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CIK: 0001803848
Total reported value
$1.7B
$1.7B
282 檔
27.4%
At the close of Q3 2025, RMR Wealth Builders disclosed equity holdings valued at approximately $1.7B, spread across 282 reported holdings.
In Q3 2025, RMR Wealth Builders displayed an active expansion posture, initiating 41 new positions and adding to 110 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VOO, VTV) accounted for 27.4% 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% | +0.13% | +3.85% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.28% | -0.01% | +5.07% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.38% | -0.20% | +6.03% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.92% | -0.41% | +5.05% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.42% | — | +4.87% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 4.01% | -0.23% | -1.30% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.96% | +0.26% | +0.03% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.70% | +0.30% | -0.39% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.53% | -0.02% | +5.49% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.42% | -0.05% | +6.38% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.37% | -0.15% | +1.05% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.18% | +0.47% | -1.22% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 1.62% | -0.07% | +6.17% | |
| 14 | FMB | First Trust Managed Municipa | ETF-Other | 1.62% | -0.07% | +9.28% | |
| 15 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.59% | -0.04% | +9.47% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.40% | +0.02% | +9.49% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | -0.13% | -10.56% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.01% | +0.08% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.12% | +0.25% | +22.92% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.96% | -0.04% | +3.08% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.03% | -0.04% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.79% | +0.14% | +6.61% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.75% | -0.04% | +0.41% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.74% | -0.09% | +1.49% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.06% | +8.95% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | -0.06% | +27.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.54% | -0.02% | +11.44% | |
| 28 | NFLX | Netflix Inc | Stock-Comm Services | 0.53% | -0.01% | +3.02% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.20% | +6.21% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | -0.06% | -0.73% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | — | +0.47% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.02% | +0.45% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.09% | +1.17% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.03% | +5.96% | |
| 35 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.38% | -0.01% | +24.19% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.37% | +0.09% | +0.94% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | -0.02% | -1.97% | |
| 38 | ANET | Arista Networks Inc | Stock-Tech | 0.36% | +0.05% | -5.90% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.36% | -0.01% | -1.57% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | — | -0.77% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | -0.03% | +2.08% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.33% | -0.15% | +62.66% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.33% | — | +23.29% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.32% | -0.01% | -3.29% | |
| 45 | CEG | Constellation Energy | Stock-Utilities | 0.30% | +0.03% | -0.30% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.29% | +0.08% | +4.93% | |
| 47 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | +0.03% | +4.79% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.28% | — | +18.68% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | -0.01% | +0.42% | |
| 50 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | +0.14% | +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 | IWB | Ishares Russell 1000 ETF | +0.1% | -7.24% | Add |
| 27 | COP | Conocophillips | +0.1% | -21.66% | Add |
| 28 | XLK | Ss Technology Select Sector | 0% | +0.47% | Add |
| 29 | WMT | Walmart Inc | 0% | +23.29% | Add |
| 30 | IBM | Intl Business Machines CORP | 0% | +8.06% | Add |
| 31 | UBER | Uber Technologies Inc | 0% | +6.46% | Add |
| 32 | BX | Blackstone Inc | 0% | -3.29% | Add |
| 33 | GS | Goldman Sachs Group Inc | 0% | -4.58% | Trim |
| 34 | PYLD | Pimco Multisector Bond Actv | 0% | +23.74% | Add |
| 35 | DGRW | Wisdomtree U.s. Quality Divi | 0% | -14.36% | Add |
| 36 | MS | Morgan Stanley | 0% | +4.01% | Add |
| 37 | NFLX | Netflix Inc | 0% | +3.02% | Add |
| 38 | AXP | American Express Co | 0% | +6.12% | Add |
| 39 | ASML | ASML Holding N.V. | 0% | -4.82% | Trim |
| 40 | NOW | Servicenow Inc | 0% | +9.07% | Add |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.21% | Trim |
| 42 | C | Citigroup Inc | 0% | +3.57% | Add |
| 43 | DIS | Walt Disney Co/the | 0% | +3.94% | Add |
| 44 | SCHF | Schwab Intl Equity ETF | 0% | -6.29% | Add |
| 45 | COIN | Coinbase Global Inc -class A | 0% | +5.50% | Add |
| 46 | MU | Micron Technology Inc | 0% | +15.97% | Add |
| 47 | LRCX | Lam Research CORP | 0% | +11.96% | Add |
| 48 | GLD | Spdr Gold Shares | 0% | +4.40% | Add |
| 49 | TJX | Tjx Companies Inc | 0% | +5.59% | Add |
| 50 | LMT | Lockheed Martin CORP | 0% | +5.76% | Add |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.7B 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 199 total portfolio adjustments, initiating 41 new buys, adding to 110 positions, trimming 30 holdings, and fully liquidating 18 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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