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CIK: 0001803848
Total reported value
$1.6B
$1.6B
256 檔
23.2%
The Q4 2024 SEC filing reveals that RMR Wealth Builders held a total portfolio value of $1.6B, covering 256 public equity positions.
In Q4 2024, RMR Wealth Builders displayed an active expansion posture, initiating 3 new positions and adding to 31 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, VTV) accounted for 23.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.25% | +0.61% | +5.04% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.97% | +0.18% | +6.75% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.11% | +0.02% | +6.53% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.83% | -0.38% | +6.17% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.45% | -0.29% | -1.65% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.88% | -0.43% | +9.59% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.55% | -0.33% | -0.82% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.24% | +0.66% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.63% | -0.25% | +1.43% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.55% | -0.40% | +9.58% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.41% | -0.06% | +6.45% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.16% | -0.23% | +3.63% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.69% | -0.09% | +0.97% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.60% | -0.04% | +2.46% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-Other | 1.57% | -0.18% | -5.21% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.50% | -0.21% | -0.00% | |
| 17 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.46% | -0.26% | +0.87% | |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.38% | -0.18% | +12.24% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.33% | — | +13.66% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.01% | -0.09% | -1.59% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.90% | -0.05% | +0.35% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.84% | -0.10% | +1.60% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | -0.03% | +4.36% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.06% | +4.93% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.64% | +0.06% | +72.05% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.05% | +1.16% | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.60% | +0.95% | +156.55% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | -0.16% | +4.45% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.49% | -0.07% | +2.30% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.09% | +0.14% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | +0.02% | +2.20% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.06% | +1.66% | |
| 33 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.13% | +4.76% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | +0.05% | -2.86% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.11% | +2.34% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | — | -4.42% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | -0.05% | +1507.88% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.49% | EXIT | |
| 39 | ANET | Arista Networks Inc | Stock-Tech | 0.35% | +0.10% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | — | -23.57% | |
| 41 | BX | Blackstone Inc | Stock-Financials | 0.33% | -0.21% | +84.56% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.03% | +4.32% | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.06% | +8.09% | |
| 44 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.29% | -0.06% | +79.02% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.02% | +125.40% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.28% | -0.12% | +5.66% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.04% | +8.02% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.27% | +0.25% | +4.12% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.27% | +0.03% | +1.72% | |
| 50 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.27% | -0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.8% | +5.04% | Add |
| 2 | VOO | Vanguard S&p 500 ETF | +0.5% | +6.75% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | +0.97% | Add |
| 4 | TSLA | Tesla Inc | +0.4% | +72.05% | Add |
| 5 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 6 | SCHX | Schwab US Large-cap ETF | +0.3% | +1507.88% | Add |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +6.17% | Add |
| 8 | OEF | Ishares S&p 100 ETF | +0.3% | NEW | New buy |
| 9 | AMZN | Amazon.com Inc | +0.2% | +2.46% | Add |
| 10 | NVDA | Nvidia CORP | +0.2% | -0.82% | Trim |
| 11 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 12 | BX | Blackstone Inc | +0.2% | +84.56% | Add |
| 13 | AAPL | Apple Inc | +0.2% | +0.66% | Add |
| 14 | SUB | Ishares Short-term National | +0.2% | +9.58% | Add |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +125.40% | Add |
| 16 | IBM | Intl Business Machines CORP | +0.1% | +233.43% | Add |
| 17 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +79.02% | Add |
| 18 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.65% | Trim |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +4.36% | Add |
| 20 | SCHO | Schwab Short-term US Treas | +0.1% | +156.55% | Add |
| 21 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +13.66% | Add |
| 22 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +12.24% | Add |
| 23 | NFLX | Netflix Inc | +0.1% | +4.76% | Add |
| 24 | TJX | Tjx Companies Inc | +0.1% | +202.99% | Add |
| 25 | MLM | Martin Marietta Materials | +0.1% | +431.33% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +383.45% | Add |
| 27 | V | Visa Inc-class A Shares | +0.1% | +4.45% | Add |
| 28 | VTV | Vanguard Value ETF | +0.1% | +6.53% | Add |
| 29 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.45% | Add |
| 30 | CRM | Salesforce Inc | +0.1% | +5.66% | Add |
| 31 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +4.12% | Add |
| 32 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +162.01% | Add |
| 33 | TWLO | Twilio Inc - A | +0.1% | — | Unchanged |
| 34 | META | Meta Platforms Inc-class A | 0% | +4.93% | Add |
| 35 | WMT | Walmart Inc | 0% | +8.02% | Add |
| 36 | GS | Goldman Sachs Group Inc | 0% | +7.92% | Add |
| 37 | MPWR | Monolithic Power Systems Inc | -0.1% | -5.43% | Trim |
| 38 | ARKF | Ark Blockchain & Fintech Inn | -0.1% | EXIT | Sold out |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -23.57% | Trim |
| 40 | PECO | Phillips Edison & Company In | -0.1% | -19.04% | Trim |
| 41 | NUE | Nucor CORP | -0.1% | EXIT | Sold out |
| 42 | ULTA | Ulta Beauty Inc | -0.1% | -74.36% | Trim |
| 43 | BAC | Bank Of America CORP | -0.1% | -55.48% | Trim |
| 44 | AMD | Advanced Micro Devices | -0.1% | -8.08% | Trim |
| 45 | UNP | Union Pacific CORP | -0.1% | -54.25% | Trim |
| 46 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | +9.59% | Add |
| 47 | KO | Coca-cola Co/the | -0.2% | -47.57% | Trim |
| 48 | MUB | Ishares National Muni Bond E | -0.2% | -5.21% | Trim |
| 49 | ANETEUR | Arista Networks Inc | -0.3% | EXIT | Sold out |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | -3.8% | -98.76% | Trim |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 256 disclosed positions in Q4 2024.
During Q4 2024, RMR Wealth Builders's top holdings by market value included VUG (9.3%)、VOO (9.0%)、VTV (8.1%). The largest single position, VUG, represented 9.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
ANET
市值: $3.4M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $2.7M
In Q4 2024, RMR Wealth Builders made 49 total portfolio adjustments, initiating 3 new buys, adding to 31 positions, trimming 12 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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