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 | Value |
|---|---|
VOOVANGUARD INDEX FDS | $117.7M |
VUGVANGUARD INDEX FDS | $116.3M |
VTVVANGUARD INDEX FDS | $106.2M |
IJHISHARES TR | $74.9M |
AQLTISHARES TR | $58.2M |
IWFISHARES TR | $47.6M |
NVDANVIDIA CORPORATION | $47.1M |
PRMRNORTHERN LTS FD TR II | $44.9M |
AAPLAPPLE INC | $36.0M |
SUBISHARES TR | $30.7M |
IWDISHARES TR | $29.1M |
MSFTMICROSOFT CORP | $24.8M |
FSMBFIRST TR EXCH TRADED FD III | $20.5M |
HYSPIMCO ETF TR | $17.9M |
AMZNAMAZON COM INC | $17.1M |
FMBFIRST TR EXCH TRADED FD III | $16.1M |
SCHOSCHWAB STRATEGIC TR | $16.0M |
AVGOBROADCOM INC | $16.0M |
MUBISHARES TR | $15.4M |
JPMJPMORGAN CHASE & CO. | $12.1M |
SPYSPDR S&P 500 ETF TR | $12.0M |
GOOGALPHABET INC | $9.6M |
CGMUCAPITAL GRP FIXED INCM ETF T | $9.3M |
METAMETA PLATFORMS INC | $8.9M |
MDYSPDR S&P MIDCAP 400 ETF TR | $8.7M |
NDQINVESCO QQQ TR | $7.7M |
IWMISHARES TR | $7.3M |
TSLATESLA INC | $6.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.6M |
IJRISHARES TR | $6.3M |
VVISA INC | $6.1M |
GOOGLALPHABET INC | $6.1M |
LLYELI LILLY & CO | $6.0M |
EFAISHARES TR | $5.9M |
XLKSELECT SECTOR SPDR TR | $5.8M |
AMDADVANCED MICRO DEVICES INC | $5.3M |
FTRBFEDERATED HERMES ETF TRUST | $5.3M |
NFLXNETFLIX INC | $5.1M |
COSTCOSTCO WHSL CORP NEW | $5.0M |
XOMEXXON MOBIL CORP | $4.8M |
HDHOME DEPOT INC | $4.6M |
ISRGINTUITIVE SURGICAL INC | $4.6M |
WMTWALMART INC | $4.6M |
SCHXSCHWAB STRATEGIC TR | $4.4M |
CRWDCROWDSTRIKE HLDGS INC | $4.4M |
CEGCONSTELLATION ENERGY CORP | $4.1M |
ANETARISTA NETWORKS INC | $4.0M |
GSGOLDMAN SACHS GROUP INC | $3.9M |
CVXCHEVRON CORP NEW | $3.7M |
AXPAMERICAN EXPRESS CO | $3.6M |
BACVERIZON COMMUNICATIONS INC | $3.5M |
IBMINTERNATIONAL BUSINESS MACHS | $3.4M |
BXBLACKSTONE INC | $3.4M |
PLTRPALANTIR TECHNOLOGIES INC | $3.3M |
SPYMSPDR SERIES TRUST | $3.2M |
OEFISHARES TR | $3.1M |
GLWCORNING INC | $3.0M |
TJXTJX COS INC NEW | $3.0M |
MMM3M CO | $2.8M |
CRMSALESFORCE INC | $2.8M |
PANWPALO ALTO NETWORKS INC | $2.7M |
REGNREGENERON PHARMACEUTICALS | $2.7M |
ORCLORACLE CORP | $2.6M |
LINLINDE PLC | $2.6M |
MCDMCDONALDS CORP | $2.6M |
VRTXVERTEX PHARMACEUTICALS INC | $2.6M |
TMOTHERMO FISHER SCIENTIFIC INC | $2.6M |
GEGE AEROSPACE | $2.6M |
DUKDUKE ENERGY CORP NEW | $2.6M |
MAMASTERCARD INCORPORATED | $2.5M |
WMWASTE MGMT INC DEL | $2.5M |
PGPROCTER AND GAMBLE CO | $2.5M |
UBERUBER TECHNOLOGIES INC | $2.5M |
PYLDPIMCO ETF TR | $2.5M |
INTUINTUIT | $2.5M |
SHYISHARES TR | $2.4M |
AMTAMERICAN TOWER CORP NEW | $2.3M |
QCOMQUALCOMM INC | $2.3M |
ASMLASML HOLDING N V | $2.2M |
DONSPDR DOW JONES INDL AVERAGE | $2.1M |
GMGENERAL MTRS CO | $2.0M |
PGRPROGRESSIVE CORP | $1.9M |
BLKBLACKROCK INC | $1.9M |
GILDGILEAD SCIENCES INC | $1.7M |
MRSHMARSH & MCLENNAN COS INC | $1.7M |
DGRWWISDOMTREE TR | $1.7M |
ABBVABBVIE INC | $1.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.7M |
NOWSERVICENOW INC | $1.6M |
JCPBJ P MORGAN EXCHANGE TRADED F | $1.6M |
CMECME GROUP INC | $1.5M |
TWLOTWILIO INC | $1.5M |
HONHONEYWELL INTL INC | $1.5M |
XLVSELECT SECTOR SPDR TR | $1.4M |
PNCPNC FINL SVCS GROUP INC | $1.4M |
TRVCCITIGROUP INC | $1.4M |
KOCOCA COLA CO | $1.4M |
IWRISHARES TR | $1.4M |
SHOPSHOPIFY INC | $1.3M |
CBNACHAIN BRIDGE BANCORP INC | $1.3M |
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