Rmr Wealth Builders Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Rmr Wealth Builders disclosed 308 stock positions valued at approximately $1.61B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 308
- Portfolio Value
- $1.61B
Holdings by Sector
Rmr Wealth Builders Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 308 holdings in the latest reporting period.