RMR Wealth Builders
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), RMR Wealth Builders reported 316 stock positions worth $1.6 billion. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 9.7% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 9.7%) and Vanguard Mrngstr Val ETF-Aui (VTV, 8.9%). Compared with Q1 2026, it opened 48 new positions, sold out of 10, added to 158 and reduced 87. The biggest buy was Schwab Short-Term US Treas (SCHO, shares +107%) and the biggest sale an exit from Exxon Mobil (XOM).
- Most Recent 13F
- Q2 2026
- Location
- Montclair, NJ
- CIK
- 0001803848
- Portfolio Value
- $1.6B (Q2 2026)
- SEC Filing
- 0001420506-26-001286 ↗ filed Jul 24, 2026
Holdings Value
Holdings 316 stocks · $1.6B
| VUG Vanguard Mrngstar GR ETF-Sui | 9.72% | 1,816,708 | $156.5M | Add +14.4% |
| VOO Vanguard S&P 500 ETF | 9.70% | 227,464 | $156.2M | Add +12.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 8.89% | 656,979 | $143.2M | Add +14.5% |
| IJH iShares Core S&P Midcap ETF | 5.52% | 1,153,024 | $88.9M | Add +3.9% |
| IEFA iShares Core MSCI Eafe ETF | 4.52% | 753,130 | $72.7M | Add +8.4% |
| PRMR Peakshares RMR Prime Eqy ETF | 4.25% | 2,397,610 | $68.5M | Add +6.2% |
| NVDA Nvidia Corp. | 3.10% | 249,506 | $49.9M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 3.07% | 397,795 | $49.4M | Reduce -0.5% |
| AAPL Apple Inc. | 2.84% | 158,266 | $45.8M | Add +2.7% |
| SCHO Schwab Short-Term US Treas | 2.47% | 1,650,711 | $39.8M | Add +107.3% |
| SUB iShares Short-Term National | 2.07% | 313,220 | $33.3M | Add +6.3% |
| IWD iShares Russell 1000 Value E | 2.06% | 136,510 | $33.1M | Reduce -0.5% |
| FSMB First Trust Short Dur Manag | 1.43% | 1,151,454 | $23.0M | Add +6.9% |
| MSFT Microsoft Corp. | 1.33% | 57,470 | $21.4M | Add +7.2% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 1.32% | 227,955 | $21.3M | Add +11.3% |
| AMZN Amazon.com Inc. | 1.21% | 81,431 | $19.4M | Add +6.7% |
| FMB First Trust Managed Municipa | 1.12% | 351,741 | $18.1M | Add +5.6% |
| MUB iShares National Muni Bond E | 1.09% | 162,583 | $17.5M | Add +6.8% |
| AVGO Broadcom Inc. | 1.02% | 43,444 | $16.4M | Reduce -4.7% |
| AMD Advanced Micro Devices | 0.99% | 27,427 | $15.9M | Add +4.0% |
| MU Micron Technology Inc. | 0.90% | 12,610 | $14.6M | Add +16.2% |
| JPM JPMorgan Chase & Co. | 0.87% | 42,694 | $14.0M | Add +9.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.81% | 17,544 | $13.1M | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.77% | 35,060 | $12.4M | Add +10.7% |
| CGMU Cap Group Municipal Income | 0.71% | 414,630 | $11.4M | Add +7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 13,336 | $9.8M | Add +8.6% |
| MDY State Street SPDR S&P Midcap | 0.58% | 13,395 | $9.4M | Reduce -4.1% |
| GLW Corning Inc. | 0.58% | 36,378 | $9.3M | Add +18.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.57% | 12,101 | $9.2M | Add +15.1% |
| META Meta Platforms Inc. Class A | 0.57% | 16,315 | $9.2M | Add +16.1% |
| LLY Eli Lilly & Co. | 0.55% | 7,409 | $8.9M | Add +23.1% |
| TSLA Tesla Inc. | 0.53% | 20,154 | $8.5M | Add +25.0% |
| XLK SS Technology Select Sector | 0.52% | 44,148 | $8.4M | Add +6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 16,806 | $8.4M | Add +21.3% |
| PANW Palo Alto Networks Inc. | 0.50% | 23,435 | $8.0M | Add +20.4% |
| GOOGL Alphabet Inc. Class A | 0.44% | 19,984 | $7.1M | Add +2.8% |
| COST Costco Wholesale Corp. | 0.43% | 7,424 | $6.9M | Add +20.0% |
| EFA iShares MSCI Eafe ETF | 0.41% | 63,908 | $6.6M | Add +1.0% |
| ANET Arista Networks Inc. | 0.41% | 38,992 | $6.6M | Add +23.2% |
| HD Home Depot Inc. | 0.41% | 18,582 | $6.6M | Add +23.1% |
| FTRB Fed Hermes TTL RTRN BND | 0.41% | 258,829 | $6.5M | Add +10.0% |
| KLAC KLA Corp. | 0.40% | 21,318 | $6.4M | Add +37.1% |
| AMAT Applied Materials Inc. | 0.40% | 8,811 | $6.4M | Add +32.7% |
| GS Goldman Sachs Group Inc. | 0.38% | 6,124 | $6.2M | Add +21.1% |
| WMT Walmart Inc. | 0.37% | 53,016 | $6.0M | Add +27.2% |
| JNJ Johnson & Johnson | 0.35% | 22,056 | $5.6M | Add +26.5% |
| GE General Electric filed as GE AEROSPACE | 0.34% | 14,450 | $5.4M | Add +29.2% |
| CAT Caterpillar Inc. | 0.33% | 5,057 | $5.4M | Add +174.2% |
| CVX Chevron Corp. | 0.32% | 31,456 | $5.2M | Add +22.8% |
| NFLX Netflix Inc. | 0.32% | 72,967 | $5.2M | Add +23.4% |
| AXP American Express Co. | 0.31% | 14,721 | $5.0M | Add +32.7% |
| GILD Gilead Sciences Inc. | 0.31% | 39,220 | $5.0M | Add +182.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 17,337 | $4.9M | Add +28.7% |
| V Visa Inc. Class A | 0.30% | 13,850 | $4.8M | Reduce -28.0% |
| VZ Verizon Communications Inc. | 0.29% | 110,043 | $4.7M | Add +25.2% |
| SCHX Schwab US Large-Cap ETF | 0.28% | 151,953 | $4.5M | Reduce -7.2% |
| MMM 3M Co. | 0.27% | 26,976 | $4.4M | Add +31.6% |
| MO Altria Group Inc. | 0.27% | 60,666 | $4.4M | Add +40.4% |
| DUK Duke Energy Corp. | 0.27% | 34,288 | $4.3M | Add +37.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 28,630 | $4.3M | Add +33.7% |
| CEG Constellation Energy | 0.26% | 17,172 | $4.3M | Add +35.1% |
| WDC Western Digital Corp. | 0.26% | 6,610 | $4.2M | Add +299.9% |
| MCD McDonald's Corp. | 0.26% | 15,458 | $4.2M | Add +52.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.25% | 2,061 | $4.1M | Add +1.9% |
| CME Cme Group Inc. | 0.24% | 17,775 | $3.9M | Add +217.4% |
| UBER Uber Technologies Inc. | 0.23% | 52,150 | $3.8M | Add +31.2% |
| PGR Progressive Corp. | 0.23% | 16,783 | $3.7M | Add +41.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 40,370 | $3.5M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 30,328 | $3.5M | Add +34.7% |
| PYLD PIMCO Multisector Bond Actv | 0.21% | 129,298 | $3.4M | Add +15.0% |
| OEF iShares S&P 100 ETF | 0.21% | 9,202 | $3.4M | Add +0.3% |
| REGN Regeneron Pharmaceuticals | 0.21% | 5,339 | $3.3M | Add +37.9% |
| ORCL Oracle Corp. | 0.20% | 22,379 | $3.3M | Add +22.2% |
| WELL Welltower Inc. | 0.20% | 14,308 | $3.2M | New |
| NEM Newmont Corp. | 0.20% | 33,638 | $3.1M | Add +34.7% |
| IWM iShares Russell 2000 ETF | 0.19% | 10,238 | $3.1M | Reduce -17.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 5,841 | $2.8M | Add +5.1% |
| INTC Intel Corp. | 0.16% | 18,990 | $2.7M | Add +22.5% |
| CDNS Cadence Design SYS Inc. | 0.15% | 6,519 | $2.4M | New |
| MRK Merck & Co. Inc. | 0.15% | 18,454 | $2.4M | Add +41.2% |
| TER Teradyne Inc. | 0.14% | 4,745 | $2.3M | Reduce -1.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.14% | 27,942 | $2.3M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.14% | 4,420 | $2.3M | Add +0.1% |
| DELL Dell Technologies -C | 0.14% | 5,227 | $2.3M | New |
| FBND Fidelity Total Bond ETF | 0.13% | 45,208 | $2.1M | New |
| TWLO Twilio Inc. Class A | 0.13% | 9,922 | $2.0M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.13% | 13,572 | $2.0M | Reduce -28.0% |
| LRCX Lam Research Corp. | 0.12% | 4,579 | $2.0M | Reduce -4.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.11% | 3,530 | $1.8M | Reduce -5.2% |
| GM General Motors Co. | 0.11% | 23,867 | $1.8M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.11% | 7,287 | $1.8M | Add +1.6% |
| MRVL Marvell Technology Inc. | 0.11% | 6,044 | $1.8M | Reduce -9.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.11% | 3,521 | $1.7M | Reduce -50.5% |
| PNC PNC Financial Services Group | 0.11% | 7,093 | $1.7M | Add +4.4% |
| C Citigroup Inc. | 0.11% | 12,409 | $1.7M | Add +2.7% |
| KO The Coca-Cola Co. | 0.10% | 20,669 | $1.7M | Add +6.0% |
| BLK BlackRock Inc. | 0.10% | 1,747 | $1.7M | Reduce -0.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.10% | 17,117 | $1.6M | Reduce -0.4% |
| JEPI JPMorgan Equity Premium Inco | 0.10% | 28,972 | $1.6M | New |
| CBNA Chain Bridge Bancorp Inc. Class A | 0.10% | 38,710 | $1.6M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.49 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 3.07% | −0.29 |
| IWD iShares Russell 1000 Value E | Reduce -0.5% | 2.06% | −0.25 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.21 |
| BX Blackstone Inc. | Reduce -68.4% | 0.07% | −0.21 |
| WM Waste Management Inc. | Reduce -56.8% | 0.08% | −0.17 |
| V Visa Inc. Class A | Reduce -28.0% | 0.30% | −0.16 |
| AMT American Tower Corp. | Reduce -53.1% | 0.09% | −0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -50.5% | 0.11% | −0.14 |
| CRM Salesforce Inc. | Reduce -37.1% | 0.09% | −0.13 |
| MDY State Street SPDR S&P Midcap | Reduce -4.1% | 0.58% | −0.09 |
| AVGO Broadcom Inc. | Reduce -4.7% | 1.02% | −0.09 |
| HON Honeywell International Inc. | Reduce -0.1% | 0.05% | −0.08 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -41.1% | 0.06% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -28.0% | 0.13% | −0.06 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -39.5% | 0.05% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -7.2% | 0.28% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -17.6% | 0.19% | −0.05 |
| COP Conocophillips | Reduce -21.6% | 0.04% | −0.04 |
| XNXJX Nuveen NJ QLTY Muni Inc. | Sold out | 0.00% | −0.04 |
| UYLD Angel Oak Ultrashort Income | Reduce -32.0% | 0.04% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -2.9% | 0.06% | −0.03 |
| INTU Intuit Inc. | Reduce -23.5% | 0.02% | −0.03 |
| BLK BlackRock Inc. | Reduce -0.5% | 0.10% | −0.03 |
| PSX Phillips 66 | Reduce -31.1% | 0.03% | −0.03 |
| GM General Motors Co. | Reduce -0.5% | 0.11% | −0.03 |
| GLDM SPDR Gold Minishares Trust | Reduce -0.8% | 0.05% | −0.03 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -45.9% | 0.02% | −0.03 |
| GLD SPDR Gold Shares | Reduce -5.3% | 0.04% | −0.02 |
| XLE SS Energy Select Sector | Reduce -10.4% | 0.04% | −0.02 |
| PEG Public Service Enterprise GP | Reduce -2.7% | 0.08% | −0.02 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Reduce -10.9% | 0.07% | −0.02 |
| CLOI Vaneck Clo ETF | Reduce -44.9% | 0.02% | −0.02 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -5.2% | 0.11% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -35.5% | 0.02% | −0.02 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -4.3% | 0.02% | −0.02 |
| BPRE Bluerock Private Real Estate | Reduce -0.9% | 0.03% | −0.02 |
| ITM Vaneck Intermediate Muni ETF | Sold out | 0.00% | −0.02 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.4% | 0.10% | −0.02 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -5.8% | 0.09% | −0.02 |
| FDLO Fidelity Low Volat Fact ETF | Sold out | 0.00% | −0.02 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.02 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -33.0% | 0.02% | −0.02 |
| XLF SS Financial Select Sector | Reduce -10.6% | 0.05% | −0.01 |
| ULTA Ulta Beauty Inc. | Reduce -3.2% | 0.03% | −0.01 |
| CB Chubb Ltd. | Reduce -1.3% | 0.06% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SCHO Schwab Short-Term US Treas | Add +107.3% | 2.47% | +0.95 |
| MU Micron Technology Inc. | Add +16.2% | 0.90% | +0.62 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +14.4% | 9.72% | +0.61 |
| AMD Advanced Micro Devices | Add +4.0% | 0.99% | +0.57 |
| PANW Palo Alto Networks Inc. | Add +20.4% | 0.50% | +0.25 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +15.1% | 0.57% | +0.25 |
| GLW Corning Inc. | Add +18.7% | 0.58% | +0.25 |
| CAT Caterpillar Inc. | Add +174.2% | 0.33% | +0.23 |
| WDC Western Digital Corp. | Add +299.9% | 0.26% | +0.23 |
| KLAC KLA Corp. | Add +37.1% | 0.40% | +0.22 |
| AMAT Applied Materials Inc. | Add +32.7% | 0.40% | +0.22 |
| WELL Welltower Inc. | New | 0.20% | +0.20 |
| VOO Vanguard S&P 500 ETF | Add +12.4% | 9.70% | +0.18 |
| GILD Gilead Sciences Inc. | Add +182.5% | 0.31% | +0.16 |
| CDNS Cadence Design SYS Inc. | New | 0.15% | +0.15 |
| DELL Dell Technologies -C | New | 0.14% | +0.14 |
| FBND Fidelity Total Bond ETF | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +23.1% | 0.55% | +0.12 |
| CME Cme Group Inc. | Add +217.4% | 0.24% | +0.11 |
| INTC Intel Corp. | Add +22.5% | 0.16% | +0.11 |
| ANET Arista Networks Inc. | Add +23.2% | 0.41% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | New | 0.10% | +0.10 |
| FDVV Fidelity High Dividend ETF | New | 0.10% | +0.10 |
| LVHI Franklin International Low V | New | 0.10% | +0.10 |
| PRMR Peakshares RMR Prime Eqy ETF | Add +6.2% | 4.25% | +0.09 |
| XLK SS Technology Select Sector | Add +6.2% | 0.52% | +0.09 |
| GE General Electric | Add +29.2% | 0.34% | +0.09 |
| STK Columbia Slgmn Prem Tech GR | New | 0.07% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | New | 0.06% | +0.06 |
| SPCX Space Exploration Techn Class A | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +25.0% | 0.53% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +10.7% | 0.77% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.6% | 0.61% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | New | 0.05% | +0.05 |
| STX Seagate Technology Holdings | New | 0.05% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +21.1% | 0.38% | +0.05 |
| MO Altria Group Inc. | Add +40.4% | 0.27% | +0.05 |
| IBM Intl Business Machines Corp. | Add +28.7% | 0.30% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +254.0% | 0.07% | +0.05 |
| AXP American Express Co. | Add +32.7% | 0.31% | +0.04 |
| BST BlackRock Science & Tech TR | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.9% | 0.25% | +0.04 |
| PGR Progressive Corp. | Add +41.1% | 0.23% | +0.04 |
| MMM 3M Co. | Add +31.6% | 0.27% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +31.1% | 0.08% | +0.03 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.03% | +0.03 |
| NBIS Nebius Group NV | Add +24.4% | 0.05% | +0.03 |
| ALAB Astera Labs Inc. | New | 0.03% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +5.1% | 0.17% | +0.03 |
| SITM Sitime Corp. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 316 | $1.6B | VUG, VOO, VTV, IJH, IEFA |
| Q1 2026 | 277 | $1.3B | VOO, VUG, VTV, IJH, IEFA |
| Q4 2025 | 275 | $1.2B | VOO, VUG, VTV, IJH, IEFA |
| Q3 2025 | 282 | $1.2B | VUG, VOO, VTV, IJH, IEFA |
| Q2 2025 | 285 | $1.1B | VUG, VOO, VTV, IJH, IEFA |
| Q1 2025 | 259 | $950.1M | VOO, VUG, VTV, IJH, IEFA |
| Q4 2024Amended | 256 | $967.5M | VUG, VOO, VTV, IJH, IWF |
| Q3 2024 | 260 | $943.7M | VOO, VUG, VTV, IJH, IWF |
| Q2 2024 | 250 | $871.4M | VUG, VOO, VTV, IJH, IWF |
| Q1 2024 | 259 | $827.0M | VOO, VUG, VTV, IJH, IWF |