (INTC) | 0.2 | $2.7M | +22% | 19k | 139.63 |
|
| Cadence Design Systems (CDNS) | 0.2 | $2.4M | NEW | 6.5k | 375.32 |
|
| Merck & Co (MRK) | 0.1 | $2.4M | +41% | 19k | 128.50 |
|
| Teradyne (TER) | 0.1 | $2.3M | 4.7k | 483.84 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.3M | 28k | 82.11 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.3M | 4.4k | 513.60 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $2.3M | NEW | 5.2k | 431.48 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.1 | $2.1M | NEW | 45k | 45.66 |
|
| Twilio Cl A (TWLO) | 0.1 | $2.0M | -4% | 9.9k | 206.33 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $2.0M | -28% | 14k | 148.31 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | -4% | 4.6k | 433.32 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $1.8M | -5% | 3.5k | 522.38 |
|
| General Motors Company (GM) | 0.1 | $1.8M | 24k | 77.08 |
|
|
| Abbvie (ABBV) | 0.1 | $1.8M | 7.3k | 251.64 |
|
|
| Marvell Technology (MRVL) | 0.1 | $1.8M | -9% | 6.0k | 297.89 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $1.7M | -50% | 3.5k | 496.73 |
|
| PNC Financial Services (PNC) | 0.1 | $1.7M | +4% | 7.1k | 246.22 |
|
| Citigroup Com New (C) | 0.1 | $1.7M | +2% | 12k | 139.96 |
|
| Coca-Cola Company (KO) | 0.1 | $1.7M | +6% | 21k | 81.80 |
|
| Blackrock (BLK) | 0.1 | $1.7M | 1.7k | 961.64 |
|
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.1 | $1.6M | 17k | 95.62 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.6M | NEW | 29k | 56.48 |
|
| Chain Bridge Bancorp Cl A (CBNA) | 0.1 | $1.6M | 39k | 42.05 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.1 | $1.6M | NEW | 26k | 60.29 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.1 | $1.6M | NEW | 38k | 40.59 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $1.5M | 9.0k | 166.67 |
|
|
| salesforce (CRM) | 0.1 | $1.4M | -37% | 9.2k | 156.80 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $1.4M | -5% | 13k | 110.32 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.4M | 14k | 103.45 |
|
|
| American Tower Reit (AMT) | 0.1 | $1.4M | -53% | 8.4k | 163.58 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.4M | +3% | 3.5k | 397.68 |
|
| Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) | 0.1 | $1.4M | +5% | 60k | 22.90 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $1.4M | 37k | 36.87 |
|
|
| Monolithic Power Systems (MPWR) | 0.1 | $1.4M | 985.00 | 1382.36 |
|
|
| Waste Management (WM) | 0.1 | $1.3M | -56% | 5.9k | 222.87 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | -3% | 6.3k | 209.04 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.3M | -2% | 4.4k | 298.08 |
|
| CSX Corporation (CSX) | 0.1 | $1.3M | 27k | 47.53 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $1.3M | -2% | 16k | 81.16 |
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| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.3M | 25k | 50.95 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $1.2M | +31% | 1.9k | 656.06 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $1.2M | -10% | 7.4k | 158.66 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | -68% | 9.9k | 117.67 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $1.1M | +254% | 11k | 100.67 |
|
| Columbia Seligm Prem Tech Gr (STK) | 0.1 | $1.1M | NEW | 21k | 53.87 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.1M | 2.6k | 409.56 |
|
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| Paccar (PCAR) | 0.1 | $1.0M | 8.7k | 120.12 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.1 | $1.0M | 6.9k | 152.19 |
|
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $1.0M | 38k | 27.70 |
|
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| Chubb (CB) | 0.1 | $1.0M | 3.0k | 341.66 |
|
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| Union Pacific Corporation (UNP) | 0.1 | $1.0M | +11% | 3.8k | 272.00 |
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| Truist Financial Corp equities (TFC) | 0.1 | $997k | 20k | 49.82 |
|
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| Humana (HUM) | 0.1 | $980k | 2.5k | 397.28 |
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| Capital One Financial (COF) | 0.1 | $976k | -3% | 4.9k | 200.61 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $971k | NEW | 4.4k | 219.41 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $964k | -2% | 39k | 24.55 |
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| Ge Vernova (GEV) | 0.1 | $962k | +12% | 819.00 | 1174.88 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.1 | $956k | -41% | 20k | 46.94 |
|
| Procter & Gamble Company (PG) | 0.1 | $955k | +36% | 6.5k | 146.63 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $912k | NEW | 5.3k | 170.87 |
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| Bank of America Corporation (BAC) | 0.1 | $906k | 16k | 56.98 |
|
|
| Hilton Worldwide Holdings (HLT) | 0.1 | $889k | -6% | 2.7k | 330.46 |
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| Cisco Systems (CSCO) | 0.1 | $874k | 7.4k | 117.47 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $869k | 11k | 79.42 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $861k | 7.5k | 114.18 |
|
|
| Honeywell International (HON) | 0.1 | $848k | NEW | 3.8k | 223.90 |
|
| Electronic Arts (EA) | 0.1 | $844k | +4% | 4.1k | 205.04 |
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| Spdr Series Trust St Inter Etf (SPTI) | 0.1 | $841k | -39% | 30k | 28.39 |
|
| Honeywell Aerospace (HONA) | 0.1 | $837k | NEW | 3.8k | 221.08 |
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| Phillips Edison & Co Common Stock (PECO) | 0.1 | $809k | -8% | 19k | 41.73 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $802k | NEW | 13k | 62.20 |
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| Fastenal Company (FAST) | 0.0 | $795k | 17k | 48.03 |
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|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $789k | -10% | 15k | 53.61 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.0 | $782k | 16k | 50.39 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $780k | -11% | 2.2k | 350.07 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $778k | NEW | 806.00 | 965.34 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $777k | +24% | 2.8k | 276.17 |
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| Vertiv Holdings Com Cl A (VRT) | 0.0 | $755k | +5% | 2.3k | 334.75 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $749k | 1.00 | 748850.00 |
|
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $746k | +101% | 24k | 31.71 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $726k | +3% | 3.8k | 189.74 |
|
| Blackrock Science & Technolo SHS (BST) | 0.0 | $718k | NEW | 14k | 50.71 |
|
| Walt Disney Company (DIS) | 0.0 | $713k | -3% | 7.4k | 96.25 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $710k | +16% | 3.3k | 212.80 |
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| Nuveen Ins Ny Tx Fr Adv Mun (NRK) | 0.0 | $706k | 65k | 10.79 |
|
|
| Philip Morris International (PM) | 0.0 | $702k | +20% | 3.9k | 180.90 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.0 | $695k | -2% | 9.2k | 75.63 |
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| Nextera Energy (NEE) | 0.0 | $692k | 7.9k | 87.76 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $691k | -5% | 1.9k | 368.28 |
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| Frontline (FRO) | 0.0 | $679k | +4% | 20k | 34.79 |
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| Enbridge (ENB) | 0.0 | $676k | +5% | 13k | 54.21 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $662k | +2% | 20k | 34.00 |
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| Bristol Myers Squibb (BMY) | 0.0 | $651k | +52% | 11k | 57.62 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $635k | +24% | 8.0k | 79.03 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.0 | $630k | -3% | 13k | 47.97 |
|
| ConocoPhillips (COP) | 0.0 | $628k | -21% | 6.0k | 103.95 |
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| Ishares Tr Esg Select Scre (XVV) | 0.0 | $628k | 11k | 56.79 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $620k | +111% | 1.7k | 369.96 |
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| Main Street Capital Corporation (MAIN) | 0.0 | $620k | -6% | 12k | 51.88 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.0 | $619k | -32% | 12k | 51.21 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $616k | -10% | 12k | 53.11 |
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| Royal Gold (RGLD) | 0.0 | $604k | 3.0k | 199.60 |
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| Fortinet (FTNT) | 0.0 | $599k | -5% | 3.9k | 153.62 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $596k | 12k | 50.57 |
|
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $582k | -5% | 1.9k | 302.92 |
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| Booking Holdings (BKNG) | 0.0 | $576k | +2426% | 3.2k | 178.24 |
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| Axon Enterprise (AXON) | 0.0 | $572k | +7% | 1.0k | 560.61 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $563k | -3% | 6.1k | 92.27 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $559k | -6% | 747.00 | 748.66 |
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| Consolidated Edison (ED) | 0.0 | $535k | +2% | 4.8k | 110.64 |
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| Intercontinental Exchange (ICE) | 0.0 | $532k | 4.3k | 123.11 |
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| Eaton Corp SHS (ETN) | 0.0 | $530k | +7% | 1.2k | 426.21 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.0 | $529k | 4.5k | 117.45 |
|
|
| Rbb Fund Trust Firs Eagl Ov Etf (FEOE) | 0.0 | $523k | +14% | 9.8k | 53.40 |
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| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $518k | 4.4k | 118.99 |
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|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.0 | $505k | -2% | 11k | 45.44 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $496k | NEW | 8.1k | 61.46 |
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| Middleby Corporation (MIDD) | 0.0 | $493k | 2.9k | 172.01 |
|
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| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.0 | $492k | 5.5k | 89.21 |
|
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| Elanco Animal Health (ELAN) | 0.0 | $487k | 20k | 24.61 |
|
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| BorgWarner (BWA) | 0.0 | $480k | 7.2k | 66.40 |
|
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| CoStar (CSGP) | 0.0 | $474k | 17k | 28.32 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $465k | +23% | 1.8k | 255.72 |
|
| Icici Bank Adr (IBN) | 0.0 | $461k | +3% | 16k | 29.03 |
|
| Phillips 66 (PSX) | 0.0 | $460k | -31% | 2.7k | 169.05 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $460k | -3% | 1.0k | 450.98 |
|
| Linde SHS (LIN) | 0.0 | $458k | 882.00 | 518.80 |
|
|
| Astera Labs (ALAB) | 0.0 | $454k | NEW | 939.00 | 483.13 |
|
| Martin Marietta Materials (MLM) | 0.0 | $453k | -3% | 786.00 | 576.70 |
|
| Bluerock Pvt Real Estate (BPRE) | 0.0 | $450k | 35k | 13.01 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $439k | 1.3k | 344.44 |
|
|
| Microchip Technology (MCHP) | 0.0 | $438k | +11% | 4.8k | 91.19 |
|
| Guidewire Software (GWRE) | 0.0 | $438k | 3.6k | 123.05 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $436k | 8.6k | 50.58 |
|
|
| Marriott Intl Cl A (MAR) | 0.0 | $431k | 1.2k | 370.71 |
|
|
| Transunion (TRU) | 0.0 | $428k | 5.9k | 72.14 |
|
|
| L3harris Technologies (LHX) | 0.0 | $427k | -2% | 1.5k | 290.67 |
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $411k | +33% | 26k | 15.77 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $409k | -10% | 1.4k | 302.78 |
|
| Docusign (DOCU) | 0.0 | $405k | 9.1k | 44.42 |
|
|
| McKesson Corporation (MCK) | 0.0 | $403k | -3% | 533.00 | 756.63 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $402k | 2.9k | 137.51 |
|
|
| Sitime Corp (SITM) | 0.0 | $400k | NEW | 536.00 | 745.68 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $399k | 11k | 36.13 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $394k | 7.5k | 52.41 |
|
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.0 | $393k | NEW | 8.6k | 45.88 |
|
| Edwards Lifesciences (EW) | 0.0 | $393k | 4.3k | 90.46 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $380k | +31% | 747.00 | 509.21 |
|
| Rbc Cad (RY) | 0.0 | $377k | 1.8k | 206.97 |
|
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $377k | 10k | 36.73 |
|
|
| Valmont Industries (VMI) | 0.0 | $373k | +9% | 646.00 | 577.84 |
|
| Dex (DXCM) | 0.0 | $366k | 5.4k | 67.35 |
|
|
| Wisdomtree Tr Us S Cap Qty Div (DGRS) | 0.0 | $366k | -2% | 6.2k | 59.36 |
|
| Apollo Global Mgmt (APO) | 0.0 | $366k | +12% | 3.1k | 118.30 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.0 | $355k | +4% | 6.7k | 52.65 |
|
| Metropcs Communications (TMUS) | 0.0 | $348k | 2.1k | 167.75 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $346k | 1.5k | 236.67 |
|
|
| Wisdomtree Tr Us Midcap Divid (DON) | 0.0 | $343k | 6.1k | 56.52 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $343k | +12% | 2.3k | 146.21 |
|
| Lpl Financial Holdings (LPLA) | 0.0 | $342k | -4% | 1.2k | 281.68 |
|
| MercadoLibre (MELI) | 0.0 | $339k | +6% | 200.00 | 1696.05 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.0 | $337k | 5.5k | 61.60 |
|
|
| Amgen (AMGN) | 0.0 | $336k | +37% | 927.00 | 362.23 |
|
| RPM International (RPM) | 0.0 | $333k | 3.0k | 111.15 |
|
|
| IDEX Corporation (IEX) | 0.0 | $333k | 1.5k | 226.95 |
|
|
| Nuveen Mun High Income Opp F (NMZ) | 0.0 | $332k | NEW | 31k | 10.64 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.0 | $330k | 3.7k | 89.14 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $323k | 757.00 | 426.45 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.0 | $317k | +16% | 2.9k | 110.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $316k | NEW | 4.4k | 71.24 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $313k | 4.6k | 68.11 |
|
|
| Ishares Msci Emrg Chn (EMXC) | 0.0 | $308k | 3.0k | 102.30 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $306k | +10% | 6.1k | 50.49 |
|
| ON Semiconductor (ON) | 0.0 | $306k | 3.2k | 94.54 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $304k | -4% | 7.1k | 42.68 |
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $299k | -45% | 15k | 19.52 |
|
| Tyler Technologies (TYL) | 0.0 | $298k | +6% | 1.0k | 292.46 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $298k | 1.3k | 226.99 |
|
|
| A. O. Smith Corporation (AOS) | 0.0 | $293k | 4.7k | 62.73 |
|
|
| Lowe's Companies (LOW) | 0.0 | $293k | -35% | 1.3k | 220.43 |
|
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $291k | NEW | 40k | 7.21 |
|
| Valero Energy Corporation (VLO) | 0.0 | $289k | -8% | 1.1k | 260.36 |
|
| At&t (T) | 0.0 | $288k | +24% | 14k | 20.70 |
|
| Vistra Energy (VST) | 0.0 | $280k | +26% | 1.8k | 158.64 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $280k | +3% | 8.4k | 33.29 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $272k | -33% | 14k | 19.61 |
|
| Intuit (INTU) | 0.0 | $270k | -23% | 1.0k | 261.00 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $267k | 4.1k | 64.60 |
|
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.0 | $267k | -44% | 5.0k | 52.95 |
|
| Boeing Company (BA) | 0.0 | $266k | -5% | 1.2k | 216.55 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $265k | 504.00 | 526.44 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $265k | +317% | 3.3k | 80.56 |
|
| Trex Company (TREX) | 0.0 | $264k | NEW | 5.3k | 50.04 |
|
| Sandisk Corp (SNDK) | 0.0 | $255k | NEW | 112.00 | 2273.00 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.0 | $252k | NEW | 5.5k | 45.52 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $252k | -14% | 1.2k | 205.02 |
|
| American Centy Etf Tr Avan Emer Ex Etf (AVXC) | 0.0 | $251k | NEW | 2.9k | 85.65 |
|
| Te Connectivity Ord Shs (TEL) | 0.0 | $249k | +15% | 1.2k | 201.63 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $247k | +4% | 13k | 19.12 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $245k | NEW | 2.0k | 119.52 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $244k | NEW | 381.00 | 640.94 |
|
| Amplify Etf Tr Cef High Income (YYY) | 0.0 | $244k | NEW | 21k | 11.65 |
|
| Royce Value Trust (RVT) | 0.0 | $242k | NEW | 13k | 18.47 |
|
| Global X Fds Rbtcs Artfl Inte (BOTZ) | 0.0 | $239k | 6.3k | 37.94 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $239k | +2% | 2.7k | 88.54 |
|
| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.0 | $235k | 4.7k | 49.78 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $231k | NEW | 1.0k | 225.92 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $231k | -3% | 1.6k | 146.11 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $230k | 2.4k | 94.93 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $230k | +9% | 1.5k | 156.26 |
|
| Iron Mountain (IRM) | 0.0 | $229k | NEW | 1.8k | 126.33 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $227k | NEW | 3.5k | 64.54 |
|
| Fidelity Greenwood Street Tr Yiel Enh Equ Etf (FYEE) | 0.0 | $225k | NEW | 7.8k | 28.89 |
|
| Deere & Company (DE) | 0.0 | $225k | NEW | 355.00 | 633.85 |
|
| BlackRock MuniYield New York Insured Fnd (MYN) | 0.0 | $225k | 22k | 10.20 |
|
|
| MarketAxess Holdings (MKTX) | 0.0 | $222k | 2.0k | 113.49 |
|
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $222k | NEW | 2.5k | 88.79 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $222k | NEW | 2.5k | 90.11 |
|
| Paypal Holdings (PYPL) | 0.0 | $217k | -13% | 5.0k | 43.18 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $212k | NEW | 3.7k | 57.84 |
|
| Gabelli Etfs Trust Keeley Dividend (KDVD) | 0.0 | $212k | NEW | 7.4k | 28.63 |
|
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.0 | $212k | NEW | 2.9k | 72.70 |
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.0 | $210k | NEW | 2.7k | 77.80 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $207k | 2.2k | 95.98 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $206k | NEW | 6.8k | 30.49 |
|
| Global X Fds Artificial Etf (AIQ) | 0.0 | $204k | NEW | 3.1k | 65.61 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.0 | $202k | NEW | 2.1k | 95.07 |
|
| Universal Display Corporation (OLED) | 0.0 | $202k | 2.3k | 86.59 |
|
|
| Wisdomtree Tr Us Multifactor (USMF) | 0.0 | $201k | NEW | 3.7k | 54.25 |
|
| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.0 | $200k | NEW | 4.1k | 49.43 |
|
| Vale S A Sponsored Ads (VALE) | 0.0 | $163k | 11k | 15.04 |
|
|
| Putnam Etf Trust Fran Mu Hi Yi Et (FTMH) | 0.0 | $139k | -33% | 12k | 11.88 |
|
| Prospect Capital Corporation (PSEC) | 0.0 | $104k | NEW | 45k | 2.31 |
|
| Cornerstone Strategic Value (CLM) | 0.0 | $95k | NEW | 13k | 7.56 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $95k | 16k | 5.83 |
|
|
| Cornerstone Total Rtrn Fd In (CRF) | 0.0 | $90k | NEW | 13k | 7.18 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $79k | +5% | 12k | 6.47 |
|
| Liberty All-Star Growth Fund (ASG) | 0.0 | $66k | NEW | 12k | 5.47 |
|
| Pimco High Income Com Shs (PHK) | 0.0 | $56k | +2% | 12k | 4.67 |
|
Past Filings by RMR Wealth Builders
SEC 13F filings are viewable for RMR Wealth Builders going back to 2019
- RMR Wealth Builders 2026 Q2 filed July 24, 2026
- 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