EdgeMarket › What Rmr Wealth Builders reported owning
What Rmr Wealth Builders reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
277Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VOO Vanguard S&P 500 ETF | 120.9M | 9.5% | 202.3K | 703.71 | +20.0% |
| VUG Vanguard Morningstar Growth ETF | 115.6M | 9.1% | 264.7K | 87.50 | +15.9% |
| VTV Vanguard Morningstar Value ETF | 112.6M | 8.9% | 574.0K | 226.40 | +24.6% |
| IJH iShares Core S&P Mid-Cap ETF | 74.9M | 5.9% | 1.1M | 76.77 | +20.8% |
| IEFA iShares Core MSCI EAFE ETF | 62.9M | 5.0% | 694.5K | 100.85 | +16.8% |
| PRMR PeakShares RMR Prime Equity ETF | 52.8M | 4.2% | 2.3M | 28.68 | — |
| NVDA NVIDIA CORP | 43.5M | 3.4% | 249.4K | 214.72 | +22.4% |
| IWF iShares Russell 1000 Growth Fund | 42.6M | 3.4% | 100.0K | 122.39 | +11.2% |
| AAPL Apple Inc. | 39.1M | 3.1% | 154.1K | 309.35 | +36.9% |
| SUB iShares Short-Term National Muni Bond ETF | 31.4M | 2.5% | 294.6K | 106.30 | -0.6% |
| IWD iShares Russell 1000 Value ETF | 29.3M | 2.3% | 137.2K | 257.29 | +29.2% |
| FSMB First Trust Short Duration Managed Municipal E | 21.5M | 1.7% | 1.1M | 19.87 | -0.8% |
| MSFT MICROSOFT CORP | 19.9M | 1.6% | 53.6K | 483.24 | -4.4% |
| SCHO Schwab Short-Term U.S. Treasury ETF | 19.3M | 1.5% | 796.4K | 24.10 | -1.0% |
| HYS PIMCO 0-5 Year High Yield Corporat Bond Index | 19.1M | 1.5% | 204.9K | 92.82 | -2.1% |
| FMB First Trust Managed Municipal ETF | 16.9M | 1.3% | 333.1K | 50.18 | +0.9% |
| MUB iShares National Muni Bond ETF | 16.2M | 1.3% | 152.2K | 105.34 | +1.2% |
| AMZN AMAZON COM INC | 15.9M | 1.3% | 76.3K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 14.1M | 1.1% | 45.6K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 11.5M | 0.9% | 38.9K | 351.58 | +20.3% |
| SPY SPDR S&P 500 ETF TRUST | 11.4M | 0.9% | 17.5K | 765.72 | +20.0% |
| CGMU Capital Group Municipal Income ETF | 10.5M | 0.8% | 385.6K | 27.09 | +1.0% |
| GOOG Alphabet Inc. | 9.1M | 0.7% | 31.7K | 341.75 | +70.7% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 8.6M | 0.7% | 14.0K | 699.60 | +20.6% |
| META Meta Platforms, Inc. | 8.0M | 0.6% | 14.1K | 549.90 | -26.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 7.1M | 0.6% | 12.3K | 713.44 | +26.1% |
| unmapped CUSIP 084670702 | 6.6M | 0.5% | 13.9K | — | — |
| XOM ExxonMobil Holdings Corp | 6.3M | 0.5% | 36.9K | 165.11 | +52.1% |
| COST COSTCO WHOLESALE CORP /NEW | 6.2M | 0.5% | 6.2K | 947.74 | -4.7% |
| EFA iShares MSCI EAFE ETF | 6.1M | 0.5% | 63.3K | 108.24 | +17.1% |
| TSLA Tesla, Inc. | 6.0M | 0.5% | 16.1K | 362.86 | +12.0% |
| FTRB Federated Hermes Total Return Bond ETF | 5.9M | 0.5% | 235.3K | 24.76 | -1.7% |
| V VISA INC. | 5.8M | 0.5% | 19.2K | 371.04 | +7.9% |
| NFLX NETFLIX INC | 5.7M | 0.4% | 59.1K | 79.59 | -34.4% |
| GOOGL Alphabet Inc. | 5.6M | 0.4% | 19.4K | 344.82 | +73.0% |
| LLY ELI LILLY & Co | 5.5M | 0.4% | 6.0K | 1,255.40 | +78.0% |
| XLK State Street Technology Select Sector SPDR ETF | 5.5M | 0.4% | 41.6K | 183.31 | +41.1% |
| AMD ADVANCED MICRO DEVICES INC | 5.4M | 0.4% | 26.4K | 473.25 | +186.5% |
| CVX CHEVRON CORP | 5.3M | 0.4% | 25.6K | 205.27 | +34.0% |
| WMT Walmart Inc. | 5.2M | 0.4% | 41.7K | 103.70 | +1.1% |
| HD HOME DEPOT, INC. | 5.0M | 0.4% | 15.1K | 335.61 | -16.5% |
| VZ VERIZON COMMUNICATIONS INC | 4.4M | 0.3% | 87.9K | 49.45 | +9.7% |
| GS GOLDMAN SACHS GROUP INC | 4.3M | 0.3% | 5.1K | 1,039.28 | +44.2% |
| JNJ JOHNSON & JOHNSON | 4.3M | 0.3% | 17.4K | 270.24 | +51.1% |
| SCHX Schwab U.S. Large-Cap ETF | 4.2M | 0.3% | 163.8K | 30.21 | +19.6% |
| GLW CORNING INC /NY | 4.2M | 0.3% | 30.6K | 149.84 | +132.0% |
| CRWD CrowdStrike Holdings, Inc. | 4.1M | 0.3% | 10.5K | 191.95 | +83.2% |
| ANET Arista Networks, Inc. | 3.9M | 0.3% | 31.6K | 188.65 | +43.5% |
| MU MICRON TECHNOLOGY INC | 3.7M | 0.3% | 10.8K | 966.78 | +724.8% |
| BX Blackstone Inc. | 3.6M | 0.3% | 31.3K | 143.38 | -12.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →