13F filer
RMR Wealth Builders
13F Value
$1.72B
Positions
310
Top Position
VUG9.9%
Top 5
37.9%
Latest filing changes
vs Jun 30, 2026Holdings310
| # | Trend (4Q) | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 | VUG | 9.9% | $169.1M | +3.3% | 1.88M | 9.7% | — | ETF |
| 2 | VOO | 9.7% | $166.3M | +4.3% | 237.3K | 9.7% | ETF | |
| 3 | VTV | 8.7% | $149.2M | +5.1% | 690.6K | 8.9% | ETF | |
| 4 | IJH | 5.1% | $87.6M | +5.6% | 1.22M | 5.5% | ETF | |
| 5 | IEFA | 4.5% | $77.6M | +6.4% | 801.5K | 4.5% | ETF | |
| 6 | NORTHERN LTS FD TR II — PEAKSHARES RMR | 4.1% | $70.9M | +3.4% | 2.48M | 4.3% | Equity | |
| 7 | NVDA | 3.4% | $57.8M | +1.2% | 252.6K | 3.1% | Common Stock | |
| 8 | AAPL | 3.1% | $53.9M | +2.3% | 161.9K | 2.8% | Common Stock | |
| 9 | IWF | 2.8% | $48.7M | -2.2% | 388.9K | 3.1% | ETF | |
| 10 | SCHO | 2.7% | $46.6M | +18.4% | 1.95M | 2.5% | ETF | |
| 11 | FENI | 2.1% | $36.1M | NEW | 903.4K | — | ETF | |
| 12 | SUB | 2.0% | $34.7M | +5.9% | 331.6K | 2.1% | ETF | |
| 13 | IWD | 1.9% | $32.8M | -3.2% | 132.1K | 2.1% | ETF | |
| 14 | MSFT | 1.8% | $30.9M | +4.9% | 60.3K | 1.3% | Common Stock | |
| 15 | FSMB | 1.4% | $23.8M | +6.3% | 1.22M | 1.4% | ETF | |
| 16 | HYS | 1.3% | $23.0M | +11.7% | 254.6K | 1.3% | ETF | |
| 17 | AMZN | 1.2% | $21.0M | +3.6% | 84.4K | 1.2% | Common Stock | |
| 18 | FMB | 1.1% | $18.1M | +7.3% | 377.3K | 1.1% | ETF | |
| 19 | MUB | 1.0% | $17.5M | +6.3% | 172.8K | 1.1% | ETF | |
| 20 | AVGO | 0.9% | $15.4M | +0.7% | 43.7K | 1.0% | Common Stock |
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing27
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.