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CIK: 0001803848
Total reported value
$1.6B
$1.6B
285 檔
26.1%
During the Q2 2025 filing period, RMR Wealth Builders (CIK: 0001803848) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 285 reported positions.
In Q2 2025, RMR Wealth Builders displayed an active expansion posture, initiating 5 new positions and adding to 39 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.02% | +0.61% | -0.21% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.90% | +0.18% | +3.33% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.14% | +0.02% | +5.92% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.79% | -0.38% | +5.02% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.37% | -0.43% | +5.45% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.00% | -0.29% | -0.40% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.64% | -0.33% | +0.54% | |
| 8 | SUB | Ishares Short-term National | ETF-Other | 2.46% | -0.40% | +6.55% | |
| 9 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.43% | -0.25% | +1.13% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.39% | -0.06% | +6.64% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.37% | -0.24% | +5.75% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.23% | +4.05% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.63% | -0.18% | +5.66% | |
| 14 | FMB | First Trust Managed Municipa | ETF-Other | 1.58% | -0.21% | +6.64% | |
| 15 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.56% | -0.26% | +6.05% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.04% | +2.01% | |
| 17 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.41% | — | +8.43% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | -0.09% | +1.80% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.38% | -0.18% | +7.28% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.99% | +0.95% | +31.94% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | -0.03% | +4.69% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.91% | -0.09% | +5.37% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.81% | -0.06% | +2.53% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.76% | -0.10% | +2.25% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.72% | -0.05% | +0.73% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.63% | -0.13% | +0.10% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | -0.16% | +1.68% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.05% | +3.34% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | — | +47.26% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | -0.07% | +0.11% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.09% | +0.01% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.06% | +1.56% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | +0.02% | +5.35% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.41% | +0.25% | +3.37% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.05% | +2.08% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.37% | -0.05% | +8.49% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.11% | +5.63% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.37% | -0.49% | EXIT | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.36% | +0.06% | +1.78% | |
| 40 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.33% | -0.06% | +18.27% | |
| 41 | CEG | Constellation Energy | Stock-Utilities | 0.32% | -0.02% | -0.13% | |
| 42 | BX | Blackstone Inc | Stock-Financials | 0.32% | -0.21% | +15.99% | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.31% | -0.03% | +6.64% | |
| 44 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.30% | -0.06% | +4.30% | |
| 45 | ANET | Arista Networks Inc | Stock-Tech | 0.29% | +0.10% | +2.55% | |
| 46 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.29% | — | +5.34% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.10% | +7.65% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.04% | -0.55% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.27% | +0.04% | +20.28% | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | +0.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +0.54% | Add |
| 2 | AVGO | Broadcom Inc | +0.4% | +1.80% | Add |
| 3 | MSFT | Microsoft CORP | +0.4% | +4.05% | Add |
| 4 | PSX | Phillips 66 | +0.2% | NEW | New buy |
| 5 | VUG | Vanguard Growth ETF | +0.2% | -0.21% | Trim |
| 6 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.2% | NEW | New buy |
| 7 | SCHO | Schwab Short-term US Treas | +0.1% | +31.94% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | +139.47% | Add |
| 9 | NFLX | Netflix Inc | +0.1% | +0.10% | Add |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +2.53% | Add |
| 11 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +3.37% | Add |
| 12 | CEG | Constellation Energy | +0.1% | -0.13% | Trim |
| 13 | BBAG | Jpmorgan Betabuilders US Agg | +0.1% | NEW | New buy |
| 14 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | NEW | New buy |
| 15 | LRGF | Ishares US Equity Factor ETF | +0.1% | NEW | New buy |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +47.26% | Add |
| 17 | COP | Conocophillips | +0.1% | +442.87% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +4.69% | Add |
| 19 | ORCL | Oracle CORP | +0.1% | +11.10% | Add |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +72.04% | Add |
| 21 | IWF | Ishares Russell 1000 Growth | +0.1% | -0.40% | Trim |
| 22 | IBM | Intl Business Machines CORP | +0.1% | +20.28% | Add |
| 23 | IWB | Ishares Russell 1000 ETF | +0.1% | +172.79% | Add |
| 24 | ANET | Arista Networks Inc | 0% | +2.55% | Add |
| 25 | UBER | Uber Technologies Inc | 0% | +9.40% | Add |
| 26 | XLK | Ss Technology Select Sector | 0% | +0.01% | Add |
| 27 | BX | Blackstone Inc | 0% | +15.99% | Add |
| 28 | GS | Goldman Sachs Group Inc | 0% | -0.47% | Trim |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.45% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +2.01% | Add |
| 31 | QQQ | Invesco Qqq Trust Series 1 | 0% | +3.34% | Add |
| 32 | TSLA | Tesla Inc | 0% | +1.78% | Add |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +5.37% | Add |
| 34 | SCHX | Schwab US Large-cap ETF | 0% | +8.49% | Add |
| 35 | MDY | State Street Spdr S&p Midcap | -0.1% | +2.25% | Add |
| 36 | IWM | Ishares Russell 2000 ETF | -0.1% | +0.73% | Add |
| 37 | BNDX | Vanguard Total Intl Bond ETF | -0.1% | +8.43% | Add |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.1% | +6.64% | Add |
| 39 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | +7.28% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | -0.1% | +3.33% | Add |
| 41 | ADBE | Adobe Inc | -0.1% | -56.94% | Trim |
| 42 | FSMB | First Trust Short Dur Manag | -0.1% | +6.05% | Add |
| 43 | FMB | First Trust Managed Municipa | -0.2% | +6.64% | Add |
| 44 | MUB | Ishares National Muni Bond E | -0.2% | +5.66% | Add |
| 45 | SPGI | S&p Global Inc | -0.2% | EXIT | Sold out |
| 46 | SUB | Ishares Short-term National | -0.2% | +6.55% | Add |
| 47 | IWD | Ishares Russell 1000 Value E | -0.3% | +1.13% | Add |
| 48 | IJH | Ishares Core S&p Midcap ETF | -0.3% | +5.02% | Add |
| 49 | AAPL | Apple Inc | -0.4% | +5.75% | Add |
| 50 | VTV | Vanguard Value ETF | -0.5% | +5.92% | Add |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 285 disclosed positions in Q2 2025.
During Q2 2025, RMR Wealth Builders's top holdings by market value included VUG (9.0%)、VOO (8.9%)、VTV (8.1%). The largest single position, VUG, represented 9.0% 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.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, VTV) accounted for 26.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
PSX
市值: $2.6M
Top Position Liquidated / Trimmed
SPGI
前期市值: $1.7M
In Q2 2025, RMR Wealth Builders made 50 total portfolio adjustments, initiating 5 new buys, adding to 39 positions, trimming 5 holdings, and fully liquidating 1 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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