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 51–100 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | 86K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 12K | $1M+ | SH |
| BX | BLACKSTONE INC | 22K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 18K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 40K | $1M+ | SH |
| OEF | ISHARES TR | 9K | $1M+ | SH |
| GLW | CORNING INC | 34K | $1M+ | SH |
| TJX | TJX COS INC NEW | 19K | $1M+ | SH |
| MMM | 3M CO | 17K | $1M+ | SH |
| CRM | SALESFORCE INC | 11K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 15K | $1M+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 3K | $1M+ | SH |
| ORCL | ORACLE CORP | 14K | $1M+ | SH |
| LIN | LINDE PLC | 6K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 6K | $1M+ | SH |
| MCD | MCDONALDS CORP | 9K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 5K | $1M+ | SH |
| GE | GE AEROSPACE | 8K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 22K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 4K | $1M+ | SH |
| WM | WASTE MGMT INC DEL | 12K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 18K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 31K | $1M+ | SH |
| PYLD | PIMCO ETF TR | 95K | $1M+ | SH |
| INTU | INTUIT | 4K | $1M+ | SH |
| SHY | ISHARES TR | 29K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 13K | $1M+ | SH |
| QCOM | QUALCOMM INC | 13K | $1M+ | SH |
| ASML | ASML HOLDING N V | 2K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 4K | $1M+ | SH |
| GM | GENERAL MTRS CO | 25K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 8K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 14K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 9K | $1M+ | SH |
| DGRW | WISDOMTREE TR | 19K | $1M+ | SH |
| ABBV | ABBVIE INC | 7K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 5K | $1M+ | SH |
| NOW | SERVICENOW INC | 10K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| CME | CME GROUP INC | 6K | $1M+ | SH |
| TWLO | TWILIO INC | 10K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 8K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 7K | $1M+ | SH |
| XLV | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| C | CITIGROUP INC | 12K | $1M+ | SH |
| KO | COCA COLA CO | 20K | $1M+ | SH |
| IWR | ISHARES TR | 14K | $1M+ | SH |
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| CBNA | CHAIN BRIDGE BANCORP INC | 39K | $1M+ | SH |