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RMR Wealth Builders

Q2 2026 13F filing

Updated 48 days ago

316 disclosed positions worth $1.6B

Portfolio value
$1.6B
Total holdings
316
New positions
50
Closed positions
11
Increased
159
Decreased
84
Turnover
19.3%
Filed
2026-07-24

Full holdings

Every line item disclosed in Q2 2026

V

VANGUARD INDEX FDS

+586.3%
Value
$156.5M
Shares
1.82M
% Port
9.72%
V

VANGUARD INDEX FDS

+12.4%
Value
$156.2M
Shares
227.5K
% Port
9.70%
V

VANGUARD INDEX FDS

+14.5%
Value
$143.2M
Shares
657.0K
% Port
8.89%
E

ISHARES TR

+3.9%
Value
$88.9M
Shares
1.15M
% Port
5.52%
E

ISHARES TR

+8.4%
Value
$72.7M
Shares
753.1K
% Port
4.52%
?
6.N/A

NORTHERN LTS FD TR II

+6.2%
Value
$68.5M
Shares
2.40M
% Port
4.25%
N

NVIDIA CORPORATION

+0.0%
Value
$49.9M
Shares
249.5K
% Port
3.10%
E

ISHARES TR

+297.9%
Value
$49.4M
Shares
397.8K
% Port
3.07%
A

APPLE INC

+2.7%
Value
$45.8M
Shares
158.3K
% Port
2.84%
?
10.N/A

SCHWAB STRATEGIC TR

+107.3%
Value
$39.8M
Shares
1.65M
% Port
2.47%
?
11.N/A

ISHARES TR

+6.3%
Value
$33.3M
Shares
313.2K
% Port
2.07%
E
12.ETHA

ISHARES TR

-0.5%
Value
$33.1M
Shares
136.5K
% Port
2.06%
F
13.FPF

FIRST TR EXCH TRADED FD III

+6.9%
Value
$23M
Shares
1.15M
% Port
1.43%
M
14.MSFT

MICROSOFT CORP

+7.2%
Value
$21.4M
Shares
57.5K
% Port
1.33%
?
15.N/A

PIMCO ETF TR

+11.3%
Value
$21.3M
Shares
228.0K
% Port
1.32%
A
16.AMZN

AMAZON COM INC

+6.7%
Value
$19.4M
Shares
81.4K
% Port
1.21%
F
17.FPF

FIRST TR EXCH TRADED FD III

+5.6%
Value
$18.1M
Shares
351.7K
% Port
1.12%
E
18.ETHA

ISHARES TR

+6.8%
Value
$17.5M
Shares
162.6K
% Port
1.09%
A
19.AVGO

BROADCOM INC

-4.7%
Value
$16.4M
Shares
43.4K
% Port
1.02%
A
20.AMD

ADVANCED MICRO DEVICES INC

+4.0%
Value
$15.9M
Shares
27.4K
% Port
0.99%
M
21.MU

MICRON TECHNOLOGY INC

+16.2%
Value
$14.6M
Shares
12.6K
% Port
0.90%
J

JPMORGAN CHASE & CO

+9.6%
Value
$14M
Shares
42.7K
% Port
0.87%
S
23.SPY

STATE STR SPDR S&P 500 ETF T

+0.3%
Value
$13.1M
Shares
17.5K
% Port
0.81%
G

ALPHABET INC

+10.7%
Value
$12.4M
Shares
35.1K
% Port
0.77%
C

CAPITAL GRP FIXED INCM ETF T

+7.5%
Value
$11.4M
Shares
414.6K
% Port
0.71%
Q
26.QQQ

INVESCO QQQ TR

+8.6%
Value
$9.8M
Shares
13.3K
% Port
0.61%
M
27.MDY

STATE STR SPDR S&P MIDCAP 40

-4.1%
Value
$9.4M
Shares
13.4K
% Port
0.58%
G
28.GLW

CORNING INC

+18.7%
Value
$9.3M
Shares
36.4K
% Port
0.58%
C
29.CRWD

CROWDSTRIKE HLDGS INC

+15.1%
Value
$9.2M
Shares
12.1K
% Port
0.57%
M
30.META

META PLATFORMS INC

+16.1%
Value
$9.2M
Shares
16.3K
% Port
0.57%
L
31.LLY

ELI LILLY & CO

+23.1%
Value
$8.9M
Shares
7.4K
% Port
0.55%
T
32.TSLA

TESLA INC

+25.0%
Value
$8.5M
Shares
20.2K
% Port
0.53%
S

SELECT SECTOR SPDR TR

+6.2%
Value
$8.4M
Shares
44.1K
% Port
0.52%
B

BERKSHIRE HATHAWAY INC DEL

+21.3%
Value
$8.4M
Shares
16.8K
% Port
0.52%
P
35.PANW

PALO ALTO NETWORKS INC

+20.4%
Value
$8M
Shares
23.4K
% Port
0.50%
G

ALPHABET INC

+2.8%
Value
$7.1M
Shares
20.0K
% Port
0.44%
C
37.COST

COSTCO WHOLESALE CORPORATION

+20.0%
Value
$6.9M
Shares
7.4K
% Port
0.43%
E
38.ETHA

ISHARES TR

+1.0%
Value
$6.6M
Shares
63.9K
% Port
0.41%
A
39.ANET

ARISTA NETWORKS INC

+23.2%
Value
$6.6M
Shares
39.0K
% Port
0.41%
H
40.HD

HOME DEPOT INC

+23.1%
Value
$6.6M
Shares
18.6K
% Port
0.41%
?
41.N/A

FEDERATED HERMES ETF TRUST

+10.0%
Value
$6.5M
Shares
258.8K
% Port
0.41%
K
42.KLAC

KLA CORP

+1270.9%
Value
$6.4M
Shares
21.3K
% Port
0.40%
A
43.AMAT

APPLIED MATLS INC

+32.7%
Value
$6.4M
Shares
8.8K
% Port
0.40%
G

GOLDMAN SACHS GROUP INC

+21.1%
Value
$6.2M
Shares
6.1K
% Port
0.38%
W
45.WMT

WALMART INC

+27.2%
Value
$6M
Shares
53.0K
% Port
0.37%
J
46.JNJ

JOHNSON & JOHNSON

+26.5%
Value
$5.6M
Shares
22.1K
% Port
0.35%
G
47.GE

GE AEROSPACE

+29.2%
Value
$5.4M
Shares
14.4K
% Port
0.34%
C
48.CAT

CATERPILLAR INC

+174.2%
Value
$5.4M
Shares
5.1K
% Port
0.33%
C
49.CVX

CHEVRON CORPORATION

+22.8%
Value
$5.2M
Shares
31.5K
% Port
0.32%
N
50.NFLX

NETFLIX INC.

+23.4%
Value
$5.2M
Shares
73.0K
% Port
0.32%