Rmr Wealth Builders Portfolio Stock Holdings
Rmr Wealth Builders disclosed 316 stock positions valued at approximately $1.6 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 June 30, 2026 and was filed on July 24, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 316
- Portfolio Value
- $1.6B
Holdings by Sector
Rmr Wealth Builders Portfolio Holdings in Q2 2026
304 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VUG | Other | 9.72% | 1,816,708 | +1,551,986 | +586.27% | $156,491,267 |
| VANGUARD INDEX FDS | VOO | Other | 9.70% | 227,464 | +25,158 | +12.44% | $156,224,324 |
| VANGUARD INDEX FDS | VTV | Other | 8.89% | 656,979 | +83,023 | +14.47% | $143,175,452 |
| ISHARES TR | IJH | Other | 5.52% | 1,153,024 | +43,599 | +3.93% | $88,909,654 |
| ISHARES TR | IEFA | Other | 4.52% | 753,130 | +58,655 | +8.45% | $72,737,248 |
| NVIDIA CORPORATION | NVDA | Technology | 3.10% | 249,506 | +87 | +0.03% | $49,923,565 |
| ISHARES TR | IWF | Other | 3.07% | 397,795 | +297,818 | +297.89% | $49,394,233 |
| APPLE INC | AAPL | Technology | 2.84% | 158,266 | +4,195 | +2.72% | $45,795,901 |
| SCHWAB STRATEGIC TR | SCHO | Other | 2.47% | 1,650,711 | +854,354 | +107.28% | $39,848,157 |
| ISHARES TR | SUB | Other | 2.07% | 313,220 | +18,583 | +6.31% | $33,348,535 |
| ISHARES TR | IWD | Other | 2.06% | 136,510 | -674 | -0.49% | $33,094,048 |
| FIRST TR EXCH TRADED FD III | FSMB | Other | 1.43% | 1,151,454 | +74,187 | +6.89% | $23,017,559 |
| MICROSOFT CORP | MSFT | Technology | 1.33% | 57,470 | +3,841 | +7.16% | $21,437,570 |
| PIMCO ETF TR | HYS | Other | 1.32% | 227,955 | +23,047 | +11.25% | $21,318,351 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.21% | 81,431 | +5,139 | +6.74% | $19,408,240 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 1.12% | 351,741 | +18,691 | +5.61% | $18,067,935 |
| ISHARES TR | MUB | Other | 1.09% | 162,583 | +10,346 | +6.80% | $17,497,220 |
| BROADCOM INC | AVGO | Technology | 1.02% | 43,444 | -2,133 | -4.68% | $16,410,901 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.99% | 27,427 | +1,064 | +4.04% | $15,932,619 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.90% | 12,610 | +1,760 | +16.22% | $14,555,778 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.87% | 42,694 | +3,753 | +9.64% | $13,974,964 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.81% | 17,544 | +58 | +0.33% | $13,101,432 |
| ALPHABET INC | GOOG | Communication Services | 0.77% | 35,060 | +3,391 | +10.71% | $12,387,573 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.71% | 414,630 | +29,033 | +7.53% | $11,405,139 |
| INVESCO QQQ TR | QQQ | Other | 0.61% | 13,336 | +1,057 | +8.61% | $9,820,845 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.59% | 13,395 | -571 | -4.09% | $9,420,940 |
| CORNING INC | GLW | Technology | 0.58% | 36,378 | +5,733 | +18.71% | $9,292,131 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.57% | 12,101 | +1,591 | +15.14% | $9,234,591 |
| META PLATFORMS INC | META | Communication Services | 0.57% | 16,315 | +2,261 | +16.09% | $9,189,858 |
| ELI LILLY & CO | LLY | Healthcare | 0.55% | 7,409 | +1,389 | +23.07% | $8,886,211 |
| TESLA INC | TSLA | Consumer Cyclical | 0.53% | 20,154 | +4,032 | +25.01% | $8,476,954 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.52% | 44,148 | +2,591 | +6.23% | $8,411,063 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.52% | 16,806 | +2,951 | +21.30% | $8,409,361 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.50% | 23,435 | +3,963 | +20.35% | $7,991,634 |
| ALPHABET INC | GOOGL | Communication Services | 0.44% | 19,984 | +535 | +2.75% | $7,141,562 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.43% | 7,424 | +1,237 | +19.99% | $6,944,729 |
| ISHARES TR | EFA | Other | 0.41% | 63,908 | +605 | +0.96% | $6,638,744 |
| ARISTA NETWORKS INC | ANET | Other | 0.41% | 38,992 | +7,354 | +23.24% | $6,623,961 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.41% | 18,582 | +3,482 | +23.06% | $6,553,419 |
| KLA CORP | KLAC | Technology | 0.40% | 21,318 | +19,763 | +1270.93% | $6,431,918 |
| APPLIED MATLS INC | AMAT | Technology | 0.40% | 8,811 | +2,173 | +32.74% | $6,370,544 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.38% | 6,124 | +1,066 | +21.08% | $6,193,178 |
| WALMART INC | WMT | Consumer Defensive | 0.37% | 53,016 | +11,332 | +27.19% | $6,004,577 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.35% | 22,056 | +4,622 | +26.51% | $5,601,614 |
| GE AEROSPACE | GE | Industrials | 0.34% | 14,450 | +3,266 | +29.20% | $5,400,563 |
| CATERPILLAR INC | CAT | Industrials | 0.33% | 5,057 | +3,213 | +174.24% | $5,385,066 |
| CHEVRON CORPORATION | CVX | Energy | 0.32% | 31,456 | +5,832 | +22.76% | $5,214,145 |
| NETFLIX INC. | NFLX | Communication Services | 0.32% | 72,967 | +13,849 | +23.43% | $5,209,848 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.31% | 14,721 | +3,628 | +32.71% | $4,979,448 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.31% | 39,220 | +25,336 | +182.48% | $4,955,087 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.30% | 17,337 | +3,866 | +28.70% | $4,875,244 |
| VISA INC | V | Financial Services | 0.30% | 13,850 | -5,382 | -27.98% | $4,751,798 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.29% | 110,043 | +22,145 | +25.19% | $4,659,210 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.28% | 151,953 | -11,821 | -7.22% | $4,471,981 |
| 3M CO | MMM | Industrials | 0.27% | 26,976 | +6,479 | +31.61% | $4,367,644 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.27% | 60,666 | +17,448 | +40.37% | $4,364,928 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.27% | 34,288 | +9,304 | +37.24% | $4,340,237 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.27% | 28,630 | +7,219 | +33.72% | $4,337,517 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.26% | 17,172 | +4,462 | +35.11% | $4,265,086 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.26% | 6,610 | +4,957 | +299.88% | $4,222,246 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.26% | 15,458 | +5,324 | +52.54% | $4,178,572 |
| ASML HLDG NV | ASML | Other | 0.25% | 2,061 | +38 | +1.88% | $4,100,085 |
| CME GROUP INC | CME | Financial Services | 0.24% | 17,775 | +12,175 | +217.41% | $3,925,162 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.23% | 52,150 | +12,407 | +31.22% | $3,763,161 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.23% | 16,783 | +4,886 | +41.07% | $3,666,327 |
| SPDR SERIES TRUST | SPLG | Other | 0.22% | 40,370 | +268 | +0.67% | $3,547,756 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.22% | 30,328 | +7,815 | +34.71% | $3,538,408 |
| PIMCO ETF TR | PYLD | Other | 0.21% | 129,298 | +16,832 | +14.97% | $3,428,974 |
| ISHARES TR | OEF | Other | 0.21% | 9,202 | +26 | +0.28% | $3,366,558 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.21% | 5,339 | +1,466 | +37.85% | $3,329,257 |
| ORACLE CORP | ORCL | Technology | 0.20% | 22,379 | +4,062 | +22.18% | $3,279,578 |
| WELLTOWER INC | WELL | Real Estate | 0.20% | 14,308 | +14,308 | +100.00% | $3,247,487 |
| NEWMONT CORP | NEM | Basic Materials | 0.20% | 33,638 | +8,660 | +34.67% | $3,141,764 |
| ISHARES TR | IWM | Other | 0.19% | 10,238 | -2,184 | -17.58% | $3,075,960 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.17% | 5,841 | +283 | +5.09% | $2,789,567 |
| INTEL CORP | INTC | Technology | 0.16% | 18,990 | +3,485 | +22.48% | $2,651,574 |
| CADENCE DESIGN SYSTEM INC | CDNS | Technology | 0.15% | 6,519 | +6,519 | +100.00% | $2,446,711 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 18,454 | +5,388 | +41.24% | $2,371,302 |
| TERADYNE INC | TER | Technology | 0.14% | 4,745 | -69 | -1.43% | $2,295,821 |
| ISHARES TR | SHY | Other | 0.14% | 27,942 | +17 | +0.06% | $2,294,289 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.14% | 4,420 | +5 | +0.11% | $2,270,115 |
| DELL TECHNOLOGIES INC | DELL | Technology | 0.14% | 5,227 | +5,227 | +100.00% | $2,255,324 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.13% | 45,208 | +45,208 | +100.00% | $2,064,134 |
| TWILIO INC | TWLO | Technology | 0.13% | 9,922 | -495 | -4.75% | $2,047,206 |
| ISHARES TR | IJR | Other | 0.12% | 13,572 | -5,280 | -28.01% | $2,012,855 |
| LAM RESEARCH CORP | LRCX | Other | 0.12% | 4,579 | -214 | -4.46% | $1,984,192 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.11% | 3,530 | -195 | -5.23% | $1,844,017 |
| GENERAL MTRS CO | GM | Consumer Cyclical | 0.11% | 23,867 | -116 | -0.48% | $1,839,668 |
| ABBVIE INC | ABBV | Healthcare | 0.11% | 7,287 | +111 | +1.55% | $1,833,673 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.11% | 6,044 | -635 | -9.51% | $1,800,420 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.11% | 3,521 | -3,589 | -50.48% | $1,748,986 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.11% | 7,093 | +299 | +4.40% | $1,746,450 |
| CITIGROUP INC | C | Financial Services | 0.11% | 12,409 | +327 | +2.71% | $1,736,740 |
| COCA COLA CO | KO | Consumer Defensive | 0.10% | 20,669 | +1,171 | +6.01% | $1,690,759 |
| BLACKROCK INC | BLK | Other | 0.10% | 1,747 | -8 | -0.46% | $1,679,986 |
| WISDOMTREE TR | DGRW | Other | 0.10% | 17,117 | -62 | -0.36% | $1,636,770 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.10% | 28,972 | +28,972 | +100.00% | $1,636,338 |
| FIDELITY COVINGTON TRUST | FDVV | Other | 0.10% | 26,414 | +26,414 | +100.00% | $1,592,480 |
| LEGG MASON ETF INVT | LVHI | Other | 0.10% | 38,256 | +38,256 | +100.00% | $1,552,636 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.09% | 9,024 | - | - | $1,504,045 |