RMR Wealth Builders Q4 2025 Filing
Filed January 29, 2026
Portfolio Value
$1.2B
Holdings
275
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (275 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 187,658 | $117.7M | 9.42% | |
| 2 | VUGVANGUARD INDEX FDS | 238,376 | $116.3M | 9.30% | |
| 3 | VTVVANGUARD INDEX FDS | 556,263 | $106.2M | 8.50% | |
| 4 | IJHISHARES TR | 1,134,512 | $74.9M | 5.99% | |
| 5 | AQLTISHARES TR | 650,800 | $58.2M | 4.66% | |
| 6 | IWFISHARES TR | 100,602 | $47.6M | 3.81% | |
| 7 | NVDANVIDIA CORPORATION | 252,669 | $47.1M | 3.77% | |
| 8 | PRMRNORTHERN LTS FD TR II | 1,802,886 | $44.9M | 3.59% | |
| 9 | AAPLAPPLE INC | 132,523 | $36.0M | 2.88% | |
| 10 | SUBISHARES TR | 288,038 | $30.7M | 2.46% | |
| 11 | IWDISHARES TR | 138,448 | $29.1M | 2.33% | |
| 12 | MSFTMICROSOFT CORP | 51,261 | $24.8M | 1.98% | |
| 13 | FSMBFIRST TR EXCH TRADED FD III | 1,023,222 | $20.5M | 1.64% | |
| 14 | HYSPIMCO ETF TR | 188,863 | $17.9M | 1.43% | |
| 15 | AMZNAMAZON COM INC | 73,906 | $17.1M | 1.36% | |
| 16 | FMBFIRST TR EXCH TRADED FD III | 315,693 | $16.1M | 1.29% | |
| 17 | SCHOSCHWAB STRATEGIC TR | 656,804 | $16.0M | 1.28% | |
| 18 | AVGOBROADCOM INC | 46,106 | $16.0M | 1.28% | |
| 19 | MUBISHARES TR | 144,051 | $15.4M | 1.23% | |
| 20 | JPMJPMORGAN CHASE & CO. | 37,527 | $12.1M | 0.97% | |
| 21 | SPYSPDR S&P 500 ETF TR | 17,568 | $12.0M | 0.96% | |
| 22 | GOOGALPHABET INC | 30,708 | $9.6M | 0.77% | |
| 23 | CGMUCAPITAL GRP FIXED INCM ETF T | 337,891 | $9.3M | 0.74% | |
| 24 | METAMETA PLATFORMS INC | 13,484 | $8.9M | 0.71% | |
| 25 | MDYSPDR S&P MIDCAP 400 ETF TR | 14,395 | $8.7M | 0.69% | |
| 26 | NDQINVESCO QQQ TR | 12,587 | $7.7M | 0.62% | |
| 27 | IWMISHARES TR | 29,467 | $7.3M | 0.58% | |
| 28 | TSLATESLA INC | 15,003 | $6.7M | 0.54% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,223 | $6.6M | 0.53% | |
| 30 | IJRISHARES TR | 52,471 | $6.3M | 0.50% | |
| 31 | VVISA INC | 17,403 | $6.1M | 0.49% | |
| 32 | GOOGLALPHABET INC | 19,359 | $6.1M | 0.48% | |
| 33 | LLYELI LILLY & CO | 5,604 | $6.0M | 0.48% | |
| 34 | EFAISHARES TR | 61,557 | $5.9M | 0.47% | |
| 35 | XLKSELECT SECTOR SPDR TR | 40,448 | $5.8M | 0.47% | |
| 36 | AMDADVANCED MICRO DEVICES INC | 24,947 | $5.3M | 0.43% | |
| 37 | FTRBFEDERATED HERMES ETF TRUST | 207,788 | $5.3M | 0.42% | |
| 38 | NFLXNETFLIX INC | 54,701 | $5.1M | 0.41% | |
| 39 | COSTCOSTCO WHSL CORP NEW | 5,837 | $5.0M | 0.40% | |
| 40 | XOMEXXON MOBIL CORP | 39,785 | $4.8M | 0.38% | |
| 41 | HDHOME DEPOT INC | 13,379 | $4.6M | 0.37% | |
| 42 | ISRGINTUITIVE SURGICAL INC | 8,109 | $4.6M | 0.37% | |
| 43 | WMTWALMART INC | 40,951 | $4.6M | 0.36% | |
| 44 | SCHXSCHWAB STRATEGIC TR | 165,014 | $4.4M | 0.36% | |
| 45 | CRWDCROWDSTRIKE HLDGS INC | 9,413 | $4.4M | 0.35% | |
| 46 | CEGCONSTELLATION ENERGY CORP | 11,693 | $4.1M | 0.33% | |
| 47 | ANETARISTA NETWORKS INC | 30,531 | $4.0M | 0.32% | |
| 48 | GSGOLDMAN SACHS GROUP INC | 4,480 | $3.9M | 0.31% | |
| 49 | CVXCHEVRON CORP NEW | 24,508 | $3.7M | 0.30% | |
| 50 | AXPAMERICAN EXPRESS CO | 9,614 | $3.6M | 0.28% | |
| 51 | BACVERIZON COMMUNICATIONS INC | 86,403 | $3.5M | 0.28% | |
| 52 | IBMINTERNATIONAL BUSINESS MACHS | 11,641 | $3.4M | 0.28% | |
| 53 | BXBLACKSTONE INC | 22,120 | $3.4M | 0.27% | |
| 54 | PLTRPALANTIR TECHNOLOGIES INC | 18,443 | $3.3M | 0.26% | |
| 55 | SPYMSPDR SERIES TRUST | 39,913 | $3.2M | 0.26% | |
| 56 | OEFISHARES TR | 9,150 | $3.1M | 0.25% | |
| 57 | GLWCORNING INC | 34,212 | $3.0M | 0.24% | |
| 58 | TJXTJX COS INC NEW | 19,303 | $3.0M | 0.24% | |
| 59 | MMM3M CO | 17,432 | $2.8M | 0.22% | |
| 60 | CRMSALESFORCE INC | 10,520 | $2.8M | 0.22% | |
| 61 | PANWPALO ALTO NETWORKS INC | 14,829 | $2.7M | 0.22% | |
| 62 | REGNREGENERON PHARMACEUTICALS | 3,459 | $2.7M | 0.21% | |
| 63 | ORCLORACLE CORP | 13,593 | $2.6M | 0.21% | |
| 64 | LINLINDE PLC | 6,169 | $2.6M | 0.21% | |
| 65 | MCDMCDONALDS CORP | 8,586 | $2.6M | 0.21% | |
| 66 | VRTXVERTEX PHARMACEUTICALS INC | 5,789 | $2.6M | 0.21% | |
| 67 | TMOTHERMO FISHER SCIENTIFIC INC | 4,527 | $2.6M | 0.21% | |
| 68 | GEGE AEROSPACE | 8,383 | $2.6M | 0.21% | |
| 69 | DUKDUKE ENERGY CORP NEW | 21,867 | $2.6M | 0.20% | |
| 70 | MAMASTERCARD INCORPORATED | 4,446 | $2.5M | 0.20% | |
| 71 | WMWASTE MGMT INC DEL | 11,535 | $2.5M | 0.20% | |
| 72 | PGPROCTER AND GAMBLE CO | 17,676 | $2.5M | 0.20% | |
| 73 | UBERUBER TECHNOLOGIES INC | 30,988 | $2.5M | 0.20% | |
| 74 | PYLDPIMCO ETF TR | 94,802 | $2.5M | 0.20% | |
| 75 | INTUINTUIT | 3,765 | $2.5M | 0.20% | |
| 76 | SHYISHARES TR | 28,806 | $2.4M | 0.19% | |
| 77 | AMTAMERICAN TOWER CORP NEW | 13,164 | $2.3M | 0.18% | |
| 78 | QCOMQUALCOMM INC | 13,343 | $2.3M | 0.18% | |
| 79 | ASMLASML HOLDING N V | 2,019 | $2.2M | 0.17% | |
| 80 | DONSPDR DOW JONES INDL AVERAGE | 4,282 | $2.1M | 0.16% | |
| 81 | GMGENERAL MTRS CO | 25,199 | $2.0M | 0.16% | |
| 82 | PGRPROGRESSIVE CORP | 8,201 | $1.9M | 0.15% | |
| 83 | BLKBLACKROCK INC | 1,734 | $1.9M | 0.15% | |
| 84 | GILDGILEAD SCIENCES INC | 13,822 | $1.7M | 0.14% | |
| 85 | MRSHMARSH & MCLENNAN COS INC | 9,113 | $1.7M | 0.14% | |
| 86 | DGRWWISDOMTREE TR | 18,642 | $1.7M | 0.13% | |
| 87 | ABBVABBVIE INC | 7,274 | $1.7M | 0.13% | |
| 88 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 5,456 | $1.7M | 0.13% | |
| 89 | NOWSERVICENOW INC | 10,226 | $1.6M | 0.13% | |
| 90 | JCPBJ P MORGAN EXCHANGE TRADED F | 32,949 | $1.6M | 0.12% | |
| 91 | CMECME GROUP INC | 5,598 | $1.5M | 0.12% | |
| 92 | TWLOTWILIO INC | 10,417 | $1.5M | 0.12% | |
| 93 | HONHONEYWELL INTL INC | 7,561 | $1.5M | 0.12% | |
| 94 | XLVSELECT SECTOR SPDR TR | 9,220 | $1.4M | 0.11% | |
| 95 | PNCPNC FINL SVCS GROUP INC | 6,839 | $1.4M | 0.11% | |
| 96 | TRVCCITIGROUP INC | 12,059 | $1.4M | 0.11% | |
| 97 | KOCOCA COLA CO | 19,884 | $1.4M | 0.11% | |
| 98 | IWRISHARES TR | 14,193 | $1.4M | 0.11% | |
| 99 | SHOPSHOPIFY INC | 8,363 | $1.3M | 0.11% | |
| 100 | CBNACHAIN BRIDGE BANCORP INC | 38,710 | $1.3M | 0.11% |
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