Rmr Wealth Builders Portfolio Stock Holdings
According to the SEC 13F filed on October 22, 2026, Rmr Wealth Builders disclosed 309 stock positions valued at approximately $1.72B as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 309
- Portfolio Value
- $1.72B
Holdings by Sector
Rmr Wealth Builders Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 9.85% | 1,876,729 | +60,021 | +3.30% | $169,112,090 |
| VANGUARD INDEX FDS | VOO | Other | 9.69% | 237,330 | +9,866 | +4.34% | $166,335,427 |
| VANGUARD INDEX FDS | VTV | Other | 8.69% | 690,582 | +33,603 | +5.11% | $149,220,891 |
| ISHARES TR | IJH | Other | 5.11% | 1,218,114 | +65,090 | +5.65% | $87,643,306 |
| ISHARES TR | IEFA | Other | 4.52% | 801,453 | +48,323 | +6.42% | $77,644,748 |
| NORTHERN LTS FD TR II | PRMR | Other | 4.13% | 2,478,607 | +80,997 | +3.38% | $70,875,517 |
| NVIDIA CORPORATION | NVDA | Technology | 3.36% | 252,608 | +3,102 | +1.24% | $57,753,199 |
| APPLE INC | AAPL | Technology | 3.14% | 161,937 | +3,671 | +2.32% | $53,928,411 |
| ISHARES TR | IWF | Other | 2.84% | 388,902 | -8,893 | -2.24% | $48,713,903 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.72% | 1,954,478 | +303,767 | +18.40% | $46,633,833 |
| FIDELITY COVINGTON TRUST | FENI | Other | 2.10% | 903,425 | +903,425 | +100.00% | $36,055,687 |
| ISHARES TR | SUB | Other | 2.02% | 331,561 | +18,341 | +5.86% | $34,661,337 |
| ISHARES TR | IWD | Other | 1.91% | 132,129 | -4,381 | -3.21% | $32,758,727 |
| MICROSOFT CORP | MSFT | Technology | 1.80% | 60,271 | +2,801 | +4.87% | $30,912,830 |
| FIRST TR EXCH TRADED FD III | FSMB | Other | 1.39% | 1,223,928 | +72,474 | +6.29% | $23,817,633 |
| PIMCO ETF TR | HYS | Other | 1.34% | 254,561 | +26,606 | +11.67% | $23,032,717 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.22% | 84,353 | +2,922 | +3.59% | $21,016,481 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 1.05% | 377,337 | +25,596 | +7.28% | $18,059,365 |
| ISHARES TR | MUB | Other | 1.02% | 172,822 | +10,239 | +6.30% | $17,472,345 |
| BROADCOM INC | AVGO | Technology | 0.89% | 43,735 | +291 | +0.67% | $15,359,263 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.84% | 23,551 | -3,876 | -14.13% | $14,407,780 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.83% | 43,284 | +590 | +1.38% | $14,319,589 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.78% | 17,539 | -5 | -0.03% | $13,376,123 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.73% | 11,686 | -924 | -7.33% | $12,447,308 |
| META PLATFORMS INC | META | Communication Services | 0.71% | 16,920 | +605 | +3.71% | $12,270,048 |
| ALPHABET INC | GOOG | Communication Services | 0.71% | 35,885 | +825 | +2.35% | $12,227,573 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.68% | 448,434 | +33,804 | +8.15% | $11,651,532 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.66% | 42,539 | +30,438 | +251.53% | $11,262,327 |
| INVESCO QQQ TR | QQQ | Other | 0.54% | 12,647 | -689 | -5.17% | $9,355,849 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.52% | 45,572 | +1,424 | +3.23% | $8,920,795 |
Showing 30 of 309 holdings in the latest reporting period.