CIK 1803848
RMR Wealth Builders
Institutional 13F holdings & portfolio
Holdings
275
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 188K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 238K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 556K | $1M+ | SH |
| IJH | ISHARES TR | 1.1M | $1M+ | SH |
| IEFA | ISHARES TR | 651K | $1M+ | SH |
| IWF | ISHARES TR | 101K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 253K | $1M+ | SH |
| PRMR | NORTHERN LTS FD TR II | 1.8M | $1M+ | SH |
| AAPL | APPLE INC | 133K | $1M+ | SH |
| SUB | ISHARES TR | 288K | $1M+ | SH |
| IWD | ISHARES TR | 138K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 51K | $1M+ | SH |
| FSMB | FIRST TR EXCH TRADED FD III | 1.0M | $1M+ | SH |
| HYS | PIMCO ETF TR | 189K | $1M+ | SH |
| AMZN | AMAZON COM INC | 74K | $1M+ | SH |
| FMB | FIRST TR EXCH TRADED FD III | 316K | $1M+ | SH |
| SCHO | SCHWAB STRATEGIC TR | 657K | $1M+ | SH |
| AVGO | BROADCOM INC | 46K | $1M+ | SH |
| MUB | ISHARES TR | 144K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 38K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 18K | $1M+ | SH |
| GOOG | ALPHABET INC | 31K | $1M+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 338K | $1M+ | SH |
| META | META PLATFORMS INC | 13K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 14K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 13K | $1M+ | SH |
| IWM | ISHARES TR | 29K | $1M+ | SH |
| TSLA | TESLA INC | 15K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 13K | $1M+ | SH |
| IJR | ISHARES TR | 52K | $1M+ | SH |
| V | VISA INC | 17K | $1M+ | SH |
| GOOGL | ALPHABET INC | 19K | $1M+ | SH |
| LLY | ELI LILLY & CO | 6K | $1M+ | SH |
| EFA | ISHARES TR | 62K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 40K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 25K | $1M+ | SH |
| FTRB | FEDERATED HERMES ETF TRUST | 208K | $1M+ | SH |
| NFLX | NETFLIX INC | 55K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 40K | $1M+ | SH |
| HD | HOME DEPOT INC | 13K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 8K | $1M+ | SH |
| WMT | WALMART INC | 41K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 165K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 9K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 12K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 31K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 4K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 25K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 10K | $1M+ | SH |