Rmr Wealth Builders
$1.6B 13F equity value
326 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Rmr Wealth Builders covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 1,816,708 | $156M | 9.7% |
| VOO | VANGUARD INDEX FDS | 227,464 | $156M | 9.7% |
| VTV | VANGUARD INDEX FDS | 656,979 | $143M | 8.9% |
| IJH | ISHARES TR | 1,153,024 | $89M | 5.5% |
| IEFA | ISHARES TR | 753,130 | $73M | 4.5% |
| PRMR | NORTHERN LTS FD TR II | 2,397,610 | $69M | 4.3% |
| NVDA | NVIDIA CORPORATION | 249,506 | $50M | 3.1% |
| IWF | ISHARES TR | 397,795 | $49M | 3.1% |
| AAPL | APPLE INC | 158,266 | $46M | 2.8% |
| SCHO | SCHWAB STRATEGIC TR | 1,650,711 | $40M | 2.5% |
Track Rmr Wealth Builders's 13F portfolio: $1.6B in reported holdings, 326 positions. Top holdings and quarterly changes on SentiSense.
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