RMR Wealth Builders
CIK: 0001803848SEC EDGAR →
Portfolio Value
$1.2M
Holdings
275
As of
Q4 2025
New Positions
275
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 238,376 | $116.3M | 9304.05% |
| 2 | VANGUARD INDEX FDS | 556,263 | $106.2M | 8499.68% |
| 3 | ISHARES TR | 1,134,512 | $74.9M | 5990.50% |
| 4 | ISHARES TR | 650,800 | $58.2M | 4657.86% |
| 5 | ISHARES TR | 100,602 | $47.6M | 3809.34% |
| 6 | NVIDIA CORPORATION | 252,669 | $47.1M | 3769.97% |
| 7 | NORTHERN LTS FD TR II | 1,802,886 | $44.9M | 3591.72% |
| 8 | APPLE INC | 132,523 | $36.0M | 2882.32% |
| 9 | ISHARES TR | 288,038 | $30.7M | 2458.78% |
| 10 | ISHARES TR | 138,448 | $29.1M | 2329.81% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (275)
$116.3M · 238K shares
$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
$9.6M · 31K shares
$9.3M · 338K shares
$8.0M · 38K shares
$7.3M · 29K shares
$6.7M · 15K shares
$6.3M · 52K shares
$6.1M · 17K shares
$6.1M · 19K shares
$5.9M · 62K shares
$5.8M · 40K shares
$5.3M · 25K shares
$5.3M · 208K shares
$5.1M · 55K shares
$4.8M · 40K shares
$4.6M · 13K shares
$4.6M · 41K shares
$4.4M · 165K shares
$4.4M · 9K shares
$4.1M · 12K shares
$4.0M · 31K 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
$2.6M · 14K shares
$2.6M · 6K shares
$2.6M · 9K shares
$2.6M · 6K shares
$2.6M · 8K shares
$2.6M · 22K shares
$2.5M · 12K shares
$2.5M · 18K shares
$2.5M · 31K shares
$2.5M · 95K shares
$2.4M · 29K shares
$2.3M · 13K shares
$2.3M · 13K shares
$2.1M · 4K shares
$2.0M · 25K shares
$1.9M · 8K 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 · 7K shares
$1.4M · 9K shares
$1.4M · 12K shares
$1.4M · 20K shares
$1.4M · 14K shares
$1.3M · 8K shares
$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
$1.0M · 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
$828K · 3K shares
$826K · 9K shares
$812K · 4K shares
$798K · 5K shares
$794K · 16K shares
$782K · 3K shares
$780K · 13K shares
$756K · 21K 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
$684K · 7K shares
$684K · 10K shares
$666K · 3K shares
$663K · 17K shares
$662K · 66K shares
$650K · 4K shares
$649K · 8K shares
$628K · 2K shares
$625K · 6K shares
$625K · 9K 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
$530K · 6K shares
$530K · 1K shares
$525K · 6K shares
$518K · 3K shares
$511K · 3K shares
$508K · 6K shares
$504K · 4K shares
$492K · 2K shares
$490K · 13K shares
$488K · 1K shares
$486K · 2K shares
$485K · 38K shares
$484K · 2K shares
$484K · 5K shares
$457K · 15K shares
$455K · 1K shares
$453K · 6K shares
$447K · 20K shares
$447K · 1K 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
$384K · 15K shares
$380K · 20K shares
$377K · 8K 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
$337K · 12K shares
$334K · 12K 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
$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
$236K · 588 shares
$236K · 2K shares
$233K · 4K shares
$231K · 660 shares
$231K · 6K shares
$228K · 2K shares
$227K · 4K shares
$224K · 888 shares
$224K · 1K shares
$223K · 3K shares
$223K · 4K shares
$223K · 3K shares
$222K · 22K shares
$206K · 12K shares
$206K · 4K shares
$204K · 18K shares
$202K · 2K shares
$201K · 2K shares
$201K · 2K shares
$140K · 11K shares
$118K · 188K shares
$61K · 13K shares
$12K · 18K shares
$9K · 13K shares
$9K · 14K shares
$8K · 13K shares
$7K · 13K shares
$6K · 6K shares
$5K · 6K shares
$5K · 8K shares
$4K · 4K shares
$3K · 3K shares
$3K · 5K shares
$3K · 4K shares
$2K · 4K shares
$2K · 2K shares
$2K · 2K shares
$1K · 2K shares
$868 · 958 shares
$754 · 1 shares
$697 · 130 shares
$626 · 1K shares
$534 · 780 shares
$505 · 812 shares
$500 · 881 shares
$449 · 688 shares
$387 · 473 shares
$373 · 307 shares
$342 · 506 shares
$333 · 165 shares
$240 · 71 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 118 | $672.7M | 63.8% |
| Technology | 46 | $177.4M | 16.8% |
| Unknown | 11 | $62.7M | 5.9% |
| Consumer Cyclical | 16 | $39.3M | 3.7% |
| Communication Services | 10 | $26.2M | 2.5% |
| Healthcare | 21 | $21.0M | 2.0% |
| Industrials | 23 | $17.4M | 1.6% |
| Energy | 7 | $11.0M | 1.0% |
| Utilities | 6 | $9.1M | 0.9% |
| Consumer Defensive | 5 | $8.8M | 0.8% |
| Basic Materials | 9 | $5.1M | 0.5% |
| Real Estate | 3 | $4.1M | 0.4% |