RMR Wealth Builders
CIK: 0001803848Latest portfolio: $1.2B · Q4 2025
Holdings
275
Total Value
$1.2B
New Positions
273
Closed Positions
0
Top Holdings
View All 275 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 187,658 | $117.7M | 9.42% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 238,376 | $116.3M | 9.30% | NEW | |
| 3 | VTVVANGUARD INDEX FDS | 556,263 | $106.2M | 8.50% | NEW | |
| 4 | IJHISHARES TR | 1,134,512 | $74.9M | 5.99% | NEW | |
| 5 | AQLTISHARES TR | 650,800 | $58.2M | 4.66% | NEW | |
| 6 | IWFISHARES TR | 100,602 | $47.6M | 3.81% | NEW | |
| 7 | NVDANVIDIA CORPORATION | 252,669 | $47.1M | 3.77% | NEW | |
| 8 | PRMRNORTHERN LTS FD TR II | 1,802,886 | $44.9M | 3.59% | NEW | |
| 9 | AAPLAPPLE INC | 132,523 | $36.0M | 2.88% | NEW | |
| 10 | SUBISHARES TR | 288,038 | $30.7M | 2.46% | NEW | |
| 11 | IWDISHARES TR | 138,448 | $29.1M | 2.33% | NEW | |
| 12 | MSFTMICROSOFT CORP | 51,261 | $24.8M | 1.98% | NEW | |
| 13 | FSMBFIRST TR EXCH TRADED FD III | 1,023,222 | $20.5M | 1.64% | NEW | |
| 14 | HYSPIMCO ETF TR | 188,863 | $17.9M | 1.43% | NEW | |
| 15 | AMZNAMAZON COM INC | 73,906 | $17.1M | 1.36% | NEW | |
| 16 | FMBFIRST TR EXCH TRADED FD III | 315,693 | $16.1M | 1.29% | NEW | |
| 17 | SCHOSCHWAB STRATEGIC TR | 656,804 | $16.0M | 1.28% | NEW | |
| 18 | AVGOBROADCOM INC | 46,106 | $16.0M | 1.28% | NEW | |
| 19 | MUBISHARES TR | 144,051 | $15.4M | 1.23% | NEW | |
| 20 | JPMJPMORGAN CHASE & CO. | 37,527 | $12.1M | 0.97% | NEW | |
| 21 | SPYSPDR S&P 500 ETF TR | 17,568 | $12.0M | 0.96% | NEW | |
| 22 | GOOGALPHABET INC | 30,708 | $9.6M | 0.77% | NEW | |
| 23 | CGMUCAPITAL GRP FIXED INCM ETF T | 337,891 | $9.3M | 0.74% | NEW | |
| 24 | METAMETA PLATFORMS INC | 13,484 | $8.9M | 0.71% | NEW | |
| 25 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,395 | $8.7M | 0.69% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($4.712236027247901e+152T)
Industrials0.0% ($2.790258225341475e+64T)
Healthcare0.0% ($6.022459226692624e+61T)
Consumer Cyclical0.0% ($1.7059674746032963e+45T)
Unknown0.0% ($5.822077326646141e+29T)
Communication Services0.0% ($9.636890060595128e+26T)
Basic Materials0.0% ($2630666505442411008.0T)
Energy0.0% ($47873735826565.5T)
Utilities0.0% ($413025621300.6T)
Consumer Defensive0.0% ($5033456225.3T)
Real Estate0.0% ($23.1T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 29, 2026 | $1.2B | 275 |
| Q3 2025 | Nov 5, 2025 | $1.2T | 0 |
| Q2 2025 | Jul 8, 2025 | $1.1T | 285 |
| Q1 2025 | Apr 16, 2025 | $950.1B | 259 |
| Q4 2024 | Jan 10, 2025 | $961.8B | 253 |
| Q3 2024 | Oct 21, 2024 | $943.7B | 260 |
| Q2 2024 | Jul 23, 2024 | $871.4B | 250 |
| Q1 2024 | Apr 15, 2024 | $827.0B | 259 |
| Q4 2023 | Feb 6, 2024 | $711.8B | 232 |
| Q3 2023 | Oct 23, 2023 | $626.1B | 230 |
| Q2 2023 | Jul 21, 2023 | $587.9B | 212 |
| Q1 2023 | Apr 11, 2023 | $525.9B | 212 |
| Q4 2022 | Feb 2, 2023 | $371.0M | 65 |
| Q3 2022 | Nov 8, 2022 | $408.8M | 195 |
| Q2 2022 | Aug 2, 2022 | $401.3M | 194 |
| Q1 2022 | May 13, 2022 | $466.2M | 205 |
| Q4 2021 | Feb 2, 2022 | $348.2M | 122 |
| Q3 2021 | Oct 18, 2021 | $340.6M | 191 |
| Q2 2021 | Aug 16, 2021 | $305.0M | 172 |
| Q1 2021 | May 13, 2021 | $384.9M | 799 |
| Q4 2020 | Feb 9, 2021 | $182.7M | 146 |
| Q3 2020 | Nov 13, 2020 | $385.2M | 221 |
| Q2 2020 | Aug 19, 2020 | $112.2M | 512 |
| Q4 2019 | Mar 3, 2020 | $103.8M | 424 |
Fund Information
RMR Wealth Builders is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 275 holdings. The largest position is VANGUARD INDEX FDS (VOO), representing 9.4% of the portfolio. Compared to the previous quarter, the fund opened 275 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.