RMR Wealth Builders 13F Holdings · Q2 2026
RMR Wealth Builders reported 316 securities worth $1.61B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VUG (9.72%), VOO (9.70%), VTV (8.89%). Among its top 25 positions this quarter: 23 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $156.5M | 9.72% | 1.8M | Added |
| 2 | VOO | VANGUARD INDEX FDS | $156.2M | 9.70% | 227,464 | Added |
| 3 | VTV | VANGUARD INDEX FDS | $143.2M | 8.89% | 656,979 | Added |
| 4 | IJH | ISHARES TR | $88.9M | 5.52% | 1.2M | Added |
| 5 | IEFA | ISHARES TR | $72.7M | 4.52% | 753,130 | Added |
| 6 | PRMR | NORTHERN LTS FD TR II | $68.5M | 4.25% | 2.4M | Added |
| 7 | NVDA | NVIDIA CORPORATION | $49.9M | 3.10% | 249,506 | Added |
| 8 | IWF | ISHARES TR | $49.4M | 3.07% | 397,795 | Added |
| 9 | AAPL | APPLE INC | $45.8M | 2.84% | 158,266 | Added |
| 10 | SCHO | SCHWAB STRATEGIC TR | $39.8M | 2.47% | 1.7M | Added |
| 11 | SUB | ISHARES TR | $33.3M | 2.07% | 313,220 | Added |
| 12 | IWD | ISHARES TR | $33.1M | 2.06% | 136,510 | Trimmed |
| 13 | FSMB | FIRST TR EXCH TRADED FD III | $23.0M | 1.43% | 1.2M | Added |
| 14 | MSFT | MICROSOFT CORP | $21.4M | 1.33% | 57,470 | Added |
| 15 | HYS | PIMCO ETF TR | $21.3M | 1.32% | 227,955 | Added |
| 16 | AMZN | AMAZON COM INC | $19.4M | 1.21% | 81,431 | Added |
| 17 | FMB | FIRST TR EXCH TRADED FD III | $18.1M | 1.12% | 351,741 | Added |
| 18 | MUB | ISHARES TR | $17.5M | 1.09% | 162,583 | Added |
| 19 | AVGO | BROADCOM INC | $16.4M | 1.02% | 43,444 | Trimmed |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $15.9M | 0.99% | 27,427 | Added |
| 21 | MU | MICRON TECHNOLOGY INC | $14.6M | 0.90% | 12,610 | Added |
| 22 | JPM | JPMORGAN CHASE & CO | $14.0M | 0.87% | 42,694 | Added |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $13.1M | 0.81% | 17,544 | Added |
| 24 | GOOG | ALPHABET INC | $12.4M | 0.77% | 35,060 | Added |
| 25 | CGMU | CAPITAL GRP FIXED INCM ETF T | $11.4M | 0.71% | 414,630 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR