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CIK: 0001803848
Total reported value
$1.6B
$1.6B
282 檔
29.3%
At the close of Q3 2025, RMR Wealth Builders disclosed equity holdings valued at approximately $1.6B, spread across 282 reported holdings.
In Q3 2025, RMR Wealth Builders displayed an active expansion posture, initiating 2 new positions and adding to 39 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, VTV) accounted for 29.3% of total reported equity market value during Q3 2025.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.44% | +0.61% | +3.85% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.28% | +0.18% | +5.07% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.38% | +0.02% | +6.03% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.92% | -0.38% | +5.05% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.42% | -0.43% | +4.87% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.01% | -0.29% | -1.30% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | -0.33% | +0.03% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.70% | -0.24% | -0.39% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.53% | -0.06% | +5.49% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.42% | -0.40% | +6.38% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.37% | -0.25% | +1.05% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | -0.23% | -1.22% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.62% | -0.18% | +6.17% | |
| 14 | FMB | First Trust Managed Municipa | ETF-Other | 1.62% | -0.21% | +9.28% | |
| 15 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.59% | -0.26% | +9.47% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.40% | -0.18% | +9.49% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | -0.09% | -10.56% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | -0.04% | +0.08% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.12% | +0.95% | +22.92% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.03% | +3.08% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.09% | -0.04% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | -0.06% | +6.61% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.05% | +0.41% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.74% | -0.10% | +1.49% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | +0.05% | +8.95% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.05% | +27.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | — | +11.44% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.13% | +3.02% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | +0.06% | +6.21% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.16% | -0.73% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.09% | +0.47% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.07% | +0.45% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | +0.02% | +1.17% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.06% | +5.96% | |
| 35 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.38% | -0.06% | +24.19% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | +0.25% | +0.94% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | -0.05% | -1.97% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.36% | +0.10% | -5.90% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | — | -1.57% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | -0.49% | EXIT | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.11% | +2.08% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | +0.57% | +62.66% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | -0.04% | +23.29% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.32% | -0.21% | -3.29% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.30% | -0.02% | -0.30% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.29% | -0.10% | +4.93% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | -0.06% | +4.79% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.28% | -0.03% | +18.68% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.02% | +0.42% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | -0.04% | +10.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.1% | +0.03% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.6% | +3.85% | Add |
| 3 | AVGO | Broadcom Inc | +0.4% | -10.56% | Trim |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | +5.07% | Add |
| 5 | SCHO | Schwab Short-term US Treas | +0.3% | +22.92% | Add |
| 6 | MSFT | Microsoft CORP | +0.3% | -1.22% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +27.59% | Add |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | +10.72% | Add |
| 9 | TSLA | Tesla Inc | +0.2% | +6.21% | Add |
| 10 | AMD | Advanced Micro Devices | +0.2% | +62.66% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | +195.43% | Add |
| 12 | ORCL | Oracle CORP | +0.1% | +5.73% | Add |
| 13 | ANET | Arista Networks Inc | +0.1% | -5.90% | Trim |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.44% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +3.08% | Add |
| 16 | GLW | Corning Inc | +0.1% | +7.40% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +6.61% | Add |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.57% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.87% | Add |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.95% | Add |
| 21 | CEG | Constellation Energy | +0.1% | -0.30% | Trim |
| 22 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.30% | Trim |
| 23 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +24.19% | Add |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.49% | Add |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +0.94% | Add |
| 26 | XLK | Ss Technology Select Sector | 0% | +0.47% | Add |
| 27 | WMT | Walmart Inc | 0% | +23.29% | Add |
| 28 | IBM | Intl Business Machines CORP | 0% | +8.06% | Add |
| 29 | BX | Blackstone Inc | 0% | -3.29% | Add |
| 30 | NFLX | Netflix Inc | 0% | +3.02% | Add |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -0.04% | Add |
| 32 | IWM | Ishares Russell 2000 ETF | 0% | +0.41% | Add |
| 33 | HYS | Pimco 0-5 Year H/y CORP Bond | -0.1% | +9.49% | Add |
| 34 | MDY | State Street Spdr S&p Midcap | -0.1% | +1.49% | Add |
| 35 | AMZN | Amazon.com Inc | -0.1% | +0.08% | Add |
| 36 | AAPL | Apple Inc | -0.1% | -0.39% | Add |
| 37 | FSMB | First Trust Short Dur Manag | -0.1% | +9.47% | Add |
| 38 | FMB | First Trust Managed Municipa | -0.1% | +9.28% | Add |
| 39 | MLM | Martin Marietta Materials | -0.1% | -77.83% | Trim |
| 40 | ADBE | Adobe Inc | -0.1% | -16.53% | Trim |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +5.05% | Add |
| 42 | ACN | Accenture plc | -0.2% | -76.01% | Trim |
| 43 | MUB | Ishares National Muni Bond E | -0.2% | +6.17% | Add |
| 44 | SUB | Ishares Short-term National | -0.2% | +6.38% | Add |
| 45 | VTV | Vanguard Value ETF | -0.3% | +6.03% | Add |
| 46 | IWD | Ishares Russell 1000 Value E | -0.3% | +1.05% | Add |
| 47 | BNDX | Vanguard Total Intl Bond ETF | — | EXIT | Sold out |
| 48 | PSX | Phillips 66 | — | NEW | New buy |
| 49 | SPGI | S&p Global Inc | — | EXIT | Sold out |
| 50 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | New buy |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 282 disclosed positions in Q3 2025.
During Q3 2025, RMR Wealth Builders's top holdings by market value included VUG (9.4%)、VOO (9.3%)、VTV (8.4%). The largest single position, VUG, represented 9.4% 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
PSX
市值: $2.0M
Top Position Liquidated / Trimmed
BNDX
前期市值: $14.1M
In Q3 2025, RMR Wealth Builders made 50 total portfolio adjustments, initiating 2 new buys, adding to 39 positions, trimming 7 holdings, and fully liquidating 2 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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