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 201–250 of 275
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TYL | TYLER TECHNOLOGIES INC | 870 | $100K–$500K | SH |
| MCK | MCKESSON CORP | 473 | $100K–$500K | SH |
| T | AT&T INC | 15K | $100K–$500K | SH |
| HTGC | HERCULES CAPITAL INC | 20K | $100K–$500K | SH |
| FEOE | RBB FUND TRUST | 8K | $100K–$500K | SH |
| KLAC | KLA CORP | 307 | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| EW | EDWARDS LIFESCIENCES CORP | 4K | $100K–$500K | SH |
| MAR | MARRIOTT INTL INC NEW | 1K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 5K | $100K–$500K | SH |
| CLOI | VANECK ETF TRUST | 7K | $100K–$500K | SH |
| MKTX | MARKETAXESS HLDGS INC | 2K | $100K–$500K | SH |
| DON | WISDOMTREE TR | 7K | $100K–$500K | SH |
| FLRN | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 506 | $100K–$500K | SH |
| DGRS | WISDOMTREE TR | 7K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 165 | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 996 | $100K–$500K | SH |
| BWA | BORGWARNER INC | 7K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| AOS | SMITH A O CORP | 5K | $100K–$500K | SH |
| RPM | RPM INTL INC | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 5K | $100K–$500K | SH |
| RING | ISHARES INC | 4K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| IWV | ISHARES TR | 756 | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| SMLF | ISHARES TR | 4K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 2K | $100K–$500K | SH |
| OLED | UNIVERSAL DISPLAY CORP | 2K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 928 | $100K–$500K | SH |
| SMG | SCOTTS MIRACLE-GRO CO | 5K | $100K–$500K | SH |
| LYB | LYONDELLBASELL INDUSTRIES N | 6K | $100K–$500K | SH |
| SHV | ISHARES TR | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 541 | $100K–$500K | SH |
| IEX | IDEX CORP | 1K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| TEL | TE CONNECTIVITY PLC | 1K | $100K–$500K | SH |
| DE | DEERE & CO | 545 | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 751 | $100K–$500K | SH |