Institutions / RMR Wealth Builders
RMR Wealth Builders
CIK 1803848 · Institution · as of Dec 31, 2025
Portfolio value
$1.25B
Positions
275
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 275 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $117.69M | 9.4% |
| Vanguard Index Fds | $116.29M | 9.3% |
| Vanguard Index Fds | $106.24M | 8.5% |
| iShares Tr | $74.88M | 6.0% |
| iShares Tr | $58.22M | 4.7% |
| iShares Tr | $47.61M | 3.8% |
| NVIDIA Corp | $47.12M | 3.8% |
| Northern Lts Fd Tr II | $44.89M | 3.6% |
| Apple Inc. | $36.03M | 2.9% |
| iShares MSCI UAE ETF | $30.73M | 2.5% |
| iShares Tr | $29.12M | 2.3% |
| Microsoft Corp | $24.79M | 2.0% |
| First Tr Exch Traded Fd III | $20.51M | 1.6% |
| PIMCO ETF Tr | $17.91M | 1.4% |
| Amazon.com Inc | $17.06M | 1.4% |
| First Tr Exch Traded Fd III | $16.14M | 1.3% |
| Schwab Strategic Tr | $16.01M | 1.3% |
| Broadcom Inc. | $15.96M | 1.3% |
| iShares Tr | $15.43M | 1.2% |
| JPMorgan Chase & Co | $12.09M | 1.0% |
| SPDR S&P 500 ETF Tr | $11.98M | 1.0% |
| Alphabet Inc. | $9.64M | 0.8% |
| Capital Grp Fixed Incm ETF T | $9.25M | 0.7% |
| Meta Platforms Inc | $8.90M | 0.7% |
| SPDR S&P Midcap 400 ETF Tr | $8.68M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.