Rmr Wealth Builders
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.27B
Q ending 2026-03-31
Prior quarter
$1.25B
Q ending 2025-12-31
Change
+1.6% QoQ · +33.7% YoY
Positions
277
reported holdings
Largest positions
Top 100 of 277 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $120.9M | 202K |
| Vanguard Index Fds | VUG | Shares | $115.6M | 265K |
| Vanguard Index Fds | VTV | Shares | $112.6M | 574K |
| Ishares Tr | IJH | Shares | $74.9M | 1.1M |
| Ishares Tr | IEFA | Shares | $62.9M | 694K |
| Northern Lts Fd Tr Ii | PRMR | Shares | $52.8M | 2.3M |
| Nvidia Corporation | NVDA | Shares | $43.5M | 249K |
| Ishares Tr | IWF | Shares | $42.6M | 100K |
| Apple Inc | AAPL | Shares | $39.1M | 154K |
| Ishares Tr | SUB | Shares | $31.4M | 295K |
| Ishares Tr | IWD | Shares | $29.3M | 137K |
| First Tr Exch Traded Fd Iii | FSMB | Shares | $21.5M | 1.1M |
| Microsoft Corp | MSFT | Shares | $19.9M | 54K |
| Schwab Strategic Tr | SCHO | Shares | $19.3M | 796K |
| Pimco Etf Tr | HYS | Shares | $19.1M | 205K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $16.9M | 333K |
| Ishares Tr | MUB | Shares | $16.2M | 152K |
| Amazon Com Inc | AMZN | Shares | $15.9M | 76K |
| Broadcom Inc | AVGO | Shares | $14.1M | 46K |
| Jpmorgan Chase & Co | JPM | Shares | $11.5M | 39K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $11.4M | 17K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $10.5M | 386K |
| Alphabet Inc | GOOG | Shares | $9.1M | 32K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $8.6M | 14K |
| Meta Platforms Inc | META | Shares | $8.0M | 14K |
| Invesco Qqq Tr | QQQ | Shares | $7.1M | 12K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.6M | 14K |
| Exxon Mobil Corp | XOM | Shares | $6.3M | 37K |
| Costco Wholesale Corporation | COST | Shares | $6.2M | 6K |
| Ishares Tr | EFA | Shares | $6.1M | 63K |
| Tesla Inc | TSLA | Shares | $6.0M | 16K |
| Federated Hermes Etf Trust | FTRB | Shares | $5.9M | 235K |
| Visa Inc | V | Shares | $5.8M | 19K |
| Netflix Inc. | NFLX | Shares | $5.7M | 59K |
| Alphabet Inc | GOOGL | Shares | $5.6M | 19K |
| Eli Lilly & Co | LLY | Shares | $5.5M | 6K |
| Select Sector Spdr Tr | XLK | Shares | $5.5M | 42K |
| Advanced Micro Devices Inc | AMD | Shares | $5.4M | 26K |
| Chevron Corporation | CVX | Shares | $5.3M | 26K |
| Walmart Inc | WMT | Shares | $5.2M | 42K |
| Home Depot Inc | HD | Shares | $5.0M | 15K |
| Verizon Communications Inc | VZ | Shares | $4.4M | 88K |
| Goldman Sachs Group Inc | GS | Shares | $4.3M | 5K |
| Johnson & Johnson | JNJ | Shares | $4.3M | 17K |
| Schwab Strategic Tr | SCHX | Shares | $4.2M | 164K |
| Corning Inc | GLW | Shares | $4.2M | 31K |
| Crowdstrike Hldgs Inc | CRWD | Shares | $4.1M | 11K |
| Arista Networks Inc | ANET | Shares | $3.9M | 32K |
| Micron Technology Inc | MU | Shares | $3.7M | 11K |
| Blackstone Inc | BX | Shares | $3.6M | 31K |
| Constellation Energy Corp | CEG | Shares | $3.5M | 13K |
| Tjx Cos Inc New | TJX | Shares | $3.4M | 21K |
| American Express Co | AXP | Shares | $3.4M | 11K |
| Palantir Technologies Inc | PLTR | Shares | $3.3M | 23K |
| Duke Energy Corp New | DUK | Shares | $3.3M | 25K |
| International Business Machs | IBM | Shares | $3.3M | 13K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $3.2M | 7K |
| Ge Aerospace | GE | Shares | $3.2M | 11K |
| Waste Mgmt Inc Del | WM | Shares | $3.2M | 14K |
| Mcdonalds Corp | MCD | Shares | $3.1M | 10K |
| Palo Alto Networks Inc | PANW | Shares | $3.1M | 19K |
| American Tower Corp | AMT | Shares | $3.1M | 18K |
| Ishares Tr | IWM | Shares | $3.1M | 12K |
| Spdr Series Trust | SPYM | Shares | $3.1M | 40K |
| Regeneron Pharmaceuticals | REGN | Shares | $3.0M | 4K |
| 3M Co | MMM | Shares | $3.0M | 20K |
| Pimco Etf Tr | PYLD | Shares | $2.9M | 112K |
| Ishares Tr | OEF | Shares | $2.9M | 9K |
| Uber Technologies Inc | UBER | Shares | $2.9M | 40K |
| Altria Group Inc | MO | Shares | $2.9M | 43K |
| Salesforce Inc | CRM | Shares | $2.7M | 15K |
| Newmont Corp | NEM | Shares | $2.7M | 25K |
| Oracle Corp | ORCL | Shares | $2.7M | 18K |
| Thermo Fisher Scientific Inc | TMO | Shares | $2.7M | 5K |
| Asml Hldg Nv | Shares | $2.7M | 2K | |
| Progressive Corp | PGR | Shares | $2.4M | 12K |
| Ishares Tr | IJR | Shares | $2.3M | 19K |
| Ishares Tr | SHY | Shares | $2.3M | 28K |
| Kla Corp | KLAC | Shares | $2.3M | 2K |
| Applied Matls Inc | AMAT | Shares | $2.3M | 7K |
| Mastercard Incorporated | MA | Shares | $2.2M | 4K |
| Gilead Sciences Inc | GILD | Shares | $1.9M | 14K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.9M | 6K |
| General Mtrs Co | GM | Shares | $1.8M | 24K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $1.7M | 4K |
| Honeywell Intl Inc | HONGBP | Shares | $1.7M | 8K |
| Blackrock Inc | BLK | Shares | $1.7M | 2K |
| Cme Group Inc | CME | Shares | $1.7M | 6K |
| J P Morgan Exchange Traded F | JCPB | Shares | $1.6M | 35K |
| Merck & Co Inc | MRK | Shares | $1.6M | 13K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $1.6M | 9K |
| Abbvie Inc | ABBV | Shares | $1.6M | 7K |
| Intuitive Surgical Inc | ISRG | Shares | $1.5M | 3K |
| Wisdomtree Tr | DGRW | Shares | $1.5M | 17K |
| Coca Cola Co | KO | Shares | $1.5M | 19K |
| Teradyne Inc | TER | Shares | $1.4M | 5K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.4M | 7K |
| Spdr Series Trust | SPTI | Shares | $1.4M | 49K |
| Citigroup Inc | C | Shares | $1.4M | 12K |
| Chain Bridge Bancorp Inc | CBNA | Shares | $1.4M | 39K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.