RMR Wealth Builders

CIK: 0001803848SEC EDGAR →

Portfolio Value

$1.2B

Holdings

275

As of

Q4 2025

New Positions

275

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	VOO VANGUARD INDEX FDS	187,658	$117.7M	9.42%
2	VUG VANGUARD INDEX FDS	238,376	$116.3M	9.30%
3	VTV VANGUARD INDEX FDS	556,263	$106.2M	8.50%
4	IJH ISHARES TR	1,134,512	$74.9M	5.99%
5	AQLT ISHARES TR	650,800	$58.2M	4.66%
6	IWF ISHARES TR	100,602	$47.6M	3.81%
7	NVDA NVIDIA CORPORATION	252,669	$47.1M	3.77%
8	PRMR NORTHERN LTS FD TR II	1,802,886	$44.9M	3.59%
9	AAPL APPLE INC	132,523	$36.0M	2.88%
10	SUB ISHARES TR	288,038	$30.7M	2.46%

Quarterly Changes

Top Buys

VOONEW

$117.7M

VUGNEW

$116.3M

VTVNEW

$106.2M

IJHNEW

$74.9M

AQLTNEW

$58.2M

Top Sells

No sells this quarter

New Positions (275)

VOO

$117.7M · 188K shares

VUG

$116.3M · 238K shares

VTV

$106.2M · 556K shares

$74.9M · 1.1M shares

$58.2M · 651K shares

$47.6M · 101K shares

$47.1M · 253K shares

$44.9M · 1.8M shares

$36.0M · 133K shares

$30.7M · 288K shares

$29.1M · 138K shares

$24.8M · 51K shares

$20.5M · 1.0M shares

$17.9M · 189K shares

$17.1M · 74K shares

$16.1M · 316K shares

$16.0M · 657K shares

$16.0M · 46K shares

$15.4M · 144K shares

$12.1M · 38K shares

$12.0M · 18K shares

$9.6M · 31K shares

$9.3M · 338K shares

$8.9M · 13K shares

$8.7M · 14K shares

$7.7M · 13K shares

$7.3M · 29K shares

$6.7M · 15K shares

$6.6M · 13K shares

$6.3M · 52K shares

$6.1M · 17K shares

$6.1M · 19K shares

$6.0M · 6K shares

$5.9M · 62K shares

$5.8M · 40K shares

$5.3M · 25K shares

$5.3M · 208K shares

$5.1M · 55K shares

$5.0M · 6K shares

$4.8M · 40K shares

$4.6M · 13K shares

$4.6M · 8K shares

$4.6M · 41K shares

$4.4M · 165K shares

$4.4M · 9K shares

$4.1M · 12K shares

$4.0M · 31K shares

$3.9M · 4K shares

$3.7M · 25K shares

$3.6M · 10K shares

$3.5M · 86K shares

$3.4M · 12K shares

$3.4M · 22K shares

$3.3M · 18K shares

$3.2M · 40K shares

$3.1M · 9K shares

$3.0M · 34K shares

$3.0M · 19K shares

$2.8M · 17K shares

$2.8M · 11K shares

$2.7M · 15K shares

$2.7M · 3K shares

$2.6M · 14K shares

$2.6M · 6K shares

$2.6M · 9K shares

$2.6M · 6K shares

$2.6M · 5K shares

$2.6M · 8K shares

DUK

$2.6M · 22K shares

$2.5M · 4K shares

$2.5M · 12K shares

$2.5M · 18K shares

$2.5M · 31K shares

$2.5M · 95K shares

$2.5M · 4K shares

$2.4M · 29K shares

$2.3M · 13K shares

$2.3M · 13K shares

$2.2M · 2K shares

$2.1M · 4K shares

$2.0M · 25K shares

$1.9M · 8K shares

$1.9M · 2K shares

$1.7M · 14K shares

$1.7M · 9K shares

$1.7M · 19K shares

$1.7M · 7K shares

$1.7M · 5K shares

$1.6M · 10K shares

$1.6M · 33K shares

$1.5M · 6K shares

$1.5M · 10K shares

$1.5M · 8K shares

$1.4M · 9K shares

$1.4M · 7K shares

$1.4M · 12K shares

$1.4M · 20K shares

IWR

$1.4M · 14K shares

SHOP

$1.3M · 8K shares

CBNA

$1.3M · 39K shares

$1.3M · 5K shares

$1.3M · 6K shares

$1.3M · 16K shares

$1.3M · 12K shares

$1.3M · 42K shares

$1.3M · 43K shares

$1.2M · 5K shares

$1.2M · 7K shares

$1.2M · 4K shares

$1.1M · 25K shares

$1.1M · 37K shares

$1.1M · 14K shares

$1.1M · 16K shares

$1.1M · 2K shares

$1.0M · 44K shares

$998K · 20K shares

$989K · 27K shares

$987K · 5K shares

$973K · 3K shares

$964K · 18K shares

$963K · 8K shares

$962K · 18K shares

$953K · 9K shares

$947K · 7K shares

$909K · 38K shares

$868K · 958 shares

$828K · 3K shares

$826K · 9K shares

$812K · 4K shares

$798K · 5K shares

$794K · 16K shares

$782K · 3K shares

$780K · 13K shares

$756K · 21K shares

$754K · 1 shares

$748K · 4K shares

$735K · 2K shares

$721K · 16K shares

$720K · 19K shares

$715K · 4K shares

$710K · 8K shares

$700K · 15K shares

$698K · 4K shares

$697K · 130 shares

$684K · 10K shares

$684K · 7K shares

$666K · 3K shares

$663K · 17K shares

$662K · 66K shares

$650K · 4K shares

$649K · 8K shares

$628K · 2K shares

$626K · 1K shares

$625K · 9K shares

$625K · 6K shares

$610K · 6K shares

$565K · 12K shares

$551K · 28K shares

$543K · 7K shares

$539K · 12K shares

$537K · 5K shares

$536K · 36K shares

$535K · 15K shares

$534K · 780 shares

$530K · 1K shares

$530K · 6K shares

$525K · 6K shares

$518K · 3K shares

$511K · 3K shares

$508K · 6K shares

$505K · 812 shares

$504K · 4K shares

$500K · 881 shares

$492K · 2K shares

$490K · 13K shares

$488K · 1K shares

$486K · 2K shares

$485K · 38K shares

$484K · 5K shares

$484K · 2K shares

$457K · 15K shares

$455K · 1K shares

$453K · 6K shares

$449K · 688 shares

$447K · 1K shares

$447K · 20K shares

$442K · 10K shares

$439K · 2K shares

$433K · 9K shares

$431K · 1K shares

$430K · 5K shares

$426K · 3K shares

$425K · 2K shares

$412K · 8K shares

$411K · 1K shares

$409K · 2K shares

$405K · 3K shares

$403K · 8K shares

$401K · 20K shares

$396K · 18K shares

$394K · 870 shares

$387K · 473 shares

$384K · 15K shares

$380K · 20K shares

$377K · 8K shares

$373K · 307 shares

$372K · 7K shares

$369K · 3K shares

$366K · 4K shares

$356K · 1K shares

$356K · 5K shares

$355K · 7K shares

$354K · 2K shares

$351K · 7K shares

$346K · 11K shares

$342K · 7K shares

$342K · 506 shares

$337K · 12K shares

$334K · 12K shares

$333K · 165 shares

$332K · 2K shares

$328K · 996 shares

$325K · 7K shares

$319K · 1K shares

$317K · 2K shares

$313K · 5K shares

$311K · 3K shares

$310K · 2K shares

$310K · 1K shares

$307K · 5K shares

$304K · 4K shares

$299K · 4K shares

$292K · 756 shares

$288K · 5K shares

SMLF

$286K · 4K shares

$279K · 1K shares

$278K · 1K shares

$274K · 2K shares

$272K · 2K shares

$271K · 4K shares

$269K · 928 shares

$268K · 5K shares

$267K · 6K shares

$262K · 2K shares

$261K · 541 shares

$260K · 1K shares

$257K · 2K shares

$255K · 1K shares

$253K · 545 shares

$251K · 751 shares

$245K · 2K shares

$241K · 5K shares

$240K · 71 shares

$236K · 2K shares

$236K · 588 shares

$233K · 4K shares

$231K · 660 shares

$231K · 6K shares

$228K · 2K shares

$227K · 4K shares

$224K · 888 shares

$224K · 1K shares

$223K · 4K shares

$223K · 3K shares

$223K · 3K shares

$222K · 22K shares

$206K · 4K shares

$206K · 12K shares

$204K · 18K shares

$202K · 2K shares

$201K · 2K shares

$201K · 2K shares

$140K · 11K shares

$61K · 13K shares

$8K · 38K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	118	$819.8M	65.6%
Technology	46	$183.3M	14.7%
Unknown	11	$78.1M	6.2%
Consumer Cyclical	16	$40.8M	3.3%
Communication Services	10	$35.0M	2.8%
Healthcare	21	$29.6M	2.4%
Industrials	23	$18.9M	1.5%
Consumer Defensive	5	$13.8M	1.1%
Energy	7	$11.0M	0.9%
Utilities	6	$9.6M	0.8%
Basic Materials	9	$5.6M	0.5%
Real Estate	3	$4.1M	0.3%