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RMR Wealth Builders

Diversified strategyMomentum followerSector-focused

Total reported value

$1.3B

Reporting period: 2026-03-31 · Number of holdings: 277

RMR Wealth Builders disclosed 277 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.3B and a quarterly turnover rate of 10.9%.

Personality snowflake

Concentration
15.96
Portfolio Stability
10.87
Momentum/Contrarian
100
Sector conviction
78.05
Diversification
100
Sizing Uniformity
68.23

Recent moves

  • Add PRMR

    +25.2%　$7.9M

  • Trim IWF

    -0.6%　-$5.0M

  • Trim MSFT

    +4.6%　-$4.9M

  • Add VTV

    +3.2%　$6.4M

  • Trim IWM

    -57.8%　-$4.2M

  • Trim NVDA

    -1.3%　-$3.6M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1VOOVanguard S&p 500 ETFETF-Large Cap & Growth9.52%+0.10%+7.81%
2VUGVanguard Growth ETFETF-Other9.11%-0.19%+11.05%
3VTVVanguard Value ETFETF-Other8.87%+0.37%+3.18%
4IJHIshares Core S&p Midcap ETFETF-Other5.90%—-2.21%
5IEFAIshares Core Msci Eafe ETFETF-Other4.95%+0.29%+6.71%
6PRMRPeakshares Rmr Prime Eqy ETFETF-Other4.16%+0.57%+25.21%
7NVDANvidia CORPStock-Tech3.43%-0.34%-1.29%
8IWFIshares Russell 1000 GrowthETF-Other3.36%-0.45%-0.62%
9AAPLApple INCStock-Tech3.08%+0.20%+16.26%
10SUBIshares Short-term NationalETF-Other2.47%+0.01%+2.29%
11IWDIshares Russell 1000 Value EETF-Other2.31%—-0.91%
12FSMBFirst Trust Short Dur ManagETF-Other1.69%+0.05%+5.28%
13MSFTMicrosoft CORPStock-Tech1.56%-0.42%+4.62%
14SCHOSchwab Short-term US TreasETF-Other1.52%+0.24%+21.25%
15HYSPimco 0-5 Year H/y CORP BondETF-Corp Bonds1.50%+0.07%+8.50%
16FMBFirst Trust Managed MunicipaETF-Other1.33%+0.04%+5.50%
17MUBIshares National Muni Bond EETF-Other1.27%+0.04%+5.68%
18AMZNAmazon.com INCStock-Consumer Disc1.25%-0.11%+3.23%
19AVGOBroadcom INCStock-Tech1.11%-0.17%-1.15%
20JPMJpmorgan Chase & CoStock-Financials0.90%-0.07%+3.77%
21SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.90%-0.06%-0.47%
22CGMUCap Group Municipal IncomeETF-Other0.83%+0.09%+14.12%
23GOOGAlphabet Inc-cl CStock-Comm Services0.72%—+3.13%
24MDYState Street Spdr S&p MidcapETF-Other0.68%—-2.98%
25METAMeta Platforms Inc-class AStock-Comm Services0.63%-0.08%+4.23%
26QQQInvesco Qqq Trust Series 1ETF-Tech0.56%-0.06%-2.45%
27BRK-BBerkshire Hathaway Inc-cl BStock-Other0.52%—+4.78%
28XOMExxon Mobil CORPStock-Energy0.49%+0.11%-7.38%
29COSTCostco Wholesale CORPStock-Consumer Staples0.49%+0.09%+6.00%
30EFAIshares Msci Eafe ETFETF-Other0.48%—+2.84%
31TSLATesla INCStock-Consumer Disc0.47%-0.07%+7.46%
32FTRBFed Hermes Ttl Rtrn BndETF-Other0.47%+0.05%+13.26%
33VVisa Inc-class A SharesStock-Financials0.46%—+10.51%
34NFLXNetflix INCStock-Comm Services0.45%—+8.07%
35GOOGLAlphabet Inc-cl AStock-Comm Services0.44%—+0.46%
36LLYEli Lilly & CoStock-Healthcare0.44%—+7.42%
37XLKSs Technology Select SectorETF-Tech0.43%—+2.74%
38AMDAdvanced Micro DevicesStock-Tech0.42%—+5.68%
39CVXChevron CORPStock-Energy0.42%+0.12%+4.55%
40WMTWalmart INCStock-Consumer Staples0.41%+0.05%+1.79%
41HDHome Depot INCStock-Consumer Disc0.39%—+12.86%
42VZVerizon Communications INCStock-Comm Services0.35%+0.07%+1.73%
43GSGoldman Sachs Group INCStock-Financials0.34%—+12.90%
44JNJJohnson & JohnsonStock-Healthcare0.34%+0.24%+175.46%
45SCHXSchwab US Large-cap ETFETF-Other0.33%—-0.75%
46GLWCorning INCStock-Tech0.33%+0.09%-10.43%
47CRWDCrowdstrike Holdings INC - AStock-Tech0.32%—+11.65%
48ANETArista Networks INCStock-Tech0.31%—+3.63%
49MUMicron Technology INCStock-Tech0.29%+0.18%+134.34%
50BXBlackstone INCStock-Financials0.28%—+41.45%
1–50 of 277

Holding changes this quarter

RMR Wealth Builders's most significant position changes for 2026-03-31: New buy: Newmont CORP (NEM); Sold out: Qualcomm INC (QCOM); Sold out: Servicenow INC (NOW); New buy: Angel Oak Ultrashort Income (UYLD); Sold out: Ishares Sh Dba ETF Usd INC (NEAR).

Position changes disclosed by RMR Wealth Builders for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PRMRPeakshares Rmr Prime Eqy ETF+0.6%+25.21%Add
2VTVVanguard Value ETF+0.4%+3.18%Add
3IEFAIshares Core Msci Eafe ETF+0.3%+6.71%Add
4SCHOSchwab Short-term US Treas+0.2%+21.25%Add
5JNJJohnson & Johnson+0.2%+175.46%Add
6AAPLApple INC+0.2%+16.26%Add
7MOAltria Group INC+0.2%+764.53%Add
8MUMicron Technology INC+0.2%+134.34%Add
9AMATApplied Materials INC+0.2%+449.05%Add
10KLACKla CORP+0.2%+406.51%Add
11CVXChevron CORP+0.1%+4.55%Add
12XOMExxon Mobil CORP+0.1%-7.38%Trim
13VOOVanguard S&p 500 ETF+0.1%+7.81%Add
14CGMUCap Group Municipal Income+0.1%+14.12%Add
15GLWCorning INC+0.1%-10.43%Trim
16COSTCostco Wholesale CORP+0.1%+6.00%Add
17HYSPimco 0-5 Year H/y CORP Bond+0.1%+8.50%Add
18VZVerizon Communications INC+0.1%+1.73%Add
19AMTAmerican Tower CORP+0.1%+36.83%Add
20FSMBFirst Trust Short Dur Manag+0.1%+5.28%Add
21DUKDuke Energy CORP+0.1%+14.25%Add
22FTRBFed Hermes Ttl Rtrn Bnd+0.1%+13.26%Add
23WMTWalmart INC+0.1%+1.79%Add
24WMWaste Management INC+0.1%+19.28%Add
25MUBIshares National Muni Bond E0%+5.68%Add
26FMBFirst Trust Managed Municipa0%+5.50%Add
27GEGeneral Electric0%+33.41%Add
28SUBIshares Short-term National0%+2.29%Add
29QQQInvesco Qqq Trust Series 1-0.1%-2.45%Trim
30SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.47%Trim
31TSLATesla INC-0.1%+7.46%Add
32JPMJpmorgan Chase & Co-0.1%+3.77%Add
33METAMeta Platforms Inc-class A-0.1%+4.23%Add
34AMZNAmazon.com INC-0.1%+3.23%Add
35INTUIntuit INC-0.2%-64.14%Trim
36PGProcter & Gamble Co/the-0.2%-73.03%Trim
37AVGOBroadcom INC-0.2%-1.15%Trim
38LINLinde plc-0.2%-85.72%Trim
39VUGVanguard Growth ETF-0.2%+11.05%Add
40ISRGIntuitive Surgical INC-0.3%-58.59%Trim
41IJRIshares Core S&p Small-cap E-0.3%-64.07%Trim
42IWMIshares Russell 2000 ETF-0.3%-57.84%Trim
43NVDANvidia CORP-0.3%-1.29%Trim
44MSFTMicrosoft CORP-0.4%+4.62%Add
45IWFIshares Russell 1000 Growth-0.5%-0.62%Trim
46NEMNewmont CORP—NEWNew buy
47QCOMQualcomm INC—EXITSold out
48NOWServicenow INC—EXITSold out
49UYLDAngel Oak Ultrashort Income—NEWNew buy
50NEARIshares Sh Dba ETF Usd INC—EXITSold out

FAQ

What is RMR Wealth Builders and what type of investor is it?
RMR Wealth Builders is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.3B, spread across 277 disclosed positions.
What are RMR Wealth Builders's largest equity positions?
Based on the latest 13F filing, RMR Wealth Builders's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $120.9M (9.5%) 2. Vanguard Growth ETF (VUG) — $115.6M (9.1%) 3. Vanguard Value ETF (VTV) — $112.6M (8.9%) 4. Ishares Core S&p Midcap ETF (IJH) — $74.9M (5.9%) 5. Ishares Core Msci Eafe ETF (IEFA) — $62.9M (5.0%)
What changes did RMR Wealth Builders make in its most recent portfolio filing?
In the latest reported quarter, RMR Wealth Builders made 50 notable position adjustments: 2 new positions were initiated, 32 existing holdings were added to, 13 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Newmont CORP (NEM); Sold out: Qualcomm INC (QCOM); Sold out: Servicenow INC (NOW); New buy: Angel Oak Ultrashort Income (UYLD); Sold out: Ishares Sh Dba ETF Usd INC (NEAR)
What sectors does RMR Wealth Builders focus on?
RMR Wealth Builders is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 46.1% • Financials: 12.6% • Communication Services: 10.3% • Consumer Discretionary: 10.2% • Health Care: 7.6% • Consumer Staples: 4.1%