Q2 2026 13F · SEC CIK 1803848

RMR Wealth Builders

Wealth managerFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.6B
Reported positions: 316
Top holdings a year, 3 yrs: +17.8%
Assets under management: $2.9B

RMR Wealth Builders is a wealth manager that reported 316 positions worth $1.6B in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were Vanguard Indx Fd (VUG, 9.7%), Vanguard S&p 500 ETF (VOO, 9.7%), Vanguard Value ETF (VTV, 8.9%). A portfolio copying its top holdings returned 17.8% a year over the last 3 years, against 20.4% for the S&P 500.

RMR Wealth Builders holdings largest 50 of 316 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

RMR Wealth Builders 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VUGVanguard Indx Fd	9.7%	9.1%	1,816,708	+586.3%	$156.5M
VOOVanguard S&p 500 ETF	9.7%	9.5%	227,464	+12.4%	$156.2M
VTVVanguard Value ETF	8.9%	8.9%	656,979	+14.5%	$143.2M
IJHIshares Tr	5.5%	5.9%	1,153,024	+3.9%	$88.9M
IEFAIshares Core Msci Eafe ETF	4.5%	5.0%	753,130	+8.4%	$72.7M
PRMRNorthern Lts Fd Tr II	4.3%	4.2%	2,397,610	+6.2%	$68.5M
NVDANvidia Corporation Com	3.1%	3.4%	249,506	+0.0%	$49.9M
IWFIshares Russell 1000 Growth ETF	3.1%	3.4%	397,795	+297.9%	$49.4M
AAPLApple Inc	2.8%	3.1%	158,266	+2.7%	$45.8M
SCHOSchwab Short-Term U.S. Treasury ETF	2.5%	1.5%	1,650,711	+107.3%	$39.8M
SUBIshares Tr	2.1%	2.5%	313,220	+6.3%	$33.3M
IWDIshares Russell 1000 Value ETF	2.1%	2.3%	136,510	-0.5%	$33.1M
FSMBFirst Tr Exch Traded Fd III	1.4%	1.7%	1,151,454	+6.9%	$23.0M
MSFTMicrosoft Corp	1.3%	1.6%	57,470	+7.2%	$21.4M
HYSPimco ETF Tr	1.3%	1.5%	227,955	+11.2%	$21.3M
AMZNAmazon Com Inc Com	1.2%	1.3%	81,431	+6.7%	$19.4M
FMBFirst Tr Exch Traded Fd III	1.1%	1.3%	351,741	+5.6%	$18.1M
MUBIshares National Muni Bond ETF	1.1%	1.3%	162,583	+6.8%	$17.5M
AVGOBroadcom Inc	1.0%	1.1%	43,444	-4.7%	$16.4M
AMDAdvanced Micro Devices Inc	1.0%	0.4%	27,427	+4.0%	$15.9M
MUMicron Technology Inc	0.9%	0.3%	12,610	+16.2%	$14.6M
JPMJpmorgan Chase & Co	0.9%	0.9%	42,694	+9.6%	$14.0M
SPYSpdr S&p 500 ETF Tr	0.8%	0.9%	17,544	+0.3%	$13.1M
GOOGAlphabet Inc	0.8%	0.7%	35,060	+10.7%	$12.4M
CGMUCapital Grp Fixed Incm ETF T	0.7%	0.8%	414,630	+7.5%	$11.4M
QQQInvesco Qqq Tr	0.6%	0.6%	13,336	+8.6%	$9.8M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.6%	0.7%	13,395	-4.1%	$9.4M
GLWCorning Inc.	0.6%	0.3%	36,378	+18.7%	$9.3M
CRWDCrowdstrike Hldgs Inc Class A	0.6%	0.3%	12,101	+15.1%	$9.2M
METAMeta Platforms Inc Class A	0.6%	0.6%	16,315	+16.1%	$9.2M
LLYLilly Eli & Co	0.6%	0.4%	7,409	+23.1%	$8.9M
TSLATesla Inc Com	0.5%	0.5%	20,154	+25.0%	$8.5M
XLKState Street Technology Select Sector Sp	0.5%	0.4%	44,148	+6.2%	$8.4M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	16,806	+21.3%	$8.4M
PANWPalo Alto Networks Inc	0.5%	—	23,435	—	$8.0M
GOOGLAlphabet Inc	0.4%	0.4%	19,984	+2.8%	$7.1M
COSTCostco Whsl Corp New	0.4%	0.5%	7,424	+20.0%	$6.9M
EFAiShs MSCI EAFE	0.4%	0.5%	63,908	+1.0%	$6.6M
ANETArista Networks Inc	0.4%	0.3%	38,992	+23.2%	$6.6M
HDHome Depot Inc Com	0.4%	0.4%	18,582	+23.1%	$6.6M
FTRBFederated Hermes Total Return Bond ETF	0.4%	0.5%	258,829	+10.0%	$6.5M
KLACKla Corp	0.4%	—	21,318	—	$6.4M
AMATApplied Matls Inc	0.4%	—	8,811	—	$6.4M
GSGoldman Sachs Group Inc	0.4%	0.3%	6,124	+21.1%	$6.2M
WMTWalmart Inc	0.4%	0.4%	53,016	+27.2%	$6.0M
JNJJohnson & Johnson	0.3%	0.3%	22,056	+26.5%	$5.6M
GEGe Aerospace	0.3%	—	14,450	—	$5.4M
CATCaterpillar Inc Com	0.3%	—	5,057	—	$5.4M
CVXChevron Corp New	0.3%	0.4%	31,456	+22.8%	$5.2M
NFLXNetflix Inc Total	0.3%	0.4%	72,967	+23.4%	$5.2M

What RMR Wealth Builders bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Indx Fd+586.3% shares
IWF Ishares Russell 1000 Growth ETF+297.9% shares
SCHO Schwab Short-Term U.S. Treasury ETF+107.3% shares
WMT Walmart Inc+27.2% shares
JNJ Johnson & Johnson+26.5% shares
TSLA Tesla Inc Com+25.0% shares
NFLX Netflix Inc Total+23.4% shares
ANET Arista Networks Inc+23.2% shares

Reduced

No position shrank by more than 5%.

Left the top 50

XOM Exxon Mobil Corpwas 0.5%
V Visa Inc Com Cl Awas 0.5%
VZ Verizon Communications Inc Comwas 0.3%
SCHX Schwab Stratgc Trwas 0.3%
BX Blackstone Inc Comwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +17.8% /yr; S&P 500 +20.4%
5 years: +9.4% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.6B	316
Q1 2026	$1.3B	277
Q4 2025	$1.2B	275
Q3 2025	$1.2B	282
Q2 2025	$1.1B	285
Q1 2025	$950.1M	259
Q4 2024	$967.5M	256
Q3 2024	$943.7M	260
Q2 2024	$871.4M	250
Q1 2024	$827.0M	259
Q4 2023	$711.8M	232
Q3 2023	$626.1M	230

Questions about RMR Wealth Builders's portfolio

What stocks does RMR Wealth Builders own?

RMR Wealth Builders's latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 316 positions worth $1.6B. The largest are Vanguard Indx Fd (VUG) at 9.7%, Vanguard S&p 500 ETF (VOO) at 9.7%, Vanguard Value ETF (VTV) at 8.9%, Ishares Tr (IJH) at 5.5% and Ishares Core Msci Eafe ETF (IEFA) at 4.5%.

What did RMR Wealth Builders buy last quarter?

In Q2 2026, RMR Wealth Builders added Vanguard Indx Fd (VUG) (+586.3% shares), Ishares Russell 1000 Growth ETF (IWF) (+297.9% shares) and Schwab Short-Term U.S. Treasury ETF (SCHO) (+107.3% shares), compared with its Q1 2026 filing.

What did RMR Wealth Builders sell last quarter?

In Q2 2026, RMR Wealth Builders cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Visa Inc Com Cl A (V), cut from its top 50 Verizon Communications Inc Com (VZ), cut from its top 50 Schwab Stratgc Tr (SCHX) and cut from its top 50 Blackstone Inc Com (BX), compared with its Q1 2026 filing.

How has RMR Wealth Builders's portfolio performed?

A portfolio copying RMR Wealth Builders's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +9.4% a year against +11.6%.

When is RMR Wealth Builders's next 13F filing due?

13F filings are due 45 days after each quarter ends. RMR Wealth Builders's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does RMR Wealth Builders manage?

RMR Wealth Builders reported $2.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.6B.