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 101–150 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | 5K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 16K | $1M+ | SH |
| MRK | MERCK & CO INC | 12K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 42K | $1M+ | SH |
| SPTI | SPDR SERIES TRUST | 43K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| MS | MORGAN STANLEY | 7K | $1M+ | SH |
| CB | CHUBB LIMITED | 4K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 25K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 37K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 14K | $1M+ | SH |
| CSGP | COSTAR GROUP INC | 16K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| SHYD | VANECK ETF TRUST | 44K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 20K | $500K+ | SH |
| CSX | CSX CORP | 27K | $500K+ | SH |
| TER | TERADYNE INC | 5K | $500K+ | SH |
| IWB | ISHARES TR | 3K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 18K | $500K+ | SH |
| DIS | DISNEY WALT CO | 8K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 18K | $500K+ | SH |
| PCAR | PACCAR INC | 9K | $500K+ | SH |
| SDY | SPDR SERIES TRUST | 7K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 38K | $500K+ | SH |
| MPWR | MONOLITHIC PWR SYS INC | 958 | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 3K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 9K | $500K+ | SH |
| EA | ELECTRONIC ARTS INC | 4K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| NEAR | ISHARES U S ETF TR | 16K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| MAIN | MAIN STR CAP CORP | 13K | $500K+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 21K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| LRCX | LAM RESEARCH CORP | 4K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| SPDW | SPDR INDEX SHS FDS | 16K | $500K+ | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 19K | $500K+ | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 4K | $500K+ | SH |
| GLDM | WORLD GOLD TR | 8K | $500K+ | SH |
| SHM | SPDR SERIES TRUST | 15K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 130 | $500K+ | SH |
| LRGF | ISHARES TR | 10K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 7K | $500K+ | SH |
| RGLD | ROYAL GOLD INC | 3K | $500K+ | SH |
| FAST | FASTENAL CO | 17K | $500K+ | SH |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | 66K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |