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CIK: 0001803848
Total reported value
$1.6B
$1.6B
277 檔
30.2%
The Q1 2026 SEC filing reveals that RMR Wealth Builders held a total portfolio value of $1.6B, covering 277 public equity positions.
In Q1 2026, RMR Wealth Builders displayed an active expansion posture, initiating 20 new positions and adding to 104 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VUG, VTV) accounted for 30.2% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 277 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.52% | +0.18% | +7.81% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 9.11% | +0.61% | +11.05% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.87% | +0.02% | +3.18% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.90% | -0.38% | -2.21% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.95% | -0.43% | +6.71% | |
| 6 | PRMR | Peakshares Rmr Prime Eqy ETF | ETF-Other | 4.16% | +0.09% | +25.21% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.43% | -0.33% | -1.29% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.36% | -0.29% | -0.62% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.08% | -0.24% | +16.26% | |
| 10 | SUB | Ishares Short-term National | ETF-Other | 2.47% | -0.40% | +2.29% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.31% | -0.25% | -0.91% | |
| 12 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.69% | -0.26% | +5.28% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.56% | -0.23% | +4.62% | |
| 14 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.52% | +0.95% | +21.25% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.50% | -0.18% | +8.50% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.33% | -0.21% | +5.50% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-Other | 1.27% | -0.18% | +5.68% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.25% | -0.04% | +3.23% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.11% | -0.09% | -1.15% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.90% | -0.03% | +3.77% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | -0.09% | -0.47% | |
| 22 | CGMU | Cap Group Municipal Income | ETF-Other | 0.83% | -0.12% | +14.12% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.05% | +3.13% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.68% | -0.10% | -2.98% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.06% | +4.23% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.05% | -2.45% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | — | +4.78% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.49% | EXIT | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.49% | -0.06% | +6.00% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.07% | +2.84% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.06% | +7.46% | |
| 32 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.47% | -0.06% | +13.26% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.16% | +10.51% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.13% | +8.07% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | — | +0.46% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.11% | +7.42% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.43% | +0.09% | +2.74% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.57% | +5.68% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.10% | +4.55% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.04% | +1.79% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | +0.02% | +12.86% | |
| 42 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.35% | -0.06% | +1.73% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.34% | +0.04% | +12.90% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.34% | +0.01% | +175.46% | |
| 45 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | -0.05% | -0.75% | |
| 46 | GLW | Corning Inc | Stock-Tech | 0.33% | +0.25% | -10.43% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.32% | +0.25% | +11.65% | |
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.31% | +0.10% | +3.63% | |
| 49 | MU | Micron Technology Inc | Stock-Tech | 0.29% | +0.61% | +134.34% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.28% | -0.21% | +41.45% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PRMR | Peakshares Rmr Prime Eqy ETF | +0.6% | +25.21% | Add |
| 2 | VTV | Vanguard Value ETF | +0.4% | +3.18% | Add |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +6.71% | Add |
| 4 | SCHO | Schwab Short-term US Treas | +0.2% | +21.25% | Add |
| 5 | JNJ | Johnson & Johnson | +0.2% | +175.46% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +16.26% | Add |
| 7 | MO | Altria Group Inc | +0.2% | +764.53% | Add |
| 8 | MU | Micron Technology Inc | +0.2% | +134.34% | Add |
| 9 | AMAT | Applied Materials Inc | +0.2% | +449.05% | Add |
| 10 | KLAC | Kla CORP | +0.2% | +406.51% | Add |
| 11 | CVX | Chevron CORP | +0.1% | +4.55% | Add |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -7.38% | Trim |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.81% | Add |
| 14 | CGMU | Cap Group Municipal Income | +0.1% | +14.12% | Add |
| 15 | GLW | Corning Inc | +0.1% | -10.43% | Trim |
| 16 | COST | Costco Wholesale CORP | +0.1% | +6.00% | Add |
| 17 | HYS | Pimco 0-5 Year H/y CORP Bond | +0.1% | +8.50% | Add |
| 18 | VZ | Verizon Communications Inc | +0.1% | +1.73% | Add |
| 19 | AMT | American Tower CORP | +0.1% | +36.83% | Add |
| 20 | FSMB | First Trust Short Dur Manag | +0.1% | +5.28% | Add |
| 21 | DUK | Duke Energy CORP | +0.1% | +14.25% | Add |
| 22 | FTRB | Fed Hermes Ttl Rtrn Bnd | +0.1% | +13.26% | Add |
| 23 | WMT | Walmart Inc | +0.1% | +1.79% | Add |
| 24 | WM | Waste Management Inc | +0.1% | +19.28% | Add |
| 25 | MUB | Ishares National Muni Bond E | 0% | +5.68% | Add |
| 26 | FMB | First Trust Managed Municipa | 0% | +5.50% | Add |
| 27 | GE | General Electric | 0% | +33.41% | Add |
| 28 | NFLX | Netflix Inc | 0% | +8.07% | Add |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 0% | +22.82% | Add |
| 30 | MCD | Mcdonald's CORP | 0% | +18.03% | Add |
| 31 | ASML | ASML Holding N.V. | 0% | +0.20% | Add |
| 32 | PGR | Progressive CORP | 0% | +45.07% | Add |
| 33 | TJX | Tjx Companies Inc | 0% | +10.92% | Add |
| 34 | TER | Teradyne Inc | 0% | -5.66% | Trim |
| 35 | PYLD | Pimco Multisector Bond Actv | 0% | +18.63% | Add |
| 36 | PANW | Palo Alto Networks Inc | 0% | +31.31% | Add |
| 37 | UBER | Uber Technologies Inc | 0% | +28.25% | Add |
| 38 | REGN | Regeneron Pharmaceuticals | 0% | +11.97% | Add |
| 39 | HD | Home Depot Inc | 0% | +12.86% | Add |
| 40 | GS | Goldman Sachs Group Inc | 0% | +12.90% | Add |
| 41 | MRK | Merck & Co. Inc. | 0% | +8.79% | Add |
| 42 | GLDM | Spdr Gold Minishares Trust | 0% | +32.56% | Add |
| 43 | XVV | Ishares Esg Select Screened | 0% | +145.65% | Add |
| 44 | LRCX | Lam Research CORP | 0% | +9.55% | Add |
| 45 | SHYD | Vaneck Sh Hi Yld Muni | 0% | +28.61% | Add |
| 46 | FRO | Frontline plc | 0% | +3.18% | Add |
| 47 | XLE | Ss Energy Select Sector | 0% | +7.20% | Add |
| 48 | LYB | LyondellBasell Industries N.V. | 0% | +4.50% | Add |
| 49 | CAT | Caterpillar Inc | 0% | -0.27% | Trim |
| 50 | HON | Honeywell International Inc | 0% | +0.32% | Add |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.6B across 277 disclosed positions in Q1 2026.
During Q1 2026, RMR Wealth Builders's top holdings by market value included VOO (9.5%)、VUG (9.1%)、VTV (8.9%). The largest single position, VOO, represented 9.5% 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
NEM
市值: $2.7M
Top Position Liquidated / Trimmed
QCOM
前期市值: $2.3M
In Q1 2026, RMR Wealth Builders made 192 total portfolio adjustments, initiating 20 new buys, adding to 104 positions, trimming 51 holdings, and fully liquidating 17 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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