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CIK: 0001803848
Total reported value
$1.6B
$1.6B
275 檔
29.4%
In Q4 2025, RMR Wealth Builders's U.S. equity holdings reached a combined market value of $1.6B, distributed across 275 disclosed stock positions.
In Q4 2025, RMR Wealth Builders displayed an active expansion posture, initiating 5 new positions and adding to 33 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VTV) accounted for 29.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
PRMR
市值: $44.9M
Top Position Liquidated / Trimmed
FIS
前期市值: $1.6M
Showing top 200 holdings (of 275 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.42% | +0.18% | +3.93% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.30% | +0.61% | +1.48% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.50% | +0.02% | +4.14% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.99% | -0.38% | -21.81% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.66% | -0.43% | +7.66% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.81% | -0.29% | -1.66% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.77% | -0.33% | -0.26% | |
| 8 | PRMR | Peakshares Rmr Prime Eqy ETF | ETF-Other | 3.59% | +0.09% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.88% | -0.24% | +4.50% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.46% | -0.40% | +6.17% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.33% | -0.25% | -0.65% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | -0.23% | +2.10% | |
| 13 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.64% | -0.26% | +8.41% | |
| 14 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.43% | -0.18% | +8.07% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.36% | -0.04% | +2.12% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.29% | -0.21% | -17.42% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.28% | +0.95% | +20.04% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.28% | -0.09% | -7.95% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.23% | -0.18% | -20.87% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.03% | +3.31% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | -0.09% | +8.96% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.05% | +3.82% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-Other | 0.74% | -0.12% | — | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.06% | +5.12% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.69% | -0.10% | -3.42% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.05% | +2.99% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.58% | -0.05% | -20.41% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.54% | +0.06% | +12.12% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | — | +2.95% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.50% | -0.06% | -79.34% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.49% | -0.16% | +0.04% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | — | +9.68% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.11% | +5.70% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | -0.07% | +0.45% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.47% | +0.09% | +98.09% | |
| 36 | AMD | Advanced Micro Devices | Stock-Tech | 0.43% | +0.57% | +2.77% | |
| 37 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.42% | -0.06% | +16.81% | |
| 38 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | -0.13% | +927.63% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.06% | +13.14% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.49% | EXIT | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | +0.02% | +3.81% | |
| 42 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.37% | -0.03% | +9.92% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.04% | +7.76% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.36% | -0.05% | +0.22% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.35% | +0.25% | +4.76% | |
| 46 | CEG | Constellation Energy | Stock-Utilities | 0.33% | -0.02% | +7.22% | |
| 47 | ANET | Arista Networks Inc | Stock-Tech | 0.32% | +0.10% | +3.25% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.32% | +0.04% | +16.97% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.30% | -0.10% | +8.15% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.28% | +0.05% | +7.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +7.66% | Add |
| 2 | AAPL | Apple Inc | +0.2% | +4.50% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | +3.82% | Add |
| 4 | GE | General Electric | +0.2% | +451.15% | Add |
| 5 | SCHO | Schwab Short-term US Treas | +0.2% | +20.04% | Add |
| 6 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.93% | Add |
| 7 | LLY | Eli Lilly & Co | +0.1% | +5.70% | Add |
| 8 | VTV | Vanguard Value ETF | +0.1% | +4.14% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.68% | Add |
| 10 | AMD | Advanced Micro Devices | +0.1% | +2.77% | Add |
| 11 | ISRG | Intuitive Surgical Inc | +0.1% | +9.92% | Add |
| 12 | REGN | Regeneron Pharmaceuticals | +0.1% | +15.72% | Add |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.96% | Add |
| 14 | GS | Goldman Sachs Group Inc | +0.1% | +16.97% | Add |
| 15 | CRM | Salesforce Inc | +0.1% | +30.05% | Add |
| 16 | MU | Micron Technology Inc | +0.1% | +38.87% | Add |
| 17 | FSMB | First Trust Short Dur Manag | +0.1% | +8.41% | Add |
| 18 | TMO | Thermo Fisher Scientific Inc | +0.1% | +14.49% | Add |
| 19 | SUB | Ishares Short-term National | 0% | +6.17% | Add |
| 20 | TSLA | Tesla Inc | 0% | +12.12% | Add |
| 21 | FTRB | Fed Hermes Ttl Rtrn Bnd | 0% | +16.81% | Add |
| 22 | VRTX | Vertex Pharmaceuticals Inc | 0% | +8.75% | Add |
| 23 | HYS | Pimco 0-5 Year H/y CORP Bond | 0% | +8.07% | Add |
| 24 | AMZN | Amazon.com Inc | 0% | +2.12% | Add |
| 25 | WMT | Walmart Inc | 0% | +7.76% | Add |
| 26 | AXP | American Express Co | 0% | +7.93% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | +6.98% | Add |
| 28 | CEG | Constellation Energy | 0% | +7.22% | Add |
| 29 | JPM | Jpmorgan Chase & Co | 0% | +3.31% | Add |
| 30 | IWD | Ishares Russell 1000 Value E | 0% | -0.65% | Trim |
| 31 | BLK | Blackrock Inc | -0.1% | -19.35% | Trim |
| 32 | HD | Home Depot Inc | -0.1% | +3.81% | Add |
| 33 | AVGO | Broadcom Inc | -0.1% | -7.95% | Trim |
| 34 | NFLX | Netflix Inc | -0.1% | +927.63% | Add |
| 35 | PSX | Phillips 66 | -0.1% | -73.40% | Trim |
| 36 | VUG | Vanguard Growth ETF | -0.1% | +1.48% | Add |
| 37 | LMT | Lockheed Martin CORP | -0.2% | -88.35% | Trim |
| 38 | IWM | Ishares Russell 2000 ETF | -0.2% | -20.41% | Trim |
| 39 | MSFT | Microsoft CORP | -0.2% | +2.10% | Add |
| 40 | FMB | First Trust Managed Municipa | -0.3% | -17.42% | Trim |
| 41 | MUB | Ishares National Muni Bond E | -0.4% | -20.87% | Trim |
| 42 | IJH | Ishares Core S&p Midcap ETF | -1.9% | -21.81% | Trim |
| 43 | IJR | Ishares Core S&p Small-cap E | -2% | -79.34% | Trim |
| 44 | PRMR | Peakshares Rmr Prime Eqy ETF | — | NEW | New buy |
| 45 | CGMU | Cap Group Municipal Income | — | NEW | New buy |
| 46 | PGR | Progressive CORP | — | NEW | New buy |
| 47 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 48 | CBNA | Chain Bridge Bancorp Inc-a | — | NEW | New buy |
| 49 | IETC | Ishares U.s. Tech Independen | — | EXIT | Sold out |
| 50 | BPRE | Bluerock Private Real Estate | — | 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 275 disclosed positions in Q4 2025.
During Q4 2025, RMR Wealth Builders's top holdings by market value included VOO (9.4%)、VUG (9.3%)、VTV (8.5%). The largest single position, VOO, represented 9.4% of total portfolio value.
In Q4 2025, RMR Wealth Builders made 50 total portfolio adjustments, initiating 5 new buys, adding to 33 positions, trimming 10 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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