Rmr Wealth Builders Portfolio Stock Holdings
Rmr Wealth Builders disclosed 277 stock positions valued at approximately $1.3 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 277
- Portfolio Value
- $1.3B
Holdings by Sector
Rmr Wealth Builders Portfolio Holdings in Q1 2026
271 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 9.52% | 202,306 | +14,648 | +7.81% | $120,887,719 |
| VANGUARD INDEX FDS | VUG | Other | 9.11% | 264,722 | +26,346 | +11.05% | $115,628,127 |
| VANGUARD INDEX FDS | VTV | Other | 8.87% | 573,956 | +17,693 | +3.18% | $112,610,170 |
| ISHARES TR | IJH | Other | 5.90% | 1,109,425 | -25,087 | -2.21% | $74,919,442 |
| ISHARES TR | IEFA | Other | 4.95% | 694,475 | +43,675 | +6.71% | $62,870,841 |
| NVIDIA CORPORATION | NVDA | Technology | 3.43% | 249,419 | -3,250 | -1.29% | $43,501,171 |
| ISHARES TR | IWF | Other | 3.36% | 99,977 | -625 | -0.62% | $42,630,143 |
| APPLE INC | AAPL | Technology | 3.08% | 154,071 | +21,548 | +16.26% | $39,101,610 |
| ISHARES TR | SUB | Other | 2.47% | 294,637 | +6,599 | +2.29% | $31,378,811 |
| ISHARES TR | IWD | Other | 2.31% | 137,184 | -1,264 | -0.91% | $29,312,125 |
| FIRST TR EXCH TRADED FD III | FSMB | Other | 1.69% | 1,077,267 | +54,045 | +5.28% | $21,502,249 |
| MICROSOFT CORP | MSFT | Technology | 1.56% | 53,629 | +2,368 | +4.62% | $19,851,766 |
| SCHWAB STRATEGIC TR | SCHO | Other | 1.52% | 796,357 | +139,553 | +21.25% | $19,327,585 |
| PIMCO ETF TR | HYS | Other | 1.50% | 204,908 | +16,045 | +8.50% | $19,111,757 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 1.33% | 333,050 | +17,357 | +5.50% | $16,872,296 |
| ISHARES TR | MUB | Other | 1.27% | 152,237 | +8,186 | +5.68% | $16,159,927 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.25% | 76,292 | +2,386 | +3.23% | $15,889,286 |
| BROADCOM INC | AVGO | Technology | 1.11% | 45,577 | -529 | -1.15% | $14,106,675 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.90% | 38,941 | +1,414 | +3.77% | $11,454,957 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.90% | 17,486 | -82 | -0.47% | $11,371,879 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.83% | 385,597 | +47,706 | +14.12% | $10,484,450 |
| ALPHABET INC | GOOG | Communication Services | 0.72% | 31,669 | +961 | +3.13% | $9,084,659 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.68% | 13,966 | -429 | -2.98% | $8,613,781 |
| META PLATFORMS INC | META | Communication Services | 0.63% | 14,054 | +570 | +4.23% | $8,040,945 |
| INVESCO QQQ TR | QQQ | Other | 0.56% | 12,279 | -308 | -2.45% | $7,086,946 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 13,855 | +632 | +4.78% | $6,639,131 |
| EXXON MOBIL CORP | XOM | Energy | 0.49% | 36,850 | -2,935 | -7.38% | $6,251,971 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.49% | 6,187 | +350 | +6.00% | $6,165,195 |
| ISHARES TR | EFA | Other | 0.48% | 63,303 | +1,746 | +2.84% | $6,148,579 |
| TESLA INC | TSLA | Consumer Cyclical | 0.47% | 16,122 | +1,119 | +7.46% | $5,993,514 |
| VISA INC | V | Financial Services | 0.46% | 19,232 | +1,829 | +10.51% | $5,812,535 |
| NETFLIX INC. | NFLX | Communication Services | 0.45% | 59,118 | +4,417 | +8.07% | $5,684,157 |
| ALPHABET INC | GOOGL | Communication Services | 0.44% | 19,449 | +90 | +0.46% | $5,592,685 |
| ELI LILLY & CO | LLY | Healthcare | 0.44% | 6,020 | +416 | +7.42% | $5,536,886 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.43% | 41,557 | +1,109 | +2.74% | $5,522,872 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.42% | 26,363 | +1,416 | +5.68% | $5,363,025 |
| CHEVRON CORPORATION | CVX | Energy | 0.42% | 25,624 | +1,116 | +4.55% | $5,301,702 |
| WALMART INC | WMT | Consumer Defensive | 0.41% | 41,684 | +733 | +1.79% | $5,190,585 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.39% | 15,100 | +1,721 | +12.86% | $4,966,380 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.35% | 87,898 | +1,495 | +1.73% | $4,412,464 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.34% | 5,058 | +578 | +12.90% | $4,278,634 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.34% | 17,434 | +11,105 | +175.46% | $4,261,567 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.33% | 163,774 | -1,240 | -0.75% | $4,199,176 |
| CORNING INC | GLW | Technology | 0.33% | 30,645 | -3,567 | -10.43% | $4,166,736 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.32% | 10,510 | +1,097 | +11.65% | $4,103,196 |
| ARISTA NETWORKS INC | ANET | Other | 0.31% | 31,638 | +1,107 | +3.63% | $3,884,514 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.29% | 10,850 | +6,220 | +134.34% | $3,665,574 |
| BLACKSTONE INC | BX | Financial Services | 0.28% | 31,289 | +9,169 | +41.45% | $3,597,865 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.28% | 12,710 | +1,017 | +8.70% | $3,549,280 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.27% | 21,411 | +2,108 | +10.92% | $3,419,289 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.26% | 11,093 | +1,479 | +15.38% | $3,355,382 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.26% | 22,513 | +4,070 | +22.07% | $3,293,215 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.26% | 24,984 | +3,117 | +14.25% | $3,271,420 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.26% | 13,471 | +1,830 | +15.72% | $3,265,169 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.25% | 7,110 | +1,321 | +22.82% | $3,174,899 |
| GE AEROSPACE | GE | Industrials | 0.25% | 11,184 | +2,801 | +33.41% | $3,173,706 |
| WASTE MGMT INC DEL | WM | Industrials | 0.25% | 13,759 | +2,224 | +19.28% | $3,161,794 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.25% | 10,134 | +1,548 | +18.03% | $3,149,428 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.25% | 19,472 | +4,643 | +31.31% | $3,121,671 |
| AMERICAN TOWER CORP | AMT | Real Estate | 0.24% | 18,012 | +4,848 | +36.83% | $3,108,527 |
| ISHARES TR | IWM | Other | 0.24% | 12,422 | -17,045 | -57.84% | $3,080,779 |
| SPDR SERIES TRUST | SPLG | Other | 0.24% | 40,102 | +189 | +0.47% | $3,069,383 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.24% | 3,873 | +414 | +11.97% | $2,992,122 |
| 3M CO | MMM | Industrials | 0.23% | 20,497 | +3,065 | +17.58% | $2,976,804 |
| PIMCO ETF TR | PYLD | Other | 0.23% | 112,466 | +17,664 | +18.63% | $2,946,609 |
| ISHARES TR | OEF | Other | 0.23% | 9,176 | +26 | +0.28% | $2,918,690 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.23% | 39,743 | +8,755 | +28.25% | $2,858,731 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.22% | 43,218 | +38,219 | +764.53% | $2,851,982 |
| SALESFORCE INC | CRM | Technology | 0.21% | 14,581 | +4,061 | +38.60% | $2,721,882 |
| NEWMONT CORP | NEM | Basic Materials | 0.21% | 24,978 | +24,978 | +100.00% | $2,703,834 |
| ORACLE CORP | ORCL | Technology | 0.21% | 18,317 | +4,724 | +34.75% | $2,694,620 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.21% | 5,473 | +946 | +20.90% | $2,690,341 |
| ASML HLDG NV | ASML | Other | 0.21% | 2,023 | +4 | +0.20% | $2,672,637 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.19% | 11,897 | +3,696 | +45.07% | $2,358,492 |
| ISHARES TR | IJR | Other | 0.18% | 18,852 | -33,619 | -64.07% | $2,343,519 |
| ISHARES TR | SHY | Other | 0.18% | 27,925 | -881 | -3.06% | $2,305,789 |
| KLA CORP | KLAC | Technology | 0.18% | 1,555 | +1,248 | +406.51% | $2,288,963 |
| APPLIED MATLS INC | AMAT | Technology | 0.18% | 6,638 | +5,429 | +449.05% | $2,268,889 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.17% | 4,415 | -31 | -0.70% | $2,205,798 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.15% | 13,884 | +62 | +0.45% | $1,935,056 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.15% | 5,558 | +102 | +1.87% | $1,882,619 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.14% | 23,983 | -1,216 | -4.83% | $1,786,734 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.14% | 3,725 | -557 | -13.01% | $1,725,275 |
| HONEYWELL INTL INC | HON | Industrials | 0.14% | 7,585 | +24 | +0.32% | $1,714,413 |
| BLACKROCK INC | BLK | Other | 0.13% | 1,755 | +21 | +1.21% | $1,687,904 |
| CME GROUP INC | CME | Financial Services | 0.13% | 5,600 | +2 | +0.04% | $1,653,960 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 0.13% | 34,557 | +1,608 | +4.88% | $1,626,948 |
| MERCK & CO INC | MRK | Healthcare | 0.12% | 13,066 | +1,056 | +8.79% | $1,582,543 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.12% | 9,024 | -89 | -0.98% | $1,565,288 |
| ABBVIE INC | ABBV | Healthcare | 0.12% | 7,176 | -98 | -1.35% | $1,560,615 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.12% | 3,358 | -4,751 | -58.59% | $1,548,004 |
| WISDOMTREE TR | DGRW | Other | 0.12% | 17,179 | -1,463 | -7.85% | $1,509,018 |
| COCA COLA CO | KO | Consumer Defensive | 0.12% | 19,498 | -386 | -1.94% | $1,493,166 |
| TERADYNE INC | TER | Technology | 0.11% | 4,814 | -289 | -5.66% | $1,427,158 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.11% | 6,794 | -45 | -0.66% | $1,413,672 |
| SPDR SERIES TRUST | SPTI | Other | 0.11% | 48,920 | +5,486 | +12.63% | $1,402,053 |
| CITIGROUP INC | C | Financial Services | 0.11% | 12,082 | +23 | +0.19% | $1,370,185 |
| ISHARES TR | IWR | Other | 0.11% | 13,782 | -411 | -2.90% | $1,340,070 |
| PUBLIC SVC ENTERPRISE GROUP | PEG | Utilities | 0.10% | 16,286 | +94 | +0.58% | $1,318,391 |
| TWILIO INC | TWLO | Technology | 0.10% | 10,417 | - | - | $1,310,667 |