RMR Wealth Builders - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, RMR Wealth Builders held in its portfolio 270 assets valued at $1,249,929,744 (i.e. $1.25B).
The most valuable assets in the portfolio included: VANGUARD INDEX FDS ($117.69M), VANGUARD INDEX FDS ($116.29M), and VANGUARD INDEX FDS ($106.24M).
The chart below shows the top 10 valuable assets, and the table below shows the top 270 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
RMR Wealth Builders - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| VANGUARD INDEX FDS | 187658 | 117686206 | S&P 500 ETF SHS |
| VANGUARD INDEX FDS | 238376 | 116294087 | GROWTH ETF |
| VANGUARD INDEX FDS | 556263 | 106240656 | VALUE ETF |
| ISHARES TR | 1134512 | 74877768 | CORE S&P MCP ETF |
| ISHARES TR | 650800 | 58220561 | CORE MSCI EAFE |
| ISHARES TR | 100602 | 47614874 | RUS 1000 GRW ETF |
| NVIDIA CORPORATION | 252669 | 47122788 | COM |
| NORTHERN LTS FD TR II | 1802886 | 44894576 | PEAKSHARES RMR |
| APPLE INC | 132523 | 36027802 | COM |
| ISHARES TR | 288038 | 30733667 | SHRT NAT MUN ETF |
| ISHARES TR | 138448 | 29121067 | RUS 1000 VAL ETF |
| MICROSOFT CORP | 51261 | 24790900 | COM |
| FIRST TR EXCH TRADED FD III | 1023222 | 20510482 | SHRT DUR MNG MUN |
| PIMCO ETF TR | 188863 | 17907954 | 0-5 HIGH YIELD |
| AMAZON COM INC | 73906 | 17059039 | COM |
| FIRST TR EXCH TRADED FD III | 315693 | 16142964 | MANAGD MUN ETF |
| SCHWAB STRATEGIC TR | 656804 | 16006324 | SHT TM US TRES |
| BROADCOM INC | 46106 | 15957349 | COM |
| ISHARES TR | 144051 | 15429346 | NATIONAL MUN ETF |
| JPMORGAN CHASE & CO. | 37527 | 12092083 | COM |
| SPDR S&P 500 ETF TR | 17568 | 11979719 | TR UNIT |
| ALPHABET INC | 30708 | 9636180 | CAP STK CL C |
| CAPITAL GRP FIXED INCM ETF T | 337891 | 9251448 | MUNICIPAL INCOME |
| META PLATFORMS INC | 13484 | 8900858 | CL A |
| SPDR S&P MIDCAP 400 ETF TR | 14395 | 8683966 | UTSER1 S&PDCRP |
| INVESCO QQQ TR | 12587 | 7732194 | UNIT SER 1 |
| ISHARES TR | 29467 | 7253559 | RUSSELL 2000 ETF |
| SPDR SERIES TRUST | 121878 | 7073810 | STATE STREET SPD |
| TESLA INC | 15003 | 6747343 | COM |
| BERKSHIRE HATHAWAY INC DEL | 13223 | 6646523 | CL B NEW |
| ISHARES TR | 52471 | 6305988 | CORE S&P SCP ETF |
| VISA INC | 17403 | 6103424 | COM CL A |
| ALPHABET INC | 19359 | 6059289 | CAP STK CL A |
| ELI LILLY & CO | 5604 | 6022838 | COM |
| ISHARES TR | 61557 | 5911292 | MSCI EAFE ETF |
| SELECT SECTOR SPDR TR | 40448 | 5823313 | STATE STREET TEC |
| ADVANCED MICRO DEVICES INC | 24947 | 5342650 | COM |
| FEDERATED HERMES ETF TRUST | 207788 | 5275737 | HERMES TOTAL RET |
| NETFLIX INC | 54701 | 5128755 | COM |
| COSTCO WHSL CORP NEW | 5837 | 5033269 | COM |
| EXXON MOBIL CORP | 39785 | 4787741 | COM |
| HOME DEPOT INC | 13379 | 4603777 | COM |
| INTUITIVE SURGICAL INC | 8109 | 4592613 | COM NEW |
| WALMART INC | 40951 | 4562358 | COM |
| SCHWAB STRATEGIC TR | 165014 | 4440526 | US LRG CAP ETF |
| CROWDSTRIKE HLDGS INC | 9413 | 4412422 | CL A |
| CONSTELLATION ENERGY CORP | 11693 | 4130676 | COM |
| ARISTA NETWORKS INC | 30531 | 4000477 | COM SHS |
| GOLDMAN SACHS GROUP INC | 4480 | 3937742 | COM |
| CHEVRON CORP NEW | 24508 | 3735241 | COM |
| AMERICAN EXPRESS CO | 9614 | 3556830 | COM |
| VERIZON COMMUNICATIONS INC | 86403 | 3519209 | COM |
| INTERNATIONAL BUSINESS MACHS | 11641 | 3448153 | COM |
| BLACKSTONE INC | 22120 | 3409515 | COM |
| PALANTIR TECHNOLOGIES INC | 18443 | 3278260 | CL A |
| ISHARES TR | 9150 | 3138158 | S&P 100 ETF |
| CORNING INC | 34212 | 2995643 | COM |
| TJX COS INC NEW | 19303 | 2965143 | COM |
| 3M CO | 17432 | 2790852 | COM |
| SALESFORCE INC | 10520 | 2786774 | COM |
| PALO ALTO NETWORKS INC | 14829 | 2731490 | COM |
| REGENERON PHARMACEUTICALS | 3459 | 2669959 | COM |
| ORACLE CORP | 13593 | 2649423 | COM |
| LINDE PLC | 6169 | 2630481 | SHS |
| VERTEX PHARMACEUTICALS INC | 5789 | 2624501 | COM |
| MCDONALDS CORP | 8586 | 2624020 | COM |
| THERMO FISHER SCIENTIFIC INC | 4527 | 2622926 | COM |
| GE AEROSPACE | 8383 | 2582187 | COM NEW |
| DUKE ENERGY CORP NEW | 21867 | 2562981 | COM NEW |
| MASTERCARD INCORPORATED | 4446 | 2537936 | CL A |
| WASTE MGMT INC DEL | 11535 | 2534343 | COM |
| PROCTER AND GAMBLE CO | 17676 | 2533143 | COM |
| UBER TECHNOLOGIES INC | 30988 | 2532028 | COM |
| PIMCO ETF TR | 94802 | 2529314 | MULTISECTOR BD |
| INTUIT | 3765 | 2494229 | COM |
| ISHARES TR | 28806 | 2385717 | 1 3 YR TREAS BD |
| AMERICAN TOWER CORP NEW | 13164 | 2311123 | COM |
| QUALCOMM INC | 13343 | 2282306 | COM |
| ASML HOLDING N V | 2019 | 2160420 | N Y REGISTRY SHS |
| SPDR DOW JONES INDL AVERAGE | 4282 | 2057973 | UT SER 1 |
| GENERAL MTRS CO | 25199 | 2049183 | COM |
| PROGRESSIVE CORP | 8201 | 1867532 | COM |
| BLACKROCK INC | 1734 | 1856061 | COM |
| GILEAD SCIENCES INC | 13822 | 1696545 | COM |
| MARSH & MCLENNAN COS INC | 9113 | 1690636 | COM |
| WISDOMTREE TR | 18642 | 1667149 | US QTLY DIV GRT |
| ABBVIE INC | 7274 | 1661996 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 5456 | 1657977 | SPONSORED ADS |
| SERVICENOW INC | 10226 | 1566465 | COM |
| J P MORGAN EXCHANGE TRADED F | 32949 | 1560137 | CORE PLUS BD ETF |
| CME GROUP INC | 5598 | 1528702 | COM |
| TWILIO INC | 10417 | 1481714 | CL A |
| HONEYWELL INTL INC | 7561 | 1475069 | COM |
| PNC FINL SVCS GROUP INC | 6839 | 1427425 | COM |
| SELECT SECTOR SPDR TR | 9220 | 1427301 | STATE STREET HEA |
| CITIGROUP INC | 12059 | 1407145 | COM NEW |
| COCA COLA CO | 19884 | 1390085 | COM |
| ISHARES TR | 14193 | 1366372 | RUS MID CAP ETF |
| SHOPIFY INC | 8363 | 1346192 | CL A SUB VTG SHS |
| CHAIN BRIDGE BANCORP INC | 38710 | 1340914 | CL A |
| MICRON TECHNOLOGY INC | 4630 | 1321393 | COM |
| JOHNSON & JOHNSON | 6329 | 1309709 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 16192 | 1300195 | COM |
| MERCK & CO INC | 12010 | 1264199 | COM |
| COMCAST CORP NEW | 42156 | 1260032 | CL A |
| CAPITAL ONE FINL CORP | 5020 | 1216605 | COM |
| MORGAN STANLEY | 6502 | 1154335 | COM NEW |
| CHUBB LIMITED | 3689 | 1151341 | COM |
| PUTNAM ETF TRUST | 24615 | 1121684 | FOCUSED LAR CAP |
| SCHWAB STRATEGIC TR | 37048 | 1114045 | US MID-CAP ETF |
| CVS HEALTH CORP | 13755 | 1091569 | COM |
| COSTAR GROUP INC | 16036 | 1078261 | COM |
| CATERPILLAR INC | 1849 | 1059458 | COM |
| VANECK ETF TRUST | 44124 | 1010888 | SHRT HGH YLD MUN |
| TRUIST FINL CORP | 20300 | 998963 | COM |
| CSX CORP | 27301 | 989661 | COM |
| TERADYNE INC | 5103 | 987737 | COM |
| ISHARES TR | 2606 | 973236 | RUS 1000 ETF |
| BANK AMERICA CORP | 17543 | 964881 | COM |
| DISNEY WALT CO | 8473 | 963973 | COM |
| SELECT SECTOR SPDR TR | 17575 | 962577 | STATE STREET FIN |
| PACCAR INC | 8711 | 953906 | COM |
| SCHWAB STRATEGIC TR | 37813 | 909025 | INTL EQTY ETF |
| MONOLITHIC PWR SYS INC | 958 | 868293 | COM |
| HILTON WORLDWIDE HLDGS INC | 2883 | 828142 | COM |
| CONOCOPHILLIPS | 8824 | 826015 | COM |
| ELECTRONIC ARTS INC | 3976 | 812416 | COM |
| TEXAS INSTRS INC | 4605 | 798936 | COM |
| ISHARES U S ETF TR | 15550 | 794605 | SHORT DURATION B |
| UNION PAC CORP | 3382 | 782324 | COM |
| MAIN STR CAP CORP | 12921 | 780312 | COM |
| PHILLIPS EDISON & CO INC | 21269 | 756546 | COMMON STOCK |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| LAM RESEARCH CORP | 4375 | 748902 | COM NEW |
| SPDR GOLD TR | 1857 | 735842 | GOLD SHS |
| SPDR INDEX SHS FDS | 16236 | 721046 | PORTFOLIO DEVLPD |
| CHIPOTLE MEXICAN GRILL INC | 19478 | 720686 | COM |
| GUIDEWIRE SOFTWARE INC | 3559 | 715395 | COM |
| WORLD GOLD TR | 8323 | 710535 | SPDR GLD MINIS |
| INTERCONTINENTAL EXCHANGE IN | 4313 | 698533 | COM |
| BOOKING HOLDINGS INC | 130 | 697960 | COM |
| ISHARES TR | 9864 | 684858 | U S EQUITY FACTR |
| BOSTON SCIENTIFIC CORP | 7182 | 684804 | COM |
| ROYAL GOLD INC | 2999 | 666677 | COM |
| FASTENAL CO | 16544 | 663911 | COM |
| NUVEEN NEW YORK AMT QLT MUNI | 65652 | 662424 | COM |
| RTX CORPORATION | 3549 | 650941 | COM |
| NEXTERA ENERGY INC | 8091 | 649579 | COM |
| HUMANA INC | 2452 | 628128 | COM |
| ULTA BEAUTY INC | 1036 | 626790 | COM |
| DOCUSIGN INC | 9142 | 625313 | COM |
| SCHWAB CHARLES CORP | 6107 | 610148 | COM |
| ENBRIDGE INC | 11820 | 565351 | COM |
| INVESCO EXCH TRD SLF IDX FD | 28184 | 551707 | BULSHS 2026 CB |
| CISCO SYS INC | 7052 | 543193 | COM |
| SELECT SECTOR SPDR TR | 12073 | 539782 | STATE STREET ENE |
| ISHARES TR | 4500 | 537075 | 3 7 YR TREAS BD |
| BLUEROCK PVT REAL ESTATE FD | 35735 | 536025 | COM |
| INTEL CORP | 14524 | 535936 | COM |
| ISHARES TR | 780 | 534507 | CORE S&P500 ETF |
| VANGUARD SCOTTSDALE FDS | 5753 | 530966 | VNG RUS1000VAL |
| VANECK ETF TRUST | 1473 | 530497 | SEMICONDUCTR ETF |
| MARVELL TECHNOLOGY INC | 6179 | 525067 | COM |
| PHILIP MORRIS INTL INC | 3234 | 518796 | COM |
| KEYSIGHT TECHNOLOGIES INC | 2517 | 511429 | COM |
| TRANSUNION | 5928 | 508326 | COM |
| MARTIN MARIETTA MATLS INC | 812 | 505600 | COM |
| PHILLIPS 66 | 3913 | 504961 | COM |
| AXON ENTERPRISE INC | 881 | 500346 | COM |
| INVESCO EXCH TRADED FD TR II | 1948 | 492719 | NASDAQ 100 ETF |
| INVESCO EXCH TRADED FD TR II | 13318 | 490768 | NASDAQNXTGEN100 |
| ADOBE INC | 1395 | 488236 | COM |
| ACCENTURE PLC IRELAND | 1814 | 486727 | SHS CLASS A |
| NUVEEN NEW JERSEY QULT MUN F | 38378 | 485102 | COM |
| LOWES COS INC | 2007 | 484113 | COM |
| CONSOLIDATED EDISON INC | 4874 | 484043 | COM |
| ICICI BANK LIMITED | 15362 | 457801 | ADR |
| LPL FINL HLDGS INC | 1276 | 455749 | COM |
| AMERICAN CENTY ETF TR | 5513 | 453848 | INTL EQT ETF |
| GE VERNOVA INC | 688 | 449882 | COM |
| EATON CORP PLC | 1406 | 447866 | SHS |
| ELANCO ANIMAL HEALTH INC | 19773 | 447463 | COM |
| BARRICK MNG CORP | 10162 | 442543 | COM SHS |
| INVESCO EXCHANGE TRADED FD T | 2293 | 439159 | S&P500 EQL WGT |
| VANGUARD MUN BD FDS | 8611 | 433047 | TAX EXEMPT BD |
| L3HARRIS TECHNOLOGIES INC | 1470 | 431608 | COM |
| VANGUARD SCOTTSDALE FDS | 5398 | 430418 | SHRT TRM CORP BD |
| MIDDLEBY CORP | 2867 | 426237 | COM |
| T-MOBILE US INC | 2097 | 425788 | COM |
| ISHARES BITCOIN TRUST ETF | 8306 | 412371 | SHS BEN INT |
| SHERWIN WILLIAMS CO | 1271 | 411828 | COM |
| COINBASE GLOBAL INC | 1811 | 409610 | COM CL A |
| APOLLO GLOBAL MGMT INC | 2804 | 405944 | COM |
| ISHARES TR | 7629 | 403422 | ISHS 1-5YR INVS |
| INVESCO EXCH TRD SLF IDX FD | 20363 | 401968 | BULSHS 2027 CB |
| FRONTLINE PLC | 18167 | 396399 | COM |
| TYLER TECHNOLOGIES INC | 870 | 394937 | COM |
| MCKESSON CORP | 473 | 387977 | COM |
| AT&T INC | 15477 | 384454 | COM |
| HERCULES CAPITAL INC | 20241 | 380943 | COM |
| RBB FUND TRUST | 7802 | 377305 | FIRST EAGLE OVER |
| KLA CORP | 307 | 373030 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 6914 | 372931 | COM |
| ISHARES TR | 2999 | 369615 | S&P 500 GRWT ETF |
| EDWARDS LIFESCIENCES CORP | 4301 | 366660 | COM |
| MARRIOTT INTL INC NEW | 1148 | 356237 | CL A |
| DEXCOM INC | 5365 | 356075 | COM |
| VANECK ETF TRUST | 6727 | 355241 | CLO ETF |
| MARKETAXESS HLDGS INC | 1958 | 354888 | COM |
| WISDOMTREE TR | 6818 | 351813 | US MIDCAP DIVID |
| IDEXX LABS INC | 506 | 342324 | COM |
| WISDOMTREE TR | 6899 | 342321 | US S CAP QTY DIV |
| SCHWAB STRATEGIC TR | 11841 | 337236 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 12213 | 334993 | US DIVIDEND EQ |
| MERCADOLIBRE INC | 165 | 333322 | COM |
| VERTIV HOLDINGS CO | 2055 | 332950 | COM CL A |
| UNITEDHEALTH GROUP INC | 996 | 328829 | COM |
| BORGWARNER INC | 7230 | 325784 | COM |
| VANGUARD SPECIALIZED FUNDS | 1453 | 319241 | DIV APP ETF |
| ALIBABA GROUP HLDG LTD | 2163 | 317053 | SPONSORED ADS |
| SMITH A O CORP | 4691 | 313748 | COM |
| RPM INTL INC | 2999 | 311896 | COM |
| APPLIED MATLS INC | 1209 | 310766 | COM |
| ROYAL BK CDA | 1821 | 310462 | COM |
| PAYPAL HLDGS INC | 5270 | 307689 | COM |
| ISHARES INC | 4138 | 304722 | MSCI GBL GOLD MN |
| FORTINET INC | 3775 | 299773 | COM |
| ISHARES TR | 756 | 292385 | RUSSELL 3000 ETF |
| ALTRIA GROUP INC | 4999 | 288215 | COM |
| ISHARES TR | 3827 | 286566 | US SML CAP EQT |
| BOEING CO | 1289 | 279966 | COM |
| ISHARES TR | 1312 | 278137 | S&P 500 VAL ETF |
| ARES MANAGEMENT CORPORATION | 1698 | 274373 | CL A COM STK |
| UNIVERSAL DISPLAY CORP | 2331 | 272214 | COM |
| MICROCHIP TECHNOLOGY INC. | 4262 | 271546 | COM |
| VANGUARD INDEX FDS | 928 | 269449 | MID CAP ETF |
| SCOTTS MIRACLE-GRO CO | 4601 | 268468 | CL A |
| LYONDELLBASELL INDUSTRIES N | 6179 | 267551 | SHS - A - |
| ISHARES TR | 2385 | 262661 | TRUST ISHARE 0-1 |
| LOCKHEED MARTIN CORP | 541 | 261663 | COM |
| IDEX CORP | 1463 | 260326 | COM |
| ABBOTT LABS | 2059 | 257949 | COM |
| TE CONNECTIVITY PLC | 1122 | 255278 | ORD SHS |
| DEERE & CO | 545 | 253595 | COM |
| VANGUARD INDEX FDS | 751 | 251790 | TOTAL STK MKT |
| INVESCO EXCH TRADED FD TR II | 2059 | 245714 | S&P 500 MOMNTM |
| FIRST TR EXCHANGE-TRADED FD | 4832 | 241552 | FST LOW OPPT EFT |
| AUTOZONE INC | 71 | 240797 | COM |
| SELECT SECTOR SPDR TR | 1982 | 236615 | STATE STREET CON |
| VALMONT INDS INC | 588 | 236564 | COM |
| ISHARES TR | 4436 | 233776 | ESG SELECT SCRE |
| STRYKER CORPORATION | 660 | 231807 | COM |
| GLOBAL X FDS | 6389 | 231486 | RBTCS ARTFL INTE |
| KKR & CO INC | 1795 | 228809 | COM |
| ISHARES TR | 4281 | 227557 | CORE DIVID ETF |
| MARATHON PETE CORP | 1379 | 224267 | COM |
| GARTNER INC | 888 | 224025 | COM |
| WISDOMTREE TR | 4367 | 223860 | US MULTIFACTOR |
| WISDOMTREE TR | 3155 | 223546 | US LARGECAP FUND |
| ISHARES INC | 3070 | 223128 | MSCI EMRG CHN |
| BLACKROCK N Y MUN INCOME TRU | 21992 | 222999 | SH BEN INT |
| TRACTOR SUPPLY CO | 4139 | 206991 | COM |
| GLOBAL X FDS | 11662 | 206060 | NASDAQ 100 COVER |
| PUTNAM ETF TRUST | 17642 | 204112 | FRANKLIN MUNI HI |
| WELLS FARGO CO NEW | 2169 | 202192 | COM |
| VANGUARD INTL EQUITY INDEX F | 2412 | 201637 | FTSE EUROPE ETF |
| JOHNSON CTLS INTL PLC | 1682 | 201420 | SHS |
| VALE S A | 10803 | 140763 | SPONSORED ADS |
| PIMCO HIGH INCOME FD | 12650 | 61478 | COM SHS |
| FIBROBIOLOGICS INC | 38360 | 8627 | COM SHS |
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