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RMR Wealth Builders 13F holdings

Filed 2026-07-24 · RMR Wealth Builders · 316 positions · $1.6B

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TickerCompanySharesValue% of portfolio
VUGVANGUARD INDEX FDS1.8M$156.5M9.7%
VOOVANGUARD INDEX FDS227.5K$156.2M9.7%
VTVVANGUARD INDEX FDS657.0K$143.2M8.9%
IJHISHARES TR1.2M$88.9M5.5%
IEFAISHARES TR753.1K$72.7M4.5%
—NORTHERN LTS FD TR II2.4M$68.5M4.3%
NVDANVIDIA CORPORATION249.5K$49.9M3.1%
IWFISHARES TR397.8K$49.4M3.1%
AAPLAPPLE INC158.3K$45.8M2.8%
SCHOSCHWAB STRATEGIC TR1.7M$39.8M2.5%
SUBISHARES TR313.2K$33.3M2.1%
IWDISHARES TR136.5K$33.1M2.1%
FSMBFIRST TR EXCH TRADED FD III1.2M$23.0M1.4%
MSFTMICROSOFT CORP57.5K$21.4M1.3%
HYSPIMCO ETF TR228.0K$21.3M1.3%
AMZNAMAZON COM INC81.4K$19.4M1.2%
FMBFIRST TR EXCH TRADED FD III351.7K$18.1M1.1%
MUBISHARES TR162.6K$17.5M1.1%
AVGOBROADCOM INC43.4K$16.4M1.0%
AMDADVANCED MICRO DEVICES INC27.4K$15.9M1.0%
MUMICRON TECHNOLOGY INC12.6K$14.6M0.9%
JPMJPMORGAN CHASE & CO42.7K$14.0M0.9%
SPYSTATE STR SPDR S&P 500 ETF T17.5K$13.1M0.8%
GOOGALPHABET INC35.1K$12.4M0.8%
CGMUCAPITAL GRP FIXED INCM ETF T414.6K$11.4M0.7%
QQQINVESCO QQQ TR13.3K$9.8M0.6%
MDYSTATE STR SPDR S&P MIDCAP 4013.4K$9.4M0.6%
GLWCORNING INC36.4K$9.3M0.6%
CRWDCROWDSTRIKE HLDGS INC12.1K$9.2M0.6%
METAMETA PLATFORMS INC16.3K$9.2M0.6%
LLYELI LILLY & CO7.4K$8.9M0.6%
TSLATESLA INC20.2K$8.5M0.5%
XLKSELECT SECTOR SPDR TR44.1K$8.4M0.5%
BRK-BBERKSHIRE HATHAWAY INC DEL16.8K$8.4M0.5%
PANWPALO ALTO NETWORKS INC23.4K$8.0M0.5%
GOOGLALPHABET INC20.0K$7.1M0.4%
COSTCOSTCO WHOLESALE CORPORATION7.4K$6.9M0.4%
EFAISHARES TR63.9K$6.6M0.4%
ANETARISTA NETWORKS INC39.0K$6.6M0.4%
HDHOME DEPOT INC18.6K$6.6M0.4%
FTRBFEDERATED HERMES ETF TRUST258.8K$6.5M0.4%
KLACKLA CORP21.3K$6.4M0.4%
AMATAPPLIED MATLS INC8.8K$6.4M0.4%
GSGOLDMAN SACHS GROUP INC6.1K$6.2M0.4%
WMTWALMART INC53.0K$6.0M0.4%
JNJJOHNSON & JOHNSON22.1K$5.6M0.3%
GEGE AEROSPACE14.4K$5.4M0.3%
CATCATERPILLAR INC5.1K$5.4M0.3%
CVXCHEVRON CORPORATION31.5K$5.2M0.3%
NFLXNETFLIX INC.73.0K$5.2M0.3%
AXPAMERICAN EXPRESS CO14.7K$5.0M0.3%
GILDGILEAD SCIENCES INC39.2K$5.0M0.3%
IBMINTERNATIONAL BUSINESS MACHS17.3K$4.9M0.3%
VVISA INC13.8K$4.8M0.3%
VZVERIZON COMMUNICATIONS INC110.0K$4.7M0.3%
SCHXSCHWAB STRATEGIC TR152.0K$4.5M0.3%
MMM3M CO27.0K$4.4M0.3%
MOALTRIA GROUP INC60.7K$4.4M0.3%
DUKDUKE ENERGY CORP NEW34.3K$4.3M0.3%
TJXTJX COS INC NEW28.6K$4.3M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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