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CIK: 0001803848
Total reported value
$1.7B
$1.7B
316 檔
36.0%
According to the latest 13F quarterly dataset, RMR Wealth Builders managed an equity portfolio of $1.7B at the end of Q2 2026, spanning 316 distinct U.S. exchange-listed positions.
In Q2 2026, RMR Wealth Builders displayed an active expansion posture, initiating 46 new positions and adding to 102 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 316 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 9.72% | +0.13% | +586.27% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.70% | -0.01% | +12.44% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 8.89% | -0.20% | +14.46% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.52% | -0.41% | +3.93% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.52% | — | +8.45% | |
| 6 | PRMR | Peakshares Rmr Prime Eqy ETF | ETF-Other | 4.25% | -0.12% | +6.22% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.10% | +0.26% | +0.03% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 3.07% | -0.23% | +297.89% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.30% | +2.72% | |
| 10 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.47% | +0.25% | +107.28% | |
| 11 | SUB | Ishares Short-term National | ETF-Other | 2.07% | -0.05% | +6.31% | |
| 12 | IWD | Ishares Russell 1000 Value E | ETF-Other | 2.06% | -0.15% | -0.49% | |
| 13 | FSMB | First Trust Short Dur Manag | ETF-Other | 1.43% | -0.04% | +6.89% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.33% | +0.47% | +7.16% | |
| 15 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-Corp Bonds | 1.32% | +0.02% | +11.25% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.21% | +0.01% | +6.74% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 1.12% | -0.07% | +5.61% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.09% | -0.07% | +6.80% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.13% | -4.68% | |
| 20 | AMD | Advanced Micro Devices | Stock-Tech | 0.99% | -0.15% | +4.04% | |
| 21 | MU | Micron Technology Inc | Stock-Tech | 0.90% | -0.17% | +16.22% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.04% | +9.64% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.81% | -0.03% | +0.33% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | -0.06% | +10.71% | |
| 25 | CGMU | Cap Group Municipal Income | ETF-Other | 0.71% | -0.03% | +7.53% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.61% | -0.06% | +8.61% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.59% | -0.09% | -4.09% | |
| 28 | GLW | Corning Inc | Stock-Tech | 0.58% | -0.30% | +18.71% | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.57% | +0.09% | +15.14% | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.14% | +16.09% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | -0.03% | +23.07% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.20% | +25.01% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.52% | — | +6.23% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.02% | +21.30% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.50% | -0.03% | +20.35% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | -0.01% | +2.75% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.03% | +19.99% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.41% | -0.02% | +0.96% | |
| 39 | ANET | Arista Networks Inc | Stock-Tech | 0.41% | +0.05% | +23.24% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.41% | -0.09% | +23.06% | |
| 41 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-Other | 0.41% | -0.01% | +9.98% | |
| 42 | KLAC | Kla CORP | Stock-Tech | 0.40% | -0.18% | +1270.93% | |
| 43 | AMAT | Applied Materials Inc | Stock-Tech | 0.40% | -0.16% | +32.74% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | -0.06% | +21.08% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | — | +27.19% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.35% | +0.01% | +26.51% | |
| 47 | GE | General Electric | Stock-Industrials | 0.34% | -0.08% | +29.20% | |
| 48 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | — | +174.24% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.32% | +0.08% | +22.76% | |
| 50 | NFLX | Netflix Inc | Stock-Comm Services | 0.32% | -0.01% | +23.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +1% | +107.28% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.6% | +586.27% | Add |
| 3 | MU | Micron Technology Inc | +0.6% | +16.22% | Add |
| 4 | AMD | Advanced Micro Devices | +0.6% | +4.04% | Add |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +15.14% | Add |
| 6 | GLW | Corning Inc | +0.3% | +18.71% | Add |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | +20.35% | Add |
| 8 | CAT | Caterpillar Inc | +0.2% | +174.24% | Add |
| 9 | KLAC | Kla CORP | +0.2% | +1270.93% | Add |
| 10 | AMAT | Applied Materials Inc | +0.2% | +32.74% | Add |
| 11 | WDC | Western Digital CORP | +0.2% | +299.88% | Add |
| 12 | WELL | Welltower Inc | +0.2% | NEW | New buy |
| 13 | VOO | Vanguard S&p 500 ETF | +0.2% | +12.44% | Add |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +182.48% | Add |
| 15 | CDNS | Cadence Design Sys Inc | +0.2% | NEW | New buy |
| 16 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 17 | FBND | Fidelity Total Bond ETF | +0.1% | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | +0.1% | +23.07% | Add |
| 19 | CME | Cme Group Inc | +0.1% | +217.41% | Add |
| 20 | INTC | Intel CORP | +0.1% | +22.48% | Add |
| 21 | ANET | Arista Networks Inc | +0.1% | +23.24% | Add |
| 22 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | NEW | New buy |
| 23 | FDVV | Fidelity High Dividend ETF | +0.1% | NEW | New buy |
| 24 | LVHI | Franklin International Low V | +0.1% | NEW | New buy |
| 25 | PRMR | Peakshares Rmr Prime Eqy ETF | +0.1% | +6.22% | Add |
| 26 | XLK | Ss Technology Select Sector | +0.1% | +6.23% | Add |
| 27 | GE | General Electric | +0.1% | +29.20% | Add |
| 28 | STK | Columbia Slgmn Prem Tech Gr | +0.1% | NEW | New buy |
| 29 | TSLA | Tesla Inc | +0.1% | +25.01% | Add |
| 30 | MRVL | Marvell Technology Inc | +0.1% | -9.51% | Trim |
| 31 | QUAL | Ishares Msci USA Quality Fac | +0.1% | NEW | New buy |
| 32 | ✓ | +0.1% | NEW | New buy | |
| 33 | GOOG | Alphabet Inc-cl C | +0.1% | +10.71% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +8.61% | Add |
| 35 | AXP | American Express Co | +0.1% | +32.71% | Add |
| 36 | MO | Altria Group Inc | +0.1% | +40.37% | Add |
| 37 | ✓ | +0.1% | NEW | New buy | |
| 38 | ✓ | +0.1% | NEW | New buy | |
| 39 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | NEW | New buy |
| 40 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 41 | GS | Goldman Sachs Group Inc | 0% | +21.08% | Add |
| 42 | IBM | Intl Business Machines CORP | 0% | +28.70% | Add |
| 43 | ASML | ASML Holding N.V. | 0% | +1.88% | Add |
| 44 | MMM | 3m Co | 0% | +31.61% | Add |
| 45 | PGR | Progressive CORP | 0% | +41.07% | Add |
| 46 | LRCX | Lam Research CORP | 0% | -4.46% | Trim |
| 47 | SGOV | Ishares 0-3 Month Treasury B | 0% | +254.01% | Add |
| 48 | BST | Blackrock Science & Tech Tr | 0% | NEW | New buy |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | +31.10% | Add |
| 50 | TER | Teradyne Inc | 0% | -1.43% | Trim |
According to official SEC Form 13F filings, RMR Wealth Builders reported a total U.S. public equity portfolio value of $1.7B across 316 disclosed positions in Q2 2026.
During Q2 2026, RMR Wealth Builders's top holdings by market value included VUG (9.7%)、VOO (9.7%)、VTV (8.9%). The largest single position, VUG, represented 9.7% 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 36.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
WELL
市值: $3.2M
Top Position Liquidated / Trimmed
XOM
前期市值: $6.3M
In Q2 2026, RMR Wealth Builders made 197 total portfolio adjustments, initiating 46 new buys, adding to 102 positions, trimming 38 holdings, and fully liquidating 11 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.